A-share pre-market broadcast | Central Bank speaks up! Steadily promote the AI transformation of finance, chemical futures surge late at night! Multiple stocks officially announce price hikes

Pre-market news 1. Central Bank: Actively and steadily promote the application of artificial intelligence in the financial field in a safe and orderly manner Type: Industry Sentiment Impact: Positive On March 11, the People's Bank of China held a technology work conference for 2026, emphasizing the need to focus on preventing risks, strengthening supervision, and promoting high-quality development in technology work for 2026. It emphasized strengthening the systemic concept, steadily advancing key projects implementation, establishing bottom-line thinking, continuously improving the institutional system, and further enhancing the resilience of network security and data security. It also emphasized deepening the integration of industry and technology, and actively and steadily promoting the application of artificial intelligence in the financial field in a safe and orderly manner. 2. Middle East situation affects chemical futures night session sharply! Multiple A-share companies announce price increases Type: Industry Sentiment Impact: Neutral Domestic commodities futures night market closed generally higher, with energy and chemical products rising across the board. PTA rose by 11.36%, short fibers by 7.48%, and most of the black series rose, with coking coal up 1.9% and coking coal up 1.12%. In terms of news, the world's largest liquefied natural gas export factory, Qatar's Ras Laffan factory, has had no loading ships leaving for five consecutive days, threatening to further increase the price of liquefied natural gas. A-share companies such as Shandong Jianbang New Material, Nexchip Semiconductor Corporation, Zhejiang Runtu, among others, have announced price hikes for their products. 3. Largest scale release of oil reserves in history! Oil prices still soar by 8%, the US officially "opens the oil warehouse" Type: Industry Sentiment Impact: Neutral Even as the International Energy Agency announced the release of 400 million barrels of oil reserves, the largest scale release in history to address supply disruptions caused by the war, oil prices continued to rise. In the early morning of March 12, WTI crude oil futures widened their gains to 8%, reaching $92.99 per barrel. US President Trump stated that the US Strategic Petroleum Reserve would be tapped to mitigate the soaring oil prices. Analysts pointed out that the real key issue is not the total amount of strategic reserves released, but the speed at which this oil enters the market. 4. Ministry of Industry and Information Technology issues recommendations to prevent OpenClaw security risks, network security in the spotlight again Type: Industry Sentiment Impact: Neutral On March 11, for the security risks in the "lobster" typical application scenario, the Ministry of Industry and Information Technology's Cybersecurity Threat and Vulnerability Information Sharing Platform, among others, proposed "six do's and six don'ts" recommendations. At least 15 securities firms have explicitly stated that installing, deploying, or using OpenClaw on office/business networks and information systems without permission is strictly prohibited. Institutions indicated that in the field of AI security governance, breakthroughs in data encryption and other areas are expected. Investment Calendar The Fourth Session of the Fourteenth National People's Congress has concluded. Investment Tips Investment Tip: When the market falls, you easily sell good things at a discount, but once the market rises, it is difficult to buy them back. -Warren Buffett Institutional Views 1. Orient: Technical consolidation of A-shares requires a strong demand, and the opportunities for transformation of the power supply system in the AI era are worth noting. 2. EB SECURITIES: Incremental funds are increasingly confident in A-shares, and the short-term market is expected to maintain a structural rally. 3. Central China: The Shanghai Composite Index may maintain minor fluctuations and consolidations, with the battery, photovoltaic equipment, and other sectors worth watching. Bullish and Bearish Prospects 1. Targeting the AI power gap, Google and Tesla form "Electricity Network Utilization Alliance" Type: Market Hot Discussion Huaxi: The power system, as the cornerstone of computing development, is expected to undergo a reshaping of its value ecosystem. The increasing scale of data center deployments has exacerbated the electricity supply-demand imbalance. Data centers are accelerating their layout of power supply solutions, leading to increased demand for gas turbines and energy storage. 2. China's first ultra-high-strength carbon fiber to break through Type: Institutional Hot Review Zhongtai: Currently, global aerospace-grade carbon fiber supply is highly concentrated in countries such as Japan and the US. Domestic leaders are accelerating their breakthroughs. Under the double restrictions of process technology and certification barriers, local benchmark enterprises are expected to enjoy a long-term scarcity premium advantage. 3. AI computing power arms race escalates! Nvidia invests $2 billion in AI cloud company Nebius Type: Market Hot Discussion Guosheng: The increasing penetration and complexity of agents are driving a sharp increase in token consumption, leading to a surge in rigid computing power demand. With the explosive growth of token consumption in the domestic market, domestic computing power is expected to gradually dominate at the infrastructure level due to cost advantages and a complete ecosystem. Announcements Positive Announcements 1. Power Construction Corporation of China, Ltd (POWERCHINA): Consortium signs a total contract for highway design and construction worth about 5.636 billion yuan. 2. Metallurgical Corporation of China: New contract amount for January-February reached 132.44 billion yuan, with overseas contracts accounting for 4.49 billion yuan. 3. RunJian Co., Ltd.: Won the bid for a 500MW photovoltaic power generation project worth 840 million yuan. Negative Announcements 1. Kingchem: Shareholders Qiulv Investment and Qingsong Investment collectively reduced their holdings by 2.63%. 2. Shanghai Sanyou Medical Co., Ltd: The controlling shareholder and concerted action person reduced their holdings by 1.45% from February 4 to March 11. 3. Anhui Jianghuai Automobile Group Corp., Ltd.: Sold 20,338 vehicles in February, a year-on-year decrease of 24.51%. Overseas Markets Self-selected geospacial perspective: US stocks three major indexes fluctuated, investors continued to focus on the US-Iran conflict situation and oil price trends, with large tech stocks showing mixed performance, Oracle up by 9.18%, and many popular Chinese concept stocks declining, with the Nasdaq Golden Dragon China Index dropping by 0.77%. This article was reposted from Tencent Self-selected Stocks. Editor: Chen Wenfang.