[Red Envelope] 3.30 Pre-market Preview: Electricity, Lithium Batteries, Weight Loss Pills, which one will you choose on Monday?

Power, lithium batteries, weight-loss drugs, or staying in cash?[TaoStock]

I. Power

Taishan Xinneng, 4B, an index “big bullish candle” node, the market’s top leader, the “second-generation idol” of power, a name that’s fresh—Xinneng—fiber optics, a small float, and a low stock price.
Guangxi Energy, 2B, a Liaoning Energy-style “board break” node; it conflicts with the Taishan node. It’s two tiers of “position” behind in terms of ranking. It will be suppressed by Taishan from above. “Place name + energy” has some exposure to Liaoning Energy—Liaoning Energy can’t fail to A (i.e., not break out).
Jinco Power, 2B, a blast-and-boards-back pattern. It wants to catch/block Guangxi’s “old fellow” (Longzi), but then you’d need to open higher than the old fellow. Even if it works, it still faces the same above problem—it’ll be suppressed by Taishan from above.
First board doesn’t look.

Trade setup simulation
A, Xinneng Taishan 4→5
B, Guangxi old fellow VS Jinco Power, fighting for 2→3

II. Lithium Batteries

Rongjie Co., Ltd., 4B. On the evening of March 23, an announcement was released: it plans to build a project for an annual production of 50,000 tons of high-performance lithium-ion battery anode materials. With the layered tailwinds from rising lithium carbonate prices, Zimbabwe’s export ban, and multiple benefits tied to Australia’s energy shortage, trading began on March 24 with four consecutive boards. It’s the “position leader.” The sector had 17 stocks hitting the limit-up; sector strength ranked #1.
Bin Hai Energy, 1B. Its self-developed solid-state battery silicon-carbon anode material has completed pilot testing and sent samples to leading battery customers. Some products have already passed testing. It plans to increase capital by 680 million yuan and is laying out anode materials + a “source-grid-load-storage and green power” project. The logic is second, emotions are the main driver. The intraday turnover is the #1 board.
No look at 2nd-board stocks.

Trade setup simulation
A, Rongjie Co., Ltd. 4→5
B, Binhai Energy 1→2

III. Healthcare / Pharmaceuticals

Menovo (Manuova), 4B. On March 20, Menovo held an investor communication meeting (50 institutions participated). The key pitch was JH389JH389—an oral, non-invasive weight-loss dietary supplement (no need for injections or prescription medicine). That day it kicked off a consecutive-board rally. That day, 12 stocks in the sector hit limit-up. Sector strength ranked #2 in the market. The authentic weight-loss drug core leader.
Junyao Health, 1B. A follow-on target. It has laid out a probiotic-type GLP-1 weight-loss product. The logic is second, emotions are the main driver. It’s also the #1 intraday turnover board.
Don’t look at 2nd-board stocks.

Trade setup simulation
A, Menovo (Manuova) 4→5
B, Junyao Health 1→2

The few stocks listed above, in my view, are the key “battle objects” for Monday.
Which direction do you like? Or if you have other promising picks, feel free to discuss in the comments section.

My direction and plan

Weight-loss drug pull-up from the probiotic route——Junyao Health 1→2.

Core logic:
1、Strong industry fundamentals: Semaglutide, as the mainstream injectable weight-loss drug, has original R&D annual expenses up to 1–2 million yuan. As patents expire and generic drugs are listed in batches, prices are expected to drop by about 70%, and it may enter ordinary households. In China, there are over 120 million obese people. Demand in the weight-loss track is exploding—great market space. Menovo holds the core non-invasive dietary weight-loss technology, so the logic is truly “authentic.”
2、Menovo has already doubled since launching from its bottom on March 6. Although there’s institutional endorsement, the “pie” they drew—how big it is, you don’t know until it happens.
3、Market sentiment tailwind: In the short term, the consecutive-board height keeps opening. There’s no A-kill at 8 boards. The赚钱 effect is maxed out. Capital’s risk appetite keeps rising. Menovo’s convertible bond saw aggressive late-day buying.
4、Low-position need for a pull-up: Junyao Health itself carries the probiotic weight-loss GLP-1 concept. It’s the #1 intraday turnover name in the sector. It has room to pull up further (leader 4+1; its bottom-start move has already doubled). The shortcoming is that its “authenticity” is not as good as the leader.
5、Junyao’s trading “stock personality” is good. On May 26, 2025, when it was炒作 AKK菌 and an improved sleep functional beverage, it previously achieved 4 consecutive boards.
Points to note:
1、This is a trade where you aim higher while doing lower-risk trial-and-error (a “go high, cut low” approach, with trial execution). Last Friday was the buy point. On Monday, there may be a strong “master” sealing/forcing Junyao Health. You’d then ride the momentum to play Menovo. If Menovo keeps its uptrend / and the sector deeply ferments, Junyao Health has the potential to accelerate its pull-up. Of course, it’s also possible it’s purely follow-the-trend—one-day tour, a tool-worker.
Risk points:
The price action will be tied to Menovo. If the leader weakens, the sector doesn’t ferment, then only T+1 you can exit—very passive. “Authenticity” is weaker than the leader. Participation must be light on position and quick in and quick out. What you’re making money on is the leader’s continuation rally and the sector’s fermentation money.
Trading plan:
Already held overnight. If at the open it’s not up to expectations, we’ll撤.
Anchor to watch:
Menovo, Ketuobio, Shuanglu Pharmaceutical. Also reference the bidding of Hadian Shuangxiong and Taishan Xinneng. Watch how the power sector’s limit-up ladder performs in bidding. Before the market, see whether any big order or one-word limit (字) gives directional guidance for any individual stock.
Supplement:
Someone might ask: why not just buy the leader directly, Menovo? I want to say—can the leader “go to the sky”? Just like the power cycle—if you didn’t buy Hadian Liaoning Energy, it doesn’t stop you from making money. For example: ShaoNeng股份, Liaoning Energy, Taishan Xinneng, Jinco Power, Guangxi Energy. This isn’t recommending that everyone goes chase the back-row followers. It’s saying: when the node timing is right, you can still make money———on the importance of nodes.

