March 25 - Two consecutive days of rally and rebound

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

Electric Power (29.3 billion, high) > Semiconductors (24 billion, high) > Computing Power (5.3 billion, medium)

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

Electric Power
000720 Xineng Taishan 9:25:00 Green energy consecutive limit-up.
000722 Hunan Development 9:25:00 Green energy consecutive limit-up.
603601 ZaiSheng Technology 9:30:53 Rumor of SpaceX supply
600758 Liaoning Energy 9:33:54 Coal has opened limit-up. Three consecutive limit-ups.
600396 Huadian Liaoning Energy 9:34:23 Green energy has opened limit-up. Eight consecutive limit-ups.
603618 Hang Electric Co. 9:39:37 Ultra-high voltage
002479 Fuchun Environmental Protection 9:48:36 Green electricity
600163 Zhongmin Energy 9:53:58 Power
601016 Energy-saving Wind Power 9:57:04 Green energy has opened limit-up. Two consecutive limit-ups.
600815 Xiamen Construction 10:02:17 Green energy has opened limit-up.
000539 Guangdong Power A 10:07:57 Green energy has opened limit-up. Two consecutive limit-ups.
000690 Baoxin New Energy 10:40:18 Green electricity has opened limit-up.
001376 Baitong Energy 10:55:18 Cogeneration
300069 Jinlihua Electric 11:10:33 Ultra-high voltage
603829 Luokai Co. 13:19:26 Power grid equipment
000791 Gansu Energy 14:21:45 Green energy has opened limit-up.
600726 Huadian Energy 14:23:45 Green energy has opened limit-up.
000993 Min Dong Power 14:26:48 Green electricity
600032 Zhejiang New Energy 14:29:47 Green energy has opened limit-up. Three consecutive limit-ups.
600780 Tongbao Energy 14:42:50 Green energy has opened limit-up.
000753 Zhangzhou Development 14:50:30 Green electricity
600982 Ningbo Energy 14:55:21 Green energy has opened limit-up. Two consecutive limit-ups.
002309 Zhongli Group 14:56:00 Photovoltaic energy storage has opened limit-up. Four consecutive limit-ups.
Comment: Early trading remains strong, with two one-word limit-ups and two small-volume quick limit-ups. In the afternoon, veteran leader Yunnan Energy Holdings pulled back, but overall sector shows no obvious divergence signals. Power sector is likely to continue through this rebound.

Computing Power
600666 Aorui De 9:25:02 Computing power two consecutive limit-ups.
000889 Zhongjia Bochuang 9:30:00 Computing power
600589 Dawi Technology 9:38:13 Computing power has opened limit-up.
000601 Shao Energy Co. 9:47:24 Power has opened limit-up. Two consecutive limit-ups.
603629 Litong Electronics 9:57:02 Computing power leasing
002771 Zhenshitong 10:02:51 Computing power two consecutive limit-ups.
605168 Sarenxing 10:40:13 Computing power leasing
002730 Electric Light Technology 11:14:48 Computing power leasing
300245 Tianji Technology 11:19:36 Computing power
002580 Shengyang Co. 13:27:09 Computing power energy storage has opened limit-up.
000978 Guilin Tourism 10:39:00 AI cultural tourism
601999 Publishing Media 10:19:57 AI applications
603808 Geli Si 14:10:53 AI applications has opened limit-up. Two consecutive limit-ups.
001400 Jiangshun Technology 9:41:15 Liquid cooling servers
002418 Kangsheng Co. 10:27:15 Liquid cooling has opened limit-up.
Comment: Morning saw a strong wave, but then retreated. Stability is less than that of power sector, so it’s more of a secondary theme.

Optical Modules
002902 Mingpu Optical Magnet 9:25: hk00800 G Optical Module
002491 Tongding Interconnection 9:31:18 Optical communication two consecutive limit-ups.
301419 Alad 9:33:15 CPO
000070 Tefa Information 9:35:57 CPO
603052 Kechuan Technology 9:49:10 Optical modules
603042 Huamai Technology 10:19:42 Optical communication has opened limit-up.
002475 Lixun Precision 13:03:30 Optical modules have opened limit-up.
603118 Gojin Co. 13:04: hk02800 G Switches
601869 Changfei Fiber Optic 13:16:01 Optical modules have opened limit-up. Two consecutive limit-ups.
300383 Guanghuan New Network 13:43:30 Optical communication has opened limit-up.
603175 Chaoying Electronics 9:38:03 Storage chips
603938 Sanfu Co. 9:38:56 Storage chips
601133 Baicheng Co. 9:46:05 Semiconductor has opened limit-up.
Comment: Strength is similar to computing power, both are daily themes, but not very stable, high standards are average. Mostly trend-following.

