[Red Envelope] 2026.3.13 Review: Power Sector Split, Did the Main Trend Just Arrive and Leave?

A simple like keeps the gains coming; keep asking questions, and success will be within reach! Hello everyone, I am Wan Gu Zhang Qing. [Taogu Bar]
1. Morning Thoughts
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As usual, I start with my morning thoughts, clearly stating that for electricity to firmly establish its mainline position, it needs to beat chemical industry today—becoming dominant and strong. When electricity is strong, the bidding should show a 2.45 billion order and two limit-ups. Before 9.20, China Power Construction was close to this figure. I almost thought electricity would take over, but once 9.20 arrived, all electricity orders were withdrawn, and the final opening was so shocking that it made my eyes black out. Such bidding for electricity clearly cannot be strong and powerful; the opening will definitely be divergent.

After seeing divergence in electricity during bidding, I knew I couldn’t go all in. I could only watch whether electricity would rebound later in the session to decide whether to hold or sell my positions. During the session, some stocks tried to guide funds back into electricity. China Power Construction’s rebounds often involve orders of tens of billions, but if these orders appear during bidding, electricity will dominate. However, later on, these new faces lacked momentum, and China Energy Construction, GCL-Poly, Yunnan Energy Holdings, and the three musketeers struggled in the morning. But due to too many pitfalls, like ShunNa and HanLan, which kept plunging.

In the afternoon, even Yunnan Energy’s funds couldn’t hold, and they also sharply declined. I mentioned in morning thoughts that if electricity didn’t rebound today, the next trading day’s regulatory crackdown on Yunnan Energy wouldn’t look good. Today’s funds likely triggered a rush to exit, but in fact, funds did not flow back into the electricity sector. The leading stocks are all declining, and Yunnan Energy’s regulatory issues are definitely not promising. Historically, stocks with regulatory issues either hit the limit-up or limit-down.

The index also took a hit—yesterday, the electricity sector was resonating with the index’s rebound, but today, the index plunged in the afternoon, and I don’t know what negative news caused it. Most top stocks in the market are plunging, and funds have shifted to wind power, nuclear power, energy storage, and other sectors, showing a serious fear of high prices. The trend is also plunging across the board. Since the index has been declining continuously, it’s quite difficult to reverse and strengthen against the trend. The market now gives me the feeling that no one wants to play. In this case, any direction is unlikely to be profitable. The best approach is to rest. I have no intention of opening new positions today; I’ve sold everything I could. It’s just a mess, and I’ll wait and see later.

2. Bidding Analysis
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The opening bids show that the electricity sector is below expectations. Don’t think that just because Zhongnan Culture added orders, electricity will strengthen. It’s clearly below expectations. I’ve provided the criteria for what counts as meeting expectations—check the morning thoughts screenshot if you don’t know. There will also be a detailed analysis in this weekend’s info post. As for the subsequent bidding, there’s not much to watch. Only KunTai Shares’ bid exceeding 500 million was a guide, but I saw it was hammered down shortly after opening and then plummeted terribly—disgustingly ugly.

3. Continuous Limit-up Teams
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The market has once again reached the five-limit level. The last challengers were ShunNa and WangLi Security, both stopping at five limits. This time, the challenger is Zhongnan Culture. Can it continue Yunnan Energy’s legacy and break through again?

Five Limit-ups
Zhongnan Culture, electricity + restructuring, a single-character foundation. This trend is very similar to Yunnan Energy Holdings at the time—today, it’s already exploded in volume. Expect a change in the next trading day. Can Zhongnan Culture replicate Yunnan Energy’s previous performance? Now, let’s hear from Zhongnan Culture’s pre-battle speech.

Zhongnan Culture: “The market has once again reached the five-limit height. Looking at recent A-share performance, the five-limit level has been fought over by leading stocks multiple times—full of twists and turns, hard to predict. But all investors notice that this five-limit barrier determines the rise and fall of many stocks, with ups and downs. Recently, there’s been talk that breaking through five limits signals a breakthrough for the dragon. Back then, Yunnan Energy Holdings, with weak initial bids, unexpectedly turned strong, broke through, and advanced to six limits. The day after reaching six limits, it boldly moved to seven limits, continuously hitting new highs until today.

