A-share evening hot topics | "Crayfish farming" becomes popular, official issues risk warning again

1. Regarding "lobster" National Internet Emergency Response Center issued a warning Importance: On March 10, the National Internet Emergency Response Center issued a security risk warning for the OpenClaw application. Due to improper installation and use of the OpenClaw intelligent agent, some serious security risks have already emerged. It is recommended that relevant units and individual users take the following security measures when deploying and using OpenClaw: strengthen network control, strengthen credential management, strictly manage plugin sources, and continuously monitor patches and security updates. It is important to note that on March 8, the Ministry of Industry and Information Technology's Network Security Threat and Vulnerability Information Sharing Platform (NVDB) urgently announced that "lobster", in default or improper configuration scenarios, easily triggers network attacks, information leakage, and other security issues. 2. MIIT initiates the Industrial Data Foundation Action Importance: On March 10, the MIIT issued a notice to initiate the Industrial Data Foundation Action. The action aims to cultivate a number of industry data cooperation alliances by the end of 2026 and build a trusted industry data interconnection platform. The action will pool industry data resources, tackle key data technologies, develop industrial data standards, create high-quality, standardized, and interoperable industry data sets, and support the application of industry large-scale models and industrial intelligent agents. 3. SSE: Research and reserve a batch of policy measures to support technological innovation and the development of new productive forces Importance: On March 10, the Shanghai Stock Exchange announced that it will resolutely implement relevant work requirements, increase the institutional inclusiveness supply for technology-based enterprises with breakthroughs in key core technologies, expand diverse equity financing channels; further leverage the resource allocation function of the capital market, support normalized financing and mergers and acquisitions for technology innovation and transformation upgrade enterprises. At the same time, continuously evaluate and improve relevant institutional rules, research and reserve a batch of policy measures to support technological innovation and the development of new productive forces, and steadily promote the expansion of the scope of industry standards for the fifth set of listing standards. 4. Guangdong: Focus on the R&D, design, and manufacturing of AI chips such as GPU and ASIC Importance: The General Office of the People's Government of Guangdong Province issued the "Action Plan for Accelerating the Cultivation and Development of New Leading Tracks to Lead the Construction of a Modern Industrial System in Guangdong Province (2026-2035)". The plan proposes to focus on the R&D, design, and manufacturing of high-end general-purpose AI chips such as GPU, FPGA, NPU, and ASIC-specific AI chips, accelerate the development of AI chips based on RISC-V and other reduced instruction set architectures, actively explore innovative solutions for high-performance storage-in-one, neuromorphic computing, photon computing, and optoelectronic fusion AI chips. 5. Targeting the brain-computer interface industry, Jiangsu makes big moves Importance: On March 10, the Jiangsu Provincial Department of Industry and Information Technology and other departments issued the "Jiangsu Province Brain-Computer Interface Industry Innovation Development Action Plan". By 2027, Jiangsu will promote the registration and approval of a number of brain-computer interface-related medical devices, identify a number of innovative brain-computer interface products, and accelerate their application in industrial manufacturing, medical care, and life consumption fields, speed up the development of industrial agglomeration, and build no less than 2 provincial brain-computer interface industry agglomeration areas. 6. NIO: Operating profit of 1.25 billion yuan in Q4, achieving the company's first quarterly profit Importance: NIO released its fourth-quarter and full-year financial report for 2025. The fourth quarter achieved an operating profit of 1.25 billion yuan, achieving the company's first quarterly profit. Cash reserves in the fourth quarter increased by nearly 10 billion compared to the previous quarter, reaching 45.9 billion yuan. Q4 revenue reached 34.65 billion yuan, with delivery volume exceeding 124,000 vehicles, both hitting record highs. Looking ahead to Q1 2026, the company expects Q1 deliveries to reach 80,000 to 83,000 vehicles, corresponding to a revenue range of 24.48 billion to 25.18 billion yuan, a year-on-year increase of over 100%. 