February 6: Overview of concept stocks such as traditional Chinese medicine, Alibaba Qianwen, consumption, satellite communication, and others

[淘股吧]

1. Selected overnight news highlights.

2. Traditional Chinese Medicine: Eight departments issue the “Implementation Plan for High-Quality Development of the Traditional Chinese Medicine Industry (2026-2030).” Develop a number of typical scenarios for digital and intelligent applications in the Chinese medicine industry, build a batch of smart factories and green factories for Chinese medicine. By 2030, a preliminary formation of a collaborative development system for the entire Chinese medicine industry chain should be achieved.
   Concept stocks: Yue Wan Nian Qing, Longshen Rongfa, Pianzaihuang, Yunnan Baiyao, Tongrentang, Baiyunshan, Yiling Pharmaceutical, Dong’e E Jiao, China Resources Sanjiu, Hongri Pharmaceutical, Kanyuan Pharmaceutical, Qianjin Pharmaceutical, Zhongxin Pharmaceutical, Sunflower Pharmaceutical, Shouxian Valley, Darentang, Fangsheng Pharmaceutical, Yibai Pharmaceutical, Tasly, China Resources Shuanghe, Taiji Group, Lingrui Pharmaceutical, etc.

3. Alibaba Qianwen: IOC President Crozet announced that the first Olympic official large model will be built based on Alibaba Qianwen. The 3 billion yuan project is about to start, and Jack Ma appeared at Alibaba Qianwen office.
   Concept stocks: Data Port, Worth Buying, Hanggang Shares, BlueFocus, Inspur Information, Shiji Information, iSoftStone, Guangyun Technology, Chuangye Black Horse, InVik, Lixun Precision, Topband, Zhejiang University NetEase, Sanjiang Shopping, Chengdi Xiangjiang, Huasu Technology, Xuanya International, Chuangshi Technology, Ying Tang Zhikong, Haorse, Runjian Shares, Kehua Data, Yimikang, Yakang Shares, Boyan Technology, etc.

4. Satellite Communications: China Telecom and China Unicom launched the BeiDou SMS trial commercial, marking the official commercial use of BeiDou SMS! Latest news in the evening indicates that SpaceX may launch a Starlink phone that can connect directly to satellites.
   Concept stocks: China Satcom, China Satellite, Aerospace Electronics, Higer Communications, Zhenlei Technology, Tongyu Communications, Shanghai Hanxun, Zhenyou Technology, Beidou Starcom, Xinwei Communications, Chengchang Technology, Huali Chuangtong, Sanwei Communications, Xingwang Yuda, Tianyin Electromechanical, Aerospace Huanyu, China Unicom, Changguang Huaxin, Beidou Starcom, Xinwei Communications, Zhenlei Technology, Shanghai Hanxun, etc.

5. CDN Concept: On February 5, according to brokerage notes, Wangsu Technology’s CDN and storage products prices increased: According to Wangsu Technology’s official announcement, the products involved in the price adjustment are CDN product standard service group traffic, CDN product rapid back-source channel traffic, object storage products, with increases of 35%, 40%, and 40% respectively, effective from February 1, 2026. Global CDN price hikes: According to Google Cloud’s official website, services such as Google Cloud, CDN, Peering, and AI infrastructure will increase prices from May 1, 2026. For CDN, North America from $0.04/GB to $0.08; Europe from $0.05/GB to $0.08; Asia from $0.06/GB to $0.085.
   Concept stocks: Wangsu Technology, 263, Naxing Shares, Aofei Data, Capital Online, Dawi Technology, Runjian Shares, Lianxiang Technology, Mengwang Technology, Kehua Data, Zhengtong Electronics, Chuling Information, Tianwei Video, Shengtian Network, Zhaochi Shares, etc.

6. Digital Payments: 11 departments jointly issued the “Implementation Opinions on Improving Digital Service Convenience for Entry of Overseas Personnel,” including enhancing digital payment convenience.
   Concept stocks: Lakala, Newland, New Guodu, Guodian Yunshang, Yuyin Shares, Cuiwei Shares, Chutianlong, etc.

7. Quantum Technology: Anhui Provincial Government Work Report: “14th Five-Year Plan” will accelerate the layout of quantum technology and other top ten future industries, forming a number of trillion-yuan industry clusters with core competitiveness. (Guodun Quantum, University of Science and Technology of China Guochuang)

8. Chips: Infineon announced price increases for some products, effective from April 1. (Jiejie Microelectronics, Yangjie Technology)

9. Panels: According to TrendForce’s latest survey data from the Display Research Center: TV panel prices are expected to continue rising in February. (TCL Technology, Rainbow Shares)

10. Smart Glasses: Guangdong increases subsidies for smart glasses in addition to mobile phones and smartwatches. (Doctor Glasses, Mingyue Lenses)

11. Ideal Robots: In 2026, a new Ideal L9 will be released, marking the beginning of embodied intelligent robots. (Baolong Technology, Sanhua Zhikong)

12. Polyimide Films: Apple is considering using transparent polyimide films in foldable phones, expected to be released in the second half of the year. (Times New Material, Ruihuatai)

13. Flying Cars: Fengfei Aviation’s first 5-ton class large eVTOL aircraft completed its first public flight. (Tiancheng Automation, Radio and Television Measurement)

14. Borui Kang IPO Concept: Borui Kang completed IPO guidance filing and officially launched the STAR Market IPO. (Luyan Medicine, Sanbo Neuroscience)

15. Sodium Iron Sulfate: Zhongna Energy’s first 10,000-ton sodium iron sulfate cathode material production line is in operation. After mass production, sodium battery cathode material prices are expected to break the “10,000+” price range, with costs potentially reduced by over 50% compared to lithium iron phosphate materials. (Suyanjing Shen, Red Star Development)

16. Space Photovoltaics: Huamin Shares official account reports that samples of HJT-specific silicon wafers have been sent to multiple clients, seizing the opportunity for space photovoltaics development. (Huamin Shares, Shuangliang Energy Saving)

17. The three major US stock indices all fell more than 1%, with popular tech stocks declining sharply: AMD and Qualcomm down over 8%, Microsoft nearly 5%, Amazon over 4%, Tesla over 2%, Nvidia over 1%. Silver plummeted, gold and Bitcoin also saw significant declines.

Second, selected new concept stocks.

1. Mergers and Acquisitions (Kailong Gaoke, Jiashitang)

2. Perovskite Batteries (Haida Shares, Inno Laser)

3. AI Applications (Meden Technology)

4. Data Centers (Keli Yuan)

5. High-end Equipment (Shenke Shares)

6. Copper Metal (Zhongchuang Environmental Protection)

7. Commercial Aerospace (National Inspection Group)

8. China-Russia Trade Concept (Weixin Bio)

9. Phosphorus Chemical Industry (Xilong Scientific)

10. Alibaba Concept (Maijie Technology)