Limit-up Review: A review of the active power sector reveals significant disagreements, and the number of consecutive limit-up days is only 3! The low-level rebound secretly signals a retreat in market sentiment.

Ask AI · How does the “Electricity Calculation Collaborative Policy” drive the rebound of power stocks?

On March 26, the market experienced fluctuations and adjustments, with the three major indexes rising and falling to drop over 1%, and the Sci-Tech Innovation 50 Index declining over 2%. By the close, the Shanghai Composite Index fell by 1.09%, the Shenzhen Component Index fell by 1.41%, and the ChiNext Index fell by 1.34%. The trading volume of the Shanghai and Shenzhen markets fell below 2 trillion, decreasing by 236.2 billion compared to the previous trading day. In terms of market performance, there was weak rotation of market hotspots, with over 4,400 stocks declining across the market. From a sector perspective, while the electricity sector performed actively, it also faced divergences, with Huaneng Energy hitting 4 trading limits in 6 days, and Hunan Development hitting 3 consecutive limits, showing a clear high-low switch within the sector, with relatively low-priced stocks like Guangxi Energy and ShenNan Electric A hitting the daily limit. Lithium battery material stocks showed repeated strength, with Rongjie Co. hitting 3 consecutive limits, Lidao New Materials hitting 2 limits in 3 days, and Shida Shenghua and Dadongnan hitting the daily limit. The commercial aerospace concept saw partial rises, with Shenjian Co., Zhongchao Holdings, Western Materials, and Zaiseng Technology hitting the daily limit. On the downside, the power grid equipment concept weakened, with Shunna Co. hitting the daily limit, and Yinen Power, Dongfang Cable, and Caneng Power dropping significantly. Guosheng Technology, Shunna Co., and Farsun, among previously popular stocks, also hit the daily limit.

Today, a total of 39 stocks (excluding ST stocks and delisted stocks) in the entire market hit the daily limit, with a total of 10 stocks having consecutive limits, including 4 stocks with 3 consecutive limits or more, compressing the market’s limit height to 3 consecutive limits, with 18 stocks failing to hit the limit, resulting in a limit rate of 68%. In terms of focus stocks, power stock Huaneng Energy reached 8 limits in 13 days, while the major restructuring stock Dashengda reached 5 limits in 7 days, and weight loss drug concept stock Meinuohua reached 5 limits in 10 days.

1. Sector Movements

2. Limit Temperature

3. Number of Rising and Falling Stocks

4. Limit Insights

5. Related Hotspots

1. Electricity: The “Electricity Calculation Collaboration” was mentioned for the first time in the 2026 government work report, explicitly listed as part of new infrastructure projects.

2. Commercial Aerospace: SpaceX plans to raise over $75 billion, exceeding the previously reported estimate of $50 billion, with a latest valuation of $1.25 trillion.

3. Lithium Battery: Institutions state that the lithium battery industry chain’s pre-production in March showed a significant month-on-month recovery, with prices in multiple segments expected to trend upwards, leading to a potential rise in both volume and price.

4. Chemicals: The capacity of the Strait of Hormuz is hindered, with prices for crude oil, natural gas, and others remaining high, which in turn transmits to other related chemical categories.