[Red Envelope] Fan rotation performance, quantitative trading wins big! Pre-market ideas for Thursday, March 12

[Taoguba]
The blogger has been a full-time trader for 6 years with 11 years of trading experience. Skilled at perceiving subtle changes in the market, with a forward-looking sense of market patterns. Good at analyzing the rhythm of index, thematic, and sentiment movements. The low-buying pattern is becoming more refined. Among Taoxian’s experts in low buying, I hold my place! Stable monthly profit of 20%, compounded annually is 8 times. Stable monthly profit of 15%, compounded annually is 4 times. Stable monthly profit of 10%, compounded annually is 2 times. The blogger’s desire is not high; around 10% monthly stability is enough. Anything more is just gratitude for the market’s feedback! Maintaining a good mindset, treating trading as a joyful activity—why not enjoy it?

The best offense is defense: control emotional rhythm, flexibly manage positions, strictly divide positions, and control drawdown risks. Slow is fast; compound interest will expand your imagination! The so-called leading stock strategy of relay trading—how many leaders can there be in a year? That’s a road to no return. Nine out of ten traders fail; surviving one is a genius!

The blogger successfully transitioned from a trader to a leader. No need for quick trades here—relying solely on market understanding! This will open your new perspective. Trading is fundamentally a contest of market cognition. Only by standing shoulder to shoulder with high-awareness traders can you see the market’s essence, avoid risks, and grasp the flow of wealth.

Our connection is fate. Many bloggers have countless ideas, but I only take a sip from the vast water. Only with your frequent likes, tips, and encouragement will you stay on track. Giving generously—what you give is also recognition of Ding Ge’s ideas. Ding Ge’s pre-market insights are truly golden, waiting for you to discover! I sincerely wish new and old friends a 2026 with accounts soaring red and climbing steadily!

Special thanks to @Chenggong Yitu, @Baiwu Xing’er, @Wuchen Jishi, @Hemu, @Yige Yi, @Dapeng012, @Meiyou Ruguo888, @Yazm, @Chao Gu Xiaobai Xinshi

Multiple blessings—may you all achieve stable profits and your accounts soar in 2026!

Old friends, everything goes without saying, especially @Shen Diao Xia Nu, @Ye Zhan Tuan Zhang, @Zha Ge Hua Sheng Mi, @Ji Ye, @Tang Shouquan, @Ling Dang Shou, @Fan Hua Da Dao 10569, @Jiang Nan Feng Liu Xiao Wang Zi, etc. Ding Ge can clearly feel your growth—some even surpassing me, haha. The most outstanding are the beautiful CEOs. Thank you all for your continued companionship.

3-12 Thursday Pre-market Strategy Analysis

The Shanghai Composite Index slightly declined by -0.24%, then gradually rose slightly +0.25%, closing at 4133 points, breaking above last Friday’s rebound high of 4129 and above the 10-day moving average. Volume was 2.51 trillion, with a slight increase of 110.4 billion. The hidden risk is that volume is insufficient; the high point of 4197 on March 3 faces huge downward pressure. The index faces a directional choice; if volume cannot effectively expand, a narrow-range downward oscillation is highly probable.

The market themes remain consistent—rotating between electric fans, energy storage, lithium batteries in the morning, and chemical industries in the afternoon. On Wednesday, the hot overseas tech hardware sector diverged. Power sector divergence, with old-cycle power exports and low-level recovery. Domestic computing power continues to differentiate.

Relay of consecutive boards is not mainstream; sentiment divergence persists. Six consecutive boards, with two upgraded. Four boards high, Ningbo Construction and Zhongnan Culture. The height drops to four boards. Breaks in the chain, negative feedback continues, with declines over 10% in Wangli Security, Huanyu CNC, and Quxing Toys.

Key Theme Outlook and Analysis

1. AI Power

Coordination between digital and traditional power sectors, with low-level补涨 (catch-up) strengthening. At high levels, power exports (transformers, gas turbines) diverge.

