The West Coast Straits concept stocks became the highlight of the A-share market this week. Led by the sector's frontrunner Pingtan Development (000592), the sector saw consecutive surges early in the week, followed by a strong mid-week consolidation. On Friday, Pingtan Development (000592) rebounded robustly after heavy trading volume, reigniting market enthusiasm for West Coast Straits concept stocks. Shares of Strait Innovation (300300), Hopefluent China (603122), Foxit Software (688095), Guanchao New Materials (600067), Fujian Longma (603686), Fujian Jinsen Forestry (002679), R&T (002790), Gensun Biopharma (300436), and ACE Energy (688196) all surged by the daily limit or over 10%. Notably, Pingtan Development (000592) and Strait Innovation (300300), as the leading stocks of this rally, soared 56% and 60% this week, solidifying the Pingtan concept as the core driver of the West Coast Straits sector.

The West Coast Straits Economic Zone, centered in Fujian and bridging the Pearl River Delta and Yangtze River Delta, connects Taiwan to the east and Jiangxi's inland to the west. It serves as a strategic hub for cross-strait cooperation, regional development, advanced manufacturing, and cultural tourism. Recognized as one of China's eight prioritized urban clusters in 2006, the zone gained further traction with the 2009 approval of its coordinated development plan, emphasizing Fuzhou and Xiamen as key growth poles.

In 2011, Pingtan was designated a comprehensive experimental zone with preferential policies surpassing those of special economic zones. By 2014, it became China's largest customs-supervised area and a pilot free trade zone, combining unique cross-strait cooperation policies with replicable institutional innovations. Pingtan Development (000592), the only listed company named after Pingtan, focuses on forestry and leverages these policy advantages. Meanwhile, Strait Innovation (300300), under Pingtan state ownership, actively participates in the zone's strategic projects.

Other notable players include Runxin Tech, whose subsidiary Zongren Tech (Pingtan) is a pioneer in Pingtan's integrated circuit (IC) cluster. Zongren Tech, led by industry veteran Chen Mengbang, has driven IC industry growth in Pingtan, attracting Taiwanese firms and securing over 200 patents. Collaborations with Fuzhou University and recognition from Pingtan authorities underscore its pivotal role. Recently, Zongren Tech was honored as a key data-element industry pilot, marking Pingtan's first Taiwanese enterprise in this sector.

With the Pingtan concept leading the charge, investors are eyeing related stocks for sustained momentum. Zongren Tech's achievements—including 100+ mass-produced chips and rising revenue—highlight the sector's potential. As the West Coast Straits theme gains traction, market participants are strategizing for next week's opportunities.