April 7: OCS/optical communication, computing power, service consumption, and hydrogen fuel aircraft engine concept stock roundup

[Tao Stock Bar]

1. Selected fermented news from last night.

1、OCS/Optical Communications: On April 2, the Ministry of Industry and Information Technology issued a notice on carrying out a special action to empower small and medium-sized enterprises with inclusive computing power. It proposed promoting the deployment of technologies such as all-optical switching to reduce network latency from computing power application terminals to servers, and to improve the experience of application interaction. OCS expansion accelerating as one of the main optical communication lines is expected to reach a turning point this year.
Concept stocks: Deko Li, Fiberhome Technology, Tsinghua Unisplendour, Fucui Technology, Tongyu Communications, Segjia Technology, Haisun昌, Yitian Shares, Weiteng Electric, Huiyuan Communication, Raisecomm, Ruijie Networks, etc.

2、Computing Power: The Ministry of Industry and Information Technology first mentioned “computing power banks” and “computing power supermarkets” to lower the entry threshold for small and medium-sized enterprises to use computing power; from April 9 to 11, the 2026 Third A1 Computing Power Industry Conference and Exhibition will be held in Shenzhen.
Concept stocks: Sit Test, Zhenzhen Technology, UCloud, Yu Energy Holdings, YS Tech, Oriental Guoxin, Meili Cloud, Data Harbor, Hongbo Shares, China-Bridge Communication, Hengrun Shares, Runze Technology, AoFei Data, Wangsu Technology, Capital Online, etc.

3、Service Consumption: Recently, nine departments including the Ministry of Commerce jointly issued the “2026 Work Plan for Promoting Service Consumption to Improve Quality and Benefit People.” The “Work Plan” proposes 64 specific task initiatives across six areas: improving policy support, innovating consumption scenarios, building platform carriers, expanding opening up to the outside world, strengthening standards guidance, and optimizing the consumption environment. It focuses on traditional service consumption fields such as dining and lodging, elderly care and childcare, cultural and entertainment tourism, and sports and health, as well as new growth areas such as domestic services, online audio-visual, inbound consumption, and performance services. From both the supply and demand sides, it coordinates to deliver efforts in tandem, aiming to create a number of new consumption scenarios with broad impact and high visibility.
Concept stocks: Nanjing Xinbai, Aier Eye Hospital, TuoWei Information, Hejing Technology, Weichuang Shares, Aiby Room, China International Travel Service, Songcheng Performances, Jinjiang Hotels, Shou Trip Hotels, Emei Mountain A, China Youth Travel, Fengshang Culture, Qujiang Culture and Tourism, etc.

4、Hydrogen Fuel Aviation Turboprop Engines: On April 4, AEP100 megawatt-class hydrogen fuel aviation turboprop engine AEP100 equipped with a 7.5-ton-class unmanned transport aircraft, independently developed by the Hunan Power Machinery Research Institute of the AVIC Engine Group, successfully made its first flight at Zhuzhou Lusong Airport. It is reported that this is the first-ever maiden flight test of a megawatt-class hydrogen fuel aviation turboprop engine in the world.
Concept stocks: AVIC Engine Power, AVIC Engine Technology, AVIC Engine Control, Sinomaterials Technology, Beijing Jiancheng Shares, Houpu Shares, Zongshen Power, Aerospace Rainbow, Western Superconductor, Yingliu Shares, etc.

5、Aluminum: Emirates Global Aluminium (EGA) released an announcement stating that all of its aluminum smelting plants, alumina refining plants, and recycled aluminum plants within the Tavira Aluminum Industrial Area have been shut down. Among them, the electrolytic aluminum capacity will be fully restored, which may take up to 1 year at most.
Concept stocks: Tianshan Aluminum, Aluminum Corp of China, Yunnan Aluminum Shares, Zhongfu Industrial, Shenhuo Shares, etc.

6、Industrial Gases: Tianfeng Securities stated that, according to Zhuochuang Information, this week the weekly average price of imported bundled helium gas was 126.43 yuan per cubic meter, up 31.89% from the previous period and up 21.57% year over year.
Concept stocks: CSPC Special Gases, Walt Gas, JinHong Gas, Haohua Technology, HeYuan Gas, etc.

7、Storage Chips: After prices rose by 1x in the first quarter, it is reported that Samsung Electronics will further increase DRAM prices by 30% in the second quarter. Microsoft and Google are rushing to negotiate DRAM “three-year long-term contracts” with SK hynix, “breaking convention” by introducing a floor-price protection and prepayment deposit mechanism. U.S. stock storage chip sectors rose across the board: Seagate Technology rose more than 5%, while Western Digital and SanDisk rose more than 3%.
Concept stocks: BYD Memory, Beijing Junzheng, Shinhun Semiconductor, Demingli, Jiangbo Long, GalaxyCore, Davar Shares, NAII Technologies, Lantian Technology, Huahong Company, Micronet Company, Shenzhen Nan Circuit, Yitang Shares, Nidec? Technology, etc.

