March 27th, volume shrinks to the bottom and rebounds

1. Sector Popularity (Total transaction amount of limit-up stocks in parentheses): [Taoguba]

Lithium Battery (31.4 billion High) > Power (17.1 billion Medium) > Computing Power (15.2 billion Medium) > Pharmaceuticals (10.7 billion Medium) > Chemicals (5.6 billion Medium)

2. Analysis of Hot Sectors and Stocks (Red text involves subjective comments, experts please skip)

Power
600310 Guangxi Energy 9:30:00 Power two consecutive limit-ups.
000720 Xineng Taishan 9:30:15 Green electricity four consecutive limit-ups.
002310 Dongfang Xinneng 9:45:32 Major asset restructuring + Wind and solar power station
600769 Xianglong Electric 9:50:47 Power
000767 Jinkong Electric 10:03:43 Green electricity has opened up. Two consecutive limit-ups.
600268 Guodian Nanzi 10:58:56 Virtual power plant has opened up.
002445 Zhongnan Culture 11:23:37 Power has opened up.
600982 Ningbo Energy 14:29:36 Green electricity
001896 YN Energy Holdings 14:40:47 Power has opened up.
Comment: Although there are some limit-down signals in the high stocks, the overall rotation rhythm is still present. A one or two-day adjustment temporarily cannot change the mainstream status of power.

Lithium Battery
002455 Baichuan Co., Ltd. 9:37:00 Lithium mine
002176 Jiangte Electric 10:27:28 Lithium mine
002263 Dadongnan 10:31:58 Lithium battery two consecutive limit-ups.
603978 Shenzhen New Star 10:32:28 Lithium battery
000546 Jinyuan Co., Ltd. 10:36:43 Lithium mine
002192 Rongjie Co., Ltd. 10:40:28 Lithium mine four consecutive limit-ups.
002240 Shengxin Lithium Energy 10:44:28 Lithium mine
002756 Yongxing Materials 13:00:23 Lithium battery has opened up.
002386 Tianyuan Co., Ltd. 13:04:08 Lithium mine
000155 Chuaneng Power 13:08:38 Lithium mine
603026 Shida Shenghua 13:08:23 Lithium battery two consecutive limit-ups.
301292 Haike New Source 13:09:23 Lithium battery has opened up.
603399 Yongshan Lithium Industry 13:10:58 Lithium battery has opened up.
603115 Haixing Co., Ltd. 13:54:35 Lithium battery has opened up.
002460 Ganfeng Lithium 14:12:36 Lithium mine has opened up.
600338 Tibet Zhufeng 14:39:59 Lithium mine has opened up.
000695 Binhai Energy 10:03:28 Solid-state battery has opened up.
002068 Heimao Co., Ltd. 14:19:28 Solid-state battery has opened up.
Comment: The strength of lithium batteries on Friday was higher than that of power, especially in the afternoon, showing a stronger trend. On one hand, the long-term price suppression until 2025 has led the lithium battery sector to be at a low level; on the other hand, the situation in the Middle East has also accelerated the development of new energy.

Pharmaceuticals
603538 Meinuohua 9:37:00 Innovative drugs have opened up. Four consecutive limit-ups.
600513 Lianhuan Pharmaceutical 9:55:17 LH-1801 unblinding has opened up.
002082 Wanbangde 9:59:02 Innovative drugs two consecutive limit-ups.
603387 Jidan Biology 10:07:15 Influenza testing has opened up.
300858 Ketuo Biology 10:08:00 Innovative drugs
002038 Shuanglu Pharmaceutical 10:08:15 Innovative drugs
600488 Jinyao Pharmaceutical 10:20:00 Innovative drugs
002773 Kanghong Pharmaceutical 10:21:54 Innovative drugs
603127 Zhaoyan New Drugs 10:29:28 CRO
002755 Aosaikang 13:03:53 Innovative drugs
002294 Xinlitai 13:30:38 Innovative drugs
688068 Rejing Biology 13:31:23 Innovative drugs
300204 Shutai Shen 13:33:39 Innovative drugs
002432 Jiuan Medical 13:59:25 AI medical has opened up.
Comment: The speculative effect driven by Meinuohua is mainly due to long-term stagnation, with the most obvious stagnation in consumer sectors, pharmaceuticals, and large consumption since this round of bull market.

