April 8 Evening Review

This recap and news coverage are only my personal stock market summary and sorting out, not stock recommendations. Please do not follow along.
Some of the recap content is posted one day earlier, so the die-hard fans can review it in the evening!

Key points of today’s recap

Hold positions and wait for the rise! Enter the rebound cycle

[Tao股吧]

1. Consecutive-limit-up tiers and chart of limit-up distribution

4 consecutive limit-ups: Huiyuan Communication

3 consecutive limit-ups: Sinan Ke

2 consecutive limit-ups: Sinong International, Tongding Internet, Guangdong Media, Coretech, Gaole Shares, Huawei Yuan Holding, Pubang Shares, Nanjing Pharmaceutical, Xin Zhonggang

2. Review and projection of laddering up from consecutive limit-ups (Orange indicates advancement)

3. Limit-up events

1、Computing power (14)

3 boards: Zhong An Ke

1 board: Hanggang Shares, O Rui De, Huofu Fashion, Dawei Technology, CICTV Investment, Pingzhi Information, Helitai, Litong Electronics, DataPort, Massive Data, Runjian Shares, Roman Shares, Jianghai Shares

Event 1: DeepSeek V4 conducts grayscale testing. In the future, the new model may have three versions: a fast version, a deep version, and a multimodal version.

Event 2: Zhipu releases its new-generation flagship model GLM-5.1 and raises prices by 10% at the same time.

2、Announcement limit-ups (12)

Gaole Shares: plans to issue shares to the actual controller of no more than 854 million yuan for a private placement (4.7)

Western Gold: net profit for Q1 was 450 million-560 million yuan, up 1161.38%-1469.71% year over year (4.8)

Baihua Pharmaceutical: the actual controller will be changed to Jinhua Municipal State-owned Assets Supervision and Administration Commission (4.8)

Changyuan Donggu: plans to purchase 100% equity interest in Kanghao Electromechanical (4.8)

Dongshan Precision: net profit for Q1 was 1.0 billion-1.15 billion yuan, up 119.36%-152.27% year over year (4.8)

Yunxing Technology: signed a 5-year server leasing agreement (4.8)

Lianhua Holdings: net profit for Q1 was 135 million-155 million yuan, up 33.66%-53.46% year over year (4.8)

Chuangyuan Technology: net profit for 2025 was 295 million yuan, up 17.69% year over year (4.8)

Bailong Chuangyuan: net profit for Q1 was 121 million yuan, up 48.11% year over year (4.8)

Guoxing Optoelectronics: the application for a private placement has passed the review by the Shenzhen Stock Exchange (4.8)

Kaile Shares: plans to acquire at least 51% of the equity interest in Weitaisi Optoelectronics (4.8)

Shannon Chip Innovation: net profit for Q1 was 1.14 billion-1.48 billion yuan, up 6714%-8747% year over year (4.8)

3、PCB (11)

1 board: Shiyun Circuit, ChaoYing Electronics, Guanghe Technology, ZhiAnXing Xing, Xiehe Electronics, Shenzhen Nan Circuit, Hu Dian Shares, Hanze Laser, Yidun Electronics, CIGU Micro-Assembly, LianDian Technology

Event: Recently, Mitsubishi Gas Chemical and Kingboard Laminates announced one after another that they will raise prices for CCL-related products.

4、AI applications / Happy Horse (10)

1 board: LEO Shares, Decai Shares, Zhejiang Wenlian, TianDi Online, Zhisheng Information, BlueFocus, Huanrui Century, Jili Media, Guangdong Media, Provincial Guang Group

Event: AI video evaluation platform Artificial Analysis suddenly surfaced a mysterious model “Happy Horse,” overtaking Seedance 2.0 in one fell swoop to top the global rankings.

5、Optical communications (9)

4 boards: Huiyuan Communication

2 boards: Tongding Internet, Coretech

1 board: Mingaopguangci, Cambridge Technology, YDingtai Shares, Huilv Ecology, Far East Shares, Haimao Technology

Event: The price-rising wave in the global optical fiber market driven by AI data center construction and geopolitical demand is further confirmed. Latest data shows that in the China market, the price of G652.D optical fiber has risen more than 400% from last year’s low point. Institutions expect that the global supply-demand gap in 2026-2027 will expand to 15%.

6、Non-ferrous metals (9)

1 board: Western Gold, Xingye Silver & Tin, Zhaojin Gold, Hunan Silver, Oriental Tantalum Industry, Sichuan Gold, Fuda Alloy, Hunan Gold, Haisi Nonferrous

Event: On April 8, metal futures including gold, silver, and tin surged significantly.

7、Gas turbines (8)

1 board: Wanze Shares, LianDe Shares, Changbao Shares, Power New, Jerry Shares, Fu’an Shares, Yingliu Shares, Dongfang Electric

Event: Research institutions show that in 2025, the world’s new installed capacity of gas turbines will be 60.4GW, with a market size between $24 billion and $25 billion. Going forward, gas turbines will continue to play a dominant role in the power structure. The global gas turbine market is set to maintain steady growth, with the market size forecast to reach $32 billion by 2031.

8、Liquid cooling and heat dissipation (8)

1 board: Dasai Intelligent, Sinomach Precision, Feilong Shares, Bojie Shares, Yuan Dian Pumps, Chunzong Technology, Bilen Environmental, Bowei Alloy

Event: The technology sector’s rebound plus the arrival of the earnings season—most liquid cooling companies’ performance is realized after 26Q2.

9、Reconstruction in the Middle East (6)

2 boards: Sinong International

1 board: China Air China, Construction Machinery, Xiamen Engineering, Jinyi Industrial, China Eastern Airlines

Event: Imey agreed to a two-week ceasefire, and negotiations will begin on the 10th.

4. New share-price highs

Today’s close set a new high for 31 stocks, yesterday had 16, and the day before had 18 (to benchmark and watch industry trends).

They mainly cluster in industries such as optical communications.

5. Institutional席位 and proprietary trading firms’ moves