【260327】Lithium battery boom, Rongjie successfully advances to the Fourth Board!!!

** 【Introduction】** [TaoGuBa]

Dear friends, hello everyone!

I am SanCun WeiGuang, a blogger focused on sharing real trading experiences with small capital. Thank you very much for your attention and support!

Next, please allow me to share my daily summary and views in two parts. I hope to provide some minor assistance to you who are fated in the vast sea of people. Let’s work hard together!

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< Trading Summary >

1. Today’s Trading Summary

Sell: Huadian Liaoneng, Hunan Development, Mingpu Guangci
Buy: Xineng Taishan, YN Energy Holdings
Hold: Meinuohua

1.1 The real trading account is shown below:

2. Analysis of Yesterday’s Watchlist

2.1 Yesterday’s Watchlist

Power Sector: Xineng Taishan, Hunan Development, Guangxi Energy, Huadian Liaoneng
Lithium Battery Sector: Rongjie Co.
Pharmaceutical Sector: Meinuohua

Regarding Xineng Taishan and Hunan Development, there is a certain positioning relationship with Hunan Development, but Hunan Development completed the board turnover of disagreements a day earlier. It is normally possible to use the turnover to position Xineng’s fourth board opportunity, but due to a certain preemptive effect in the bidding, it was passed over during the bidding. Xineng Taishan, after a significant volume disagreement in the bidding, was not affected by Hunan Development’s positioning after the market opened, quickly went up to complete the turnover upgrade, while Huadian Liaoneng also had a certain degree of upward assistance. This indicates that the power sector still has hope for further strength, and Guangxi Energy’s top-limit provides emotional support, so we can pay attention to the potential connection on the board.

Regarding Guangxi Energy, it quickly strengthened under the popularity fermentation last night, coupled with Huadian Liaoneng’s late-stage explosive fall, giving an opportunity for low-level rebound. Thus, it is also a key stock targeted by funds, and the market opening bidding directly capped the limit, fully amplifying the sentiment, so the only potential connection is during the overnight or market opening bidding moment.

Regarding Huadian Liaoneng, which I previously shared in the comments section, it has achieved excellent performance with eight consecutive boards under such unstable external conditions, boosting funds’ confidence in the power sector. Additionally, it is also a representative core stock in the main rising phase 2 of the power sector. Although the attempt to reach nine boards failed, on one hand, it reflects funds’ concerns about verifying abnormal supervision, and on the other hand, there are plans to digest profit-taking. It has shown accelerated performance twice this week, accumulating many profit plates. A serious deviation at a high position is also understandable; in the future, we can observe the connection based on market acceptance, without forcing it. Focus on the serious deviation on the 30th (next Monday, under the condition of the Shanghai Composite Index rising +2.36% today, a significant deviation). In the future, funds will likely respond in this manner, but since it did not go up today, I chose to sell.

Regarding Rongjie Co., the lithium battery direction is mainly supported by price increases + rising demand. Today, the sector exploded, so as the leading stock, Rongjie Co. naturally attracts funds’ interest. Therefore, the strong intraday support opportunity is a potential connection, coupled with the sector’s continuous assistance, which is quite suitable for trial and error.

Regarding Meinuohua, the pharmaceutical sector was stimulated by external events a few days ago, gaining significant exposure, while during the performance explosion period, there is also a certain hedging function. Additionally, there were substantial positive announcements, creating a triple stimulus. This generally leads to a wave of primary rise, and the degree of support on the board determines the quality of the cap. Thus, a second cap is considered a good potential connection.

Overall, there were 6 stocks on yesterday’s watchlist, of which 4 successfully upgraded, and 2 did not successfully upgrade (Hunan Development and Huadian Liaoneng), and under normal conditions, they also did not meet the connection criteria.

3. Tomorrow’s Watchlist Preview

Power Sector: Xineng Taishan, Guangxi Energy
Computing Power Sector: Aorui De, Chuanrun Co.
Lithium Battery Sector: Rongjie Co.

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< Review Summary >

1. Main Themes

1.1 Lithium Battery Industry Chain (Today’s Main Theme): ① Price Increase: The main contract of lithium carbonate on the Guangqi Exchange breaks 160,000 yuan/ton; ② Increased Production: By March 2026, the total planned output of lithium batteries is approximately 219 GWh, a month-on-month increase of 16.5%, with energy storage cells accounting for 40.6% of the production.

Core of the sector: Rongjie Co. (4 days, 4 boards, lithium mine + lithium battery)
Reverse Package: Shida Shenghua (6 days, 3 boards, lithium hexafluorophosphate + solid-state battery)
First Board: Jiangte Electric, Shenzhen New Star, Binhai Energy, Tianyuan Co., Chuaneng Power, Ganfeng Lithium, Tibet Zhefeng, Heimao Co., Haike Xinyuan, Yongshan Lithium, Weiyuan Co., Nord Co., Yongxing Materials, Shengxin Lithium Energy, Jinyuan Co.

Since March 24, new first boards of lithium battery themes have been constantly fermenting, with certain performance benefits stimulating this direction. After Rongjie Co. upgraded to four consecutive boards, the sector as a whole has risen significantly, but the timing of the fermentation on Friday coincided with the weakness of the power sector. Therefore, if this direction is to strengthen further, we still need to observe the strength of the power sector, but the trend at low levels can be appropriately increased.

1.2 Power (Market Main Line): National policy supports the calculation of electrical synergy projects, and the subsequent proportion of green electricity applications in computing power facilities will exceed 80%.

