3.26 Review

Highly suppressed [Taoguiba]
8 Silver and Nonferrous Metals (Gansu, Nonferrous Metals)
5 Hanjian Heshan (Beijing, Chemical Industry)
5 Zhangyue Technology (Beijing, AI Applications)
4 Shuita Gas (Shandong, Natural Gas)
4 Yasheng Group (Gansu, Agriculture)
4 Shandong Molong (Shandong, Oil)
5 Wangli Security (Zhejiang, Huawei, Home, Smart)
5 Sanfangxiang (Jiangsu, Low Price, Debt, Chemical)
8 Huadian Liaoning Energy (Liaoning, Green Power, Hydrogen Energy)

Recent significant changes: 8, 5, 4, 4, 4, 5, 4, 5, 7, 3, 4, 5 (Wangli), 4 (Ningbo), 4 (Huadian), 5 (Sanfangxiang), 8 (Liaoning Energy)

Node tier: 3, 2, 1
Evaluation:
Third Board
Break Yunnan Energy node, the specific theme or positioning depends on the individual stock, but the birth of the node should be valued. Themes are just carriers; nodes are key for capital deployment.

Second Board
Break Silver node, the specific theme or positioning depends on the individual stock, but the birth of the node should be valued. Themes are just carriers; nodes are key for capital deployment.

First Board
Huadian Liaoning break board node. Honestly, I don’t want to write about this. First, it’s too obvious. Second, was it really bought after being well-positioned? Third, if it was well-positioned, why are Xinbao and Xincheng opening? I think this type of node often experiences a wave, so watch out for risks.

Top five five-day gainers: Huadian Liaoning Energy, Jien Design, Liaoning Energy, Minohua, Snow Environment
Evaluation: 2 Electric, 1 Restructuring, 1 Pharma, and another unknown. Basically, the power sector’s strength is weakening, and the theme is gradually entering a rotation environment, but many are restructuring or nonsensical themes, not true rotation, just temporary divergence.

Top five ten-day gainers: Huadian Liaoning Energy, Huadian Energy, Dashengda, Haichuan Intelligent, Minohua
Evaluation: 4 Main Board, 1 Flexibility. The number of main board stocks is increasing, which suggests that the main board’s relay expectation might increase tomorrow, perhaps a shift from weak to strong.

Third Board
Xinneng Taishan: If you don’t buy me, then you’re just a tool. Oh, by the way, it’s in Nanjing.

Hunan Development: The morning’s break was a punishment for your yesterday’s sneak buy. Why be so generous? Who exactly is so hard about Xinneng Taishan? Have you thought about this? Okay, okay, no more teasing. Taishan is my “hardness” third brother. Still, focus on whether the tier nodes are truly strong; recognizing tiers helps eliminate illusions.

Minohua: Tiered Pharma Box, third board, the main upward strength should still be good.

Rongjie Co., Ltd.: Not doing the battery position, but doing lithium mines. If it breaks, I don’t think it’s lowering lithium expectations. It’s not a candidate for continuous boards; reaching this height, lithium expectations might be a misjudgment.

Second Board
Zhongmin Energy: Awkward. Besides being a bit stronger, it has no other features. Fujian hasn’t shown much fermentation either. Honestly, if Hunan hadn’t added to the morning strength yesterday, it might not have this trend.

Zai Sheng Technology: Shunhao’s 2.5 broke first, then it’s over.

Mingpu Optoelectronics: You still started with a single character? Shameless freeloading.

Bohai Chemical: Some say hydrogen is good, others say chemical is the old enemy of electricity. This node is also decent.

China Iron and Steel: Push it, but I can’t figure out how Zhongmin will break out. Maybe Zhongmin should push it.

Huadian Energy: Are T-party traders having fun? Speak up!

First Board
A few I pick: Remote, Chinese Super League’s obvious turtle, Liaoning Jin Yuan Dynasty model. The downside is Jiangsu, but yesterday Jiangshun moved, maybe it’s the third brother. Yuanli is also far away.

Huitian Thermal Power: Third brother’s obvious seat, if you’re bold, go for it.

Guangxi Energy: Firefighting hero, but I worry it might become the Xiamen Gong that breaks the chain on the day of He Fu’s break.

Shennan Electric A: Firefighting hero, but I worry it might become the Xiamen Gong that breaks the chain on the day of He Fu’s break.

Quzhou Dongfeng: Don’t even want to walk the battery dog route. If it’s packaging, well, don’t say it, huh?

Note: My short-term ideas are mostly learned from Yanbian Assassin, with some personal extensions.

Tomorrow’s opportunity watch:

1. Huai Lia weakening to strengthening, but I suggest waiting. The environment’s consistency is too high; it needs a deep shakeout.
2. Hunan weakening to strengthening, as a supplementary rise. If Xineng doesn’t buy, I won’t buy either.
3. Bohai, nothing special, just other feelings aren’t strong enough.
4. One in, two out—choose from the few I mentioned.