April 7th, hundreds of stocks hit the daily limit, rebounding on lower volume

I. Sector Popularity (the total turnover of limit-up stocks in parentheses):[TaoGuba]

Chemicals (125 billion, High) > Fiber Optics (44 billion, Medium) > Power (99 billion, Medium) > Computing Power (107 billion, Medium) > Pharmaceuticals (50 billion, Medium)

II. Analysis of Hot Sectors and Individual Stocks (the red text involves subjective commentary; experts may skip it)
Pharmaceuticals
002873 New Tianyao Pharmaceutical 9:45:24 Innovative drugs opened up.
600488 Jinshan Pharmaceutical 9:55:05 APIs opened up. Seven consecutive limit-ups.
000919 Nanjing Pharmaceutical 10:05:48 Innovative drugs
002788 Luyan Pharmaceutical 10:34:12 Pharmaceutical distribution opened up.
000766 Tonghua Jinhua 10:43:45 Innovative drugs
600664 Harbin Pharmaceutical 13:58:35 Innovative drugs opened up.
Commentary: Benefiting from today’s broad-market rebound, some pharma stocks can keep going, especially the leaders—after a failed breakout and plunge, they then stabilized and hit the limit-up again.

Chemicals
000990 Chengzhi Co., Ltd. 10:03:21 Methanol
002109 Xinghua Co., Ltd. 10:08:21 Methanol
600722 Jinniu Chemical 10:18:05 Methanol opened up.
600227 Chitianhua Chemical 10:32:35 Methanol opened up.
300927 Jiangtian Chemical 13:04:18 Methanol
600623 Huayi Group 14:12:37 Methanol
002092 Zhongtai Chemical 14:30:21 Methanol
603637 Zhenhai Co., Ltd. 9:31:25 Control rights to be changed + petrochemicals
002442 Longxing Technology 9:43:45 Carbon black
600596 Xin’an Shares 9:46:33 Glyphosate
600527 Southern China High-Fiber 9:49:00 Polyester filament yarn opened up.
000703 Hengyi Petrochemical 9:49:51 Petroleum refining and chemicals opened up.
002427 Youfu Shares 9:51:21 Polyester industrial yarn
600370 Sanfangxiang 9:59:11 PT A leader
301373 Lingwei Technology 10:01:42 Organic silicon
603260 Hesheng Silicon Industry 10:01:55 Organic silicon
002132 Hengxing Technology 10:02:48 Organic silicon
600810 Shenzhou Shares 10:06:19 Nylon 66
002408 Qixiang Tengda 10:12:27 Epichlorohydrin price increased
600955 Weiyuan Shares 10:25:15 Epichlorohydrin
003042 Sinong United 10:30:12 Glyphosate
600691 Luhua Technology 10:30:15 Coal-to-chemicals
603968 Acetate Chemical 10:38:15 Chemicals
002470 Jinkoz Capital 10:42:36 Phosphorus chemicals
600423 LiuHua Shares 10:43:56 Electronic-grade hydrogen peroxide opened up.
000912 Luti an Chemical 13:31:06 Fertilizer opened up.
002637 Zanyu Technology 13:39:09 Chemicals
603188 Yabang Shares 13:48:34 Dyes
000830 Luxi Chemical 13:40:33 Phosphorus chemicals
002037 Poly United 13:58:15 Civil explosives opened up.
002631 Del Future 14:12:12 Graphene opened up.
002274 Huachang Chemical 14:29:42 Coal-to-chemicals
600075 Xinjiang Tianye 14:31:28 PVC price increased
Commentary: Chemicals are basically the main show today—because the deadline given by Trump is tonight. The market expects that both sides may keep fighting, and at least oil futures doesn’t look like it’s being adjusted. A-shares are probably shifting the way of thinking about trading oil over to chemicals.

Computing Power
603002 Hongchang Electronics 9:37:24 Advanced packaging
301630 Tongyu New Materials 9:41:03 PCB concept opened up.
603687 Dashengda 9:48:36 Plans to invest in GPUs opened up.
000062 Shenzhen Huqiang 10:00:33 Storage chips opened up.
600654 Zhongankey 10:29:34 Computing power center opened up. Two consecutive limit-ups.
002119 Kangqiang Electronics 11:19:06 Semiconductor packaging
601133 Bocheng Shares 13:57:00 Storage chips opened up.
603353 Heshun Petroleum 14:33:27 Chips opened up.
603090 Hongsheng Shares 13:17:45 Liquid-cooling servers
002051 China International 13:43:21 Belt and Road + computing power opened up.
Commentary: Computing power is still the same old story. Even though it rebounded today, it hasn’t found any particularly core product—so it feels like it has completely turned into a follower theme.