3. Announcement Board

4. Other Limit-up Stocks and Concept Speculation
600698 Hunan Tianyan 13:57:00 Military reorganization two consecutive limit-ups.
601606 Great Wall Military Industry 14:39:16 Military reorganization has opened limit-up. Two consecutive limit-ups.
600539 Shitou Co. 14:56:56 M&A reorganization has opened limit-up. Two consecutive limit-ups.
003043 Huaya Intelligent 13:57:09 Energy storage has opened limit-up.
002038 Shuanglu Pharmaceutical 10:57:36 Innovative drugs have opened limit-up.
603538 Minohua 14:26:01 Innovative drugs have opened limit-up. Two consecutive limit-ups.
001316 Runbei Hangke 10:30:27 Low-altitude economy
000592 Pingtan Development 14:26:27 Fujian Free Trade Zone
600527 Jiangnan High Fiber 11:07:18 Recycled short fiber has opened limit-up. Two consecutive limit-ups.
601002 Jinyi Industry 11:13:47 High-speed rail fasteners
603958 Hasen Co. 10:08:17 Robotics
603933 Rueneng Technology 13:11:09 Robotics
301196 Weike Technology 13:23:06 Robotics
603179 Xinquan Co. 13:46:56 Robotics has opened limit-up.
002941 Xinjiang Jiao Construction 11:11:06 Infrastructure
002761 Zhejiang Construction Investment 10:40:09 Construction
002192 Rongjie Co. 11:29:36 Lithium mining has opened limit-up. Two consecutive limit-ups.
600191 Huazi Industry 13:45:34 Grain deep processing
600152 Vico Technology 11:00:25 Sodium-ion batteries
000859 Guofeng New Material 9:30:00 Planning to acquire Jinzhan Technology + Chip Packaging Film
600800 Bohai Chemical 10:57:05 Hydrogen energy has opened limit-up.
002467 26 Three 9:34:18 Commercial aerospace has opened limit-up.
600345 Yangtze River Communication 14:34:33 Commercial aerospace
600802 Fujian Cement 14:45:23 Cement has opened limit-up.
600433 Guanhao High-tech 14:47:45 Specialty paper has opened limit-up.
600158 Zhongti Industry 13:43:10 Sports industry has opened limit-up.
600251 Guannong Co. 13:09:58 Cash dividend
000927 China Railway Material 10:08:18 Belt and Road
000659 Zhuhai Zhongfu 13:00:54 Beverage OEM
605366 Hongbo New Material 9:37:42 Organic silicon has opened limit-up. Two consecutive limit-ups.
000639 Xiwang Food 9:45:21 Corn oil
002718 Youbang Ceiling 13:36:33 Smart home
300658 Yanjiang Co. 10:00:15 Restructuring plan
605299 Shuhua Sports 9:40:05 Football concept two consecutive limit-ups.

5. Data in Numbers:
Today, 109 stocks increased by 10% or more (including limit-up), 3 stocks fell by more than 10%.
Shanghai Composite: Up 2071, down 246. Turnover: 967.8 billion
ChiNext: Up 1210, down 172. Turnover: 558.2 billion
Beijing Stock Exchange: Up 259, down 39. Turnover: 13.2 billion
Stocks with over 5% gain: 359; stocks with over 5% decline: 17

6. Market Popular Stocks:
600396 Huadian Liaoning (Electric Power, 8 limit-ups)
002309 Zhongli Group (Photovoltaic, 4 limit-ups)
600758 Liaoning Energy (Coal Power, 3 limit-ups)

Comment: Continuous rebound, two days of mostly broad gains. Today’s sector effect is more pronounced, but volume has not increased. From a pessimistic view, the index has rebounded for two days but has not recovered Monday’s decline. Keep an eye on external developments, as there’s a risk of a second bottom or new lows.