[Red packet] Two consecutive daily limits!

Foreword [Taogu Ba]

Refinement is the way
— Those who guard their hearts break their own barriers;
When turbulence washes away vanity,
They traverse the fog with unwavering conviction.
Time cycles,
Twists and turns,
Steady progress
— Only then can one reach far.
Amidst the ups and downs, stay true to your original intention and walk towards the sun.
In the past, those who lay low and cultivated deeply will eventually迎来 dawn.
Today, the winds and clouds test their true value again.
The long-standing perseverance of Daoshang’s continuous dedication to Liaoning Energy manifests with invincible strength.
Daoshang’s reflection:
A thousand sails compete in the waves, leading this elegance.
The wind rises from the dragon’s head; Daoshang walks with brothers.

1. Trading Review:

2. Huadian Liaoning Energy: Continued pattern, floating profit of 20%; profit of 40% for those with half positions.

3. Energy-saving Wind Power: Entered at the opening yesterday, currently floating profit of 20%.

4. Shunhao Shares: Exited near the flat limit today;

5. Meili Cloud: Entered at the opening, currently floating profit around 2%.

Other directions:

Huadian Energy two days

Energy-saving Wind Power two days 20%

2. Market Breakdown:

(1) Index understanding: Shanghai Composite rose over 1%, returning above 3900 points; ChiNext index up over 2%. Total turnover in Shanghai and Shenzhen markets was 2.18 trillion yuan, an increase of 97 billion compared to the previous trading day.

(2) Continuous board tiers: Huadian Liaoning Energy advanced as expected to 8 consecutive boards, breaking through the previous limit and creating space for further连板; later, normal relay of连板 direction formed some emotional boost. Observe low-level补涨.

3. Sector Analysis:

(1) Power (Green Power) 🔥

Core catalysts: On 3.23, the National Data Bureau clarified the calculation of electricity cooperation, with new compute hubs’ green electricity share ≥80%; Shenzhen promotes “Photovoltaic + Storage + Green Power Direct Connection” zero-carbon data centers.

涨停 stocks:

• Huadian Liaoning Energy: 8连板 (Green Power + Hydrogen Energy + State-owned Enterprise)
• Shao Neng Shares: 5 boards in 6 days (Hydropower + Biomass Power)
• Yue Electric Power A: 4 boards in 6 days
• Zhongmin Energy, Jin Control Power, Zhejiang New Energy, Energy-saving Wind Power, Bao New Energy, Gansu Energy, and more over ten stocks hit涨停.

(2) Compute Power Leasing 💻

Core catalysts: AI large models’ invocation volume surges, compute demand explodes; compute-electricity synergy drives IDC demand.

涨停 stocks:

• 263, Aoruite, Litong Electronics, Dawi Technology, Zhi Vision, Kangsheng Shares, Sarenxing, and others.

(3) CPO (Optical Modules) 🔗

Core catalysts: AI compute network upgrades, CPO low power consumption, high bandwidth for supercomputers; Shenzhen promotes 800G→1.6T/3.2T optical module upgrades.

涨停 stocks:

• Mingpu Optical Magnet, Alade, Kechuan Technology, Zhilifang, and others.

(4) Optical Fiber Concept 📡

Core catalysts: OFC2026 showcases hollow-core/multicore optical fibers; G.657.A2 fiber prices hit record highs; AI compute network expansion boosts fiber demand.

涨停 stocks:

• Tongding Interconnection: 2连板
• Tefa Information, Longfei Optical Fiber, Huamai Technology, and others.

(5) Leading Declining Sector: Oil & Gas ⛽

Core catalysts: US and Iran signal ceasefire negotiations, international oil prices plummet (Brent once down over 6%), war premium diminishes.

Leading declining stocks:

• Keli Shares, Tongyuan Petroleum (down over 9%), Intercontinental Oil & Gas, Lanyan Holdings, Shouhua Gas, and others.

4. Tomorrow’s Opportunities:

(1) First board to second board: Hang Electric Shares;
(2) Continuous tracking of连板: Huadian Liaoning Energy;
(3) Rebound pattern: Meili Cloud + Fasheng;

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