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[Taoguba]
Attention is the fate between us. With so many bloggers, there are countless ideas—out of three thousand waters, I only take one ladle! Only if you frequently like, tip, and cheer for me will you not lose direction. If you’re willing to let go, you gain. Your effort is also your recognition of Brother Ding’s review-thoughts. There’s gold in the pre-market game plan—waiting for you to dig it out! I sincerely wish all new and old friends in 2026: may your account stay green all the way, climbing higher step by step!

Special thanks to @成功一途@白屋星儿@悟尘既事@何慕@医个亿@大鹏012@没有如果888@Yazm@炒股小白新手@森林之火267277 and others for repeatedly pumping oil (posting support). Wishing you all an early move onto a path of steady profitability, and in 2026, may your account stay green all the way.

Thank you to my long-time friends for supporting me as always—@神钓侠女@野战团长@炸个花生米@基业@TangShouquan@铃铛手@繁华大道10569@江南风流小王子 and so on. May my “divine lamp” bless you that soon, you’ll become a big shot in your own circle, famous far and wide.

Weekly Review

Review of the week’s scenario walkthrough

Monday

The index scenario played out according to the script and delivered the best expectations—step by step, executed all at once; during the session the move broke below 3800. After the index broke through, the downside move meant the thinking revolved around a weak-and-tightly-held power sector, a short-term aesthetic. In the short term, I chose Yunnan Energy (Yutong Holdings) and Shunnashare.

Tuesday

The index scenario: After a high open, choppy trading and then a pullback stabilized around 3800 and the rebound began. In the actual tape, the index opened high, chopped and pulled back, then retraced to 3807, starting this round of rebound—verification confirmed. The idea is to focus on the underperforming yet resilient sectors and individual stocks against the trend. For short-term aesthetics, I chose Meili Cloud. On Monday, Meili Cloud showed resilience against the trend, betting on a return of computing power inflows.

Wednesday

Index scenario: With the gap above 3900 points being hard to fully fill, the rebound height would be limited. The index would most likely test the lows again from below. That day the index closed at 3931. On Thursday, the index chose to move downward. In the short-term game plan: betting on computing power and short-term aesthetics, choose 1 out of 2—Meili Cloud and Ouraide 2. I chose Meili Cloud at the opening call auction; Ouraide took the lead and Meili Cloud hit the sell-off board, then rolled continuously. Tianchen Optics had the opening-call aesthetic, and Peizhi Information had the zero-axis aesthetic.

Thursday

Emotion and index scenario: the index was expected to pull back and sentiment to diverge. In the actual market, sentiment flowed strongly with divergence; the index, as expected, oscillated downward to the session bottom and closed down -1.09% for the day. Short-term thinking: betting on commercial aerospace for intraday rotation, with short-term aesthetics. I chose Western Materials and Tianyin Electric. For lithium batteries, with the zero-axis above aesthetic, I chose Fuxiang Pharmaceutical.

This Friday

Index scenario: Choppy consolidation helped firm up the bottom area. In the actual tape, the index opened sharply lower, then with shrinking volume it chopped upward and continued grinding the base. The idea: light on the index, heavy on individual stocks. Short-term aesthetic: Yunnan Germanium, Fuxiang Pharmaceutical, Meili Cloud.

Friday—Market Review

The Shanghai Composite Index was affected by the overseas market, gapping down to a low of 3852 at the open. After stabilizing, it gradually climbed and closed at 3913, up +0.63%. Trading volume was 1.85T, with shrinking by 90.3B; volume hit the lowest level this year. The negative feedback from overseas gradually became less impactful. Big A comes with its own rhythm and has independent tendencies. Volume contraction was clearly evident; incremental capital showed no intention to enter. The current market is a game of existing liquidity.

