[Red Packet] 3.16: Xi'an Taiwei Road Makes 100 Million Shunna Shares Purchase, Can It Break Through the Dragon and See Tomorrow

Preface: “A single red among a sea of green, core light leads the way, riding the east wind.” [Taogu Ba]

Today should be considered a day where the system stability and rhythm were played to the extreme. Yesterday’s analysis was very clear in its qualitative judgment: small dips buy, big dips buy more,狂跌 all in. This was the qualitative outlook for today’s market based on yesterday’s thinking. Looking back with hindsight, the morning’s picks of Shengsina and Dongshan Precision align well with market logic.

Shengsina, I hope everyone considers this first: since everyone is optimistic about the electronic computing collaboration, why has the focus been on Shengsina since last week, instead of Yunnan Energy Control? Everyone analyzes Yunnan Energy Control as the leader in electronic computing collaboration. Yunnan Energy Control hit two consecutive limit-downs, while Shengsina rebounded to limit-up. What is the logical relationship, capital intent, and basis for manipulation behind this? Understanding this will greatly help in understanding cycle and node positioning. I hope everyone thinks about this first; after tomorrow’s farewell, I will break down the logic further.

Since Shengsina was able to break through Yunnan Energy Control’s A-shock today, the positioning should be based on the breakthrough. Whether it can leverage the electronic computing collaboration’s repair tomorrow to become the leader depends on whether the market recognizes it. Note! The cycle for electronic computing is likely ending. Even if Shengsina fits the aesthetic of a breakthrough, it cannot withstand the pressure of the long-term cycle. So, you should know how to respond tomorrow. Those with an early hand need not fear. This is mainly a reminder for latecomers: ❗️

Today’s market analysis should be the most refined in recent times, as it contains many knowledge points and will greatly help your system. Today’s index, sentiment, theme evolution, path analysis, and stock disputes have been thoroughly analyzed. Still, pay close attention to the real-time knowledge points, as they are all pre-emptive analyses. The point here is to tell everyone that capital behavior trajectories are traceable and can be exploited by understanding their规律. Repeated reflection will greatly benefit your system!

Many traders outside the core suffered heavy losses. Seeing the calmness of the Michelangelo family members here, I roughly gauge everyone’s state. That reassures me. I believe that under this chaotic structure, everyone has gained something. I also hope everyone stays grounded. In this structure, biting into a piece of happiness is enough. Don’t overthink. Keep calm, focus on the future, and work on making your system more stable, better adapted to the current environment, to go further and live longer—that’s our goal! Keep going!

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3.16: The index has stabilized with reduced volume for three days! AI leveraged the index’s recovery to make a reverse push, with the fermentation directions being PCB and storage. The news stimuli include marine economy and cross-border payments, which are quant arbitrage. Electronic computing collaboration shows willingness to recover, and agrochemicals are nearing the end.

Market Overview:

Market volume: 23,399, with a decrease of 773 million; 47 limit-ups, 5 limit-downs. Yellow and white lines intertwined, in a weak recovery state.

The current index is forming a downward wave 2 structure. Once this structure completes, it will be very favorable for the market. Completing wave 2 means short-term shorting momentum is fully released, and the index is likely to stop falling and stabilize, forming clear technical bottom signals. After the bottom, off-market funds will re-enter, trading volume will gradually increase, and market sentiment will warm up. As funds flow back, the market will shed its previous chaos and rotation, and new main themes will quickly ferment and sustain, creating clear profit opportunities. This is not a small rebound but an index-level opportunity, a crucial turning point for the upcoming trend. Everyone must patiently wait for the structure to confirm and signals to appear—avoid front-running bottoms or panicking at lows. Maintain rhythm, wait for index stabilization, incremental inflows, and new themes to start, then act decisively to seize this important trend opportunity.

From a technical K-line perspective, a triple bottom has formed. When the index drops, it indicates real capital is buying. This shows that 4050 is a strong support. Whether the future is oscillation or upward move needs 4-5 trading days for verification. Why 4-5 days? First, from 1.13 to 2.2 is 15 trading days; from 2.3 to 3.2 is 14 trading days. If after oscillation, the index continues upward, we are already at the 9th trading day. To push to 4197.23 points, the next few days must see positive K-lines, forming a symmetrical structure. This is also why Michelangelo has been urging everyone to watch the market carefully. Shengsina was the first to ferment after the index bottomed on March 4; today’s index bottoming is also a key point to observe tomorrow.

