[Red Envelope] Is the 7-board JinYao the new dragon?

Introduction [Taoguba]

What is a “leading dragon”?
It must have
the ability to hold up and absorb losses in a downturn against the trend, or lead the breakout with strength
when a sector starts up, it must move first and blaze the trail for consecutive limit-ups
when the sector diverges and faces selling pressure, it must refuse a deep pullback and withstand the pressure from selling

Summarized in one sentence: the true leading dragon is the one that is first to open up room when it leads the advance.
During the sell-off phase, it holds up during drawdowns, stabilizes investor sentiment, and becomes the core benchmark running through the entire market—leveraging extremely strong profit-making effects and risk-resilience.

I. Trade Recap:

1、Shunshang Co., Ltd.: Last Thursday I trimmed a portion during the trading session, and the rest is still held with a firm stance. Yesterday’s article emphasized that this Tuesday the market would normally begin a consolidation-and-repair move. Today’s price action matches expectations.

2、Hengzhong Design: I entered at about 3% during the session last Tuesday, then it surged and hit the limit-up before falling back on Wednesday, so I trimmed some. On Thursday and Friday there were two consecutive days of adjustment, so I trimmed further again. Today it did not actively repair, and it failed to meet expectations, so I exited.

3、Tianjin Zhongyao Pharmaceuticals: Today it advanced to a 7th consecutive limit-up. As a continuously tracked high-position consecutive-limit pattern stock, it also aligns with my prior positioning for it. Now look at the two peers with trend-based strong uptrend breakout patterns that are moving along with it—Wanbangde and Menovo. Among them, Wanbangde successfully suppressed abnormal spikes today, but tomorrow it will still be constrained by those abnormal spike limit-up gains. The intent to avoid regulation by grouping capital has already been made public—so being slightly below the waterline during the session is simply a normal “fate” for an entry.

II. Market Breakdown:

(II) Consecutive Limit-up Tiers: The highest position is Tianjin Zhongyao Pharmaceuticals with a 7th limit-up. Today’s volume expansion to achieve the 7th limit-up matches expectations. Last week, I used Huiyuan and Xinneng as emotional follow-through and momentum compensation for Changfei Optical Fiber. Today both of them reached their 3rd limit-ups at the same time—so the highest limit-up Tianjin Zhongyao represents the innovative pharmaceuticals direction, while the next-highest limit-ups Huiyuan and Taishan represent the optical fiber direction. These two directions also represent the two themes with the strongest recent persistence.

Is the 7th-limit Tianjin Zhongyao a new dragon? This is a topic everyone can discuss. Some liken it to Huadian Liaoneng in the electricity sector, while likening Wanbangde to Huadian Energy. The two advance together, expanding the cycle of the electricity-sector炒作.

III. Understanding by Sector:

(I) Strong sectors (upward)

1. Chemical Industry (the strongest main line, 20+ stocks hitting limit-up)

• Core stocks: Qixiang Tengda (4 days, 2 limit-ups), Jiangnan High-Fiber, Hosheng Silicon Industry, Sanfangxiang, Dongyue Silicone Materials (20cm), Xinan Shares
• Catalyst logic
• Organic silicon: Dongyue Silicone Materials’ Q1 performance forecast is up 397%-451%; product prices rebound and gross margin recovers
• Large-scale refining/PTA: domestic refining capacity is tightly controlled, quotas concentrate toward leading companies; the PTA/polyester price spread repairs, and profits turn positive
• Glyphosate: prices up 28.3% at the start of the year; peak spring farming season + the U.S. adding it to defense-critical supplies raises demand
• Industry logic: global supply clears out, turning points in supply-demand, and a triple resonance of cyclical recovery + earnings repair + policy controlling production capacity

2. PCB Concept (volatile surge)

• Core stocks: Tongyu Xinmat (20cm), Hongchang Electronics
• Catalyst logic
• AI computing demand: AI-server PCB usage is 5-8x that of ordinary servers, and orders are overflowing
• Price-driven: the CCL leader Jiading Taitong CCL’s laminate layer board raised prices by 10% on April 3; upstream resins and fiberglass cloth are in short supply
• NVIDIA catalysis: the new architecture drives PCB usage up 2-3x and boosts value by 4-5x

3. Sports Concept (repeatedly active)

• Core stocks: Nanjing Sports (20cm), Shuhua Sports, Zhintide Industry, Co-Create Grassland
• Catalyst logic
• A province-level “City Super” league starts frequently (17 provinces including Zhejiang, Jiangsu, etc.); sports event economy + consumption recovery expectations

(II) Weak sectors (downward)

1. Big Finance (insurance leads the decline)

• Core stocks: China Taiping (China Pacific Insurance), China Life Insurance
• Catalyst logic
• Capital style rotation: favors mid/small caps and cyclical recovery; defensive attributes of big finance are sidelined
• First-quarter earnings expectations are relatively weak, and liquidity is not easing beyond expectations—capital trims and seeks safety avoidance

2. Innovative Drugs (multiple stocks weaken)

• Core stocks: Lianhuan Pharmaceutical (touched the daily limit-down), Lemei Pharmaceutical, Rundo Shares, Guangshengtang
• Catalyst logic
• The early-stage rally was large; capital takes profits and triggers a technical pullback
• Overseas tariff disruption (the U.S. imposes 100% tariffs on imported patented drugs), making sentiment more cautious
• In the earnings disclosure period, high-valuation sectors face pressure

IV. Opportunities for Tomorrow:

(I) First-board into second-board direction: none for now;
(II) Consecutive limit-up direction (continuously tracked): Tianjin Zhongyao Pharmaceuticals;
(III) Reverse-back (flip-back) pattern: Asia-Pacific Pharmaceutical + Wanbangde;

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