March 3, 2026 Oil & Gas Concept + Other Sectors

The timing of the early second major rally is very short, so I started being cautious yesterday and avoided a brutal blow. Otherwise, after a week of effort, the market could have returned to its previous state in a single day.

[Taogu Ba]

The first major rally has only lasted 5-6 days, which is a very short cycle, so the second major rally is also judged to be a short cycle. The second rally has four consecutive positive days, so caution should be taken now.
Yesterday, the entire A-shares dropped sharply on high volume, so the reverse trend today is expected to move downward.
Today, the continued volume surge and sharp decline indicate that divergence panic is accelerating, so the normal expectation is that divergence will continue at the opening tomorrow.
The key analysis is whether the divergence will continue after the decline or if it will stop falling and start to recover.
It is observed that the overall A-shares are now close to the position they were at when the first major rally started, and the number of red days in two days is below 100, which already forms a freezing point data. Therefore, a recovery is expected tomorrow.
Summary: If divergence continues at tomorrow’s open, a recovery is likely. But if a full recovery happens immediately, it may be a weak recovery, leading to a downward continuation and a need to clear out positions.
This is a judgment on the overall market sentiment.

Today, besides the oil and gas sector, other sectors are focused on. The focus is very concentrated. Based on the current trend of the second major rally, it is highly likely that a mid-level leader will emerge, crossing into the third major rally.
Today, the stock with a 200% increase in daily limit, Tongyuan Petroleum, is currently highly recognizable. The growth leader on the ChiNext board is definitely not going to fall behind. I checked tonight, and there’s no risk monitoring, so it looks good.
The core sector is oil and gas; shipping must involve oil and gas transportation to be considered core. Not just port shipping—remember that.
Recently, oil and gas stocks have been a sustained sector, starting to explode yesterday and intensifying to a climax today. Tomorrow’s expectation is to continue a significant surge, possibly pulling back in the afternoon. However, it should not open low and stay down all day; if it declines, a strong rebound in the afternoon is also required. If divergence occurs, these are the two possible trends.
An unexpected strong move would be opening high, rising sharply, then pulling back, and in the afternoon, breaking new highs in the sector’s intraday chart, with continuous first-limit hits—that would demonstrate the resilience of the main trend.

Tomorrow’s plan:

1. If the oil and gas sector meets expectations, shift from weak to strong stocks, overall reduce positions, and re-enter the core echelon into stage 3.
   • For the oil sector’s trading rhythm:
     A. If it opens low and declines, buy Tongyuan Petroleum early in the session and pick the strongest stocks for quick turnover.
     B. If it opens high and continues high, wait for the afternoon’s sharp decline to avoid being caught in a trap.
     C. If it surges and then pulls back, and in the afternoon breaks new highs again, consider a direct move from stage 2 to stage 3 with a limit-up.
     D. If it opens low and declines without strong rebound, do not consider any relay trades.
2. Yunnan Energy Control has already taken a bottom position today; if it opens significantly lower tomorrow, there is an opportunity to add positions in deep water and do T+0 trading.
3. If Tongding Interconnection and Tuowei Information do not quickly rise at the open, consider taking profits immediately to prevent a further decline, especially Tongding Interconnection, which is more correlated with US stocks.
4. Consider intraday dip-buying opportunities in Tongyuan Petroleum.