Pre-market report on A-shares: 15 securities firms interpret the conflict between the US and Iran: limited short-term disturbance to A-shares.

Pre-market news 1. 15 brokerage firms quickly interpret the US-Iran conflict! Limited short-term disturbance in A shares, four major sectors may benefit Type: Market Sentiment impact: Neutral The US attacked Iran, and Iran's Supreme Leader Khamenei was assassinated. Brent crude futures soared 13% to $82 per barrel, and spot gold rose 1.6% at the opening. Institutions generally believe that this conflict signals the substantial realization of geopolitical risks in the Middle East, and the mid-term bull trend in A shares remains unchanged. Institutions believe that sectors such as precious metals, energy and chemicals, shipping, and military industries are expected to benefit. 2. Concerns about Siasun Robot & Automation! China's first national standard system released, industry approaching a critical point Type: Industry Sentiment impact: Positive The Siasun Robot & Automation with bodily intelligent standardization (HEIS) annual meeting was held in Beijing, where the "Siasun Robot & Automation with bodily intelligent standard system (2026 Edition)" was officially released. This is China's first top-level design standard covering the entire industry chain and lifecycle of Siasun Robot & Automation. Sinolink believes that bodily intelligence is approaching a critical point, which is expected to push Siasun Robot & Automation into large-scale production. 3. Wu Qing: Continuously deepen comprehensive reforms in investment and financing, improve the inclusiveness, adaptability, attractiveness, and competitiveness of the system Type: Macro Sentiment impact: Positive On February 27, Wu Qing, Chairman of the China Securities Regulatory Commission, held a symposium in Beijing. Wu Qing pointed out the need to continuously deepen comprehensive reforms in investment and financing, further improve the capital market system, products, and service system, enhance the inclusiveness, adaptability, attractiveness, and competitiveness of the system, and better serve the development of technological innovation and new quality productivity. 4. NDRC Price Monitoring Center: Storage chip prices continue to rise and transmit downstream Type: Industry Sentiment impact: Neutral The NDRC Price Monitoring Center stated that since September 2025, influenced by factors such as explosive demand growth and cliff-like shortage of production capacity, the global memory market gap has widened, leading to continuous price increases in storage chips. Over the past month, the price increase trend has been expanding, and it is recommended to pay attention to the impact of storage chips on downstream prices. Investment Calendar Apple plans to release new products for three consecutive days Institutional Views 1. BOC International: A shares may be short-term affected by geopolitical volatility and risk aversion sentiment, but the external impact is limited. 2. Huaxi: Learning from history, the market tends to operate steadily during the two sessions, and the success rate of the market increases after the two sessions. 3. EB SECURITIES: The index is in a phase of narrow fluctuations at high levels, focusing on consolidating power for an upward trend in the medium term. Positive and Negative Expectations 1. SpaceX is expected to submit an IPO application as early as March, with an estimated valuation of over $1.75 trillion Type: Market Hot Discussion Open Source Securities: The accelerated development of domestic satellite Internet values investment opportunities in various links of the industry chain. The satellite manufacturing sector is expected to benefit from the increasing demand for satellite launches. It is recommended to focus on the allocation of launch resources, launch pace, and the industry catalysis brought about by technological development. 2. State Grid: 15 Ultra High Voltage DC projects will be put into operation during the "14th Five-Year Plan" period Type: Institutional Hot Review Central China: During the "14th Five-Year Plan" period, the expansion of grid investment and structural transformation will occur simultaneously. The electrical equipment industry will see opportunities for incremental growth and technological upgrading. It is recommended to focus on the upgrade of the backbone network, smart grid distribution, digital empowerment, and the integration of new energy. 3. "Rare Earth Shortage" intensifies! Some US aerospace and semiconductor suppliers are "unable to accept orders" Type: Market Hot Discussion Guotou Securities: The continued development of the global ShenZhen New Industries Biomedical Engineering chain continues to drive demand for metals, while supply constraints persist. The long-term weakening of the US dollar is a trend. In the medium to long term, metals such as rare earths, copper, aluminum, tungsten, gold, silver, tin, lithium, tantalum, niobium, antimony, uranium, etc., are expected to perform well. Announcement Express Positive Announcements 1. Beijing Forever Technology: Pre-selected for a wind power EPC project worth 630 million yuan. 2. Huaan: Anhui Guokong Group plans to increase its stake by no more than 2%. 3. BAIC BluePark New Energy Technology: The production of new energy vehicles in February was 7,631 vehicles, a year-on-year increase of 16.43%. Negative Announcements 1. Henan Yuneng Holdings: Stock trading has experienced severe abnormal volatility. If future stock prices continue to rise, the company may apply to the Shenzhen Stock Exchange for a trading halt for verification. 2. Tus Environmental Science And Technology Development: Stock trading experienced abnormal volatility, and it is expected that the net assets at the end of 2025 may be negative. 3. Bichamp Cutting Technology: The revenue share of data center power business in 2025 is relatively small and does not involve AI chip business. Overseas Market Self-selected Brother Tip: Nvidia's stock weakened for the second consecutive day after its performance, falling by 4.16%. Coupled with heavy selling in the US financial sector, the three major US stock indices collectively fell last Friday. The Nasdaq China Dragon Index fell by 1.81%, and Alibaba fell by 2.66%. This article is reprinted from "Tencent Stock Selection," edited by Huang Xiaodong, GMTEight.