March 20 Bingbingbing

1. Market Popularity (Total transaction amount of limit-up stocks in parentheses): [Taoguba]

Electric Power (14 billion) > Photovoltaics (12 billion)

2. Hot Sectors and Stock Analysis (Red text involves subjective comments, experts please skip)

Electric Power
000601 Shao Neng Co., Ltd. 09:30:45: Electric synergy + energy storage three consecutive limit-ups.
000862 Silver Star Energy 11:06:46: Wind power
002310 Dongfang New Energy 11:17:01: Green electricity opened. Two consecutive limit-ups.
600396 Huadian Liaoning Energy 13:40:31: Green electricity opened. Five consecutive limit-ups.
600726 Huadian Energy 14:55:19: Green electricity opened. Two consecutive limit-ups.
600310 Guangxi Energy 14:55:49: Power opened.
300040 Jiuzhou Group: Green electricity opened.
002309 Zhongli Group 09:35:30: Photovoltaics
002150 Chint Power 09:37:30: Photovoltaic equipment + energy storage
301658 Shouhang New Energy 11:17:01: Photovoltaics
603778 Guosheng Technology 13:37:31: Heterojunction photovoltaics opened.
300827 Shangneng Electric 14:43:47: Photovoltaic equipment opened.
001283 Haopeng Technology 14:55:34: Energy storage opened.
Comment: Although there are different varieties within the electric power sector, overall, the strength of electric power stocks remains very online. The midday market news boosted the photovoltaic sector, indirectly strengthening some electric power stocks. Overall, electric power has become a market weak-side grouping direction at this stage. If next week continues to adjust, high-value electric power stocks may have the potential to surge.

CPO
002428 Yunnan Germanium Industry 09:30:15: Fiber-grade germanium products
688498 Yuanjie Technology: CPO opened.
300782 Zhuseng Microelectronics: Opened.
Comment: CPO was strong on Friday morning, with the straight-up rise of Ruisikangda and Mingpu Guangci opening in the afternoon. The overall sector rhythm was also high open and low walk, driving the entire chip sector to open high and then decline.

3. Announcement Board
603687 Dashengda 09:30:00: Planning to invest in GPU + perovskite equipment, three consecutive limit-ups.

4. Other Limit-up Stocks and Concept Speculation
000020 Shenhuafa A 09:30:00: LCD display + property management five consecutive limit-ups.
600604 Shibei High-tech 13:23:31: Venture capital + digital intelligent park opened.
000677 Hengtian Hailong 09:30:00: Low-altitude economy
000509 Huashu Holding 09:56:31: Industrial mother machine
603381 Yongzhen Co., Ltd. 14:27:01: Robotics opened.
605050 Furande 14:55:19: Robotics opened.
603165 Rongsheng Environmental Protection 14:48:47: Indirect investment in Yushu Technology opened.
603538 Minohua 13:37:46: Weight loss drugs opened.
600683 Jingtou Development 09:53:01: Planning to divest real estate
603026 Shida Shenghua 10:16:01: CATL opened.
600617 Guo New Energy 09:37:00: Natural gas two consecutive limit-ups.
002256 Zhaoxin Co., Ltd. 09:58:01: Salt lake lithium extraction opened.
605299 Shuhua Sports 10:33:46: Football concept
605099 Guchuang Turf 14:16:46: Football concept opened.

5. Data Speak:
Number of stocks with gains over 10% (including limit-up): 43; stocks with declines over 10%: 32
Shanghai Composite: Up 313, Down 2011. Turnover: 964.8 billion
ChiNext: Up 135, Down 1251. Turnover: 663.3 billion
Beijing Stock Exchange: Up 42, Down 255. Turnover: 16.2 billion
Stocks with gains over 5%: 115; stocks with declines over 5%: 490

6. Market Popular Stocks:
600396 Huadian Liaoning Energy (Power five limit-ups)

Comment:
The market continues to be frozen. Although the number of stocks hitting the limit-down is not as exaggerated as a hundred stocks, the market has been frozen for three days this week, with the other two days also close to freezing. Moreover, looking at the entire March, overall sentiment has been quite low. The so-called “frozen for three feet is not a day’s cold,” and even if there is a rebound later, it won’t be achieved overnight. Therefore, for short-term trading, it’s better to wait patiently.