[Red Envelope] Power sector theme rebounds on anti-nuclear repair, captures new dragon again!

Introduction [Taoguba]

《Sail to Set Off》

Valiant warriors
Riding hard and whipping their horses
—Chasing profit, never stopping;
Sword light and flashes of blade
Traveling ten thousand miles
—A thousand sails passing by, the original intention stays the same;
There is no shortcut to winning outright
So you need to use an even more extreme process of review and refinement to hone your model;
If there is no eternal main trend
Then you need to use an even keener sense of smell to capture opportunities.
Trading is itself a journey against human nature—win with humility and keep losses with composure.
When the market is sluggish, you must further build yourself up, then wait quietly for the flowers to bloom.

I. Trade Recap:

1、Shunhao Co., Ltd.: Entered on the opening auction in early trading; floating profit was about 9% on the day. Shunhao’s current position within its sector is not high, but in the space computing sub-sector, its recognizability is the strongest, with expectations of becoming a new market leader.

2、Hengzhu Design: Entered at about 3% during the session; today surged to limit up and then pulled back. Tomorrow a low open of -3% or more is a buy-add point. The subsequent outlook, under normal expectations, is a trend of engulfing recovery and new highs.

Take a look at other directions too:

After advancing for three consecutive days, many fellow brothers have eaten plenty of gains these past two days. Some screenshots are not convenient to show here.

II. Market Breakdown:

(A) Index Interpretation: The market rallied intraday and then gave back gains for the full day. The ChiNext Index and the STAR 50 Index both fell more than 2.5%. The total turnover on the Shanghai and Shenzhen markets was 1.99 trillion yuan, up by 76.8 billion yuan from the previous trading day. At present, the indices are in a consolidation and range-trading phase, and capital is more inclined toward a “grouping together” style of speculation.

(B) Consecutive Limit-Up Ladder: The highest rank is Shenchien of Commercial Aerospace, a Shujian Co., Ltd.; today it hit a 4th straight board. After Liaoning 8→9 broke the board, the ceiling was again capped at the 5th board. Today it blew up near the close; tomorrow the difficulty of advancing is further raised. Next is Tianyao Pharmaceutical at the 3rd board. It combines low price + innovative drugs + export concepts. As a direction that saw a low-level rebound after Huadian Liaoning hit yesterday’s limit-down, it has “rebound genes” and also potential to challenge and break through the suppression ceiling toward a 5th board. Next, looking at the 2-board direction: there are 6 companies advancing. Each stock represents a different direction. Shenzhou High-Speed Railway represents rail transit; Pingtan Development represents the cross-Strait concept; Minfa Aluminum represents nonferrous metals; Hongchang Technology represents Zhangxue motorcycle; Anhui Construction represents the year-ahead earnings growth direction. Bangjie Co., Ltd. represents the battery direction.

III. Sector Interpretation:

(A) Sports event economy line (Su Super / Yue Super + June World Cup)

Core logic: Dense start of domestic local leagues + dual catalysis from the June World Cup ignites sports consumption and demand across related industry chains.

• Su Super: Regular season from April 11 to September 19. Matches on every Saturday; linking up with May Day and summer consumption.
• Yue Super: First round starts April 25, covering 21 cities across the province, 123 matches, with people-friendly ticket prices.
• World Cup: June 11 to July 19, co-hosted by the U.S., Canada, and Mexico. 70% of matches are in the morning Beijing time; viewing is convenient and friendly. It is expected to drive $80 billion in global industry output value.

Core targets and catalysts:

• Event operations / media: Yue Media (002181) — Has the “Football” newspaper IP; event coverage and marketing business traffic explodes.
• Sports equipment / venues: Create Turf (605009) — Global leader in artificial turf, benefiting from league and World Cup venue construction; Nanjing Sports (300595) — Core supplier for event equipment and smart venue systems.
• Watching-and-spending / lottery: Tsingtao Brewery (600600) — Core consumption scenario for World Cup viewing, driving demand for night gatherings; China Sports Industry (600158) — Sector leader in sports industry, directly benefiting from event traffic and the growth of lottery sales.
• Culture and tourism / consumption: Lingnan Holdings (000524) — A Guangdong local culture-and-tourism leader where Yue Super is held; the event drives travel and hotel consumption.

(B) Zhangxue motorcycle concept (motorcycle / auto parts sub-sector rebound)

Core logic: Zhangxue motorcycle 820RR won in WSBK and broke Western and European monopoly. Its valuation of 1.09 billion yuan ignites the industrial chain. Capital groups together to take stakes in it, plus key supply-chain targets.

Core targets and catalysts:

• Direct participation (strongest leverage): Hongchang Technology (301008) — The only listed A-share company that indirectly participates in Zhangxue motorcycle through Jinhua Zhejiangchuang. It hit the 20cm limit-up on March 30 and benefits from valuation and listing dividend.
• Core components / strategic linkage: Hongquan Technology (688288) — Provides “brain-level” components such as intelligent networking, cockpit, and instruments. It has begun small-batch deliveries and is deeply bound to new models; Zhenghe Industrial (003033) — The official technical partner, supplying competition-level high-performance chains to the WSBK champion race cars; higher-end product penetration is increasing.
• Core assemblies / thermal management: Loncin General (603766) — Supplier of the core engine for Zhangxue ZX600V; a large-displacement leader that benefits from high-end model overseas expansion; YINLUN Co., Ltd. (002126) — Supplies high-performance radiators / oil coolers, matching the full 820RR series and opening up the high-end motorcycle accessory market.

© Innovative drug sector (oversold rebound + performance / overseas expansion)

Core logic: The leaders’ annual reports beat expectations + strong overseas growth + policy support. The rebound led by oversold “hot” stocks drives the move, but divergence among high-position stocks still remains.

Core targets and catalysts:

• CXO / CDMO (performance-driven): Kelaiying (002821) — Hit limit-up with annual report beating expectations; CDMO orders are full; benefits from strong overseas growth of innovative drugs; Kanglong Chem (300759) — Driven by both clinical and CDMO “dual engines,” up 4.56%; as the industrial chain warms up, it directly benefits.
• GLP-1 weight-loss drugs (super track): Minovapharma (603538) — Previously had 5 consecutive limit-ups. GLP-1 intestinal targeted R&D is outstanding, making it a high-position trend indicator for the sector. Today it moves with the sector’s adjustment; Huadong Medicine (000963) — Has ample oral GLP-1 pipeline reserves; the generic drug approval window is favorable.
• Overseas authorization / performance inflection: Hengrui Medicine (600276) — An absolute leader in innovative drugs; clear growth guidance for 2026 and accelerating internationalization; Nococure (688428) — Profit-loss turnaround; lymphoma pipeline volume increases; BD contributes incremental upside.
• High-position adjustment targets (risk warning): Sansheng Guojian (688336), Rongchang Bio (688331) — Set highs yesterday and adjusted today, reflecting divergence in sentiment for high-position stocks.

IV. Opportunities Tomorrow:

(A) First-board into second-board direction: Shunhao Co., Ltd.;
(B) Consecutive boards direction (track continuously): Anhui Construction Engineering + Tianyao Pharmaceutical;
© Engulfing recovery pattern: Hengzhu Design;

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