3.6 Next-Day Simple Match

StrawberryIce · 2026-03-07T11:00:41+00:00

The article discusses the limit-up and catch-up logic of multiple chemical and cable stocks, emphasizing the correlation between different companies and market expectations. It mentions sector performance and individual stock analysis, highlighting the need for cautious investing and independent judgment.

StrawberryIce

2026-03-07 11:00:41

Abstract generation in progress

Idea 1: Zhongyi Da 2.0 Jinzhengda’s second wave, the first chemical stock to hit the daily limit, along with similar code siblings Liuguo has returned. The only downside is that Lanfeng was pushed down by computing power at the close, it seems still a tug-of-war. [Taogu Ba]

Idea 2: The logic of the rebound of the cable stocks, Hanlan actually holds the highest position. After so many waves, a rebound is very normal. Shandong has been inheriting, starting with Shengtong, then Luxin, Daye, Hanlan, Jinzhengda, Shui Fa, Molong. Jinkai New Energy $1 started today, Hanlan = Shandong Cable (former name), Jinpuh Tiye $1 Jinfu Taiye (implying Jinzhengda supports Shandong), the first cable stock with turnover (cables + fiber optics, bullish), Taihao Tai’s perspective makes it reasonable later. Disadvantage: in the afternoon, the sector had no limit-ups…

Idea 3: Will the 700 million model weaken or strengthen on Monday? In the market, Hua is Technology (yes, panels), Hua is Environmental Protection (yes, dual carbon), Huaci = Huashu (same consumer electronics + homophone), Sichuan Rainbow Group from appliance perspective, two second boards with 509, one of them must be a general, possibly with expectations gap.

Idea 4: Logic: synergy of computing electricity. China Energy Construction, with a market cap of 90 billion, hit the limit again, believe it or not. If Jinkai did it yesterday, it was just positioning, this level can only match the trend and guidance. Wangli, Tongli are both powerful, high stock price but good share capital, low position with orders. Anhui Heli, Seli = Heli = Tongli, and then Jiangsu Shunli.

Idea 5: Code Group

Yuan Guang is also categorized as computing electricity synergy.
All from Hunan, big players, no need to separate.
Pity about the pension, brain-machine expectations, almost there.
All about strength.
There’s always one right?
Yasheng just left, Gansu has new arrivals.
Jiaoyun often inexplicably moves.

(Note: Investment decisions should be based on individual independent judgment. The above content is for general discussion only and does not constitute any investment advice. The market carries risks; operate cautiously.)

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.