March 5th Pre-Market Morning Report: Hot Topics

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No.1 Pre-market Hot Events

1. Yesterday’s Highlights Oil: Shandong Molong, Intercontinental Oil & Gas Drones: Aerospace Rainbow Storage Chips: Baiwei Storage Power Grid: Shun Na Shares, Jicheng Electronics Smart Economy: Intelligent Automation

2. State Council Information Office Briefing on March 5th: Interpretation of the “Government Work Report” The State Council Information Office will hold a briefing at 11:30 AM on Thursday, March 5, 2026, to interpret the “Government Work Report” and answer questions from reporters.

3. Government Work Report Commercial aerospace and low-altitude economy have been included in the government work report for two consecutive years. 2024: Actively develop new growth engines such as biomanufacturing, commercial aerospace, and low-altitude economy. 2025: Promote the safe and healthy development of emerging industries like commercial aerospace, low-altitude economy, and deep-sea technology. Commercial Aerospace: Aerospace Electronics, Aerospace Propulsion, Aerospace Development, Tianli Composite (Beijing Stock Exchange) Low-Altitude Economy: Les Information, Wanfeng Aowei, Zongshen Power, Hengtou Kaiyuan (Beijing Stock Exchange)

4. Defense Budget China’s 2025 defense budget is 1.81 trillion yuan, maintaining a stable growth rate of 7.2% over the past three years. Military Industry: Great Wall Military Industry, Northern Long Dragon, Guoke Military Industry, Tongyi Aerospace (Beijing Stock Exchange)

5. Ecological Environment Code During the Two Sessions, the Ecological Environment Code will be reviewed. This is China’s second law named after a code. Environmental Protection: Beautiful Ecology, China Science Environmental Protection, Mongolian Grass Ecology, Xin’an Clean (Beijing Stock Exchange)

6. ByteDance’s Seedance 2.0 Video Generation Pricing Announced: 1 Yuan per Second Seedance 2.0 pricing announced: video input costs 28 yuan per million tokens; without video input, 46 yuan per million tokens. At 46 yuan per million tokens, a 15-second video costs 15 yuan, which is 1 yuan per second. AI Computing Power: Runze Technology, Dawi Technology, Yakong Co. AI Applications: Zhangyue Technology, Rongxin Culture, Gravity Media

7. Latest Light Interconnect Replacement: Micro LED CPO Power Consumption Reduced to 5% of Copper Cables According to TrendForce’s latest survey, traditional copper cable solutions face severe challenges in transmission density and energy efficiency. Micro LED CPO solutions have lower unit transmission energy consumption, significantly reducing overall energy use to 5% of copper cables, and are expected to become a replacement due to their energy-saving advantages. Micro LED: Jufei Optoelectronics, Huacan Optoelectronics, Sanan Optoelectronics, Lante Optical

8. Diamond Cooling Technology First Commercialized in AMD MI350X Following NVIDIA’s H200, on March 3rd, Akash Systems announced the launch of the first batch of AI servers equipped with Diamond Cooling® technology, featuring AMD Instinct MI350X GPUs, manufactured by MiTAC Computing (3706.TW). This marks the first commercial deployment of “diamond cooling” technology on AMD Instinct GPUs in AI data centers. Diamond Cooling: Sifangda, Yellow River Cyclone, World, Power Diamond

9. The World’s First Civil Quantum Phone Arrives China Telecom and Quantum Shield jointly released the REED ONE GK5 quantum communication phone, fully tested across all scenarios, priced between 2,999 and 3,399 yuan for the consumer version. Ordinary users can now access unlistenable, unbreakable, physically secure quantum communication. Officially on sale by the end of 2026, with the first batch of pre-orders already in high demand. This is another milestone for China in quantum communication. Quantum Technology: Guodun Quantum, USTC Guochuang, Gier Software, Demei Chemical

10. KEMET Raises Polymer Tantalum Capacitor Prices for the Third Time, Effective April 1 Global leading passive component manufacturer KEMET (YAGEO) notified customers via its subsidiary KEMET of a price adjustment for some polymer tantalum capacitors, effective April 1. Tantalum Capacitors: Dongfang Tantalum, Hongda Electronics, Fenghua High Tech

11. COSCO Shipping Lines: Suspends New Bookings on Relevant Routes Due to Ongoing Middle East Conflict COSCO Shipping Lines issued an update on Middle East situation. Due to escalating conflicts, maritime traffic through the Strait of Hormuz is restricted. To ensure cargo safety and operational stability, COSCO has decided to suspend new bookings on routes to the UAE (excluding Fujeirah and Haur Fakan), Qatar, Bahrain, Iraq, Saudi Arabia (excluding Jeddah), and Kuwait, effective immediately, until further notice. Involving services: 1. Suspend all new bookings from global to UAE, Qatar, Bahrain, Iraq, Saudi Arabia, and Kuwait. 2. Suspend all new bookings from these regions to global. Maersk also announced temporary suspension of cargo bookings to and from UAE, Oman, Iraq, Kuwait, Qatar, Bahrain, and Saudi Arabia. Shipping: China Merchants Nanyo, COSCO Energy, COSCO Shipping Beijing Stock Exchange + Shipping: Air China Ocean

12. Industry News

13. Huafeng Superfiber: Plans to raise the price of superfiber base fabric by 1-4 yuan/meter starting March 9.

14. Samsung Electronics Q1 DRAM prices increased by 70% to 100%. (Baiwei Storage, GigaDevice, Shannon Chip)

15. Reached 800 km/h in 3.3 seconds, China sets a new short-distance maglev acceleration record globally. (Xinzhu Co.)

16. FTSE Russell announced revisions to the FTSE China Index series on March 4, effective after market close on March 20, 2026. Included are China Shipbuilding, Tanfeng Communication, and Wanhua Chemical.

No.2 Selected Announcements

1. Daily Announcements Qiangyi Co.: Consolidated revenue for January-February increased by 158% YoY. Explosive growth in AI computing demand and high-end MEMS probe card business. Xawu New Energy: Expected revenue for January-February between 2.702 billion and 3.546 billion yuan, up 60%-110% YoY. Muxi Co.: Expected net loss for Q1 between 90.76 million and 182 million yuan, narrowing losses YoY.

2. Trading Halt/Resumption Huilong New Materials: Resumed trading after halting, termination of control change plan.

3. Minefield Kaisheng New Materials: Shareholders plan to reduce holdings by 2.49%. Meizhi Gao: Shareholders plan to reduce holdings by 2.00%. Meixin Technology: Shareholders plan to reduce holdings by 1.35%. Zhongfu Technology: Shareholders plan to reduce holdings by 1.35%. Haineng Industrial: Shareholders plan to reduce holdings by 0.99%. Sanyuan Biological: Shareholders plan to reduce holdings by 0.97%.

4. Disclosed Changes Yasheng Group: The company has not obtained relevant mining qualifications nor engaged in mineral-related business. Fasheng: Not involved in special optical fibers or fiber sensing businesses. Future stock price increases may lead to suspension for investigation. Intercontinental Oil & Gas: Recent fluctuations in international crude oil prices influenced by geopolitical factors, with significant short-term volatility.

5. Dynamic Updates

No.3 Global Markets

1. Global Markets U.S. stock three major indices all closed higher, most large tech stocks rose, A50 Index up 0.59%.

2. Popular U.S. and Chinese Concept Stocks U.S. stocks related to cryptocurrencies surged collectively, Coinbase up over 14%, Strategy up over 10%. Digital currencies: Yuyin Co., Cuiwei Co., Sifang Jingchuang.

3. Commodities (Night Trading Varieties)