On Thursday, the strong general upswing ended; the strongest main line was power with divergence. On Friday, power continued divergence: high-level stocks consolidated with swings; mid-level stocks continued divergence; and the strength of low-level laggard rebound weakened. Themes such as lithium batteries, innovative drugs, chemicals, and computing power tried to split away from power’s divergence, with many themes wanting to break away from power. When themes don’t focus, it becomes hard to shake power’s dominant position. Late in the session, main force kicked off Ningbo Energy Holding (Yuneng) (Yuneng Holdings), leaving a suspense for the power sector for Monday.

Index Scenario Outlook

Geopolitical conflict is intensifying. Brent crude rose to 106. U.S. stocks’ three major indices broke below their moving averages and entered a technical bear market. For Big A: the negative feedback from overseas is gradually being neutralized. Big A has its own rhythm; the index is in a consolidation and grinding-the-base phase. The box range for the gap above 3957 to the 3800–3800 region is the most probable scenario. Unless geopolitical conflict becomes uncontrollable, 3794 will temporarily break down. In extreme positioning, it’s above 3765. After repeated testing of the lows to confirm, early April may see a wave of Wave 4 rebound. The delayed spring market won’t be skipped. The rebound points are below the 60-day moving average, around 4040 to 4070. After Wave 4’s rebound ends, Wave 5 adjustment will move downward again. The index will make a new low once more. Only after stabilizing and setting up for range again will the index have a chance to reverse.

Pre-Market Plan Walkthrough for Monday

With overseas negative feedback fading, there’s no doubt the index will open lower. The index script plays out in three ways:

1. A lower open leads to buy-in support and stabilization, then moves up.
2. A lower open leads to further weakness, but around 3852 there is support; it stabilizes and then moves up.
3. A valid breakdown below 3852 is followed by another confirmation of the 3800 bottom-area.
   My personal inclination is the second way of unfolding. There’s currently no systemic risk to the index; it’s in a base-grinding phase. Light on the index, heavy on individual stocks.

Theme Scenario

The index is in a consolidation and base-grinding phase. The strongest main line in power is expected to gradually fade. Disorderly rotation of themes will become the norm. In a weak market, intraday rotation of themes: focus around identification, and divergence with continuation support—low-bidding and absorption arbitrage is the response plan.

1, Power

Hua Dian Liaoning Energy, Hua Dian Energy. They churn on top of their ranges. Still, for the 200% abnormal move, they fear it. Against peers—cross-strait and commercial aerospace—the strength is clearly not enough. Although Yunnan Energy Holdings hit the daily limit at the close, giving the sector’s repair a hint of suspense, with the intensification of divergence in mid-to-high positions and a weakening rebound force in low positions: as Hua Dian Liaoning Energy, Hua Dian Energy, and Yunnan Energy Holdings finish their “top” phase, the height of the laggard rebound is limited. The sector is about to retreat.

Sentiment locked in: Hua Dian Liaoning Energy, Hua Dian Energy, Yunnan Energy Holdings—these three are all in the dragon-head plateau stage. Starting a second wave is extremely difficult. If one of the three faces extreme negative feedback, it signals that the sector retreat begins. If the three can maintain consolidation and oscillation above the 5-day line, the sector can repair and the low-position rebound can continue. If one of the three has an active daily limit, the sector will get “kept alive.” If Yunnan Energy Holdings is not “continued” (not being propped up), observe divergence and how buyers absorb on dips appropriately. Then no longer focus on Hua Dian Liaoning Energy and Hua Dian Energy—avoid being trapped by the 200% abnormality pausing. After reviewing, the risk of the power sector retreat is too high.

Xineng Taishan: 4 boards. Non-emotion-driven green power; the theme is power equipment and fiber optic cabling. Accelerated progression, big-volume divergence expected. Even if it can hold through divergence, away from a node, the emotion-driven swing would have limited height.

Key to watch: the node where Hua Dian Liaoning Energy breaks its board. Low-position laggards rebounding from 2 into 3—Guangxi Energy and Jinxeng Power. Normally, one of the two will advance. If Hua Dian Liaoning Energy, Hua Dian Energy, and Yunnan Energy Holdings do not face extreme negative feedback, first look at the rebound height reaching the 4-board level.