Today, I am fortunate to inherit Yunnan Energy’s attributes—single-character foundation plus electricity, just like Yunnan Energy’s earlier move. I don’t understand! Why is everyone talking about Xiang Yu being trapped at Gao Xiang? It seems this five-limit barrier is destined to bring misfortune for me. On March 9, I bid with a single character, guiding the sector to launch a second counterattack, sparking the electricity theme. Stocks in the sector enthusiastically welcomed it, a scene of vitality and thriving growth. But after just five days, has this place become my grave?” No matter how I explain, the electric synergy theme is currently the most promising, with advantages in the nest!”

Four Limits
HuaDian Energy, electricity attribute, attempted a moonshot today but lacked momentum, though it maintained the electricity team.

Three Limits
Jinniu Chemical, chemical attribute, currently a leading chemical stock with strong resilience.

Two Limits
Nothing seems promising; I’m too lazy to analyze. Most are likely cannon fodder, with no chance of reaching new highs.

4. Trend Analysis
Today was basically another stock market crash. The trend stocks I mentioned yesterday all underperformed at the open, and most ended up losing everything—only BaoFeng Energy is still struggling. But I don’t recommend trading on such a day because there might be a rebound the next day. Focus on stocks that resist declines today; if they don’t fall further tomorrow, you can consider trading them. The trend-following approach needs updating now—market rotation is too fast, and some old logical strategies no longer keep up. Details will be in tomorrow’s info post.

5. Market Summary
Today’s market was extremely ugly—another stock market crash. The morning index was still green, with over 3,000 stocks in the red, and many thought it was a good entry point. But in the afternoon, the market suddenly plunged, and the decline was rapid. In the end, nearly 4,000 stocks fell, which is very ugly. Currently, funds are extremely afraid of high prices, unwilling to chase high levels, preferring to push down large caps at the bottom rather than top small-cap high-flyers. If this continues, the main themes won’t develop.

The stocks with high limits today—Yunnan Energy Holdings first hit a limit-down, now testing the 10-day moving average. The key point tomorrow is whether Yunnan Energy can rebound during bidding and continue to push higher, helping the market reach new heights. If Yunnan Energy faces regulatory issues and hits a limit-down again, it will be a dark time for the continuous limit-up stocks. Given the current situation, my outlook for future limit-up stocks is quite pessimistic.

6. Daily Must-Read
If you’re interested in my trading system or have questions, check out the five detailed posts below. They are highly valuable and cover most questions you might have. I strongly recommend you read them. Stock selection formulas, trading systems, and basic questions are all answered there!

[Red Envelope] Info Post Fourteen, Trend Trading System (Enhanced Version)
[Red Envelope] Info Post Thirteen, The Path of Seeking
[Red Envelope] Info Post Eleven, Auction Trading System (Updated)
[Red Envelope] Info Post Ten, Software Trading System, Little Known
Info Post Eight, Auction System and Trading Issues

7. Daily Reflection
I will keep saying this so everyone who reads it understands my intentions!
Regarding these trading systems, I have some words to share. These systems are my painstaking gift to everyone. They are not perfect treasures, but they are still worth cherishing. Why are they worth cherishing? I see them as a platform—like Taogu Bar, a bridge for communication. Through these systems, those who trust me can test them in real trading, encounter problems, and give feedback. I then try to solve these issues, and through this communication, we can get closer. These systems can also be continuously improved.

They may not be perfect now, but I believe with everyone’s effort, they will eventually help us ride the waves in the stock market. There’s a saying in the market: retail investors are the main force, but because of lack of unity, they can’t break out. My goal is to unite everyone through these systems. If we can reach a consensus and everyone recognizes these systems, we can become a powerful force in the market. This consensus isn’t based on premium seats or hype, but on the shared effort to build these trading systems. I believe this is the best way to forge consensus.

On the day we succeed, we will be the most beautiful scenery in the market. I proposed these systems, but ultimately, it will be you who perfects them. I sincerely ask everyone—if you agree with these systems, actively participate. I believe the future market will have a place for us. In the Ming Dynasty, Hu Zongxian wrote a poem for Hai Rui and himself to clarify his resolve. I emulate his wisdom and find a poem to clarify my own resolve.

“To Fellow Investors—System’s Heart and Will”

I dedicate my sincere sword, opening sources, hoping friends will meet.
Not seeking perfection to shock the world, but building bridges to cross the wild geese.
Practical testing reveals true knowledge, feedback refines jade into perfection.
Gathering strength from scattered sands, unity shines a bright light.
Not craving fame or inflated prices, but building a strong fortress with collective will.
Today we walk together on thorny paths, tomorrow we look to clear skies afar.**

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