2026.3.25 Index continues to repair, holdings in power stocks continue to consolidate

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2026.3.25
Pre-market review thoughts

Today continues to recover broad gains, the profit effect is decent, and the index remains quite resilient. The best sectors to trade this morning should be electricity, which shows divergence. After the major players Huadian Electric and Liaoning Energy continue to advance, consider low-positioned buys in electricity with low recognition, or in capacity-saving wind power, or bonds—these are all options. For capacity-saving wind power, after positioning in JinKai New Energy, it becomes a standard buy point.

Personal operations
Core electricity stocks continue to stay flat.

Review
One-word limit-up stocks

Mingpu Optical Magnet 994 million, Xinneng Taishan 726 million, Aorui De 504 million, Hunan Development 436 million, Liaoning Energy 231 million, the largest single limit-up is Mingpu Optical Magnet, in optical communications. Yesterday, tech stocks surged at the end of the session, and US stocks in optical communications soared overnight. Today, orders are placed at the opening with one-word limit-ups. Tech stocks are uncertain, with second place in sealed orders going to Xinneng Taishan. Electricity, Huadian, Liaoning Energy are minor players; Aorui De, computing power, Heilongjiang, Liaoning Energy—these stocks still point to Huadian and Liaoning Energy. I dare not buy Huadian and Liaoning Energy, so I can only watch for low-positioned brother stocks like Huadian Energy, capacity stocks, energy-saving wind power, and bonds. Hunan Development hit a one-word limit-up, probably the third brother, indicating a two-limit-up node. The highest opening in the two-limit-up stocks is Shao Neng Electric Power, which should have a buy point.

Market indicator events today

1. Index: The three major indices continue to recover with positive K-lines, all above the 5-day moving average. Volume is 21,798 billion, up 970 billion; number of advancing stocks: 4615, declining: 521. Broad recovery data.

2. Top ten in trading volume, all red, big gainers include Bawei Storage, Lixun Precision, Tianfu Communication—all tech stocks. The top fifty stocks by trading volume hit the daily limit, including Lixun Precision, Changfei Optical Fiber—tech stocks. Zhongli Group, photovoltaics, huge volume—ridiculous…

3. Sectors: Communications 10,000, electricity 8,700, computing power 7,400. Overseas computing power is the strongest, electricity is also solid. Domestic computing power rotation, overall a good day for profit effects. The most persistent theme is electricity.

4. Consecutive limit-ups: 8 stocks, Huadian Liaoning Energy continues to rise. High success rate for consecutive limit-ups. Two-limit-up stocks appear at low levels, indicating a potential two-limit-up node. Index stops falling and begins to recover.
   Nodes: 8-limit-up, Huadian Liaoning Energy high-level node.
   2-limit-up, index stops falling and begins to recover.

Core recognition
(1) Electricity: 8-limit-up Huadian Liaoning Energy, with snake-skin recognition, including Shun Na Co., Jin Kai New Energy, GCL New Energy, Huadian Energy, energy-saving wind power, and bonds—these are all capacity-related.
(2) Overseas AI, optical fiber: Tongding Interconnection, Changfei Optical Fiber, Hengtong Optoelectronics, FiberHome, Changjiang Communications; storage: Bawei Storage, Demingli, Jiangbolong. These two branches are stronger today.
(3) Domestic AI, computing power: Aorui De, other recognizable stocks include Tech Big, Meili Yuan, Guanghuan Xinwang, Jiangshun Technology, Litong Electronics, etc. Watch for rotation today.
(4) Batteries: 2-limit-up Rongjie Co., yesterday’s performance finished today, keep tracking.

20cm stocks: 5 stocks hit the limit-up, no consecutive limit-ups. Yesterday’s 20cm limit-up stocks show average premiums today.

30cm stocks: no limit-ups; convertible bonds: no limit-ups.
One stock hit the limit-down, not a short-term hot stock.
Top 10 gainers over 10 days: Huadian Liaoning Energy, Zhongfu Shenying, Huadian Energy, Haichuan Intelligent, Xuelang Environment.

10. 3.24 index stops falling and begins to recover, Xuelang Environment, Jinli Huadian, Weike Technology, Yanjiang Shares, Northern Changlong, Tianji Technology.

Most optimal post-market analysis today

1. Second place in sealed orders: Xinneng Taishan, electricity, Huadian Liaoning Energy, Aorui De, computing power, Heilongjiang, Liaoning Energy—all pointing to Huadian and Liaoning Energy. I dare not buy Huadian and Liaoning Energy, so I will watch for low-positioned brother stocks like Huadian Energy, capacity stocks, energy-saving wind power, and bonds.
2. Hunan Development hit a one-word limit-up, probably the third brother, indicating a two-limit-up node. The highest opening in the two-limit-up stocks is Shao Neng Electric Power, which should have a buy point.

Tomorrow’s plan
Will post in the comments tomorrow morning

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