Huadian breaks through to seize the initiative, electricity computing returns to claim the mainstream!

Huadian Breakthroughs Set the Tone, Power Calculation Flows Back to Lead the Main Line!

[Taogu Ba]

–Without focus, there is no profit effect. Whoever can make the market focus is the leader!

1. Doing ultra-short trades, must watch the bidding.

On March 24th at 09:25, bidding hits the limit up:

Interpretation:

1. Three stocks hit the limit up during bidding (all have sealed orders), zero hit the limit down; yesterday, four stocks hit the limit up (all have sealed orders), five hit the limit down, with the largest sealed order at 800 million, yesterday’s largest at 700 million. The number of stocks hitting the limit up during bidding remains at a low point. Zhongli Group maintains the top volume, zero limit down during bidding, and compared to yesterday, bidding sentiment has relatively improved.

2. 1 stock in the 2-3 category

• Zhongli Group (Jiangsu + Photovoltaic), sealed order of 800 million, 1 billion more than yesterday. Yesterday’s photovoltaic stocks surged then retreated, generally fermenting, expected to test volume explosion, but today still shows a one-word pattern indicating energy substitution high-low cutback logic, implying continued high expectations for Huadian and Liaoning Energy.

3. Two stocks with first boards

• Xineng Taishan (Shandong + Power Grid), sealed order of 600 million, with Huadian’s breakthrough node supporting with a one-word pattern, also seen as high-low cut, but still in the power grid sector, indicating funds only want to guide internal cuts without external cuts, suggesting intra-day continued strength in power.

• Haitan Shares (Sichuan + Photovoltaic), largest overnight order at 2.6 billion, with a notice board nature, photovoltaic attribute aiding Zhongli Group. After 19 minutes, sealed orders were significantly withdrawn, but actual sell orders during bidding were very small, indicating deliberate strength to give Zhongli confidence, showing no intention to overreach today, still aiming to reverse from low to high.

4. Zero limit down: Interpretation: Sentiment recovery expected, negative feedback in bidding has returned to zero.

2. Closing Data:

• The three major indices closed in the green: Shanghai Composite up 1.78% at 3881.28, Shenzhen up 1.43%, ChiNext up 0.50%. Turnover was 20,960 billion, significantly down from 35,520 billion yesterday. Net inflow was 10.104 billion. The market breadth was 5136 advancers to 329 decliners (yesterday 305 to 5172), and the limit up to limit down ratio was 83:1 (yesterday 28:71).

Interpretation: Trump’s TACO trading, US-Iran negotiations clouded, overnight external markets recovered then retreated. The A-shares opened high, briefly turned green, hitting new lows for the year, but fortunately did not break yesterday’s lows. After stabilizing, they slowly rose to close near the day’s high. Only 329 stocks closed green, and limit-ups returned above 80 after 15 trading days. Limit-downs sharply decreased from 71 to 1. The number of consecutive limit-ups exceeded 7, breaking previous resistance. Market sentiment scored 5747 points, showing strong recovery compared to yesterday.

2. Top 10 Trading Significance:

• The distribution of funds among the top 10 stocks reflects the market’s strongest forces, a must-watch!

Interpretation:

1. The top 10 by trading volume ratio is 3:7, normal. Non-main board weights dominate the top 10. CPO holds 4 seats, new energy 3, with non-ferrous metals, domestic GPU, and storage chips each holding 1 seat. Tech remains dominant.

2. Bidding up/down ratio is 8:2, indicating repair. Zijin Mining had the highest increase, representing short-term rebound of precious metals. The biggest decline was XinYi Sheng, with weak bidding for tech weights on ChiNext.

3. Closing up/down ratio is 6:4, showing divergence. Cambrian had the highest gain, reflecting recovery in domestic computing power semiconductors. The largest decline was Sun Power, with photovoltaic stocks showing resilience and some short-term correction.

4. Total market turnover compared to yesterday shrank significantly by 352 billion. The top 10’s trading volume shrank by 240 billion from yesterday, inconsistent with overall market shrinkage, indicating only non-top stocks shrank. The average gain of the top 10 was 1.08%, lower than the market. Core weights showed weak repair with reduced volume. The top 100 stocks’ up/down ratio was 71:29, weaker than the overall market, implying market weights are recovering but with weaker momentum.

