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[Red Envelope] Pre-market thoughts for March 30: This week's escalating geopolitical tensions are only suitable for ultra-short-term trading. Be mindful of risk-avoidance sectors. Wishing everyone successful investing.
Follow for guidance, this blogger is excellent and hardworking! The stock market is studied for more than ten hours daily, and over ten years, they have achieved success in the stock market. They now plan to use the next ten years to help fans overcome the demons of the stock market and gain true knowledge. Regular likes, rewards, and encouragement will bring good luck in 2026!
Stock Analysis:
Dongfang New Energy: Power sector, expected restructuring stock, which I have talked about and analyzed multiple times at the bottom. It hit the bottom on Friday, achieving a limit-up. However, I didn’t take action again on Friday because I think the power sector will have a significant pullback after a collective peak. As for the rise, I mostly understand it as distribution.
Farsen: Energy storage, optical fiber concept, expected restructuring stock. Of course, at five yuan, I realized that fans also learned from it. The mid-way washout should have left most people unsteady. Friday also saw another limit-up; it seems like it will reach new highs, but it is actually fraught with risks. Before good news arrives, the price has risen significantly, and I am worried when the real good news is realized.
Zhongnan Culture: Expected restructuring stock, green power concept sector. I have analyzed it multiple times last week, and it hit the limit on Friday. If taken seriously, one should have gained something. This wave of market momentum is rising again, but this week faces further geopolitical tensions. Observing if it can smoothly break through for confirmation; if it’s just a rebound, I will continue to observe.
Shouhua Gas, Tianhao Energy: Oil sector, natural gas sector. The Houthi armed forces have joined the war, and U.S. ground troops will arrive. U.S. crude oil surged on Friday, and these signals indicate that the energy sector might be an important option this week. Of course, these stocks must be closely monitored alongside current affairs news.
Dunhuang Seed Industry, Quanyin High-Tech: Agriculture sector, wartime risk-averse sector, the lifeblood of the nation. In fact, last week’s overall performance showed an upward trend, with a rising trend established. From my stock picks last week, it’s clear that I can still accurately grasp the bottom main rising wave for short and ultra-short lines. Of course, the previous week was affected by the entire market’s consecutive declines, and last week basically reversed. Long-term followers know that persistent learning indeed brings joy, and I hope new followers can quickly integrate into learning.
Review of last Friday (3.27)
Index: Shanghai Composite +0.63% (3913.72), Shenzhen Component +1.13%, ChiNext +0.71%; opened low and rose high, bullish engulfing
Volume: Two markets traded 1.86 trillion, a decrease of 93.2 billion compared to the previous day (volume repair)
Sentiment: Rapid recovery after a freezing point → early stage of main rising; the rise-fall ratio 4337:1073, over 60 limit-ups, only 3 limit-downs; sealing rate 83%, high standard promotion rate 75%
Fund style: High-low switching, from power/high dividend to lithium battery, innovative drug tracks
4 consecutive boards (total dragon level)
Rongjie Co., Ltd. (002192): Lithium mine + energy storage; main line of lithium battery total dragon; healthy turnover on the 4th board, leading the sector
Meinuohua (603538): Weight loss drugs + innovative drugs; main line of pharmaceuticals total dragon; 6 days 5 boards, strong performance + catalysts
Xinneng Taishan (000720): Cable + central enterprise; high benchmark in power lines, weaker strength than the previous two
2 consecutive boards (core supplementary rise)
Lithium battery: Shida Shenghua, Shenjian Co., Ltd.
