[Red Envelope] The layout is finalized, focus on this!

【Like and Follow, Limit Up Can’t Stop It】【Support and Tips, Holdings Keep Rising】[Taoguba]
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Hello everyone, I am Daddy Ni, pleased to meet you here. I mainly focus on market logic and sentiment. If you have any questions, feel free to leave a message in the comments.**

Yesterday, my kid had some matters at school, so I didn’t post anything all day.

I didn’t pay much attention to the ups and downs of the market.

It’s not a big deal.

Recently, the market has been highly random, rotating in one direction each day.

Without a first mover, once you enter, you might get hit for two days.

So it’s better to stay put, do some T (trading), or follow the trend.

For example, last Friday, the resource sector had already weakened, but over the weekend, driven by news events, it opened sharply higher on Monday.

Take the previous Six Nations Chemical, if you only started buying on Monday, you might have already been hammered into submission these days.

When you think it’s no longer viable, it rebounds for two days again.

Chasing the rhythm back and forth, getting hit repeatedly.

On Monday afternoon, the strongest sector was the electric power synergy, originally a strong theme driving index recovery, but on Tuesday, it opened high and immediately fizzled out.

The sector’s sustainability lasted less than a day.

Actually, the strongest on Tuesday was the optical communication sector, which was heavily sold off on Monday.

But if you see optical communication strong today and chase again, you’re wrong.

Today, optical communication and yesterday’s electric power synergy played the same game — surged then fell back.

It’s not that the market isn’t profitable, but most people can’t endure it.

Just like the Intercontinental Oil & Gas back then.

If you had believed early, you might already be living in a villa by the Shanghai waterfront.

The reason for such rapid rhythm is mainly because the current market is too “random.”

In this situation, many rhythm points are driven by nearby market changes.

Like optical communication and computing power sectors, if today the sector opens lower with divergence, there’s room for it to rebound.

But instead, it accelerates with a gap up, forcing a realization pattern.

Yesterday, when asked again, I could only say “don’t chase the rise.”

Because in this kind of market, once it accelerates, it’s more of a selling point than a buying point.

If you bought early, no rush — the trend is still there. Add on dips, do some T, and wait patiently.

Back to the market:

Today’s market volume is 2,508.4 billion yuan, up 110.5 billion from yesterday.

Number of stocks rising: 1,926; falling: 3,126.

Limit-up stocks: 53; limit-down stocks: 2.

A significant pullback of 6%.

Yesterday’s volume was lower on the rise; today’s increased volume is a good sign.

The market is gradually entering a desensitization phase.

Tech and cyclical sectors are less sensitive to positive news now.

Two weeks ago, trading was driven by events and expectations; now, it’s mostly about chips.

Quantitative trading is about who has the best value for money — those who have it, eat up the others.

The 60-day moving average of the index has stabilized, and a rebound above the moving average still indicates a stable period.

It’s good to buy on dips and do some T.

Hot sectors:

Previously mentioned power grid and photovoltaic sectors are still doing well today.

Be patient, and you can still harvest some big gains.

Short-term focus:

Yunnan Energy Holding (low price, sector trend combined, favorable restructuring, electric power synergy, breakout anomalies)

Chemicals

10cm: Jinniu Chemical (8B in 18 days), Xinjiang Tianye (2B in 4 days), Baichuan Shares, China Salt Chemical, Yuanda Holdings, Baofeng Energy, Zhongtai Chemical, Andy Su, Sanyou Chemical, Plum Blossom Biological

News:
On March 11, 2026, media reported that Qatar’s Ras Laffan plant — the world’s largest liquefied natural gas export facility — has had no ships departing for five consecutive days. This is the longest interruption since records began in 2008, directly threatening further rises in global LNG prices and impacting downstream chemical supplies.

2. Smart Grid

10cm: Greenland Power (2B), Huadian Energy (2B), Dingxin Communications (2B), China Energy Construction (4B in 4 days), Linko Technologies, Green Power, Gannan Energy Shares

News:
On March 5, 2026, the government work report first listed “electric power synergy” as a new national infrastructure project.

3. New Energy Industry Chain

10cm: Weiling Shares (8 days, 3B), Yuegui Shares (4 days, 2B), Xiongtao Shares (5 days, 2B), Guanhao High-tech, Shuangxin Materials

News:
Amid soaring raw material prices, Ningde’s Q4 2025 results exceeded expectations. After the holiday, as new car models are released, demand will gradually pick up. Starting in March, energy storage projects will accelerate with the arrival of spring, and lithium battery production in Q2 will trend upward month-over-month.

4. Energy Storage

10cm: Guosheng Technology (7 days, 3B), Chint Power, Deyei Shares, Energy-saving Wind Power
20cm: Shouhang New Energy

News:
U.S. data center construction continues to accelerate, but structural issues like “macro grid connection difficulties” and “micro-space costs” are increasingly prominent. Energy storage, with its ability to ensure power stability and energy efficiency, is becoming a core solution.

Future Energy: Tianying, China Power Investment

Recent new themes are fundamentally about energy independence and control.

In future energy, the key directions include green hydrogen and green alcohol, as previously discussed.

Under current dual internal and external stimuli, this sector has a strong chance to lead the main trend.

Today, I just want to highlight two sectors that have recently become active:

Electric Power Synergy: Yunnan Energy, Xinlian

Today, the electric power sector again shows divergence, but it’s not entirely weak.

Although there are differences in the market, there’s no clear realization pattern.

Focus on Yunnan Energy, which is now the core high standard in the market, breaking new highs today.

If it can continue to expand, it will also boost the electric power synergy sector.

That’s all for today! Wishing brothers and sisters a big market rally!

Stay alert to see through the secrets,
Avoid arrogance and impatience to walk further.

Brothers, don’t be stingy — support with a like, a tip, or a boost to help Daddy Ni grow his popularity.