3. Limit-ups and limit-downs also reflect extreme profit and loss effects, must watch!

Limit-down:

Interpretation: One stock hit the limit down, none continued down; zero stocks hit the 20cm limit down. The large negative feedback decreased by 70 stocks, within expectations. Yesterday, 69 stocks had sealed orders averaging 16 million, mostly index-following stocks exhausted in decline, not sentiment retreat. Today’s market recovery with fewer limit-downs is expected, but the drop to only 1 stock slightly exceeds expectations, mainly due to Huadian’s extended speculative cycle.

Limit-up:

Interpretation: Energy substitution with three low-position one-word signals + recovery day + Huadian’s breakthrough, power finally becomes the most sustainable and profitable theme after rotation. The main market line is reaffirmed on recovery day.

Consecutive Board Analysis: 7-board: Huadian Liaoning (Northeast + Power + 1.743 billion), bidding price ratio (red 0.15%) slightly below expectations, seemingly weak but understandable. Under the market recovery expectation, most believe power sector will weaken, compounded by Huadian Liaoning facing 10 days of 100% abnormal movement. Fortunately, three low-position stocks with one-word patterns can be inferred as Huadian’s attributes. Opening with minor divergence, quickly rising to hit the limit, short-term shorting occurred but Huadian Liaoning strongly supported again, sealing the limit. Power sector’s volume was 1.7 billion today, compared to yesterday’s moderate increase, with 400 million traded on the board and 141 million sealed at close. Strength remains good, initial signs of a leader. Tomorrow, based on today’s power flow, a one-word pattern is not unlikely, but considering the impending “heaven’s punishment,” caution is advised.

3-board: Zhongli Group (Jiangsu + Photovoltaic + 265 million), nominally a photovoltaic stock, but actual sealed order shows some “third brother” flavor. It seems to be funds shifting from Shenhua Zhonghua to this stock, more reasonable to see it as a backup after Huadian Liaoning’s breakthrough. Its photovoltaic attribute did not ferment, but rather was sharply liquidated in the morning. Its time-segment sealed order was abnormally serious, shrinking by over 40 million compared to yesterday, which is abnormal. Caution is advised when it opens.

2-board: Tuori New Energy (Guangdong + Photovoltaic + 1.324 billion), no need to analyze, a problematic stock, constrained by Zhongli.

Xuelang Environment (Jiangsu + Restructuring + 461 million), restructuring with elasticity, related to waste incineration, falls into green energy. Such “mixed” elastic stocks often surge in short-term breakouts, so tomorrow watch for abnormal bidding premiums.

Zhejiang Xineng (Zhejiang + Power + 1.99 billion), a “new energy” label used to reinforce energy substitution theme. Yesterday, Dongfang New Energy targeted Shaoneng, today Dongfang was halted, Shaoneng rebounded, Zhejiang Xineng targeted Dongfang New Energy. Will Zhejiang halt tomorrow and Dongfang rebound? Or explore first-board “new energy” stocks for rebound?

Liaoning Energy (Northeast + Wind Power + Coal + 653 million), Northeast + Liaoning Energy, a typical “Sima Zhao’s heart,” if Huadian Liaoning doesn’t die, it can keep looping. Like Guoguang’s previous pattern, but too obvious, so the effect is discounted.

C8 simulation market:

1. Huadian Liaoning
2. CNOOC Capital
3. Shenzhen South Power
4. Shouhang New
5. True Vision X

Four tips for capital recovery, shared with you! As follows:

1. Ice point cut
2. Main upward empty position
3. Divergence mixed with fuzz
4. Tidal retreat aggressive attack

March 24th Outlook: Energy substitution + computing power combination should be the main theme in March. Tomorrow’s key is whether strength appears at low or high levels. Today was the first-board node, with index recovery + Huadian Liaoning’s breakthrough. Tomorrow, 1-2 stocks are the next high point. Good brokerage stocks should prepare for overnight positions. From the market feedback, external cut signals are not obvious, so look for first-board relay in energy substitution and computing power sectors. If relay buying is unavailable, observe elastic and trending stocks with recognition, such as Meiliyun, Huadian Energy, Ruiskang, GCL System, Jinkai New, etc.

Seven hot posts pinned, tips based on strength, likes from self-awareness. Everyone’s interaction value is visible. Respect knowledge sharing, create a friendly community. Specific ideas in the comments section, see you at 8 am tomorrow.

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