Ahead of March 31: Hangdian Shares, Shida Shenghua, Zende Medical

The broad market tomorrow will most likely see a choppy trading pattern that first dips and then rises, trading around the 3900-3950 level. With month-end funds in play, there’s an idea to finish the month green, and there won’t be the risk of a major drop. Today, northbound capital added slightly, and the main force also moved back in near the close. The support at 3900 is solid; plus, policies such as consumption subsidies and relaxed technology financing are still providing backing. It’s just that April will be reporting season—funds will be more selective toward stocks with performance, so don’t chase random low-quality names that lack fundamentals! [Taoguba]

Watch list: Anheng Optoelectronics 600487

Focused on the two main lines of optical communications and subsea cables, it benefits from the explosive surge in AI compute demand and a high increase in offshore energy orders, with strong performance certainty.

Current holdings

Zhendne Healthcare (603301)

It’s up against the trend today. Pharmaceutical-sector capital has started to rotate back, and the company’s performance is also recovering. Tomorrow, it will most likely continue to grind higher in a relatively steady way.

Action: Mainly hold the position. There will be pressure around 98 yuan. If it pulls back to 95-96 yuan, you can still take a small-position dip-buy; don’t blindly chase it higher.

** Hangdian Co., Ltd. (603618)**

A reduction in holdings announcement came out—shareholders and executives will be selling after 4.17. In the short term, sentiment will definitely be affected, and today the sector funds are also running.

Action: If it rallies tomorrow, cut some positions as soon as possible; don’t hold on waiting for the selling to play out. Waiting and watching is steadier for now in the short term.

** Demingli (001309)**

Last year, the company’s revenue and net profit doubled directly. The demand for AI storage is still booming. It rose today with exceptional strength, and tomorrow it will most likely keep rising.

Action: Hold firmly. If it pulls back to 400 yuan in the early session, add directly. First target: 420-430 yuan.

** Shida Shenghua (603026)**

The lithium battery materials sector warmed up again today. This stock, as a leading electrolyte solvent supplier, has already formed a bullish structure on the technical chart. Tomorrow, it will most likely consolidate at high levels before continuing higher.

Action: Just keep holding. A range movement around 93 yuan is totally normal. If it breaks below 90 yuan, cut back and take profit. Support is around 95-98 yuan.

** Pingtan Development (000592)**

It went up today, but it doesn’t have an independent catalyst—it followed the forestry/tourism sector. Tomorrow, it will most likely drift along with the broader market.

Action: Just hold with a light position. 11.8 yuan is a key resistance area. If it pulls back to 11.2-11.4 yuan, you can try to make a short-term trade; don’t go all-in gambling.