Pre-market plan for March 30

Tomorrow’s Personal Thoughts:

1. Sentiment: On Thursday, Huadian Liaoning Energy broke the limit up to 9, and on Friday, the leading stock did not experience a drastic drop. On Friday, sentiment recovered, and on Monday, we will look at the feedback from the leading stock. If the three sentiment rivets meet expectations, we will continue to observe sentiment recovery tomorrow, looking at divergences;
2. Huadian Liaoning Energy: Regulatory extension on March 27, needs to continue to consolidate tomorrow without a drastic drop (limit down);
3. Yunnan Energy Holdings: Currently no news on a follow-up, if there is no follow-up news, after hitting the limit up on Friday, it must at least provide a premium tomorrow;
4. Huadian Energy: If tomorrow’s increase exceeds 9.88%, it will trigger a 30-day 200% abnormal movement. The last 10-day 100% abnormal movement was actively circumvented, and we will continue to navigate around the abnormal movement tomorrow, but cannot open deep water.
5. Themes
6. Electricity: Still the main thematic focus, looking for recovery tomorrow;
7. Lithium Battery: Continuing to strengthen for 4 days, peaked on Friday, looking at divergences tomorrow;
8. Pharmaceuticals: Started on March 20, fermented again on Thursday, strengthened on Friday, looking for continued strength tomorrow;
9. Nodes
10. Currently, the 4 boards: Index strengthening node (first board on March 24) + Dazhengda’s small node of breaking the limit from 4 to 5. Looking at Friday, firstly, the promotion rate is high, and secondly, there are 4 that broke the limit from 2 to 3 in the same tier (Aorede, Shitou Co., Ningbo Energy, Shuhua Sports) that rebounded. On the day of breaking the limit from 8 to 9, San Shui Fishery reached 7 boards, and Jiayi Wang reached 7 boards. Not afraid of heights, tomorrow, based on the strength of the themes, light positions can be taken, and if uniqueness is PKed out, certainty will be higher;
11. Currently, the 2 boards: Huadian Liaoning Energy’s first shadow node, true supplementary rise.
    (1) Currently, there are 3 electricity stocks (Guangxi Energy, Jinkong Power, Dadongnan), considering the limit up time and volume, currently the best is Jinkong Power (first limit up on the first board) + sufficient turnover. Guangxi Energy’s limit up time on the first board is lower than Jinkong Power. On Thursday the dragon and tiger list came out, due to (Zhang Mengzhu + Zhichun Road) two seats supporting, the heat went up, and Friday was capped; Dadongnan’s strength is not as good as Jinkong Power and Guangxi Energy. Tomorrow, the 3 still need to PK, not focusing on which one is better, just look at market choices;
    (2) Currently, there are 2 lithium batteries (solid-state batteries), Shida Shenghua’s first board on March 20 actually came out at the same time as Meinuohua on the 4 boards, more about trend movement; Dadongnan (electricity + solid-state batteries) previously acted as a supplementary rise for Nord Shares, has solid-state battery concepts, just looking at whether funds recognize this attribute on it;
    (3) Currently, there is 1 chemical stock, Jinmei Technology, with weekend conflict news stimulating expectations of a weak to strong transition tomorrow;
    (4) Currently, there is 1 pharmaceutical stock, Wanbangde, in terms of time cycles, belongs to the same tier as the current 4 boards, both are first boards on March 24, recognition is not as good as Meinuohua;
    (5) Currently, there is 1 commercial aerospace stock, Shenjian Co., the theme has not fermented much, can be ignored;
    In principle, tomorrow’s 2 to 3 is still a choice question, only light positions can be taken for arbitrage, without a certain buying point, afraid of heights, tomorrow focus on observing recovery intervention opportunities.
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