100,000 challenge 20x, Day 46

3.30 Trading Record [Taojuba]
The opening bell is the absolute low point, but I’ll keep doing the bid-ask spread trades on what I’m holding.
At the opening, the low point was absolute; after watching Chaojie and Western for a bit, I topped up.
If you’ve watched my previous “Ordinary People” recap, you can also see that I’ve mentioned commercial aerospace multiple times.
I’ve also kept doing T inside it without leaving. Today, Baiyueguang Chaojie Co., Ltd. finally delivered just once—no wonder I’ve been waiting for days.

Independence Day: the sun rises and sets in the east and west

On the board, the commercial aerospace theme keeps climbing. Jianjian Shares, Re-sheng Technology, and Aerospace Power all hit the daily limit; the base and precious metals sectors were strong all day, with Minfa Aluminum, Changlu Aluminum, and Tianshan Aluminum sealing the limit. Agricultural stocks kept strengthening, with Xin Nong Development and Jinjian Food sealing the limit. The innovative drug concept shook upward, with Meinuo Pharma and Saili Medical both hitting the limit. Fujian local stocks surged—Pingtan Development and Zhangzhou Development also hit the daily limit. Chemical stocks were repeatedly active; Suli Shares and China United Resources sealed the limit. The fiber optics and cable concept strengthened—Falsheng and FiberHome Fiber Optic Group, etc., all rose to seal the daily limit. In addition, directions like robots, high-speed rail track transit, and cloud/computing power leasing all showed some performance during the midday trading session.
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Before the market, US stocks continued to drop sharply. In A-shares, we saw a low open and a high close. Meanwhile, tech sectors like commercial aerospace, which had been heavily adjusted earlier, led the sentiment rebound, and the strength of the bulls’ offensive was stronger than last Friday. The market has completely become desensitized to the situation in the region involving the D side; A-share has now consecutively marked “Independence Day” for 2 days, and “sun rises in the east and sets in the west” is already set in stone.

Now the market has big fluctuations, but basically as long as you act when the number of advancing and declining stocks is at its low point, you can generally enjoy a premium. Directionally, I’ll still focus on AI hardware upstream materials (fiber indium phosphide) and the bundled stocks in the energy substitution theme. The oversold Fujian plus commercial aerospace can also keep being accumulated at low levels**

1. Pharmaceuticals
The aerospace sector continues to rebound today. Jianjian Shares hit a three-late streak, while Re-sheng Technology and Aerospace Power, etc., saw their earlier leading stocks all hit the daily limit.

According to statistics from Jiemian News, public information shows that multiple companies have already announced timetables for conducting rocket recovery tests. Blue Arrow Aerospace’s Zhaque-3 and CASC’s Lijian-2 plan to conduct recovery tests again in the second quarter of this year. Tianbing Technology’s Tianlong-3, Xingji Rongyao’s Qubixian-3, Galaxy Power’s Zhishenxing-1, Jianyuan Tech’s Yuanhangzhe-1, Deep Blue Aerospace’s Xingyun-1, and China Great Wall’s Lifengli-2, etc., will all make their maiden flights this year. Besides the IPO progress of Space X, domestic commercial aerospace remains full of positives as well—Galaxy Power’s orders are scheduled through 2028, and Lijian-2 will be launched this week. Before Space X officially lists, domestic commercial aerospace has great potential; focus on the opportunity brought by oversold popularity stocks that appear around December and January.**
2. Pharmaceuticals

The pharmaceutical sector continued to perform well today. Meinuo Pharma hit a five-late streak, and Lugu Pharmaceutical, as well as Lianhuan Pharmaceutical, etc., also saw consecutive limit-ups.

Besides industry conference catalysts, the latest data released by the National Medical Products Administration shows that in the first three months of this year, the total value of China’s innovative drug out-licensing (BD) transactions exceeded $60 billion, already approaching half of the $135.7 billion total for all of 2025. As of March 27, 2026 has approved 10 innovative drugs, of which domestic innovative drugs account for 8.

Innovative drugs have been adjusting since August last year, which is the most thoroughly adjusted among the main themes of last year. Pharmaceutical stocks with good historical “stock personality” are unusually strong. This round will likely also show persistence; the key is that sub-segment of innovative drug BD.
Outlook for tomorrow

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With annual report performance starting to be disclosed in a dense wave, some people are happy and some are sad. During this period, you must avoid problematic stocks and loss-making stocks. Of course, for high-visibility sectors, an earnings increase is the best catalyst. So the earnings line—led by AI hardware—will continue to be bundled together, while the oversold direction will keep focusing on commercial aerospace, as well as the Ai applications that are about to rotate in!!!

Warm reminder: The purpose of sharing a live trade is mainly to record my own challenge process. It is absolutely not the basis or reason for readers friends to buy or sell stocks. It does not constitute investment advice. If you act based on this, you need to bear the consequences of your investment yourself. The stock market is risky; invest cautiously!!!