February 4 Evening Review

This review and information are solely personal summaries of the stock market; they are not stock recommendations. Please do not follow any stocks mentioned.
Some review content is provided one day in advance to facilitate dedicated followers’ evening review!

Key points for today’s review

[Taoguba]

1. Continuous Board Ladder and Limit-Up Distribution Chart

4 consecutive limit-ups: Mingdiao Co., Hangdian Co.

3 consecutive limit-ups: Minbao Optoelectronics, Shunnao Co.

2 consecutive limit-ups: Hanjian Heshan, Shuangliang Energy Saving, Juli Rigging, Guosheng Technology, Zerun New Energy, Jingtou Development, CIMC Group, Yinlun Co., Tian Tong Co.

2. Review and simulation of ladder promotion (orange indicates promotion)

3. Limit-up events

4. Space Photovoltaics (14)

2 boards: Shuangliang Energy Saving, Guosheng Technology, Zerun New Energy, Tian Tong Co.

1 board: Yamada, Zhonglai Co., Tuori New Energy, Jinko Solar, Shichuang Energy, Yongzhen Co., Xinbo Co., TCL Zhonghuan, Boqian New Materials, GCL System Integration

Event 1: On February 4th, last week Elon Musk’s team conducted research on Chinese photovoltaic companies including TCL Zhonghuan, Jinko Solar, and Jingsheng Electromechanical.

Event 2: On February 2nd, SpaceX applied to launch and operate a constellation of up to 1 million satellites, which will have unprecedented computing power (orbit data centers) to support advanced AI. These satellites are planned to be deployed in orbits 500 to 2000 kilometers high, with a sun-synchronous orbit inclination of about 30 degrees, powered by solar energy, and connected to the existing Starlink network via optical links (laser), routing computing results to ground users.

2. Coal (13)

1 board: Shaanxi Black Cat, Yankuang Energy, China Coal Energy, Yunmei Energy, JinKong Coal, Shanxi Coking, Baotailong, Lu’an Environmental Energy, Shanxi Coking Coal, Shanco International, Dayou Energy, Hengyuan Coal Power, Kailuan Co.

Event 1: The Indonesian government proposed a significant production reduction plan, and local miners have suspended spot coal exports. Data shows China is Indonesia’s largest import country.

3. Real estate-related (8)

4 boards: Mingdiao Co.

2 boards: Jingtou Development

1 board: Caixin Development, Rong’an Real Estate, PIANO, Huafa Co., I Love My Home, Jianlang Hardware

Event 1: In January, real estate agency store inquiries in Beijing surged, and Shanghai’s second-hand home transactions increased by 24%.

Event 2: On February 2nd, the State Council issued the “Modern Capital Urban Circle Spatial Coordination Plan (2023–2035).”

4. Computing power-related (5)

2 boards: CIMC Group, Yinlun Co.

1 board: Tefa Information, Ruiming Technology, Ying Weiteng

Event 1: Major manufacturers launched the Spring Festival AI application traffic war, with Alibaba, Tencent, and Baidu all releasing Spring Festival cash red envelope campaigns.

Event 2: Microsoft and Meta both stated in their latest financial reports that AI computing power supply will remain tight through 2026, with both companies’ Q4 capital expenditures exceeding market expectations.

5. Hydrogen energy (5)

1 board: Jingcheng Co., Shenghui Technology, Meijin Energy, Zhiyuan New Energy, Huaneng Science & Industry

Event: On February 3rd, the Ministry of Industry and Information Technology held a meeting emphasizing breakthroughs in 6G, quantum technology, biomanufacturing, hydrogen energy, brain-computer interfaces, and embodied intelligence.

6. Power grid and electricity (4)

4 boards: Hangdian Co.

3 boards: Shunnao Co.

1 board: Hongsheng Huayuan, Sun Cable

Event: On February 1st, CCTV Finance reported that many transformer factories are operating at full capacity, with some orders for data center-related products booked until 2027. Delivery times in the US market have extended from 50 weeks to 127 weeks. In 2025, China’s transformer exports will reach 64.6 billion yuan, a nearly 36% increase over 2024.

7. Announced limit-ups (3)

3 boards: Minbao Optoelectronics, planning to acquire 51% of Xiamen Xiazhi Precision Technology Co. Ltd. in cash (2.2)

2 boards: Hanjian Heshan, planning to acquire 99.9978% of Xingfu New Materials (2.4)

1 board: Kailong Gaoke, planning to purchase 70% of Jinwangda (2.4)

8. Consumer (3)

1 board: Hangzhou Jie Bai, Youhao Group, Baolingbao

Event: On February 2nd, the Ministry of Commerce and 8 other departments issued the “2026 ‘LeGou New Year’ Spring Festival Special Activity Plan.”

4. New stock price highs

Today, 33 stocks closed at new highs, yesterday 35 (find benchmarks, observe industry trends)

5. Institutional and retail investor movements