8、Pharmaceuticals / Innovative Drugs: The AACR (American Association for Cancer Research) annual meeting will be held in San Diego, USA from April 17–22, 2026. Reports say that this year more than 100 Chinese pharmaceutical companies will appear at AACR, bringing nearly 400 research findings. China’s innovative drug out-licensing transaction value has been impressive. In the first three months of 2026, the total out-licensing transaction value of China’s innovative drugs exceeded $60 billion, approaching half of last year’s full-year figure.
Concept stocks: Jinyao Pharmaceutical, China National Medicines, Lema Pharmaceutical, Chongqing Zhanyu Holdings, Asia-Pacific Pharmaceutical, Sansheng Guojian, Menova, Saili Medical, etc.

9、Robotics: At the Siemens RXD conference held recently in Beijing, when Yushu Technology founder, chairman and CEO Wang Xingxing met in conversation with Siemens global CEO Bolorin, they said that in about the next six months, it will be possible to generate any robot motion.
Concept stocks: Rongtai Shares, Hainatec, Huarui Shares, Standard Shares, etc.

10、Apple Foldable-Screen Smartphone: On April 6, it was exclusively learned from people in the industry chain that Foxconn has been trial-producing Apple foldable-screen iPhone phones. In 2025, reporters learned from supply-chain companies that the shipping target guidance provided by Apple to suppliers is that the first foldable-screen phone will be launched in the second half of 2026—a large foldable-screen iPhone.
Concept stocks: Lens Technology, YI-An Technology, Jingyan Technology, Lingyi Zhizao, BOE A, Luxshare Precision, Hon Hai Precision Industry, Pegatron Holding, Dongshan Precision, CSG Technology, etc.

11、Commercial Space: Zhang Xiaodong of Blue Arrow Space; the Zhuque-3 2026 H1 two-stage rocket recovery test of the second rocket, and in the fourth quarter it aims for its first-ever reusable flight. The 2026 space computing power industry conference will release ten key breakthrough projects.
Concept stocks: Tianyin Electromechanical, UCloud, Weiwei Communications, Zhongrui Shares, Tongyu Communications, Aerospace Development, ReCenter? Technology, Western Materials, etc.

12、The 14th Shenzhen International Semiconductor Industry and Application Exhibition will be held from April 9 to 11. (Beijing Huachuang, SMIC)

13、Cross-Border Payments: “Daily Economic News Headline” published an article: “China’s assets as a ‘safe haven’ as conflict with Iran escalates; China’s RMB cross-border payment system surpasses 1.2 trillion yuan in a single day.” (SinOil Capital, Sifang Jinc??)

14、Brain-Computer Interface: Recently, the Xi’an Institute of Optics and Precision Mechanics under the Chinese Academy of Sciences’ biomedical spectroscopy laboratory made new progress in the interdisciplinary research field of signal processing and neuroscience. (Sambo Brain, Innovation Medical)

15、Sodium Batteries: A major breakthrough has been made in China’s sodium-ion batteries, completely blocking thermal runaway. (Huayang Shares, Multi-Far)

16、Copper-Clad Laminate: On April 3, Jinde? (JianTao) sent a letter stating that due to the recent surge in prices of chemical products and tight supply, the cost of copper-clad laminates has risen sharply. Effective immediately, Jinde? will uniformly raise the price of board materials/PP by 10%. (Shengyi Technology, Jingan Guoji)

17、AI Applications: Anthropic announced it has officially banned OpenClaw: the Claude subscription service will no longer include usage quotas for third-party tools such as OpenClaw. (Ji’an Medical, UCloud)

18、All three major U.S. stock indexes closed higher across the board. Tech and chip/storage sectors led the gains; Apple and Amazon rose more than 1%. Nvidia and Tesla fell slightly.

2. Newly added concept selections for individual stocks.

1、New Energy Vehicles (Zhongke Electric, Wanxiang Technology)

2、Green Power (Tuobang Shares, Zhenghai Magnetics)

3、Industrial Internet (China Mobile)

4、Natural Gas (Yuelong Technology)

5、Smart Grid (Chen? Cable)

6、Commercial Space (Hongming Electronics)

7、Weight-Loss Drugs (Newland)

8、Carbon Neutrality (Tongda Shares)