[Red Envelope] 3.6 Two Sessions, what topics are being hyped? Waiting for you until the flowers wither~

First Like, Then Read. Earn 1 Million Daily. Keep Going with Tips. Good Luck Always! [Taogu Ba]

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First, an overview of the market**

As usual, a quick look at the morning thoughts. Oil and gas sector was quite exciting last night. Before the close, Langzi said the Strait of Hormuz was not closed, which caused main oil futures to plummet. After the market closed, he said it was not closed but the US, Iran, and their allies couldn’t pass, so futures stabilized. In the evening, Langzi blew up a neighbor’s refinery, and futures quickly rose. Then the US announced measures to control oil prices, which caused a drop again. Overall, oil prices shifted from a main rally to a volatile range without major escalation in the war. So, stocks are hard to participate in here; futures are always moving, and a single news can cause huge fluctuations.

In the later stage, oil and gas stocks still have opportunities; resources will repeatedly rebound, but it’s hard to grasp. Similar to precious metals—some like Hunan Silver hit new highs, but most are no longer touched.

Regarding sentiment, yesterday was quite extreme, with the limit-up stocks hitting the second board, so sentiment has warmed up again. The second to third tier stocks are definitely benefiting. Extremes lead to reversals, so if prices are suppressed low, it depends on whether they can go higher later.

For microLED, I personally said before the market opened that I was not optimistic. The logic is that energy consumption is 5% of copper cables, which seems to challenge the copper cable’s dominance. However, our Wol Nuclear Materials didn’t fall, nor did Amphenol in the US. That’s awkward now.

In the second to third tier stocks, Shun Na continued with a single order, though the order book was smaller than yesterday, but still hard to buy in. When such a situation occurs where buying is blocked, it’s time to find other ways to break through. Zhuolang Intelligent still has no sector, opening higher than Intelligent Control, which means Intelligent Control is giving up. Zhuolang’s rise is still tied to tools, with the order book showing a turnover of three or four boards, which is the ceiling. Wangli Security’s strength is level three; watch whether orders are canceled. If not canceled, there’s no significant high-low shift.

Hanlan Cable has a second wave of capacity, so the above points are just guidance for Hanlan. Two threes, one same concept, level three strength doesn’t allow buying, so no good options here.

In the first to second tier stocks, the upgrade rate is very low. On one hand, yesterday most were microLED concepts, with many stocks exploding on bidding. On the other hand, it indicates funds are guiding towards second to third tier stocks. The few that are upgrading are either under pressure or have high stock prices. At this point, it’s mainly about maintaining tiers (if funds break, they will cut lower). No particularly good leading stocks are visible.

Looking at today’s strategy, first observe oil and gas performance in bidding. If it underperforms, then look at the tech sector. For second to third tier stocks, see if Wangli continues with large single orders without cancellations. If it drops at open, it indicates lack of confidence in the level. Shun Na’s order book shouldn’t be much smaller than yesterday; if it’s okay, then watch Hanlan’s second wave. This is the original plan—careful reading of the morning session won’t be missed.

The only possible continuation for Intelligent Control is opening higher than Zhuolang, but it didn’t. Both yesterday were dawn paths, so one was deliberately knocked down to leave the other.

The bidding also hints at whether there are unexpected large single orders. Today, Samsung Medical, with large orders in power grid and transformers, was considered. At open, I wondered if it would stimulate brain-machine interfaces, but Yanshan’s opening was weak, so it’s likely just power grid stocks.

Looking at bidding info, Zhaochi placed the largest order, no problem. Yesterday, the best was microLED, with Sanan’s龙虎榜 showing it had the second-largest order, so it’s likely self-supported. But they all canceled orders later, so they had to withdraw. If Sanan also opens with a large order, it would indeed stimulate microLED. Zhuolang’s order book once exceeded Shun Na’s, but then it canceled itself. This behavior suggests they might not want to do smart economy stocks.

918 indicates that if microLED’s order book surpasses 15.5, it’s suspicious, as the latter tends to lead the main trend. MicroLED’s logic isn’t strong enough for a one-day run. After discussing microLED, many stocks started canceling orders en masse. Huacan hadn’t reached 920 yet, but its order book was smaller than yesterday, indicating it’s still mainly tool-driven and not aiming for a main rise. Wangli’s focus should be on the order book; if Wangli is fine, then this level is stable.

920 shows Wangli still there; Shun Na’s order book is smaller than yesterday, but Sanan Medical is gradually adding orders, also maintaining power grid stocks. Zhaochi’s order book is larger than yesterday, no problem. But the issue is with the one-word situation of smaller stocks like Huacan and Guoxing, which didn’t meet expectations yesterday. They must be one-word stocks, but they aren’t. So, microLED bidding is just speculation. Compared to that, power grid equipment stocks are still being maintained, so the outcome is clear.

The opening already indicated focus on energy collaboration and new energy, as well as power grid equipment in the second to third tier stocks. Before the market opened, I did some thinking with brothers: the new elements added in the 15.5 plan include energy collaboration, future energy, smart economy, and satellite internet. Among these, smart economy and energy collaboration are more catalyzed, especially AI intelligent agents. Last night, OpenAI released GPT-5.4, which also stimulated the market. However, the bidding for intelligent agents didn’t show clear guidance, so the main focus remains on energy collaboration.

