The domestic computing power leader stock is now in the spotlight. A major positive catalyst emerged, sending stock code 02469 into a vertical surge. During today's (December 30th) trading session, positive news surfaced. The Director of the Department of Science, Technology and Informatization of the Ministry of Education, Zhou Dawang, revealed at a press conference that the next step involves further advancing the action of empowering education with artificial intelligence. Plans are in place to introduce relevant policy documents next year to systematically deploy and promote AI education and its applications, aiming to build a future-oriented education system. Tailored to the characteristics of different educational stages, efforts will be made to promote general AI education, cultivating high-quality talent competent for the intelligent era. It is reported that this year, the Ministry of Education initiated the implementation of the National Education Digitalization Strategy Action 2.0, positioning intelligentization as one of the strategic directions and deepening the comprehensive application of AI in the education sector, which has already achieved phased progress. Influenced by this news, related Hong Kong-listed targets experienced volatility, with FENBI (02469.HK) surging vertically during the session, reversing from a drop of about 1% to a gain of over 2% at one point. In the A-share market, institutional research reports on two stocks, DouShen Education and Century Tianhong, have both mentioned AI education in their titles since December. Among them, Soochow Securities stated that DouShen Education has currently established a dual-drive model of "AI software services + hardware terminals," forming a closed-loop learning chain through multi-scenario linkage both inside and outside schools, covering user needs across all timeframes and scenarios, effectively enhancing learning efficiency and knowledge retention, thereby improving product and service competitiveness. China Post Securities indicated that Century Tianhong has now identified AI+education as its second growth curve and has planned to launch a product matrix including "Xiao Hong Teaching Assistant," essay grading, and oral calculation grading, centered around teaching and homework scenarios. Among these, "Xiao Hong Teaching Assistant" commenced commercial pilot testing in the second quarter of this year and has now completed initial deployment and application in dozens of primary and secondary schools and county education bureaus across the country, with commercial validation showing initial effectiveness. The "King of Cold" has reclaimed the top spot in A-shares. On December 30th, both major STAR Market indices rose together, with the STAR 50 Index closing up over 1%. Robot concepts sparked a wave of limit-up rallies; Tianming Technology hit the "30cm" limit-up, while Bokeh Technologies, Haichang New Material, and others surged by the "20cm" daily limit. Hao Zhi Electromechanical, Fengguang Precision, Henggong Precision, and other stocks soared over 11%. Additionally, nearly 20 other stocks hit the limit-up, among which Wanxiang Qianchao experienced a vertical surge to the limit-up price within one minute in the afternoon session. The leading stock, Sanhua Intelligent Control, hit the limit-up, approaching its historical high. The performance of the computing power industry chain was also commendable. Cambricon-U, referred to as the "King of Cold," closed up over 4%, with its share price reaching 1,415.8 yuan, surpassing Kweichow Moutai to reclaim the position as the highest-priced A-share. On the news front, on the evening of December 29th, SMIC announced that the company intends to issue 547 million shares to five shareholders of SMIC Northern, including the National Integrated Circuit Industry Investment Fund, to acquire their 49% equity stake in SMIC Northern, with a transaction value of 40.601 billion yuan. Domestic computing power continues to exhibit high growth momentum. A research report from Sinolink Securities indicates that the suggestions for the "15th Five-Year Plan" explicitly propose support for the development of strategic emerging industries such as aerospace, and call for forward-looking布局 in future industries including quantum technology, biomanufacturing, hydrogen and nuclear fusion energy, brain-computer interfaces, embodied intelligence, and sixth-generation mobile communication (6G). Regarding computing power infrastructure, it proposes moderately超前 construction of new infrastructure, advancing the development of information and communication networks, a nationally integrated computing power network, and major scientific and technological infrastructure. The mutual reinforcement of industrial progress and policy dividends continues to solidify market confidence in the AI sector. The core logic underpinning all this points to the long-term value of the computing power track, and the high growth momentum of domestic computing power deserves significant anticipation. Recently, VeriSilicon Microelectronics released a voluntary disclosure announcement regarding new orders. From October 1, 2025, to December 25, 2025, VeriSilicon secured new orders totaling 2.494 billion yuan, a substantial increase of 129.94% compared to the fourth quarter of last year and a 56.54% increase from the third quarter of this year, setting a new historical record for a single quarter. Data compiled by Databao identifies domestic computing power concept stocks with promising prospects for sustained high earnings growth. Based on ratings from five or more institutions, 23 concept stocks have a consensus institutional forecast for net profit growth rates exceeding 20% for both 2026 and 2027. Among these, stocks like Hygon Information, Cambricon-U, VeriSilicon Microelectronics, and DrPeng Telecom & Media Group are all expected to achieve net profit growth rates exceeding 30%.
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