March 4 Evening Review

StrawberryIce · 2026-03-04T16:49:38+00:00

Today's stock market review shows the market has returned to the Two Sessions rhythm, mainly characterized by rotation. The oil and gas sector still shows upward momentum, with notable performances from stocks like Shui Fa Gas. New developments in the power, smart economy, and storage chip sectors have also emerged, with related events driving stock prices to new highs. The overall market is still under observation, and investors should remain cautious.

StrawberryIce

2026-03-04 16:49:38

Abstract generation in progress

This review and information are only a personal summary of the stock market; they are not stock recommendations. Please do not follow the stocks mentioned.
Some review content is provided a day in advance to help dedicated followers review in the evening!

Today’s Review Highlights

Tomorrow, we return to the Two Sessions rhythm, focusing on rotation

Oil and gas sectors are not fully over; the entire sector will not rise together later, and true leaders will emerge on their own

Last June, oil reached a 6-board high, Jinniu Chemical reached a 5-board high

This time, only 3-board high

Last time was a warning; this time is a real strike, with a larger impact

[Taogu Ba]

Continuous Board Ladder and Limit-Up Distribution Chart

4 consecutive boards: Yasheng Group, Shui Fa Gas

3 consecutive boards: Shandong Molong, Intercontinental Oil & Gas, Zhun Oil Co., Petrochemical Oil Service

Continuous Board Promotion Review and Simulation (orange indicates promotion)
Limit-up Events
Power Grid (13)

1-board: Shun Na Shares, Jicheng Electronics, Tongguang Cables, Han Cable, Shenma Power, Jingquan Hua, Jinkai New Energy, Silver Star Energy, Ankao Smart Electric, Hangdian Shares, Hongsheng Huayuan, Huatong Cables, Guiguan Power

Event: The three major regional power grid operators in the US have successively approved a total of $75 billion in transmission expansion projects, leading to a surge in transformer exports.

Oil & Gas (9)

4-board: Shui Fa Gas

3-board: Shandong Molong, Intercontinental Oil & Gas, Zhun Oil Co., Petrochemical Oil Service

Event 1: On February 28, the US and Israel attacked Iran, causing oil prices to soar; domestic crude oil futures hit limit-up for three consecutive days.

Event 2: Qatar Energy, the world’s largest LNG producer, announced a halt due to an attack, causing European natural gas to surge 40%.

Smart Economy (5)

1-board: Smart Control, Ruina Smart, Zhuolang Smart, Yanhua Smart, Canaan Smart

Event: Guangming Online commentator states that with the upcoming 2026 National Two Sessions, the smart economy has become one of the keywords for analyzing this year’s sessions. From generating personalized New Year greeting videos with one click to humanoid robots becoming versatile performers on the Spring Festival Gala stage, artificial intelligence is once again making waves this spring, showcasing technological progress from speech to action and broad prospects for smart economy development. (Robots + AI)

Storage Chips (3)

1-board: Baiwei Storage, Demingli, Chengbang Shares

Event: On the evening of March 3, Baiwei Storage announced a profit forecast of 1.5 to 1.8 billion yuan for January-February, indicating a supply shortage in the storage industry.

Announcement Limit-Ups (2)

1-board: Baiwei Storage, announced a profit forecast of 1.5 to 1.8 billion yuan for January-February (3.4)

1-board: Yahong Medicine, non-surgical non-invasive treatment product APL-1702 approved for listing (3.4)

New Stock Price Highs

Today, 22 stocks closed at new highs; yesterday, 37; the day before yesterday, 83 (find benchmarks, observe industry trends)

Mainly concentrated in oil & gas and power industries

Institutional and Retail Capital Movements

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