Currently, the market is in a weak recovery state. Active funds have significantly decreased, sentiment cycles are entering a faster rotation chaotic cycle, multiple themes are battling without sustained main lines, and overall profit-making effect is one-sided. Short-term trading difficulty has increased sharply. However, trend-leading large-cap stocks still perform well under pressure, with funds favoring performance and certainty. The current market is more suitable for quick in-and-out trades and short-term arbitrage, not for holding positions in a pattern. This also reflects a market shift: the national team aims to guide funds away from aggressive speculation and gradually develop a steady, slow bull investment mindset, which is more conducive to long-term market stability.

The market environment still cannot open up a streak of consecutive limit-ups. The high point is compressed to 3 limit-ups, with 47 limit-up stocks. Attention should now be on the relay—when the index stabilizes, a wave of momentum may erupt. Who will lead this relay? We will see as we go.

Market Sectors:

Themes: The strongest in bidding are the marine economy stimulated by news—Oriental Marine; cross-border payments—CPC Capital. After opening, quant trading first targeted marine economy, then all other sectors were liquidated along with the index. The market then returned to high-level electronic computing collaboration, but without results, and moved on to PCB and AI industry chains. As the index stabilized, the afternoon saw storage chip plays leading the charge. Overall, the themes with V-shaped rebounds are PCB and storage; the short-term quant trading themes are marine economy; others are less meaningful.

Storage:

1st board: Jinsun, Langxin Technology, GigaDevice, Yingxin Development, Taiji Industrial, Yachuang Electronics (explosive)

Institution-led trend stocks deserve close attention. Recently, many new trend highs are mostly institutional stocks. Short-term sentiment fluctuations do not affect the slow bull logic of institutional funds. Do not chase high on consecutive limit-ups; risk is high. A safer approach is to focus on trend low-position institutional stocks, buy on dips, and hold patiently.

This aligns with the morning’s analysis. From today’s perspective, if funds V-shape in the afternoon, they are likely attacking big tech. The reason for low-position bets on big tech trends like Dongshan Precision’s PCB is based on some left-side thinking, consistent with yesterday’s analysis.

AI Hardware:

3 boards: Farsight
1 boards: 263, Victory Precision, Jinan Guoji, Taijing Technology, Kechuan Technology, Chaoying Electronics

The 2026 Nvidia GTC conference will be held from March 16-19 in the US, focusing on AI and next-generation AI infrastructure. Expected releases include GPU architectures codenamed Feynman, Rubin GPU, and the first display of Samsung HBM4-based Vera Rubin products.

Every year, Nvidia’s conference triggers AI hardware-related waves. Today, many funds took early positions on the back of the index’s V-shape recovery. The next step depends on the index’s movement and Nvidia’s tonight’s developments. Today’s AI hardware fermentation is focused on PCB directions.

AI Applications:

1 boards: Annie Co., Tiandi Online

The supporting sectors for AI hardware are in a rebound from oversold levels; the sector is ineffective, so ignore.

Agricultural Chemicals:

3 boards: Sanfangxiang
2 boards: Chitianhua
1 boards: Nongfasheng, Hongbai New Materials

Initially, this sector was the strongest in the market, with the logic: explosive on the first day, accelerating the second, and cashing out on the third. From a relay perspective, Sanfangxiang with debt is not suitable for blindly chasing high. The entire sector’s fermentation process was bumpy. In the afternoon, Hongbai New Materials, the first to hit the limit, hints at strength in chip technology sectors, consistent with the afternoon’s tech sector fermentation. Tomorrow, observe Jinniu Chemical; if negative feedback occurs, those diverging from Jinniu can be prioritized.

Electronic Computing Collaboration:

2 boards: Xihua Technology
1 boards: Huadian Liaoning Energy, Shengsina, Dingsheng Communications, Dongfang New Energy

Huadian Energy was stimulated by marine economy news, with a direct one-word limit-up due to bidding. But marine themes are only short-term, weak in sustainability. Shengsina’s limit-up today indicates funds are pre-positioning for tomorrow’s power sector recovery. As a high-level target, Zhongnan Culture and Huadian Energy should not backstab the sector tomorrow, or it will suppress the sentiment and relay space of the power line.