2, Lithium batteries

Energy substitution, price hikes, and industry inflection points—logic is sound. On the 2nd day of the sector’s activation, it actively separated from power divergence—small climax; fermentation throughout the day; intraday there were 17 daily-limit boards. As the sector pioneers: Rongjie Co., Ltd. hit 4 boards. Datonannan and Shida Shenghua each hit 2 boards. 20-centimeter elasticity: Haikexinyuan. On Monday, look for divergence expectations: whether the sector can sustain. For rotation, watch over 3 days. Observe whether on Monday it can hold through divergence and turn back to consensus. If it matches expectations, focus on:

• Rongjie Co., Ltd.: divergence followed by absorption on dips; don’t look for consecutive boards—watch the trend.
• Datonannan: 2 into 3. The node where Hua Dian Liaoning Energy breaks. Lithium batteries and computing power have dual concepts. When the sector returns, it can go straight to a board with a 90-degree surge; a big gap up plus acceleration, or a “one-word” expectation.
• Haikexinyuan, Fuxiang Pharmaceutical, and Hensin Pharmaceutical: 20-centimeter elasticity, suitable for divergence followed by absorption on dips.

3, Chemicals

With geopolitical conflict intensifying, watch whether in the call auction there’s a big order providing a “one-word guidance.” Focus on the identifiable group of Golden Bull Chemicals.

4, Domestic computing power

A “powerless warrior”—keeps getting sidelined and repeatedly taken by overseas supply chains and blocked by power. The domestic replacement logic remains unchanged; it’s one of the repeatedly rotating themes. In the call auction: Gui Guang Network opened at the one-word board with no leading effect, no driving force; identification is the point. Ouraide takes the lead versus Meili Cloud. Huawei Ascend 950 is the catalyst. Before market close, the Huawei Ascend concept moved collectively abnormally: Chuanrun shares hit the daily limit; Huafeng Technology, Topway Information, Digital China, Yihua shares, TaiJia shares, etc. grabbed the late-session tail.
Observe whether Chuanrun shares has a one-word in the call auction; if it matches expectations, observe the Huawei Ascend industry chain like Topway Information.
Observe Gui Guang Network: a T-shaped retest and re-close, or divergence turning to consensus with a high-volume re-close.
Observe identification opportunities: divergence with absorption on dips like Ouraide, Meili Cloud, Liting Electronic, Hongjing Technology, etc.

5, Innovative drugs

The logic is: as of March 21, 2026, innovative drugs need to go overseas with total package deals of $57.1B. The total package is about 41% of the full-year of 25. Continuity is unknown; for now, I only see oversold rebound rotations. Pioneer: Meinuo Pharmaceutical, 4 boards. Wanbangde: 3 days, 3 boards. Shuanglu Pharmaceutical: 3 days, 2 boards.

6, Commercial aerospace

Adjusted for multiple days; some local stocks show obvious abnormal movement. Shenjian shares: 2 boards—watch. Western Materials, Shunhao shares, Tongyu Communications, Aerospace Development. 20-centimeter elasticity: Tianyin Electric, and West Side Testing.

7, Overseas tech chain AI hardware

U.S.-tech stocks fell again hard; stocks like Yizhongtian continue under pressure and are suitable for divergence low-bid absorption. The rebound is the point where you enter/take position (take the off-ramp). Stocks like Yizhongtian are in high positions in the overseas chain; they will likely catch up with declines one after another later.

Declaration:

Case reviews are only for recording my personal review thoughts—organizing and documenting them!
Investing involves risk; trading requires caution. Plans never change faster than the market—everything follows the tape!
Article records are only my own understanding of the market, for personal sharing records only!
Not constituting any investment advice—only for reference. If you buy or sell based on this, you bear profit and loss at your own risk!

Thanks for the previous article, to the iron-hearted supporters who pumped oil—keep it up, don’t forget to cheer, and thank you for being here. Wishing you see daily-limit boards every day; your account is red like a koi. Losses? They don’t exist!
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