20260315 Tomorrow's Focus: Lanshi Heavy Equipment, China Nuclear Engineering, China Energy Engineering, Datang Power Generation, Energy-Saving Wind Power

Tomorrow’s Emotional Anchors: Yunnan Energy Holdings, China Huadian Energy, Central South Culture [Taoguba]

Market Rise with Tech: Optical Communications, PCB, CPO, Computing Power Leasing Market Volatility with Power: Power Grid Coordination, Wind Power, Green Electricity, Energy Storage Market Drop (External War) with Chemicals: Methanol, Coal Chemicals, Glyphosate, PVC, TMP

Attention for Tomorrow: Lanzhou Heavy Equipment, China Nuclear Construction, China Energy Construction, Datang Power, Energy-saving Wind Power

China Nuclear Construction (Nuclear Power): +2+3Y??? Watch for contract engagement, high expectations; If you like flexibility, consider Lanzhou Heavy Equipment (Nuclear Power) (One In, Two Out), normal upgrade expectations.

Nuclear Island Projects (reactor, pressure vessel installation, etc.), accounting for 35% of value; currently, the company’s ongoing nuclear projects account for 36% of global construction; the only company worldwide with 40 years of uninterrupted nuclear construction; China’s leading domestic nuclear construction market share.

Datang Power (Green Power): Green Power ➕, computing power coordination, with orders on hand, follow China Energy Construction and China Power Construction.

TianShun Wind Power (Wind Turbine Foundations): +3+1.3Y, Europe’s wind power leader, watch for Dajin Heavy Industry (Wind Turbine Foundations); TianShun Wind Power (Wind + Onshore Towers + Low-altitude Economy + Zero-carbon Composites).

China Power Construction (Wind Power): +2+5Y??? Watch for contract opportunities; follow China Energy Construction. China Power Construction has a strong wind power business, one of the top companies in the domestic wind power sector, covering the entire industry chain from investment to construction to operation.

China Energy Construction (Integrated Power Coordination): Watch for contract strength from Hongkai; buy low, sell high, continue bullish outlook; (Globally largest energy engineering service provider, full industry chain layout in green ammonia, green ammonia EPC leader, multiple million-ton green ammonia projects, leading in the state-owned power industry chain, over 80% market share in domestic thermal power, expected net profit attributable to parent in 2025: 5.5-6 billion yuan, rapid expansion of renewable energy installations, deep overseas projects along the Belt and Road).

Trend Focus:

Chemical Glyphosate: Jinzhengda, Liuguo Chemical, Yuntianhua, choose the strongest, look from front to back.

Marine Development: ShenKai Co., JuLi Lock, Marine King, Oriental Ocean, choose the strongest, look from front to back.

Energy-saving Wind Power (Power Coordination): Mainly buy on dips, observe support at the 5-day moving average. Dajin Heavy Industry is Europe’s wind power leader.

Energy-saving Wind Power: Holding 1.45 million kW projects in preparation, future capacity sufficient; build energy storage near power hubs in Inner Mongolia, Xinjiang, etc., to stabilize fluctuations, promote direct green power connection to data centers, cost advantages highlighted. Last year sold 1.05 billion kWh of green electricity, environmental value realization.

Chint Power (Energy Storage): R&D, production, sales, and services of photovoltaic inverters, energy storage systems, and integrated solar-storage solutions are core.

Chint Power (Energy Storage) vs. Energy-saving Wind Power (Power Coordination): choose one.

Huaneng Renewables (Emerging Stock with high certainty in performance, possibly a rebound for China Huadian Energy): Development, investment, construction, and operation of wind and solar projects. 2024 revenue: 33.968 billion yuan; net profit: 8.831 billion yuan, ranking top in domestic wind and solar operations; Q1-Q3 2025 revenue: 29.479 billion yuan (+18.21%), net profit: 7.705 billion yuan.

Positive news on controlled nuclear fusion: (1) China joins the “Triple Nuclear Energy Declaration,” aiming to triple global nuclear capacity by 2050. (2) Energy powerhouse construction included in the 14th Five-Year Plan, with offshore nuclear power among 109 major projects.

Friday’s low-level graphite electrodes also worth watching: Leader: Putailai; at low levels, favor Binhai Energy (research, production, and sales of graphite anodes for lithium batteries, layout of silicon-based anodes, hard carbon, etc., revenue share over 99%, invested 8.2 billion yuan, Inner Mongolia Phase II with 132,000 tons/year lithium battery anode material project to start production in 2025). Main upward trend.

★ The US overturned previous tariffs on anodes; Europe’s IAA law previously did not restrict lithium materials; US and Europe want energy transition but must buy lithium materials from China. Currently, the Strait of Hormuz is blocked, accelerating energy transition in the West; China’s competitive lithium valuation is expected to be reshaped.

