March 13 Sentiment Near Freezing Point Power Sector Rotation

1. Sector Popularity (Total transaction amount of stocks hitting the daily limit in parentheses): [Taoguba]

New Energy Power (38 billion, Central) > Chemical Industry (10.4 billion, Central) > Computing Power (7.3 billion, Low)

2. Hot Sectors and Stock Analysis (Red text involves subjective comments, experts may skip)

New Energy
603659 Putailai 09:49:32 Solid-state batteries
600726 Huaneng Energy 10:07:02 Green energy transformation, four consecutive limit-ups.
002531 Tianshun Wind Power 10:19:19 Wind power
300185 Tongyu Heavy Industry 10:48:13 Wind power
605222 Qifan Cable 13:08:33 Wind power
002487 Daikin Heavy Industry 13:27:16 European wind export opened. Two consecutive limit-ups.
603248 Xihua Technology 15:00:00 Wind power opened.
601218 Jixin Technology 14:13:47 Wind power casting parts opened.
601669 China Electric Power Construction 10:15:02 Large order for light storage opened.
603366 Sunrise Oriental 10:32:25 Photovoltaic
002323 Yabo Co., Ltd. 11:06:48 Photovoltaic equipment
603062 Maijia Chip Coatings 11:09:33 Photovoltaic coatings
603280 Southern Road Machinery 11:08:33 Nuclear power equipment
002438 Jiangsu Shentong 13:35:18 Controlled nuclear fusion
601611 China Nuclear Construction 14:10:07 Controlled nuclear fusion opened.
002543 Vanward Electric 10:33:44 Air source heat pump opened.
002084 Seagull Housing 11:28:48 Air source heat pump
003027 Tongxing Technology 10:52:54 Energy storage
002056 Hengdian DMEGC 14:35:39 Energy storage opened.
300035 China Electronics Energy Storage opened.
600847 Wanli Shares 11:21:53 Low-voltage power supply
Comment: The new energy sector is quite chaotic, mainly driven by power-related themes. Initially only energy storage and wind power, but since Friday, it has expanded to all directions. Pure power, Yunnan Energy’s late-day drop limit caused some divergence, but the sector’s rhythm isn’t consistent. Green electricity fell, photovoltaic and wind power rebounded, showing a bit of a seesaw effect.

Chemical Industry
002470 Jinzhengda 09:31:45 Fertilizer price increase
002165 Hongbaoli 09:43:02 Chemical industry
002637 Zanyu Technology 13:06:03 Chemical industry
300505 Chuanjinnuo Chemical opened.
002109 Xinghua Shares 10:05:29 Methanol opened.
600722 Jinniu Chemical 14:48:35 Methanol opened. Three consecutive limit-ups.
600227 Chitianhua 14:49:35 Methanol opened.
600121 Zhengzhou Coal & Electric 09:30:00 Coal prices increased, two limit-ups.
600691 Luxin Technology 09:30:30 Coal chemical industry opened. Two limit-ups.
600746 Jiangsu Supor 13:55:14 Coal chemical industry opened.
Comment: The price increase expectations in the chemical industry are driven by oil, with crude oil futures still rising, fueling overall price hike expectations across the sector.

Computing Power
000010 Meili Ecology 09:35:47 Computing power
000890 Farsight 09:33:30 Optical fiber concept opened. Two consecutive limit-ups.
603803 Risecom 09:53:19 Optical modules
600756 Inspur Software 13:10:03 AI government affairs opened.
600336 Aoke Ma 13:15:54 Liquid-cooled servers opened.
002429 Zhaochi Co., Ltd. 14:54:38 CPO opened.
002669 Kangda New Materials 14:47:41 Semiconductors
Comment: The previously popular stocks like Meili Yun and Ningbo Construction, Huasheng Tiancheng, etc., all hit the limit-down. The recent rise is mainly led by semiconductors. Farsight’s performance is relatively rare in the market, but the sector effect isn’t very obvious. The main trending areas are storage chips and CPO.

3. Announcement Board
002445 Zhongnan Culture 09:30:00 Planning to acquire Sulong Thermal Power, five limit-ups.

4. Other Limit-up Stocks and Concept Speculation
603929 Yaxiang Integration 09:30:15 IC clean rooms
603607 Jinghua Laser 09:35:32 IP card games
600370 Sanfangxiang 14:32:25 PTA leader, two consecutive limit-ups.
600683 Jingtou Development 10:07:17 TOD rail transit property opened.
600307 Jiugang Hongxing 13:14:54 Steel, opened.
603558 Jiansheng Group 09:33:45 High dividend yield
600232 Jin Ying Shares 10:07:02 Industrial hemp
603029 Swan Shares 10:47:28 Supply and marketing cooperative
002903 Yuhuan CNC 14:55:31 Robotics opened.
603538 Minohua 11:29:55 Weight loss drugs
600234 Kexin Development 13:22:40 Construction engineering
600408 Antai Group 10:54:57 Coking coal
600226 Hengtong Shares 13:47:39 Lithium battery copper foil opened.
000677 Hengtian Hailong 09:30:00 Electronic fabric
603169 Lanshi Heavy Equipment 10:43:57 Energy chemical equipment
003041 True Love Home 14:11:47 Tracing technology acquired + blanket leader opened.
002382 Lanfan Medical 09:47:02 Medical devices
300981 Zhonghong Medical 14:00:44 Medical devices
002950 Aomei Medical 10:14:32 Medical dressings
002931 Fenglong Shares 09:30:30 Ubitus acquired as main
002969 Jamei Packaging 14:56:15 Zhui Mi acquired + three-piece can leader
001366 Boen Group 10:03:54 Pig feed + return of fundraising

5. Data Insights:
Number of stocks up more than 10% (including limit-ups): 69
Number of stocks down more than 10%: 20
Shanghai Composite: Up 641, Down 1,635. Turnover: 1,063.9 billion
ChiNext: Up 365, Down 1,006. Turnover: 579.9 billion
Beijing Stock Exchange: Up 66, Down 222. Turnover: 20 billion
Stocks with over 5% gain: 145
Stocks with over 5% decline: 254

6. Market Popular Stocks:
002445 Zhongnan Culture (Power restructuring, five limit-ups)
600726 Huaneng Energy (Power, four limit-ups)
600722 Jinniu Chemical (Chemical, three limit-ups)
000890 Farsight (Optical fiber, two limit-ups)

Comment: Market sentiment started to decline noticeably today. The themes lack sustained momentum. Power sector remains one of the few bright spots since March. Overall, whether up or down, the market is stabilizing. It remains to be seen if a new mainstream will emerge to trigger a larger wave of speculation.