March 13 Pre-Market Strategy

First Tier: Core Leaders (High Risk, High Reward, Opportunities for Divergence to Convergence)

Green Power Generation (000537), China Power Investment (600726)

· Logic: This is the only current “Double Leader” combination in the market, the focal point of the new mainline “Computing Power Collaboration.” In today’s environment of market decline and nearly 4,000 stocks in the red, their joint effort to shrink volume and achieve three consecutive limit-ups is a strong confirmation of “confronting divergence.”

· Top List Analysis: · Green Power Generation: Although Ningbo Sandian Road spent over 23 million yuan, top-tier funds like Huaxin Securities Shanghai Maotai Road and Chengdu North First Ring Road appeared on the buy list, showing strong absorption. This “old stocks exiting, new stocks entering” turnover is actually good for future growth into explosive stocks. · China Power Investment: Yesterday’s three-day list shows Shanghai Stock Connect buying over 83 million yuan, with institutional funds also participating. This indicates that not only retail funds are involved; institutional capital is starting to recognize this logic and actively buy in.

· Strategy: · Entry Point: Both face the challenge of four limit-ups tomorrow. My plan is to focus only on “divergence turning into convergence” turnover opportunities. That is, if early tomorrow, due to market or profit-taking sell-offs, there’s a sharp decline (e.g., hitting flat or green), but then it quickly rebounds and strongly seals the limit, that’s a buy signal. · Avoidance: If it accelerates directly tomorrow (big gap up with volume shrinking to a second limit), avoid. Such strong consensus often leads to big losses if it breaks.

Second Tier: Mid-Range and Catch-Up Stocks (Stable Opportunities, Low Buy-In Preferred Over Breakouts)

China Energy Engineering (601868)

· Logic: This is the “Anchor” of the entire power sector. With a turnover of 17.4 billion yuan and hitting a new high, it’s not something ordinary funds can achieve. It’s a combined effort of national teams, institutions, and top retail funds.

· Strategy: These stocks are not suitable for breakout plays. My approach is to treat it as a sentiment indicator for the sector. As long as it doesn’t decline sharply and stays above the 5-day moving average, small-cap stocks within the sector can be repeatedly traded. If it continues to outperform expectations, it will push funds that missed out to chase high-recognition trend stocks like Dajin Heavy Industry.

Third Tier: Risk Warning Zone (Stocks to Avoid Tomorrow)

Jinniu Chemical, Jinneng Technology, Jiangnan High Fiber, etc.

· Logic: The chemical sector has already shown clear signs of exhaustion today. The breakdown of Jinneng Technology and Jiangnan High Fiber in the afternoon indicates internal chip loosening. In this market of stock-to-stock battles, if the later stocks don’t recover in the morning and also break down, there’s a high probability of losses the next day.

· Strategy: For these lagging stocks that break down with the crowd, don’t hold unrealistic hopes tomorrow. If the opening auction underperforms, just cut losses. Avoid low buying attempts to catch rebounds, as it’s easy to get caught by sudden drops.

Final Summary:

If Green Power Generation or China Power Investment show opportunities (divergence sell-off followed by turnaround and rebound), I will control positions to participate. If both accelerate or both fail, then none of the stocks in today’s consecutive limit-up batch are worth playing, and I will choose to “stay in cash and watch.”

Remember, profits from leading stocks are the market’s reward for the brave; losses from following stocks are the market’s punishment for greed.

Good luck tomorrow, see you during trading!