Anode material pull-up route——Binhai Energy 1→2.
Core logic:
1、With multiple lithium-battery tailwinds stacked, anode materials are the real highlight. Rongjie and Putaik have both made new highs. Rongjie’s rise began with the announcement about building new anode materials, with multiple tailwinds stacked. One easily forgotten piece of news: on March 12, the U.S. ITC did not impose double anti-dumping / countervailing tariffs on China’s anode materials. Anode, anode, anode—important things are said three times.
2、Binhai Energy has both lithium-battery anode + green power dual concepts. The name includes “energy,” making it the best low-position pull-up candidate for Rongjie. The stock price is low, and the logic for going 1→2 to advance is smooth.
Points to note:
Same as Junyao above.
Trading plan:
Already held overnight. If at the open it’s not up to expectations, we’ll撤.
Anchor to watch:
Rongjie, Putaik, Haikexinyuan. Also reference power and healthcare overall bidding, and whether there’s any big single one-word guidance in the pre-market.

Power route——handle Taishan; no new position.
Core logic:
1、The reasons behind power’s rally are already in the earlier post; I won’t repeat them here.
2、The power sector’s buying attention isn’t “over.” Although there’s no clear exit signal yet, sector strength has already declined. Most likely it will swing due to divergence or do a weak repair-and-grouping行情. Even if it’s a sell-off/“tide retreat,” it won’t all retreat cleanly at once—it will step back gradually.
3、2-board node picks won’t go. They conflict with the 4-board node. In the end, it only makes Taishan Xinneng the “marriage outfit.” Suppose 4B Taishan is down—how high can the 3-board Guangxi old fellow, if the advancement succeeds, possibly go again?
3、Then can the 5-board Taishan still go? Considering cost-effectiveness, I also won’t go, because there’s no first move—so we’ll wait and see.
4、Here I’m more inclined to wait. Wait for what? Wait for signals that decouple from Hadian Liaoning Energy—de-sensitized signals. Wait for Taishan to break its board. Wait for that sector or stock that breaks the balance. Wait for the day—either way, wait for which stock it is.

On Friday’s tape, it’s not hard to see: when Hadian Liaoning Energy knelt, Jinco Power, Guodian Nanzi, and Zhongnan Culture all exploded. If Liaoning Energy even has a small ripple, Jinco “leaks” badly too. On Friday, when Jinco was able to close back, we have to thank the money that was trading Liaoning Energy. So I think buying Jinco on Friday can only be considered just “passing” at best—at most a standard move (ben shou). But buying Taishan would be a first move (xian shou)—then what about the brilliant move (miao shou)? This is where stock trading is like Go.

Stock trading is like Go: a standard move builds the foundation, a first move seizes momentum, and a brilliant move decides the game. Far from clumsy moves, avoid random moves, and beware losing moves—only then can you stay profitable for the long run.

Pre-market plan summary: Use a small position to trial the negative-electrode target Binhai Energy and the weight-loss drug target Junyao Health. Handle the current position Taishan Xinneng. For the power direction, no new position for now—wait until the market and Hadian / Liaoning Energy de-sensitize and decouple, then plan the layout. Relatively, I’m more favorable toward Binhai Energy.

Stick strictly to the trading rhythm, and only trade products or node stocks that you can understand. No aggressive forcing—if there’s no opportunity, stay in cash. Today’s new positions only lock Binhai Energy and Junyao Health; trial positions are mainly light exposure.

Warm reminder: just chatting about logic—profits and losses are your own!

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The most important thing in stock trading is to be happy every day! ——Niguolas. Noodefa