Technology Sector: M10 materials from Dongcai Technology (Shanghai Electric), CCL price increase from Jinan International (Nvidia has started testing next-gen copper-clad laminate (CCL) materials M10 with PCB manufacturers, targeting applications like Rubin Ultra and Feynman platforms for orthogonal backplanes and exchange blade motherboards. If testing proceeds as planned, mass production expected in late 2027.) Brain-Computer Interface: Innovation Medical, watch if the trend leads to a rally? Lithium Mining: Still focus on Dazhong Mining. Hexafluorophosphate Lithium: Watch Tianji Shares.

Theme Analysis:

Computing Power Coordination: From transformers and power equipment to green power, hydrogen energy, nuclear power, and grid operation—these are internal logical rotations.

Tomorrow’s focus for computing power coordination: Huaneng Renewables, GCL System Integration (crossing dragons?), China Energy Construction (crossing dragons?), Yunnan Energy Holdings (market leader); especially Yunnan Energy Holdings (cyclical leader), with Pingtan Development, He Fu China still strong during regulatory period; currently, the main leader remains Yunnan Energy Holdings, Hanlan Cable, Shunnai are not the focus for now.

In case of strong contract engagement, consider China Energy Construction; I still see potential in its underlying logic.

Follow-up branches: Wind Power (Dajin Heavy Industry, China Power Construction, TianShun Wind Power, Chint Power, Energy-saving Wind Power), Green Power (China Energy Construction, Datang Power, GCL System Integration), Nuclear Power: Lanzhou Heavy Equipment, China Nuclear Construction.

Chemical Methanol and Coal Chemicals are expected to rise sharply; avoid chasing highs. JinNiu Chemical’s Monday divergence expected.

Technology: Watch Longfei Fiber’s trend along with the three above—Dongcai Technology, Jinan International, Shanghai Electric; normal expectations for tech sector are lowered; only consider if the market rises.

Hold Honghe Technology with the 10-day moving average as a bottom line; this level is somewhat risky, so the 10-day MA is the bottom line. External war uncertainties are high, avoid heavy tech positions for now.

Domestic computing power: difficult to understand, avoid for now.

Chemical Sector: On Friday morning, the chemical sector was the strongest, rising up to 1.58% intraday, closing down 0.36%.
Lacking positions in chemicals, chasing high or buying dips on Friday was not ideal, similar to computing power—it’s not a matter of logic but market weakness, a classic “killing the wrong” scenario!
This year marks the first year of major commodity price increases. With the Strait of Hormuz blocked, the pace of price hikes accelerates. Oil is the mother of chemicals; about 80% of major chemical products are derived from oil, and chemical prices are rising faster than oil. Over the weekend, phosphates, blown up due to the Strait blockade, face raw material shortages!
The Strait blockade is unlikely to be resolved in a day or two, and its impact will gradually transfer from crude oil to chemicals. The current transmission has begun:

• India Gale: 890,000 tons ethylene cracking unit → Force majeure
• Singapore X01: 900,000 tons cracking unit → Force majeure
• Korea KPIC: 900,000 tons ethylene cracking → 10% load reduction
• Korea YNCC: 1.8 million tons ethylene cracking → 10% load reduction Strait blockade → Middle Eastern crude oil/naphtha/ethane/LPG cannot pass → Large-scale shutdown or reduction of chemical plants in Asia → Supply contraction and price hikes of ethylene, propylene, and chemical products. Upstream: crude oil, naphtha, LPG continue to strengthen. Midstream: Ethylene, propylene, PX, PTA, styrene supply shrinks. Downstream: plastics, fibers, asphalt costs rise, easy to rally, hard to fall. These raw materials heavily depend on Middle Eastern imports; blockade cuts off supplies, forcing shutdowns or load reductions. Market sentiment has begun to transmit; if blockade persists, more plants will be added to force majeure or load reduction lists next week. Unblocking the Strait is crucial; until then, chemical prices will continue to rise!

Weekend Important News Summary:

1. Domestic macro (stabilizing the market):

• ByteDance expands overseas, using Nvidia’s top chips (good for AI computing power, going global)
• March 14-17: China-US trade talks in France (external trade, foreign investment expectations)
• US no longer tariffs Chinese battery materials, benefiting anodes most
• Social financing + M2 growth, liquidity easing (deposits +9.26 trillion yuan, loans +5.26 trillion yuan, overall neutral)
• Tencent Cloud launches free Tencent Lobster installation (AI agents, computing power)
• Shanghai Global Investment Promotion Conference held (local high-end manufacturing)
• Jan-Feb: Power grid investment of 75.7 billion yuan (+80.6% YoY) (power, grid equipment)

2. Middle East Geopolitics (Oil/Chemicals):

• Iran: losses + US military leaving Persian Gulf for ceasefire
• US airstrikes on Iran’s Halek Island, troop buildup in Middle East, conflict escalation
• Trump: will bomb Iran’s coastlines, opening Hormuz Strait forcibly
• Iran: US and allied ships banned from Hormuz
• Japan to release oil reserves from March 16 to stabilize prices

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