Youlan Trekking the World: Panning for Gold Early Discussion on March 16

High mountain and flowing water seek the spring of the heart, discussing stocks and gold, laughing at the fate of money. On the road to wealth, Youlan is with you! Everyone’s support is my motivation to persevere, welcome everyone to actively post comments, recommend, bookmark, cheer, and support. I hereby thank everyone for their support! Please indicate the author and source when reprinting partially or in full; any reprint without the signature “Youlan Xing Tianxia” is considered plagiarism. [Taogu Ba]

1. Analysis of Friday’s Market and Tomorrow’s Trading Strategy
On Friday, the main index opened lower and fluctuated downward, falling 0.81%, with the Shenzhen market’s decline slightly smaller. Hot topics such as phosphate chemicals + fertilizers, heat pumps, lithium batteries, and wind power showed regional strength. Liquor and banking sectors closed higher. Cloud computing + domestic computing power, AI applications, power grid equipment, digital currency, non-ferrous metals, and electricity sectors led the decline. Less than 30% of stocks rose, with 59 stocks hitting the daily limit, including 3 one-word limit boards, and 21 stocks were hit by limit-downs. There were 13 limit-down stocks, and another 7 fell more than 10cm; 263 stocks dropped more than 5%.

The market showed a correction trend. In the morning, the ChiNext led a partial rebound, but the market was very chaotic. In the afternoon, the main board led a sharp dive. Although the market seemed fragile, dozens of sectors were alternately pulled up; generally, a sector would surge for a few minutes and then be done, while hot sectors would rise briefly and then fall. In recent days, a slight sustained rise in power and grid stocks has been misleading, and the hottest recent news about the crayfish concept only showed some performance on Monday before falling for four consecutive days. A series of positive news had no reaction, and the decline seemed like negative news. This reflects the current market ecology dominated by quantification: rises are random and fast-paced, while declines are irrational. Many stocks on daily charts show “A-shaped” declines (including heavyweight stocks like Sinopec), and intraday charts show sharp peaks that quickly fall. How can such a market be normal?

Although the market has fallen, there are no new fundamental changes; it’s just that this fragile and chaotic state has persisted recently. The decline of the main index is not necessarily bad; the worst is when stocks keep falling while the index stays flat, because only then does the true market condition reflect, and there is hope for change. The weekend outside is not calm, but the sharp drop on Friday afternoon already reflected this expectation in advance. If the market opens lower, it won’t necessarily crash. The main problem now is not the overall trend but the chaotic ecology. In the short term, the market remains in a phase of oscillation and consolidation. Guessing the short-term rise or fall is meaningless. To see the overall trend, patience and time are needed. In the short term, the market appears dull on the surface but won’t make you too pessimistic; in fact, it’s a tough trend to endure. Without ecological change, there are no new strategies. Every day seems tempting, but short-term trading is difficult. The chaotic stock行情 still depends on one’s ability to grasp the market.

2. Main Hot Sectors During Trading

1. Chemicals
   Methanol: Jinniu Chemical, Lu Hua Technology, Xinghua Shares, Chitianhua
   Phosphate chemicals + fertilizers: Jinjingda
   PTA + polyester chips: Sanfangxiang
   PAE + wind power: Kangda New Material
   Fats and oils chemicals: Zanyu Technology
   Epoxy propane: Hongbaoli
   Acetic acid: Jiangsu Sopo

2. Wind Power: Dajin Heavy Industry, Tianshun Wind Energy, Tongyu Heavy Industry, Maijia Chipcai, Qifan Cables, Jixin Technology, Xihua Technology

3. Lithium Batteries:
   Anode + separator: Putailai
   Lithium + photovoltaic: Hengdian DMEGC
   Lithium + textiles: Jinying Shares
   Lead-acid batteries: Wanli Shares
   Electrolytic copper foil: Hengtong Shares

4. Nuclear Power: Lanshi Heavy Equipment, Southern Road Machinery, Jiangsu Shentong, China Nuclear Construction

5. Heat Pumps: Sunrise Oriental, Wanhua Electric, Seagull Housing, Aokema

6. Medical and Healthcare
   Medical PVC gloves: Lanfan Medical, Zhonghong Medical
   Medical dressings: Aomei Medical
   Raw materials for medicine: MinoPharm

7. Others
   Photovoltaic storage contracts + power infrastructure: China Power Construction
   Annual report + semiconductor cleanroom: Yaxiang Integration
   Optical modules + MicroLED: Zhaochi Shares
   Coal: Zhengzhou Coal & Electric, Antai Group
   Annual report + textiles and apparel: Jiansheng Group
   Cards + laser anti-counterfeiting: Jinghua Laser
   Eco-environmental protection + computing power: Meili Eco-Environment
   Decorations + digital marketing: Kexin Development
   Optical communication + cloud network: Ruiskangda
   Optical communication + environmental protection: Farsight
   Electric power + coal: Huadian Energy
   Sodium batteries + environmental protection: Tongxing Technology
   Acquisition of thermal power: Zhongnan Culture
   Acquisition of aerospace: Hengtian Hailong
   UBTECH Robotics: Fenglong Shares
   Tangent Technologies: Zhenai Meijia
   Zhuimi: Jamei Packaging
   Industrial mother machines: Yuhuan CNC
   Pig feed: Bo’en Group
   Steel: Jiugang Hongxing
   Real estate: Jingtou Development
   Agricultural machinery: Swan Shares
   Software: Inspur Software
   Photovoltaic: Yabo Shares

Note: This article is solely a personal review and summary; the stocks involved are for informational purposes only and do not constitute stock recommendations. Trading is at your own risk. Please indicate the author and source when reprinting partially or in full; any uncredited reprint under the name “Youlan Xing Tianxia” is considered plagiarism. Plagiarism will be prosecuted. Feel free to leave comments or report any issues.