Chemicals
603585 Suli Co., Ltd. 9:31:00 Bromine price increase
600844 Jinmei Technology 9:34:45 Coal chemical two consecutive limit-ups.
600727 Lubai Chemical 9:35:00 Bromine price increase has opened up.
000822 Shandong Haihua 9:37:45 Soda ash leader has opened up.
600227 Chitianhua 10:08:45 Methanol has opened up.
600955 Weiyuan Co., Ltd. 13:07:08 Epoxy propane price increase
002470 Jinzhe Co., Ltd. 9:32:15 Phosphate chemical
000553 Ando Medicinal A 10:25:28 Phosphate chemical
003042 Zhongnong United 13:13:14 Glyphosate
600470 Liuguo Chemical 13:15:13 Phosphate chemical
Comment: Currently, chemicals belong to trend-based varieties, lacking the short-term explosiveness seen in oil, but because of persistent price increase expectations, overall sustainability is still relatively good. Coupled with the strong performance of lithium batteries on Friday, this has also driven the chemical sector, which is also resource-related, to some extent.

Computing Power
600996 Guiguan Network 9:30:00 Computing power leasing
002042 Huafu Fashion 10:08:00 Computing power leasing has opened up.
600666 Aoride 14:45:26 Computing power leasing has opened up.
002328 Xinpeng Co., Ltd. 10:17:39 Liquid cooling servers
603090 Hongsheng Co., Ltd. 14:21:50 Liquid cooling servers
002272 Chuanrun Co., Ltd. 14:55:41 Liquid cooling servers
Comment: The core popularity is Aoride, but Friday’s limit-up performance was poor. For the time being, computing power is subordinate to power in a computing-electricity integrated model.

Semiconductors
000890 Farseen 9:55:02 Optical fiber concept
002428 Yunnan Ge Industry 10:31:28 Optical fiber-grade germanium products
603738 Taijing Technology 10:58:26 Optical module
603618 Hangdian Co., Ltd. 11:22:52 Optical fiber
603324 Shengjian Technology 13:05:53 Photoresist
603002 Hongchang Electronics 13:14:22 Copper-clad laminates
Comment: It seems to still be a rotation speculation towards CPO direction, with Farseen and Yunnan Ge Industry being new highs and close to new highs, and Hangdian Co., Ltd. covering multiple concepts of power, lithium battery, and optical fiber.

3. Announcement Board

4. Other Limit-up Stocks and Concept Speculation
002995 Tiandi Online 9:40:15 AI marketing
600539 Shitou Co., Ltd. 10:02:43 M&A restructuring has opened up.
603076 Lehui International 9:44:15 Private placement approved + Craft beer
603248 Xihua Technology 9:52:02 Wind power gearbox
600110 Nord Co., Ltd. 11:29:52 High-end lithium battery copper foil
002842 Xianglu Tungsten Industry 10:51:51 Photovoltaic tungsten wire
002526 Shandong Mining Machine 11:19:22 Robots have opened up.
002265 Construction Industry 9:33:45 Military industry
603132 Jinhui Co., Ltd. 11:15:52 Annual report growth + Gold resources
002361 Shenjian Co., Ltd. 10:58:11 Commercial aerospace has opened up. Two consecutive limit-ups.
001313 Yuehai Feed 9:52:17 Special aquatic feed + Expected to turn profitable
600748 Shangshi Development 14:22:40 Property services
300054 Dinglong Co., Ltd. performance forecast has opened up.
605388 Junyao Health 9:41:15 Probiotics
300461 Tianzhong Precision Machinery 11:01:11 Intelligent manufacturing has opened up.
605299 Shuhua Sports 14:46:06 Football concept

5. Data Speaks:
Today, the number of stocks with an increase greater than 10 (including limit-ups) is 100, and the number of stocks with a decrease greater than 10 is 4.
Number of rising stocks on the Shanghai Composite: 1834, number of falling stocks: 469. Total transaction amount: 799.6 billion
Number of rising stocks on the ChiNext: 1147, number of falling stocks: 234. Total transaction amount: 463.6 billion
Number of rising stocks on the Beijing Stock Exchange: 181, number of falling stocks: 115. Total transaction amount: 10.7 billion
Number of stocks with an increase greater than 5%: 317, number of stocks with a decrease greater than 5%: 42

6. Market Popularity Stocks:
603538 Meinuohua (Innovative drug four limit-ups)
000720 Xineng Taishan (Power four limit-ups)
002192 Rongjie Co., Ltd. (Lithium mine four limit-ups)

Comment: This is a rebound after the freezing point, but Friday’s external market continued to adjust, so whether the A-share market can smoothly achieve a double-bottom rebound is still uncertain. Additionally, Friday’s bullish line is a recent low volume, indicating that the strength of the rebound still needs to be strengthened.