March 12 Evening Review

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

Today’s Review Highlights

A day of whack-a-mole: making the right moves yields gains, making the wrong moves leads to losses

[Taogu Ba]

1. Continuous Board Tier and Limit Distribution Chart

4-day limit: Zhongnan Culture

3-day limits: Green Power Electric, Huadian Energy

2-day limits: Zhengtai Power, Energy-saving Wind Power, Green Power, Jinniu Chemical, China Energy Construction

2. Review and Simulation of Limit Up Promotions (Orange indicates promotion)

3. Limit Up Events

4. Power Grid/Computing Power Collaboration (7)

3-limit: Green Power Electric, Huadian Energy

2-limit: Green Power, China Energy Construction

1-limit: Datang Power Generation, Meiyan Jixiang, Hanlan Co., GCL Energy Science, Jinkai New Energy, Jiangsu New Energy, Construction Investment Energy

Event 1: Computing Power Collaboration first included in government work report, implementing large-scale intelligent computing clusters and new infrastructure projects like computing power collaboration.

Event 2: The three major regional grid operators in the U.S. have approved a total of $75 billion in transmission expansion projects, leading to a surge in transformer exports.

Event 3: Targeting AI power gaps, Google and Tesla form the “Grid Utilization Alliance.”

2. Chemical Industry (12)

2-limit: Jinniu Chemical

1-limit: Lu Hua Technology, San Fang Lane, Taihe New Materials, Anode Micro A, Chengzhi Shares, Jianghan New Materials, Huashu Shares, Hebang Biotech, Jinnuo Technology

Event: Geopolitical conflicts impact, the world’s largest liquefied natural gas export plant has had no ships departing for five consecutive days, triggering price expectations for downstream chemicals. Para-xylene up 13.01%, PTA up 10.45%, bottle chips up 10.45%.

3. Wind Power (7)

2-limit: Energy-saving Wind Power

1-limit: Zhenjiang Co., Dajin Heavy Industry, Zhongji United, Shuangyi Technology, Deli Jia, Xintian Green Energy

Event: The UK has canceled 33 wind turbine component import tariffs starting April 1, with core parts like blades and cables seeing tariffs drop from 6% and 2% to 0%, aiming to release £22 billion in investment and accelerate offshore wind installations in the North Sea.

4. Energy Storage (4)

2-limit: Zhengtai Power

1-limit: Shenzhen New Star, Jinsi Technology, Na Baichuan

Event 1: CATL’s performance exceeds expectations, market outlook for energy storage profits improves.

Event 2: Overseas energy prices fluctuate more intensely, overseas household and large-scale storage demands rebound rapidly.

5. Coal (3)

1-limit: Zhengzhou Coal & Electric, Shaanxi Black Cat, Yankuang Energy

Event: The global energy supply chain faces severe challenges, with thermal coal prices soaring to over a year’s high. The Newcastle coal futures price in Asia hits $150 per ton; European markets react similarly, Rotterdam coal prices rise to $119.50 per ton.

6. Carbon Fiber (2)

1-limit: Jilin Carbon Fiber, Zhongfu Shen Eagle

Event: Zhongfu Shen Eagle breaks through ultra-high-strength carbon fiber engineering technology, releasing China’s自主研发的SYT80（T1200级）超高强度碳纤维。

7. Announced Limit Ups (2)

Zhongnan Culture: intends to purchase 57.3% stake in Jiangyin Sulong Thermal Power (3.9)

Delong Hui Neng: Major board reshuffle, 8 directors resign (3.12)

4. New Stock Price Highs

Today, 37 stocks closed at new highs, yesterday 44, the day before yesterday 46 (find benchmarks, observe industry trends)

Mainly concentrated in power and chemical sectors

5. Institutional and retail investor movements