February 10: Summary of concept stocks such as Jimeng AI, commercial aerospace, hydrogen energy, robotics, and theater revitalization

[Stock Forum]

1. Selected Highlights of Last Night’s Rumors.

2. Jiemeng AI: The era of AI video directors is here! ByteDance’s Jiemeng AI, a new AI video generation model called Seedance2.0, is once again trending across the internet worldwide. According to official information, Seedance2.0 is launched by ByteDance and can create cinema-grade videos based on text or images. Just write detailed prompts or upload a picture, and Seedance 2.0 can generate multi-shot videos with native audio within 60 seconds. On the 9th, Feng Ji, CEO of Game Science, commented on ByteDance’s Seedance 2.0: “The AI’s ability to understand and integrate multimodal information has made a leap, which is astonishing.” He stated that the production costs for general videos will no longer follow traditional film industry logic and will gradually approach the marginal cost of computing power. The content industry will inevitably experience unprecedented inflation, and traditional organizational structures and production workflows will be thoroughly reshaped. Additionally, Feng Ji warned about the “flood of fake videos and trust crisis”: “I am glad that, at least today, Seedance 2.0 comes from China.”
   Jiemeng AI concept stocks: Bona Film, Gravity Media, Fengyu Zhu, Shanghai Film, Annuo Qi, Visual China, etc.
   AI Drama Concept Stocks: iReader Technology, Huanrui Century, Zhaoci Holdings, Jiecheng Holdings, Decai Holdings, Chinese Online, Haikan Holdings, Rongxin Culture, 360, Xiazong Holdings, Haitian Ruisheng, Huace Film & TV, Liu Jin Technology, etc.

3. Commercial Space: People’s Daily published an article titled “Set out, to the Moon!” China’s lunar exploration project is steadily advancing. Elon Musk said he plans to build a city on the Moon within 10 years. Hainan Maritime Bureau issued a warning for rocket recovery operations in the sea area enclosed by four connecting points from 00:00 on February 10 to 24:00 on February 12. Rocket recovery operations will be conducted in this area. Electric Sky will be listed on the STAR Market of the Shanghai Stock Exchange on February 10, 2026. Musk stated that this year NASA’s revenue will account for only about 5% of SpaceX’s total revenue. Most of SpaceX’s income comes from the commercial Starlink system. The space ETF under “Wood Sister” has bought Tesla for the first time, possibly betting on a merger between Tesla and SpaceX.
   Concept stocks: Aerospace Development, Western Materials, Tianyin Electromechanical, Zaisheng Technology, Guanglian Aviation, Julis Sockets, CAS Star Map, China Satellite, China Satellite Communications, Aerospace Electronics, Hangyu Micro, Zhenlei Technology, Guangxun Technology, Putian Technology, CAS Sugon, Qianzhao Optoelectronics, Sichuan Jinding, Shunhao Holdings, Fudan Microelectronics, Lightning Micro Power, Chengchang Technology, Haiguang Information, Shanghai Port, GCL Integration, Tori New Energy, etc.

4. Hydrogen Energy: Musk enters hydrogen energy, SpaceX acquires Hexagon Purus ASA aerospace business. Norway-listed company Hexagon Purus ASA announced that it has reached an agreement with SpaceX through its wholly owned subsidiary Masterworks to spin off and sell its aerospace business. Masterworks mainly provides high-pressure composite storage tanks for aerospace and launch applications in North America, and also serves hydrogen mobile applications.
   Concept stocks: Seagull Holdings, Shudao Equipment, Baofeng Energy, Meijin Energy, Weichai Power, Yihuatong, Jingcheng Holdings, Houpu Holdings, Shuangliang Energy Saving, CNSTech, Antai Technology, Furui Tech, Xiongtai Holdings, Snowman Holdings, China Energy Construction, Dongfang Electric, Huadian Heavy Industry, etc.

5. Robotics: Major inspection in Beijing, products from multiple robotics companies such as Lingxin Qiaoshou, Galaxy General, Star Dynamics Era, Songyan Power, and others showcased or attended by leaders.
   Concept stocks: Fulaixin Materials, Dongfang Precision, Xiangyuan New Materials, Samsung Medical, Jinghua New Materials, Wuzhou New Spring, Sanhua Intelligent Control, Top Group, Lede Harmonic, Zhaowei Electromechanical, Mingzhi Electric, Zhongda Lide, Hechuan Technology, Keli Sensing, Estun, New Times, Lantai Technology, Shanghai Electromechanical, Hanwei Technology, Beite Technology, Zhejiang Rongtai, Changying Precision, etc.