As an old-cycle power sector catching up on exports, the view remains unchanged. Zhongnan Culture with 3 boards, announced acquisition plans, large single order causing sentiment spillover, China Energy Construction rebounds, with green power, China Power Energy, Dingxin Communications at 2 boards. First boards: Lianke Technology, Green Power, Ganneng Shares. Seven limit-ups, no further fermentation in the afternoon. High-level Yueneng Holdings closes up 4.93%, above the 5-day line. Mid-level trend: Huayin Electric Power, Beijing Ke Rui. Low-level trend: GCL New Energy, Jinkai New Energy.

Since power is a catch-up sector, its height is limited. When Zhongnan Culture breaks the chain, it signals sector divergence. As the sector rotates, tomorrow’s focus will be on differentiation. Zhongnan Culture continues with a one-word strong trend, sentiment spillover gradually weakens. Four two-board stocks, awkward positioning, and power has no height—only breadth. The core anchor is China Energy Construction; old-cycle power export negative feedback may drag the sector down.

Power export capacity: China Western Electric, TBEA, Dongfang Electric fall below the 5-day line. China Western Electric, as a capacity core, sharply drops, directly causing sector feedback. Shun Na Shares, with a small rebound, failed to recover. If not repaired, old-cycle power export will gradually weaken.

2. Domestic Computing Power

Wednesday’s benign divergence, but after-hours negative news about cybersecurity risks, originally expected divergence in bidding. After bidding ended, break in the chain, Meili Yun small red opening. Yun Sai Zhijian, small green opening. Multiple recognitions: Tuowei Information, Huasheng Tiancheng, Litong Electronics, UCloud, Hongjing Technology, Capital Online, Runze Technology, Wangsu Technology—around zero. Small green and red signals. The initial divergence expectation shifted to a recovery expectation. After opening, sentiment was held back by power and energy storage sectors; Ningbo Construction opened the chain, sector retreated. Huasheng Tiancheng surged significantly, aiding sector recovery. In the afternoon, chemical sector strengthened again, but sentiment was blocked, sector flow failed. Huasheng Tiancheng and Tuowei Information plunged. Litong Electronics, with a limit-up before close, added some suspense.

Whether it will recover tomorrow remains uncertain; follow the market. Token export logic remains unchanged; hope persists after repeated tests. Sentiment focus: Ningbo Construction, Litong Electronics. Core: Huasheng Tiancheng, Tuowei Information. 20cm (small cap stocks): Hongjing Technology. The positive/negative feedback of these stocks is the basis for sector strength judgment.

Ningbo Construction was hit by chemical sector in the afternoon, sector retreated, but with high volume rebound, if not for Litong Electronics’ late surge, negative premium is likely. Can it weaken and turn strong? Needs sector support.

Observe: Litong Electronics, Huasheng Tiancheng, Tuowei Information, Meili Yun, Yun Sai Zhijian, Chengdi Xiangjiang, Hongbo Shares, 20cm stocks, UCloud, Hongjing Technology, Capital Online. Suitable for low absorption after divergence, cautious chasing high.

3. Energy Storage

Rotation with 5 limit-ups, all in the morning, sustainability unknown.

4. Chemical Industry

Full fermentation in the afternoon, 10 limit-ups, except Baichuan Shares, others surged in the afternoon. Sector strength is the strongest within the day, actively separating from oil and gas, but sustainability is hard to judge.

5. Overseas Tech Hardware

Post-peak divergence is normal; Hong Kong’s Changfei Optical Fiber plunged over 20 points, directly affecting A-shares. Except for Huagong Technology crossing, most stocks retreated after highs. 9 stocks hit limit-up, led by Reisconda and Yellow River Cyclone with 2 boards, first boards: 7. Thematic sectors include diamond, optical modules, LED, fiber optics, server liquid cooling, etc.

6. Commercial Aerospace

Sector reversal opportunity has not arrived; individual stocks still rotate locally. During the session, Goldwind Technology surged sharply, but the sector did not follow significantly. Watch: Aerospace Development, Zaisheng Technology, Western Materials, Feiwo Technology, Guanglian Aviation, etc.

