3.12

If the market breaks out, I believe the main focus will likely be on the solar photovoltaic sector, with chemical stocks catching up, along with performance-driven technology sectors.
All the sectors that should rise have already done so, and with oil prices increasing so much, the lagging chemical sector will inevitably need to catch up, which is necessary. Oil doesn’t need to keep rising; just consolidating sideways is enough. Oil has already gained 50-60%, so within the leading chemical companies like Zhongjun Benzene, Ethylene, and Ethanol, there is still room for significant gains.
Pay attention to the leading chemical companies like Zhongjun Baofeng Energy and the top-tier Jinniu Chemical. They are part of the three musketeers of electricity synergy. Yunnan Energy’s old leader experienced a 200% surge over 30 days, causing a temporary halt that couldn’t be contained, then it actively pulled back at the end of the session.
Today, following Yunnan Energy, the dual-concept leading stocks experienced a catch-up rally. According to previous logic, they should continue to hit the daily limit. Currently, with strict regulation and the impact of quantitative trading, the trend is volatile, but it also provides more opportunities for participation. Today, a proactive limit-up led to GCL System Integration’s rebound.
The quantitative market is now driving wave attempts for upward movement. China Energy Construction’s large-cap stock also strongly rebounded.
It’s generally difficult for a few one-word limit-up stocks like Shunnuo to sustain, but today they were forcibly pushed higher. The token concept is very strong, and Yunnan Energy is likely to break out with unusual activity.
The token concept in power is clearly stronger than computing power. As computing power gradually weakens, power will become the main theme, with future expansion into solar energy.