Note that electronic computing collaboration has been diverging for three days. Its decline today is also in need of repair. Shengsina’s limit-up today is because of its holding, and if tomorrow it recovers, someone will go back to do this K-line. This kind of K-line is favored by group leaders. Now, Xi’an Taihua Road has learned this, looking promising.

Deep Sea Economy:

1 boards: Oriental Ocean, Marine King, Yufu Shares, Shenkai Shares

This was a reaction to yesterday’s news, a repeat of old news. The four giants of deep-sea are only Jili not yet strong. The stock faces significant trapped pressure, and today’s break was expected. The entire sector’s fermentation logic is not smooth; marine engineering themes have low premium in initial bidding and no one-word limit-up support. The core stock, Oriental Ocean, is more focused on fishing-related subthemes, with weak theme sustainability, typical half-day trading. Be cautious of funds rushing to chase tomorrow; avoid chasing high.

Robotics:

1 board: Standard Shares, Yutong Tech, Shengshi Tech

Standard Shares hit limit-up early, Yutong Tech hit limit-up at the close. Just watch the premium of Standard Shares; the sector has tried multiple times, relay attempts are not promising. From a theme perspective, ignore.

Shipping:

1 board: China Merchants South Oil, Hainan Hitech

Extension of US-Iran events, oil, chemicals, shipping are all interconnected—ignore!

Jingtou Development: plans to transfer assets and liabilities related to real estate development to the controlling shareholder, expected to constitute a major asset restructuring (3.16)
Yaxiang Integration: net profit about 892 million yuan in 2025, up 40.3% year-on-year (3.13)

Summary: The current cycle is in a Wave 2 bottoming + chaotic cycle of sentiment rotation, with strong market divergence, sluggish active funds, rapid theme rotation, and weak profit effects. Only trend-leading institutional stocks are under pressure. Focus on controlling positions, maintaining rhythm, low-position buying, avoid chasing limit-ups, patiently wait for index stabilization and incremental funds, and seize index turning points. Today’s themes are mostly news-driven with poor sustainability; marine economy is a half-day play, only semiconductors are the institutional trend mainline. The key node is index stabilization signals. Cautiously adopt a trend-following bias, focusing on low-position institutional stocks filtered by the “Nine Dragons” method, and only re-enter after confirming the structure. Trend bias remains dominant; temporarily avoid chasing consecutive limit-ups. Sentiment-wise, today’s bottoming K-line suggests left-side buying opportunities.

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Stock Analysis:

China Power Construction: Led the rally on Friday with the electronic computing collaboration theme, but today all weakened and dropped sharply, sentiment turned weak. Should have seen a recovery, but we must not passively wait; if recovery fails and it drops sharply, positions will quickly become passive. Follow the principle of protecting life first, then seeking profit.

Dongshan Precision: As a core leader in PCB and optical communication, it can be considered for layout today. In the morning, it was probably the best-structured trend stock in PCB, but in the afternoon, PCB strengthened, and it did not follow the trend—this was a mistake. From the morning’s perspective, low-position picks are based on left-side strategies; by afternoon, the logic shifted. But overall, it’s no big deal; institutional trends here are not driven by limit-ups but by continuous progress along the 5-day K-line.

Kexiang Shares: This K-line needs one more day of observation.

Shengsina: Its breakthrough route is now established; whether it can become the leader tomorrow depends on whether it can secure the top spot.

Future Strategy:

Index: Recent “golden needle” bottoms last about 3 days. Tomorrow’s index should be okay, depending on volume. A volume-driven recovery is what to watch.

Cycle: After the Wave 2 bottoming, the main upward trend is awaited. Michelangelo is waiting for this node.

Sentiment: Tomorrow’s sentiment will recover; whether it turns strong or diverges depends on real-time judgment.

Node: Relay points are not analyzed for now.

Trend bias: The market currently favors trend stocks. Focus more on trend stocks.

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Thanks to all brothers and sisters for your support and encouragement—may we all succeed and prosper forever!

@Shunshi Weiwang1986 @Nirvana2018 @eidjsj @LiJiaTu111 @ZhangXiaoZhang123 @NanyouXiaoChao @ZhuangGeShuoGu
Thanks to everyone for your tips and rewards—wishing you wealth and prosperity!
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