[Red Envelope] JinYao Pharmaceutical's first decline, can it rebound tomorrow?

Preface [Taoguba]

Peach Blossoms
Thank you for spring’s rosy red
—So rushed

Tianjin Yao
Bye to Eight Bans
—As swift as the wind
The old “dragon” exits to make room for the new “dragon.” At present, major themes such as computing power and optical communications are strongly leading, and the market’s focus is shifting toward directions with better growth prospects and greater certainty.

I. Trade Recap:

1. Shunhao Co., Ltd.: Last Thursday, during the intraday session, it reduced its position by a portion, holding the rest. Today it continues to repair; with the Long March 10 (Y) rocket about to be launched, it will become the first successfully reusable model. After that, there should be expectations of new highs.

2. Tianjin Yao Pharmaceutical: It topped out today at 7-to-8. During the session, it provided ample opportunities to exit. Although it hit a trading halt today, there is still a chance for a pullback-and-rebound repair afterward.

3. Wanbangde: Today, it entered around 4% below the waterline. As a high-level stock that had been involved in an abnormality, its performance today was weak for the whole day due to the impact of Farisheng being brought into key focus supervision. Tomorrow is a turning point day; if it voluntarily weakens, it will also lean toward leaving the position.

II. Market Breakdown:

(A) Index Interpretation: Total turnover across both markets is 2.43 trillion (a surge of 820.1 billion). More than 5,100 stocks rose; 135 stocks hit the daily limit (two consecutive days of triple-digit limit-up stocks). Especially today, huge volume was released, indicating that institutional capital has actively entered.

(B) Consecutive Limit-Up Ladder: The highest rank is Huayuan Communication with a 4-limit-up board (optical fiber direction). There are three “one-character” limit-up boards. Next is Zhongan Ke with a 3-limit-up board (computing power direction). Among eight two-consecutive limit-up boards, Nanjing Pharmaceutical is Tianjin Yao’s “next-in-line” breakout. If tomorrow Tianjin Yao cannot achieve a pullback-and-rebound repair, its height will also be capped. If Tianjin Yao directly shows a large negative feedback, then sentiment will come under pressure. In the short-term market over the next 2–3 days, the limit-up sentiment will also follow and weaken.

The main reasons Tianjin Yao hit a limit-down break today are two factors. First, regulators brought Farisheng into key supervision, showing that regulators are strictly controlling high-standard stocks. The tolerance limit for the regulatory policy is a 200% price increase within 30 days. Although Tianjin Yao has not reached a 200% increase yet, other stocks of the same high-standard category and in the same batch that are under supervision will also be affected. Another reason is that the medicine sector has a group “safe-haven” attribute. Today, due to the agreement’s impact, the index opened high and then rallied strongly, causing the safe-haven positioning to unravel.

III. Sector Interpretation:

(A) Leading Sectors: Individual Stocks + Catalysts

1. AI computing power across the entire industrial chain (the strongest main theme)

Computing power leasing: Dayi Technology, Hangyun Technology, Oried, Hang Steel Co., and Huanfu Fashion all hit limit-up
Catalyst: The Ministry of Industry and Information Technology’s inclusive computing power policy has landed, pushing computing power resources to become pooled and enabling low-cost scheduling; computing power leasing demand explodes
Computing power hardware/CPO: Jizhi Xuchuang surged more than 10% (a new historical high); Mingpu Optic, Dongshan Precision, Huidian Shares, and Shenzhen Nanshan Circuit all hit limit-up
Catalyst: Rigid growth in AI foundation model training/inference demand; orders for 800G/1.6T optical modules expand rapidly; mismatch between supply and demand in computing power hardware
AI application layer: Blue Focus 20cm limit-up; Zhisheng Information 30cm limit-up; Le’ao Shares, Zhejiang Wenlian, and Tiandi Online, among others, hit limit-up
Catalyst: Policy support for the rollout of AI applications; AIGC commercialization accelerates; marketing and content creation scenarios are implemented faster

2. Precious metals concept

Representative stocks: Hunan Gold, Sichuan Gold, and Western Gold all hit limit-up
Catalyst: The temporary ceasefire agreement between the U.S. and Iran lands; global risk appetite recovers; gold prices rebound; geopolitical safe-haven demand provides support

3. Other Active Sectors

Semiconductors/chips: More than 50 stocks such as Xiangnong Chuangxin, Jinxie Xing, and Lian Dian Technology hit limit-up or rose more than 10%
Catalyst: Geopolitical tensions ease; domestic substitution in semiconductors accelerates; capital concentrates and flows back into the technology growth sector
Financial technology/insurance: The sector strengthens in parallel, benefiting from the index rebound and expectations of looser liquidity

📌 Core Conclusion

Today’s volume-burst broad advance led by AI computing power + policy catalysts, with capital focusing on high-growth, high-certainty technology main themes; traditional energy sectors like oil and gas are dragged down by falling oil prices. In the new cycle, we need to lay out directions around computing power hardware, AI applications, semiconductors, and other areas with performance confirmations and policy support.

IV. Opportunities for Tomorrow:

(A) First board → one-to-two direction: Guilin Tourism;
(B) Consecutive limit-up direction (continue tracking): Zhongan Ke;
© Pullback-and-rebound pattern: Dashengda + Shunhao Co., Ltd.;

The article is free, and the morning session is also free. Everyone, please give some free likes—if you have the ability, brothers, please treat Daochang to a tip, send a boost voucher, and refresh the data! Your recognition is also the motivation for Daochang to keep updating!
Dear fellow Daoists—please also give lots of likes and support! Liking, tipping, and “pushing the oil” (7 tickets are eligible for highlight/featured) helps boost the heat! Even if the preview is more accurate, the sharing still needs everyone’s recognition and support—