Power
603421 Dixin Communications 9:35:49 Smart grid
002310 Oriental New Energy 9:42:24 Wind and solar power stations
605162 Xinzonggang 13:39:11 Power opened up.
000695 Binhai Energy 10:41:21 Solid-state batteries
688345 Bolivi 14:14:44 Solid-state batteries opened up.
600110 Nord Shares 14:54:57 Solid-state batteries opened up.
603778 Guosheng Technology 13:28:08 Energy storage opened up.
301024 Hopu Shares Energy storage opened up.
603255 Dingji De 10:46:20 Photovoltaic packaging
600470 Liuguo Chemical 13:01:24 Lithium batteries
300165 Tainrui Instruments 13:50:09 Lithium batteries opened up.
Commentary: Pure thermal power is relatively few. Most are lithium batteries and energy storage. The earlier rally in thermal power and the grid was too aggressive—the aftereffects from the pullback haven’t fully worked through. For now, it’s only lithium batteries and energy storage rotating.

Fiber Optics
000586 Huiyuan Communications 9:25:00 Fiber optics three consecutive limit-ups.
000720 Xinneng Taishan 9:30:03 Fiber optics three consecutive limit-ups.
000890 Farsen 9:33:30 Fiber optics opened up.
603042 Huanmai Technology 9:42:11 Fiber optics opened up.
002491 Tongding Interconnect 9:56:12 Fiber optics opened up.
002980 Huasheng Chang 13:31:57 Optical communication testing + proposed acquisition of Galant opened up. Two consecutive limit-ups.
002957 Kerui Technology 13:39:48 Optical modules
Commentary: Fiber optics has moved into the consecutive-limit-up lineup. This round, Huiyuan Communications and Xinneng Taishan are both very strong. Today, Farsen led the way with shrinking volume on both, but the main player Changfei Optical Fiber has started to shake. At this point, it belongs to the era of back-row catch-up gains.

III. Announcement Board
300821 Dongyue Silicon Materials 9:30:00 Expected increase in Q1 + Organic silicon

IV. Other Limit-Up Stocks and Concept Trading
002181 Yue Media 10:31:33 AI marketing opened up.
600063 Wannan High-Tech 14:47:18 PVA optical film opened up.
002663 Pubang Shares 13:35:39 Urban operations opened up.
600791 Jingneng Real Estate 14:49:07 Real estate opened up.
603988 CRRC Electric Motor 14:53:59 Motors opened up.
605589 Shengquan Group 9:39:03 Electronic materials opened up. Two consecutive limit-ups.
002348 Gaole Shares 9:37:03 Raising funds via private placement + trend/creative playthings opened up.
688098 Shenli an Bio Animal Vaccines opened up.
605018 Changhua Group 14:53:03 Robots opened up.
002193 Ruyi Group 9:52:12 Cross-border e-commerce
603123 Cuivyi Shares 9:33:32 Cross-border payments opened up. Two consecutive limit-ups.
600250 Nanjing Business Travel 14:09:20 Tourism opened up.
002431 Palm Shares 10:41:21 Agriculture
002025 Aerospace Electric 13:30:57 Commercial spaceflight
603348 Wen Can Shares 14:38:27 Tesla opened up.
600743 Huayuan Holdings 14:24:50 Property management opened up.
600259 China Rare Earth 14:38:21 Rare earth opened up.
600195 Muyang Shares 14:42:03 Livestock breeding opened up.
000019 Shenzhen Liangshi Holdings 10:36:51 Pre-made meals
601388 Yiqiu Resources 13:41:33 Recycled aluminum
603327 Furong Technology 9:25:02 Foldable screens
000652 TEDA Shares 9:41:27 Major asset restructuring + resource recycling
002840 Huwang Shares 14:19:27 Pork opened up.
600158 Tiant i Industrial 13:28:02 Sports industry opened up.
605099 Co-cre ative Lawn 13:32:34 Soccer concept
300651 Nanjing Sports 13:34:18 Soccer concept
605299 Shuyaa Sports 14:54:26 Soccer concept opened up.

**
V. Data Speaks: **
Today, there are 104 stocks with a gain greater than 10 (including limit-up), and 7 stocks with a drop greater than 10
Number of A-shares rising: 1584; number of A-shares falling: 713. Turnover: 723.9 billion yuan
Number of ChiNext rising: 1092; number of ChiNext falling: 282. Turnover: 392.7 billion yuan
Number of Beijing Stock Exchange rising: 173; number of Beijing Stock Exchange falling: 124. Turnover: 9.3 billion yuan
Stocks with a gain greater than 5%: 361; stocks with a drop greater than 5%: 41

VI. Market Hype Stocks:
600488 Jinshan Pharmaceutical (Pharmaceuticals: seven consecutive limit-ups)

Commentary: Although it’s a rebound with a hundred stocks hitting limit-up, the previously sharply fallen names also stabilized in line with it. But when you look at the close, the trading is still extremely low volume—indicating that what’s happening here is only an oversold rebound. Neither the continuity nor the direction is clear enough.