本周操盘攻略：中东局势影响深远，中国或迎战略机遇

Market News - China's LPR data for March will be released on March 20, with February's data showing the 1-year LPR at 3.0% and the 5-year LPR at 3.5%, both unchanged for the ninth consecutive month [2] - The Federal Reserve is expected to maintain the federal funds target rate at 3.50%-3.75% during its meeting on March 19, with market participants closely watching for signals regarding future rate cuts amid rising energy prices due to Middle East conflicts [3] - The International Energy Agency (IEA) has agreed to release 400 million barrels of oil from emergency reserves, but concerns in the market remain high as oil prices have risen for four consecutive weeks [4] Sector Events - NVIDIA's GTC 2026 conference is taking place from March 16 to 19, showcasing advancements in AI computing power and next-generation GPU architecture [5] - Huawei is hosting the "Huawei China Partner Conference 2026" in Shenzhen on March 19-20, focusing on strategic collaboration and digital transformation [6] - The second Commercial Space Industry Development Conference will be held in Shenzhen on March 17-18, discussing advancements in space technology and satellite applications [7] Individual Company News - Daikin Heavy Industries announced that the UK government will eliminate import tariffs on 33 wind power components starting April 1, 2026, which will not affect the company's previously exported products [9] - Gree Electronics plans to acquire 100% of Chengdu Ruicheng Micro Technology and 45.64% of Naneng Microelectronics through a share issuance and cash payment [10] - Beijing Investment Development intends to transfer its real estate development assets and liabilities to its controlling shareholder, Beijing Infrastructure Investment Co., which is expected to constitute a major asset restructuring [10] - Teradyne won a bid for a 2 million kW wind power project in Qinghai, with a procurement amount of approximately 150 million yuan [11] - Zhejiang Fu Holdings won a bid for a hydropower project in the upper reaches of the Jinsha River, with a total bid amount of 412 million yuan [11] - Haisco's subsidiary received approval for a clinical trial of a drug intended for metabolic diseases [12] Lock-up Expiration - A total of 34 companies will have their lock-up shares released this week, amounting to 822 million shares with a total market value of 26.805 billion yuan [14] - The peak of lock-up expirations is on March 19, with eight companies releasing shares worth a total of 10.071 billion yuan, accounting for 37.57% of the week's total [14] New Stock Calendar - Six new stocks are set to be issued this week, raising an estimated total of 8.22 billion yuan [18] - Notable upcoming issuances include Hongming Electronics and Shiya Technology, with expected fundraising amounts of approximately 2.03 billion yuan and 2.168 billion yuan, respectively [18] Institutional Outlook - CITIC Securities highlights three key issues: the impact of Middle East conflicts on supply chains, the potential shift in market styles due to weakening global financial conditions, and the accelerating disruptive innovation from AI [21] - The firm suggests focusing on sectors with pricing power and low valuations, particularly in chemicals, non-ferrous metals, and renewable energy [22] - CITIC Jiantou emphasizes the strategic opportunities arising from the Middle East situation, suggesting that China could benefit from increased trade and investment ties with the region [23] - Galaxy Securities notes that the A-share market has shown resilience amid global adjustments, with a focus on high-quality development and technological self-reliance as key investment themes [24]