Pharmaceuticals: Wanbangde
Electricity: Jinkong Power, Guangxi Energy
Chemicals: Jinmei Technology, Dazhongnan
First board batch (main line confirmation)
Lithium battery: Ganfeng Lithium, Shengxin Lithium Energy, Yongxing Materials (20+ stocks limit-up)
Innovative drugs: Shutaishen, Lianhuan Pharmaceutical, Zhaoyan New Drug (10+ stocks limit-up)
Strongest main line: Lithium mine/lithium battery (net inflow of 14.95 billion)
Driver: Zimbabwe lithium mine export ban exceeds expectations + lithium carbonate futures 5 consecutive rises (165,800/ton) + previous oversold recovery
Leading stocks: Rongjie Co., Ltd. (4 boards); Shida Shenghua (2 boards); Ganfeng Lithium (first board + institutional buy 300 million)
Strategy: Main line rising, prioritize Rongjie weak to strong/divergence low absorption; first board looks at Ganfeng, Shengxin Lithium Energy supplementary rise
Next main line: Innovative drugs/weight loss drugs (net inflow of 4.8 billion)
Driver: GLP-1 weight loss project breakthrough + performance pre-increase + patent expiration catalyst
Leading stocks: Meinuohua (4 boards); Wanbangde (2 boards); Shutaishen (first board 20cm)
Strategy: High-low switching main line, Meinuohua divergence low absorption; focus on Shuanglu Pharmaceutical and other GLP-1 supplementary rises
Weak direction (avoid pitfalls)
Power/green power: Zhongmin Energy, Hunan Development plummeted; Xinneng Taishan is alone, signs of retreat
Cyclic/finance: Insurance, banking weakened; obvious capital outflow
(1). Buying points (valid for the day)
Weak to strong board: Rongjie Co., Ltd., Meinuohua high open seconds board, buy when sealed (main line rising optimal)
Divergence low absorption: Rongjie board explosion repacking, Meinuohua stable after opening board, high cost-performance low absorption
First board arbitrage: Lithium battery/pharmaceutical first board batch, Ganfeng Lithium, Shutaishen strong certainty
(2). Selling points (discipline execution)
4 board leaders: If not limit-up, exit; break board + break 5-day line clear out
2 board/first board: Weak sealing, board explosion not repacked immediately take profit; rear-following not in pattern
(3). Position and risk control
Main line rising: 50-70% focus on leaders
Avoid pitfalls: Do not touch high-position power stocks, do not chase miscellaneous follow-up; do not chase shrinking one-word boards
Sentiment: Continuing in the early stage of main rise, pay attention to whether Rongjie/Meinuohua can advance to 5 boards and open height
Main line: Lithium battery strongest, pharmaceuticals second; power continues to retreat, pay attention to geopolitical tensions in the oil and gas sector, shipping sector, agricultural risk-averse sector
Operations:
Focus on Rongjie/Meinuohua, take profit if no board
Open positions: Prioritize Rongjie weak to strong board/divergence low absorption; look at Meinuohua for repacking; lithium battery first board supplementary rise
Risk control: Position not exceeding 70%; stop loss immediately on break
On March 30, pre-market thoughts and reflections (actively thinking about efficient high-quality interaction answering questions)
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Of course, the big brothers and sisters at the top of the family ranking have also consistently put in effort. I know such hard work and persistence is the foundation for us to reach the peak of the stock market again in 2026. Keep it up and create new brilliance.
Fortune comes and goes, gathering wealth and the warmth of human life, as people come and go, welcoming good fortune and smooth daily life. Thank you to the family and fans who rewarded and encouraged on last Friday; because of you on the road of stock market learning, we have the top Buffett gold fan family.
Top donator: @FeifeiYuanzi
Small rewards: @YaYaYaYa1 @ManReQ @JiaYanYan @WenHui158 @Guanseshichang @YouNingJuLiDeXiaoYuanShan @YiZhiYouYiGeMengXiang @ShunZiJuBaoPen @GeGeCGY
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Of course, there are also a considerable number of family members who haven’t been seen for a long time, keep it up, reward, and learn. Rowing against the current, if you don’t advance, you retreat. No wonder the diligent family members are progressing, while some of you are suffering from market blows. I think such a lack of learning will gradually lead you to exit this top family.
Family members and fans, after reading the article, quickly go up and get some encouragement vouchers, small rewards, likes, and comments. These data can make the article’s heat higher, and I hope every fan will actively interact with the data. It will also bring you closer to being an excellent member of the Buffett family.
The ideas and stocks mentioned above are only for the personal investment records of Brother Ba and do not constitute your investment basis. Please pay attention to investment risks. Thank you!