6. Brain-Computer Interface: China’s first in-orbit verification of brain-computer interface in space completed. Chinese team developed a new stretchable flexible electrode, solving the long-term stability problem of brain-computer interfaces.
   Concept stocks: Sanbo Brain, Dineke, Chuang Medical, Entropic Technology, Danghong Technology, Yingkang Life, Beiyi Kang, Aipeng Medical, Yanshan Technology, Hige Communication, Tom Cat, UCloud, CAS Information, Nanjing Panda, Puni Testing, etc.

7. Drama Revitalization: Five departments jointly issued the “Three-Year Action Plan for Drama Revitalization (2026-2028)”.
   Concept stocks: Songcheng Performing Arts, Fengshang Culture, Sanxiang Impression, Qujiang Cultural Tourism, Roman Holdings, Silk Road Visuals, Leyard, Dafen Industry, Baina Qiancheng, Mango Super Media, etc.

8. Optical Communications: In January 2026, the price of G.652.D single-mode fiber in the Chinese market hit a new high in nearly seven years, averaging over 35 yuan per core kilometer.
   Concept stocks: Tiantong Holdings, Zhaoci Holdings, Zhongli Group, Jepte, Yangfibre, etc.

9. Automotive Consumption: The Ministry of Commerce held a symposium with automotive companies, taking multiple measures to expand and upgrade auto consumption. (Changan Automobile, Seres)

10. Robot Fighting: Zhongqing launched the world’s first humanoid robot fighting league, with the champion winning a pure gold belt worth tens of millions. (Zhongding Holdings, Hanyu Group)

11. Finance: After-hours, Shanghai, Shenzhen, and Beijing stock exchanges announced optimized refinancing measures. The standards for high-quality companies and “light-asset high R&D” listed companies, loosening of financing for distressed companies, etc., have sparked market discussion. (Jinlong Holdings, Huatai Securities)

12. Chip Price Increase: Shilan Microelectronics will raise prices by 10% starting March 1 for small-signal diodes/triplets, trench TMBS chips, and MOSFETs. (Shilan Micro, Galaxy Microelectronics)

13. Chemical Price Increase: Fulaentan, from February 9, will raise prices by 2,000 yuan per ton for products including dispersed black ECT (300%) and others, with藏青HW-SR increasing by 3,000 yuan per ton. The price increase for these 10 products is estimated at around 10%. (Fulaentan, Zhejiang Longsheng, Runtu Shares)

14. Autonomous Driving: Tesla’s Tao Lin stated that FSD deployment in China has no specific date yet but a local training center has been established. (Desay SV, Zhejiang Shibao)

15. Film and TV Theaters: The Spring Festival box office battle has begun: eight major films scheduled. (China Film, Hengdian Film & TV)

16. U.S. Stock Market: The three major indices closed higher collectively, with most large tech stocks rising. Oracle surged over 9%, Microsoft and Broadcom up over 3%, Nvidia and Meta up over 2%. Cryptocurrency mining companies, precious metals, and non-ferrous metals led gains.

Second, Selected New Concept Stocks.

1. AI Applications (Dashi Intelligent, Huamei Holdings, *ST Tiance, Wentou Holdings, iReader Technology, Haikan Holdings, Huanrui Century, Jinyi Culture)

2. Short Drama Games (Xiazong Holdings, Wentou Holdings, Phoenix Media, Huamei Holdings)

3. Perovskite Batteries (Kunming Technology, Huicheng Vacuum, Shenyu Holdings, Ruihuatai)

4. Satellite Navigation (China Mobile, China Telecom)

5. Commercial Space (Electric Sky, Guanglian Aviation)

6. Mergers and Restructuring (Fulin Precision Engineering, Hanjian Heshan)

7. SORA Concept (Light Source Media)

8. Medical E-commerce (China National Pharmaceutical Modern)

9. Lithium Battery Concept (Zijin Mining)

10. Smart Government (Zhongbei Communications)