March 12 Pre-market Morning Report: Highlights and Hot Topics

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No.1 Pre-market Hot Topics

1. Yesterday’s Hot Topics
   Electric Power Collaboration: Green Power Generation
   Chemicals: Baichuan Shares
   Optical Communications: Reischonda
   Energy Storage: Chint Power
   Lobster: Ningbo Construction
   Lobster Security: Guoan Shares

2. Hong Kong Media: Hong Kong Monetary Authority’s Stablecoin License to be Issued After Two Sessions
   According to Hong Kong media, the first batch of stablecoin licenses will be issued after the Two Sessions, with fewer than four companies receiving licenses initially.
   Stablecoins: Yuyin Shares, Cuiwei Shares, Hengbao Shares, Sifang Jingchuang, Lakala

3. Chemical Night Trading Continues to Rise, Para-Xylene Hits Limit Up
   Night trading in chemicals continued to surge, with para-xylene hitting a 13.01% limit up, PTA (Purified Terephthalic Acid) rising 11.36%.
   Para-xylene/PTA: Rongsheng Petrochemical, Hengli Petrochemical, Hengyi Petrochemical, Tongkun Shares

4. Targeting AI Power Gap: Google and Tesla Form “Power Grid Utilization Alliance”
   Google, Tesla, and five other companies in the power equipment and data center industry chain announced the formation of the “Power Grid Utilization Alliance” (Utilize), aiming to increase U.S. power grid efficiency, reduce electricity costs, and significantly boost electricity load capacity. The group advocates that fully utilizing existing power grids could save consumers over $100 billion in electricity costs over the next decade and free up substantial new electricity capacity. According to S&P Global, U.S. data center power demand will reach 75.8 GW by 2026 and increase to 134.4 GW by 2030.
   Power Grid: Shun Na Shares, Hanlan Shares, Jicheng Electronics, Sanbian Technology, Ankao Smart Electric
   Beijing Stock Exchange + Power Grid: Yinen Power, Pino Technology

5. Zhunmi Technology Plans to Launch 2 Million Computing Satellites to Build a Super Space Computing Center
   At the “AWE 2026 Chip Industry Summit,” Zhunmi Ecology Company “Xinjie Crossing” revealed its business plan. In space computing, Zhunmi Xinjie plans to differentiate from current small satellite constellations of hundreds of satellites by launching the “Yao Tai” series of computing satellites to form a network of 2 million satellites. This will be combined with self-developed inter-satellite laser communication technology and advanced energy management systems, aiming to build a distributed computing network in space for AI large model training. The Yao Tai series space computing modules have completed space environment adaptability tests and will soon be launched into space for in-orbit system performance verification.
   Space Computing: Shunhao Shares
   Zhunmi Technology: Jiamei Packaging (again under risk warning yesterday)

6. OpenAI Plans to Integrate Video Generation Tool Sora into ChatGPT
   According to insiders on Tuesday, OpenAI plans to integrate its AI video generator Sora into the ChatGPT platform. This strategic shift will expand OpenAI’s multi-modal AI technology layout, potentially increasing user engagement with OpenAI chatbots but also raising costs. It is estimated that from now until 2030, reasoning costs will exceed $225 billion.
   Sora Video Concept: When Hong Technology, Wanshing Technology, Wangda Software, Haitian Rui Sheng

7. Industry News

8. Huarei Precision: Will raise the sales price of all products from March 11.

9. Huawei Launches HarmonyOS Version Lobster Xiaoyi Claw. (Changshan Beiming, Runhe Software, Soft Power)

10. 360 Releases the First OpenClaw Security Deployment Guide. (360 Security)

11. The U.S. will launch pilot programs for advanced air traffic and electric vertical takeoff and landing aircraft in 26 states to promote air taxis. (Wanfeng Aowei, Zongshen Power)

12. Jay Chou officially announces the release of “Son of the Sun” on March 18; new album preheating online. (Fengshang Culture)

13. Shanghai Minhang introduces new policies to promote micro-short dramas, offering up to 3 million yuan in support. (Chinese Online, Zhangyue Technology)

14. CAS Space: Li Jianyi No. Yao-12 launch vehicle successfully delivered from factory, planning to execute “One Rocket, 8 Satellites” launch mission soon. (Yuexiu Capital)

15. Tencent Cloud announces a 400% price increase for AI models.

16. Supercomputing internet distributes 10 million Tokens free to each OpenClaw user.

17. DeepSeek-V4 approaches, with V4 model possibly adopting INT8 quantization to significantly reduce VRAM usage and inference costs. (Daily Interaction)

No.2 Selected Announcements

1. Daily Announcements
   Fuliwang: First quarter net profit expected to increase by 183.84%-254.81% year-over-year
   Runjian Shares: Won bid for 840 million yuan Baoding Fuping Jinghui 500MW photovoltaic project
   Xinguodu: Plans to invest 16.2 million yuan to establish a holding subsidiary to develop next-generation smart hardware
   Runtu Shares: The price of dispersed dye black has recently increased by about 24,000 yuan per ton, currently quoted around 40,000 yuan/ton

2. Trading Suspensions and Resumptions
   None

3. Landmine Alerts
   Gao Weida: Shareholders plan to reduce holdings by 2.43%
   Shenghui Technology: Shareholders plan to reduce holdings by 1.01%
   Biaoao Intelligent: Shareholders plan to reduce holdings by 0.99%
   Zhongrong Electric: Shareholders plan to reduce holdings by 0.86%
   Fei Rong Da: Shareholders plan to reduce holdings by 0.35%

4. Market Anomalies
   Dingxin Communications: The market ban period imposed by State Grid and Southern Power Grid has expired, but company-level bidding and provincial bidding still require time.

5. Dynamic Updates

No.3 Global Markets

1. Global Markets
   U.S. stock three major indices closed mixed; storage concept stocks rose, with SanDisk up nearly 6%, Micron Technology up over 3%.
   Chinese concept stocks declined 0.16%.

2. Popular U.S. and Chinese Concept Stocks
   Storage chips: Demingli, Baiwei Storage, Shannon Chipchuang, Puran Shares

3. Commodities (Night Trading Varieties)