327 consecutive limit-up review

4 boards: [TaoGuBa]

1. Xin Neng Tai Shan: Intended to break through, but has been accelerating to this 4-board position without much chip turnover; it will be hard for latecomers to catch up. We can only wait for explosive volume to verify the divergence turning into consensus, and also consider the feedback from Hualiao and Guangxi.
2. Rongjie Shares: The lithium battery sector is performing quite well, and the stocks are forcing acceleration, but at a high price of 15 billion, it’s hard to maintain.
3. Meinuohua: With debt, the pharmaceutical sector is performing quite well, also forcing acceleration, just watching.

2 boards:

1. Guangxi Energy: The first board is a sector return board, the second board with a top limit is reasonable.
   The weak resistance capability of the first board’s leaking orders is a flaw, and there’s a bit of a clear card for supplementary increases, so on Thursday overnight, it wasn’t separated; in the future, we still need to give due respect to the contributors, watching the limit orders and selling pressure. Buying 3 on Friday was unusual, and it’s best to have turnover on Monday, paying attention to the performance of Hualiao and Xin Neng, as well as Dongfang Xin Neng. Friday’s limit board still had a decent quality.

2. Jin Kong Electric Power: The market cap is too large + Shanxi is a downside; the early session saw a large volume board from the tug-of-war, and not leaking orders in the afternoon is a plus. Supplementary increases should accelerate more; there shouldn’t be much expectation for Guangxi.

3. Jinmei Technology: A chemical stock of the Jin family, severely suppressed by Jin Niu and Jin Zheng Da’s previous 4-board height. Remember that Jin Zheng Da has historically been a trap on Mondays, and it might be imitated. Also, Baichuan’s backstab king has hit the limit, so caution is advised.
   ps: Jin Zheng Da, the king of traps on Monday, interestingly, has had limit increases on 4 of the last 5 Fridays, so on Thursday, taking the lead at the end can be a gamble, haha.

4. Wanbangde: Zhejiang Medicine, promoting Meinuohua or Dadongnan, the guidance is unclear, it might just be purely Meinuohua’s fermentation, not necessarily pushing Dadongnan.

5. Shenjian Shares: Again, it sank all day on Friday; the western market dived at the close, should not be looking at commercial aerospace, don’t understand it, don’t engage.

6. Dadongnan: Imitating Guangxi’s old stock return board, unsure if it will receive the same rewards as Guangxi.
   The market cap of 5.5 billion is a bit large, if Rongjie doesn’t limit it, he will have to limit it; otherwise, lithium batteries will still be in a transitional role.

7. Shida Shenghua: Shandong lithium batteries, the task may be to mock Hualiao; could it be subtly implying that Shandong (Taishan) can defeat Hualiao? Not very credible.

First board:
Chemicals/Pharmaceuticals/Lithium batteries: All suppressed by market positions, and the first board isn’t considered a significant node, 4 >= 2 > 1.

Computing power: GuiGuang Network/HuaFu Fashion/AoRuiDe, etc., the credibility of consecutive boards in computing power is lowered, almost being categorized as institutional trend topics.
Huawei: Chuanrun: Snatching at the close.
Consumer: Junyao Health/Lehui International, no fermentation seen over the weekend; if the power returns impact, it easily becomes cannon fodder topics.
Electric Power: Dongfang Xin Neng is performing well, Monday’s performance should align with the power return expectations of Hualiao and Xin Neng.

Sector Expectations:
Electric power has not yet faced severe negative feedback in bulk; it is still early to say it has cleared out. The tier is still complete, and there is supply on the first board, so still inclined to make electric power supplementary increases, paying attention to the feedback from Hualiao, Xin Neng Tai Shan, and Guangxi Energy.

If electric power doesn’t end, other topics (chemicals, lithium batteries, pharmaceuticals) will still look at rotation.
Computing power should follow the index, and there are many trends; the index aspect is hard to predict.

Lithium batteries, war conflicts, multiple international lithium mines reducing production, there is a price increase logic, but how is this different from the price increase in chemicals? I personally don’t believe in the logic that energy substitution will shift from electric power to lithium batteries; moreover, supplementary increases in topics should be discounted, so expectations won’t be very high, still seeing it as a transitional rotation topic.

Pharmaceuticals, in the first three months of this year, the foreign authorization transactions of our innovative drugs approached half of the 25-year total. Friday was the first significant startup of the sector, a top limit of two isn’t excessive, and it would be unreasonable for Meinuohua not to hit the limit; otherwise, sector expectations will decrease, so let’s observe first.

Next day’s stock expectations:
Guangxi/Dadongnan