Core of the sector: Huadian Liaoneng (10 days, 8 boards, today no board, electrical synergy)
Fourth Board: Xineng Taishan (4 days, 4 boards, cables + restructuring)
Second Board: Guangxi Energy (2 days, 2 boards, green electricity + photovoltaic), Jinkong Power (2 days, 2 boards, green electricity + performance increase), Dadongnan (2 days, 2 boards, including solid-state concepts)
Reverse Package: Zhongnan Culture (15 days, 8 boards, restructuring + Sulong Thermal Power), Dongfang Xinneng (10 days, 5 boards, wind power + green electricity), Ningbo Energy (4 days, 3 boards, green electricity + asset injection expectations)
First Board: Xihua Technology, Hangdian Co. (electric + optical communication), YN Energy Holdings (electrical synergy)

The sector has gone through a second round of primary rising waves, with the first round led by YN Energy Holdings’ power market, during which YN Energy Holdings achieved 7 consecutive boards. Huadian Liaoneng broke through the height of YN Energy Holdings’ seven boards and nearly reached nine boards. In terms of height and strength, it is worth looking highly upon. Furthermore, the sector has seen more low-position boards ferment. This sector is undoubtedly the absolute main line in the market, showing a tortuous reverse package trend like Zhongnan Culture and Dongfang Xinneng. Although today’s Huadian Liaoneng did not achieve a reverse upgrade, the late-stage upgrade of YN Energy was quite unexpected, providing continuous support for the sector. In the short term, it should not be bearish, and an arbitrage model within the sector during the rotation process can be considered.

2. Sub-themes

2.1 Pharmaceuticals and Healthcare: The news stimulus is mainly about innovative drugs going overseas, breaking records, with the amount reaching $57.1 billion by 2026, accounting for 41% of the 2025 figure.

Core of the theme: Meinuohua (6 days, 5 boards or 4 days, 4 boards)
Reverse Package: Wanbangde (4 days, 3 boards), Shuanglu Pharmaceutical (3 days, 2 boards), Jiuan Medical (first board)
First Board: Shutaishen, Rejing Biotechnology, Jidan Biotechnology, Jinyao Pharmaceutical, Aosaikang, Zhaoyan New Drug, Xinlitai, Ketuo Biotechnology, Kanghong Pharmaceutical, Lianhuan Pharmaceutical

Overall, this sector has a fermentation time comparable to that of lithium batteries, mainly seizing liquidity from the power sector. This direction also fell in price, with some performance benefits, so more fundamental digging is needed, but it cannot yet be classified as a main theme and should be viewed with caution.

2.2 Computing Power: On March 26, 2026, the construction of China’s computing power platform started in Guiyang.

Core of the theme: Aorui De (8 days, 5 boards)
Core of sentiment: GuiGuang Network (topped limit, related to news stimulation)
Reverse Package: Haixing Co. (8 days, 3 boards)
First Board: Hongchang Electronics, Huafu Fashion, Xinpeng Co., Hongsheng Co.

Currently, the speculation in the AI direction is constantly rotating, and attention should be paid to specific sub-directions. On the other hand, it is also driven by the power sector, so the rotation period for individual stocks is relatively short, requiring more fundamental digging and news exploration, as this field involves extensive quantitative speculation.

2.3 Optical Communication: The news stimulus is about technological iteration, such as achieving bidirectional transmission capacity of 2.5 Pbps for the first time on a 24-core single-mode fiber over 10.3 kilometers.

Core of the theme: Hangdian Co. (3 days, 2 boards)
Reverse Package: Yunnan Ge Co. (6 days, 3 boards)
First Board: Taijing Technology, Farsen

This theme currently appears to be more speculative in nature; it is recommended to focus more on individual stocks rather than the sector as a whole. For instance, the speculation in Hangdian Co. has lasted for nearly two months, with the stock price hitting a new high. Although there was a negative impact from a reduction announcement, it has still shown a trend of reversing to new highs. In the short term, the fundamentals look solid, and a long-term perspective can be considered.

3. One-Day Themes

3.1 Consumption: In terms of timing, it is close to Qingming and May Day, so funds will gradually position themselves. There are no other stimulating factors in the news.

Reverse Package: Shuhua Sports (10 days, 5 boards, sports + Suzhou Super League upcoming), Shitou Co. (4 days, 3 boards, e-commerce)
First Board: Lehu International (beer speculation), Junyao Health (beverages), Ketuo Biotechnology (innovative drugs + probiotic drinks)

This theme can be viewed as a one-day play; internal speculation lacks a fixed logic, but attention can be paid to timing nodes, such as mid to late April.

3.2 Chips: This theme is relatively dependent on news stimulation, whether from technological iterations or production shortages; one can focus on these two aspects.

Core of the theme: Yaxiang Integration (no board, performance benefit support)
First Board: Xianglong Electric, Chuanrun Co., Shengjian Technology, Shangshi Development (indirectly invested in Shanghai Microelectronics)

The only thing to note is the late-stage performance of Chuanrun Co. and its arrow-like movement; it remains to be seen whether it can provide a certain positive feedback to the sector.

4. Other Themes

4.1 Performance Growth (Turning Loss into Profit): Guodian Nanzi (first board), Jinhui Co. (first board), Xianglu Tungsten Industry (first board), Tianzhong Precision Machine (first board)
4.2 Commercial Aerospace: Shenjian Co. (2 days, 2 boards)
4.3 Military Industry: Construction Industry (4 days, 2 boards)
4.4 AI Applications: Tiandi Online (first board)
4.5 Robotics: Shandong Mining Machinery (first board)
4.6 Real Estate: Shangshi Development (first board)

There are two themes to note here: one is about performance (digging quality stocks based on annual reports and quarterly reports before the end of April), and the other is commercial aerospace (with SpaceX expected to go public in June, the largest IPO in history). Other themes tend to lean towards speculative plays and can be monitored as appropriate.

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This review is for reference only. Investment carries risks; please be cautious when following trends!!!