3.9 Retrospective

High suppression [Taogu Ba]
8 Baiyin Nonferrous Metals (Gansu, Nonferrous Metals)
5 Hanjian Heshan (Beijing, Chemical Industry)
5 Zhangyue Technology (Beijing, AI Applications)
7 Yunee Holdings (Henan, Computing Power, Electricity)
4 Shuita Gas (Shandong, Natural Gas)
4 Yasheng Group (Gansu, Agriculture)
4 Shandong Molong (Shandong, Oil)
4 Shunnai Co., Ltd. (Guangdong, Computing and Electricity Collaboration)

Recent high changes: 8, 5, 4, 4, 4, 5, 4, 5, 7, 3 (Taijia, Changyuan), 4 (Shui Fa, Yasheng), 4 (Shunnai, Wangli)

Node echelon: 4
Evaluation: The 4-board is a pioneer node for the Two Sessions theme, likely aiming for a breakthrough. Whether it’s San Ge or Shunnai, Shunnai is better because of turnover and participation, making market recognition higher. Recently, when approaching high levels quickly, don’t casually do relay trades. Even if you do a relay, going from one to two is still middle ground, right? That’s the principle. If you didn’t participate at low levels in the main upward echelon, just control your hands.

Top five five-day gains: Lingwei Technology, Yahong Medicine, Wangli Security, Shunnai Co., Ltd., Canaan Intelligence
Evaluation: 2 Electric, 1 San Ge, 1 Chemical, 1 Medicine. The theme direction is oil and gas switching to electricity, but medical risk hedging has appeared. Be cautious of recent risks. The index daily and weekly K-lines both show divergence at the top. Some have already hedged early in medical stocks, which is understandable. Computing power collaboration remains in a major trend cycle.

Top five ten-day gains: Tongyuan Petroleum, Lingwei Technology, Yunee Holdings, Shandong Molong, Qian Neng Hengxin
Evaluation: 2 Main board, 3 Elastic. The main board still has fewer elastic stocks. Many good stocks are elastic, mostly for quick gains. Wait for breakthroughs. If you don’t want to lose, just wait.

Stocks about to resume trading: None

Four-board
Wangli Security: The overnight buyable hard San Ge stock. If you can’t buy it, then it’s Ruitai. Both Wangli and Shunnai can break the game, as long as they can break through.

Shunnai Co.: Without Hanlan’s Red Kai, I’m hesitant to buy. Still need to see if Wangli will do it. The hope for a short-term breakthrough lies here. The echelon has lost the buy point, so if you lack chips, just watch the results. If you set a wrong expectation and the next day’s performance exceeds your expectations, you might not be able to resist. That’s human nature—very foolish. Normal expectation is acceleration, as it fermented all day. But acceleration doesn’t mean no risk of impact. Oil and gas stocks can still be pushed back down on news. In the era of quantification, the market can turn into a slaughter in seconds. The high level is breaking 6; the 6-board just ends after the 11th meeting. Actually, the real end is on the 12th, but it’s close enough.

Three-board
Meiliyun: Said last week that hitting the limit doesn’t lose, this kind of stock has a certain momentum for hitting the limit. Otherwise, just buy high and sell high.

Two-board
Chitianhua: Followed oil and gas with a one-word move. Jinjing’s backstab is unresolved. It held up well in the morning but couldn’t withstand the pressure in the afternoon. Chemical industry’s high suppression is still Hanjian’s 5. The timing was off, effort was wasted—that’s the main issue.

Jinkai Xinneng: How could it leak like this? Jinkai might become a minus point.

Ningbo Construction: Low-position computing power with firmness. First board on Friday afternoon. Who does it remind you of? Yes, Anji.

Xiexin Nengke: Power arbitrage stock.

Tuowei Information: No action in bidding, trend remains.

Shaoneng Shares: Excessive volume at the afternoon open, under inspection.

Samsung Medical: Bidding with huge volume, preparing for resistance tomorrow.

Wanze Shares: Trend stock.

First board: Lixin attempts to hit Intercontinental, Qunxing attempts Molong; what does it mean? Worth researching.

Tomorrow’s opportunities to watch:

1. Trend low buy or shorting
2. The two stocks attempting the first board
3. Overall, wait for Shunnai to break through. If you haven’t bought Shunnai, be patient. If a big decline comes out, isn’t that a profit?