7. SpaceX: Leaning towards an IPO on Nasdaq Importance: According to reports cited by Wall Street News from foreign media, four informed sources revealed that Elon Musk's rocket and satellite manufacturer SpaceX is leaning towards an initial public offering on Nasdaq. This IPO is expected to be the largest listing transaction in history. Two sources mentioned that SpaceX will be included in the Nasdaq 100 index as a necessary condition for listing on this technology stock exchange. 8. "100-yuan Team" continues to expand, with the highest proportion in these tracks Importance: On March 10, the computing power hardware sector showed vibrant performance, with Suzhou Dongshan Precision Manufacturing's stock price reaching 100 yuan for the first time in history and hitting a new high. As of the closing price on March 10, there are currently a total of 225 stocks priced above 100 yuan, with only Kweichow Moutai and Hanchi 2 stocks priced above a thousand yuan. By industry sector, the majority of "100-yuan stocks" in the market are concentrated in the electronics sector, accounting for as much as 36.4%. Meanwhile, there are also relatively more stocks in the machinery and equipment, power equipment, computer, pharmaceutical and biotechnology, and communication sectors, with their proportions all above 6%. Self-selected brother summarized the market's focus on investment opportunities and found that storage is receiving attention. 1. Huawei will release new data storage products on March 20 On March 10, Huawei Data Storage announced that the Huawei China Partner Conference 2026 Data Storage Summit will be held on March 20 at the SHENZHEN INT'L Exhibition Center. At this summit, Huawei Data Storage will release innovative data storage products and solutions focusing on the three key links of "AI text preparation, AI training, and AI inference". CITIC SEC continues to be bullish on the storage demand exceeding expectations, expecting industry supply shortages to continue until the first half of 2027. The core recommendation is short-term explosively strong performance storage module companies, storage manufacturers, and design companies closely related to the manufacturer. In addition, the following sectors are also worth paying attention to: 2. Chemical Industry| The prices of domestic plastic raw materials have skyrocketed, causing long queues of trucks to buy plastic raw materials. 3. Copper| Multiple institutions warn that a significant supply-demand gap in the copper market is approaching. 4. Machinery and Equipment| Domestic machine tool orders are booming, with orders for machine tool production companies scheduled until September. In terms of slightly positive announcements, Self-selected brother recommends paying attention to Zhejiang Southeast Space Frame's announcement of a share buyback plan exceeding 1 billion yuan; in terms of slightly negative announcements, pay attention to Gemdale Corporation's 77.50% decrease in contract amount year-on-year in February, among others. Slightly Positive Announcements 1. Zhejiang Southeast Space Frame: Plans to repurchase shares worth 1 billion to 2 billion yuan 2. Shenzhen Chipscreen Biosciences: Plans to repurchase shares worth 80 million to 120 million yuan 3. Shandong Hualu-Hengsheng Chemical: Adjusts the upper limit of the share repurchase price to not exceed 56.22 yuan/share 4. Changshu Fengfan Power Equipment: Wins the bid for a 2.9 billion yuan ultra-high voltage direct current transmission project 5. Qinglong Pipes Industry Group: Subsidiary signs a 1.46 billion yuan sales contract Slightly Negative Announcements 1. Gemdale Corporation: Achieved a contract amount of 630 million yuan in February, a 77.50% decrease year-on-year 2. Shaanxi Coal Industry: Net profit in 2025 was 16.548 billion yuan, a 25.99% decrease year-on-year 3. Shenzhen Yinghe Technology: Shareholder Wang Weidong plans to reduce his shareholding by no more than 2.47% 4. HUAMI NEW MATERIAL: Several shareholders plan to collectively reduce their shareholding by no more than 2% 5. Hunan Yussen Energy Technology Co., Ltd.: Shareholder Ni Yubei plans to reduce his shareholding by no more than 1% This article is reproduced from "Tencent Stock Selection", GMTEight Edit: Li Fo.