Today's Hot Sectors (2.12)

The power sector fluctuated and rose: Jin Control Power reached the daily limit, YN Energy Holdings had consecutive gains, and Mindong Power, YN Energy, Can Energy, Gan Energy, and Fuling Power followed suit.

(Recently, the General Office of the State Council issued the "Implementation Opinions on Improving the National Unified Power Market System," aiming to establish a national unified power market system by 2030, where all types of power sources and electricity users, except for guaranteed users, will directly participate in the power market, with market-based transactions accounting for 70% of total electricity consumption.)

The supercapacitor sector strengthened: Dongyangguang reached the daily limit, Megmeet, Fenghua Hi-Tech, Jianghai Co., China West Electric, and Zhongtian Technology followed suit.

(The spot price of MLCC in South Korea has increased by nearly 20%, and the industry expects high-end MLCC prices to continue rising due to AI demand.)

The semiconductor sector continued to strengthen: Oulai New Materials reached the daily limit, Jingchen Co. rose over 13%, and Changguang Huaxin, Juguang Technology, Zhongying Electronics, Jiangfeng Electronics, and Hongwei Technology followed suit.

AI application concept: Lio Co. and Zhenghe Ecological reached the daily limit, Kunlun Wanwei rose over 10%, and Lanse Guangbiao, Wanxing Technology, Keyuan Wisdom, Guangyun Technology, and Zhewen Huli followed suit.

(On February 12, 2026, at midnight, Zhipu released the new generation flagship model GLM-5, which is currently launched overseas.)

The computing power leasing concept continued to be strong in the morning: Dawi Technology had 4 consecutive gains, Meili Cloud had 3 gains in 2 days, Youkede, and Capital Online reached the daily limit, while Dongfang Guoxin, Qingyun Technology, Parallel Technology, and Litong Electronics followed suit.

(On February 11, 2026, Youkede announced that due to intensified fluctuations in the global supply chain and significant increases in the costs of core hardware procurement and other infrastructure, it was decided to implement price adjustments for all renewed and new users' cloud products and services starting from March 1, 2026.)

The computing chip concept rose in the afternoon: Xinyuan Co. rose over 10%, AoJie Technology, Fudan Microelectronics, Yuntian Lifei, Lexin Technology, Cambrian, and Haiguang Information followed suit.

(The "Science and Technology Innovation Board Daily" reporter learned that at midnight on February 12, Zhipu released the new generation flagship model GLM-5, which has completed deep reasoning adaptation and operator-level optimization with mainstream domestic chip platforms such as Huawei Ascend, Moore Threads, Cambrian, Kunlun Core, Muxi, Suiyuan, and Haiguang, achieving stable operation with high throughput and low latency on domestic computing power clusters.)

Data center concept: Chuanrun Co., Yingwei Co., Xinlei Co., Capital Online, Dawi Technology, Dayuan Pump Industry, Shuangliang Energy Saving, Shun Sodium Co., Dongyangguang, and Zhongheng Electric.

Liquid cooling server concept: Chuanrun Co., Dayuan Pump Industry, Yingwei Co., Youkede W, Yimikang, Ningbo Jingda, Lio Co., Bojie Co., and Keshida.

Robot concept saw a surge: Rifa Precision Machinery, Titan Co., Bohai Auto, Chuanrun Co., Dongyangguang, Bojie Co., and Changhua Group reached the daily limit. Jingzhuan Technology rose over 17%, Yimikang rose over 11%, Huayi Technology, Zhongyuan Neipei, Weike Technology, Xinpengwei, Taihao Technology, Senyuan Electric, and Fenghua Hi-Tech rose over 7%.

Gas turbine concept: Longda Co. rose over 10%, Triangle Defense, Yingliu Co., Jereh Co., Liande Co., Dongfang Electric, and Hangfa Power followed suit.

(The surge in data center construction in the United States has triggered an electricity shortage. Global energy monitoring agencies' tracking data for global oil and gas plants show that as of January 2026, the installed capacity of natural gas power generation under construction in the United States exceeded 29 GW, doubling within a year.)

Rare earth permanent magnet concept has been repeatedly active: Longci Technology rose over 13%, China Rare Earth, Jiuling Technology, Zhongke Magnetic Industry, Dadi Bear, Wanlang Magnetic Plastic, Galaxy Magnet, and Jinli Permanent Magnet followed suit.

(The price of praseodymium-neodymium oxide continues to rise, reaching 800,000 yuan/ton, with a week-on-week increase of 9.9% and a month-on-month increase of 28.8%.)

Non-ferrous metal tungsten concept is active: Xianglu Tungsten Industry had 3 gains in 5 days, and Zhangyuan Tungsten Industry had 2 consecutive gains.

Target material concept continued to strengthen: Oulai New Materials reached the daily limit, Jiangfeng Electronics rose nearly 10%, and Ashi Chuang, Longhua Technology, and Yuyan New Materials followed suit.

(The prices of key materials for the global semiconductor industry, sputtering target materials, are expected to be generally increased by 20%-30% in the first quarter of 2026, involving categories such as aluminum, copper, high-end tantalum targets, and titanium targets.)