Volume cannot effectively expand; pressure above 4133 points is huge. Expect downward oscillation and consolidation. Meanwhile, sector rotation will be disorderly, and during chaotic periods, reasonable position control is especially important. Patience for main themes to emerge.

3-11 Wednesday Review

1. Ningbo Construction, focus on bidding. Logic: From bidding, sector has recovery expectations; pre-market analysis predicted a large volume small red opening with expected divergence, likely to hit the board, possibly becoming a high-level board. Actual market performance: sector was held back in the morning by power and energy storage, then by chemical sector in the afternoon—post-awareness, but pre-market and open cannot be precisely predicted; trading logic remains sound.

2. Tuowei Information, lightly focused around zero line, logic: sector expected to flow back, with dips followed by support. Original plan: sector divergence, focus near 5-day line, no opportunity in the market. As long as 5-day line holds, trend remains; consider rolling T+0. On March 19, Huawei’s conference and DeepSeek v4.0 release, expectations still active. Shenzhen Huawei, surged to limit, likely due to Huawei’s event.

3. Meili Yun, pre-market was reversed, small red opening, slight rise then narrow oscillation, Ningbo Construction’s rebound added a note. Actual market: no upward move, small green sideways, to avoid risk, all bottom positions were cut. If sector does not flow back tomorrow, consider canceling focus.

4. Capital Online, reduced focus yesterday, kept only bottom positions, same as Ningbo Construction’s rebound, added a note. If sector does not flow back tomorrow, consider canceling focus.

5. Yakang Shares, canceled focus. Narrow oscillation throughout the day, same concept as Ningbo Construction, no follow-through.

6. Zhangyuan Tungsten, canceled focus. Yesterday, deep water low buy near 10-day line; first touch of strong trend support. During the session, a large gap up opened, then pulsed back below the opening price, so I took it off.

To all new and old friends who often like, comment, tip, and cheer—thank you very much for your support of Ding Ge. I believe you also benefit because you value Ding Ge’s review and pre-market ideas. Wishing you again in 2026: accounts soaring red!

Are there both fish and fishermen? Are we honest bloggers? Look down on those stingy even with free likes. Free riding is not glorious. Ding Ge always shows kindness, never proactively blocks, and backend data can be checked. For many numb ones, don’t force me to block you!

Disclaimer:
Case reviews are only personal review and strategy notes!
Investing involves risks; trade cautiously. Plans are never faster than market changes; follow the market at all times!
Articles are just my understanding of the market, for personal sharing only!
They do not constitute investment advice; buy and sell at your own risk!

Thanks to the last article’s friends who blessed me—keep going, grateful for you. Wishing daily limit-ups and accounts as red as koi! No losses!

@Shen Diao Xia Nu @Da Long Yaya @Ye Zhan Tuan @Ji Ye @Wuchen Jishi @Yazm
@Meiyou Ruguo888 @Hemu @Chao Gu Xiaobai Xinshi @javxsp @Dongbei Xuan

Thanks to the last article’s tip-givers—grateful for you, spreading good luck. Daily limit-ups are waiting for you!

@L Xiangli @Yazm @Shen Diao Xia Nu @Jun Zi Hao Qiu @Ling Dang Shou @Wenzha Wenzha Ba @Gusu Feng @Zerozero000 @Dapeng012 @Lai Ri Fang Chang 666 @Yang Yang Shi Yi @Yuki Han @Soruine @Dema Xiya La

Reward Top List:
@L Xiangli @Yazm
Thank you, wishing daily limit-ups, accounts as red as koi, no losses!

Review records: Over 7 review notes with bonus coupons + 368 likes, showing friends’ recognition of my review quality.
Pre-market, during-market sharing, and pre-market strategy plans—accuracy depends on you!

Warm reminder:
If the main post has fewer than 368 likes, consider whether to share pre-market ideas publicly?
To all who like, tip, and support: you are marked as lucky users by the magic lamp!
The magic lamp will continue to bless you, with accounts turning red every day!

Seeing this, dear friends, why not give a like—at least 100 likes (to unlock the next pre-market)? If you find it helpful or agree, support the main post with 100 points (just 2 yuan) or give a boost!