Regarding today’s overall market, last night US tech stocks bottomed out and rebounded, and oil futures also declined. So, the main A-shares shouldn’t be too panicked. Hong Kong stocks rebounded sharply today, while main A-shares continue to stabilize. The more correction, the more rebound; less correction, the more sideways. It shows we’re not yet at the stage of aggressive attack.

Considering the market’s trading volume, it reached 20 trillion yuan. Think back to the market conditions before the new year—what was the trend? Electric fans, when it’s time to go, it’s time to go; if not, it will fall back. Today’s market is already quite gentle—rotation is ongoing, but there are still main attack stocks. Other rotating stocks are not falling much. The volume reduction doesn’t necessarily mean funds are pessimistic; they’re waiting for the two sessions’ new themes to gain market consensus. Previously mentioned themes like deep sea, aerospace, and others are being actively promoted once proposed, showing high market consensus.

Energy collaboration, though not new, has been previously discussed, so it’s likely a transitional phase. It depends on when new themes emerge. From this afternoon’s view, funds didn’t bet on the two sessions themes, instead pushing chemical stocks, and later, during the evening, they started to speculate on D&S releases, with two recognizable stocks, mainly for arbitrage.

Review of Limit-up Stocks

1. Shun Na Shares (Guangdong): Data center power supplies, controllable nuclear fusion, energy collaboration leader.
2. Zhuolang Intelligent (Xinjiang): Textile robots, AI smart factories, decent market cap, bid for intelligent control, hit limit-up at the end of the day.
3. Hanlan Cable (Shandong): Cables, power grid equipment, nuclear power, smart wiring, smart move today.
4. Wangli Security (Zhejiang): Smart home, good market cap, level three strength, watch for order cancellations.

Second-tier stocks with low upgrade rate, meant to be stepping stones:

1. Meiliyun (Ningxia): Computing power leasing, opened high, second board, but today computing power was weak, power grid stocks were stronger.
2. Taihao Technology (Jiangxi): Military, smart grid, data centers, AI agents, satellite navigation, average market cap.
3. Aoshikang (Hunan): PCB, computing power, unexpectedly upgraded yesterday, high stock price, good market cap.
4. Huashu Holdings (Sichuan): Panels, microLED stocks are gone, only a level three order book.

First-tier stocks:

1. Samsung Medical (Zhejiang): Power grid, 900 million transformer orders from the Netherlands, second-largest bid, compensating for Shun Na’s order book gap.
2. Xinhua Media (Shanghai): Leapfrog Star (clarified), AI language data, news boosted, but the theme seems not to be actively promoted.
3. Outex (Guangdong): Power grid equipment, supercharging network, micro盘, good market cap, with ST risk.
4. Xinneng Taishan (Shandong): Power grid equipment, fiber optics, Hanlan promoted here.
5. Jinkai New Energy (Tianjin): Energy collaboration, good trend.
6. Tongli Tianqi (Jiangsu): Energy collaboration, excellent market cap, high stock price.
7. Shaoneng Shares (Guangdong): Green power, Shun Na promoted here.
8. Guangdian Electric (Shanghai): Power grid equipment, computing power, cables, Hanlan promoted here.
9. International Medical (Shaanxi): Brain-machine, elderly care, three-child policy, pharma stocks follow Samsung Medical.
10. Jinzhen Da (Shandong): Fertilizer, phosphate chemicals, lithium batteries, Hanlan promoted from Shandong, chemical stocks leading today.
11. GCL Energy Tech (Jiangsu): Energy collaboration, digital economy, decent market cap.
12. Chengbang Shares (Zhejiang): Storage chips, computing power, 1+1 concept leading third board.
13. Rainbow Group (Sichuan): Electric blankets, mosquito repellent, three-child, micro盘, good market cap.
14. Hengtian Hailong (Shandong): Chemical fiber, low-altitude, military, micro盘, average market cap.
15. Changbao Shares (Jiangsu): Gas turbines, power derivatives.
16. Zongshen Power (Chongqing): Low-altitude, drones used by Langzi?
17. Yasheng Group (Gansu): Agriculture, tungsten, re-accumulation.
18. Huaci Shares (Hunan): Special ceramics, Hu promoted Huasu.
19. Yueneng Holdings (Henan): Computing + power, old leader, late session stocks, but watch for abnormal movements or suspension over the weekend.
20. Hangjin Technology (Liaoning): D&S computing, epoxy propane, speculation on D&S news.
21. Tuowei Information (Hunan): Huawei Ascend, late session surge, almost couldn’t hold the limit, watch weekend news.

Today’s trading review:

Runze Technology: Removed from the 10-day moving average.

Zhangyue Technology: Removed at zero axis.

Qianzhao Optoelectronics: Severe underperformance in bidding, withdrew.

Intelligent Control: No limit-up in bidding, attention lowered, opened with a rally above the minute average, then withdrew.

Hanlan Cable: Wangli didn’t explode, Shun Na large order, added Samsung Medical with a single order, limit-up watch.

Thanks again to brothers who tipped yesterday: @RiYueQiXu @LangWangXingQianLi @dandy3574 @GentleAsWind @LaoMo927 @SamsungChef @412is22 @XiaoYueGe **

Thanks to top tipsters:** @NanjingYibu @IAmThatHusky @SenlinMu0929 @Reinheart8735 **

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No need for many oil tickets, seven are enough. Thanks everyone for the highlights; your support keeps me motivated to keep updating.