03.22 Review: Whether to trade or not.

1. Market [Taogu Ba]
   Brief Review.
   The decline in the index is more difficult than last week.
   Monday: The index hits bottom.

2. Index
   After last week’s combined negative sentiment and index decline, there was a rebound.

3. High-level sentiment
   Shun Na Shares: Overall adjustment in electric power, with funds supporting popular stocks to pull out Shun Na for a rebound.

Jin Niu Chemical: War escalation led funds to restore Ha Gong but it kept hitting the limit down.

Hua Dian Energy: Rushed higher then fell back, with late trading supporting the index.

Zhongnan Culture: Zhongnan, which hit a one-word top, was smashed and hit the limit down.

3. Sectors
   Conflict-related
   War slightly escalated over the weekend, funds repaired the chemical sector; Jin Niu Chemical hit the limit, Jin Zheng Da was smashed on the board.

Electric Power Collaboration
Low-priced Liao Electric Power with a one-word limit, Hua Dian Energy surged significantly, Shun Na Shares rebounded; but some major players like China Nuclear Construction and China Energy Construction performed poorly, with large declines. Yunnan Energy Holdings re-entered regulatory scrutiny and continued to fall sharply.

Technology Storage
In the afternoon, funds boosted the storage sector, with Demingli, GigaDevice, and others leading the index to recover.

Tuesday: Opening high, then declining

1. Index:
   Affected by external factors, the index declined after a recovery.

2. High-level sentiment:
   Zhongnan Culture: Continued to be smashed after hitting the limit.

Hua Dian Energy: Rushed higher after hitting the limit down.

Jin Niu Chemical: Due to external index recovery, opened sharply lower then rose; in the afternoon, as the index weakened, funds pulled again.

Shun Na Shares: Funds surged in the afternoon but the index did not recover; ended with a slight rebound at the close.

3. Sectors:
   Conflict-related
   Due to external rebound, related concepts opened lower then surged; as the index weakened, stocks like Chitianhua hit the limit, Jin Zheng Da surged, Jin Niu Chemical followed the rally.

Technology-related
After a big rise yesterday, continued to diverge; Sheng Hong Technology opened high then declined; Demingli, GigaDevice, and others continued to adjust.

Electric Power Sector
Hua Dian Liao Neng broke out with two consecutive limit-ups, Hua Dian Energy followed with a surge; Shun Na pulled higher but the overall momentum was weak. Different fates within the same sector, with Jin Kai Xin Neng and GCL New Energy surging then falling sharply.

Wednesday: Weak rebound

1. Index
   After continuous declines, the index bottomed out and rose slightly at the close, showing a weak rebound.

2. High-level
   Zhongnan Culture: After being hammered repeatedly, it showed a rebound.

Hua Dian Energy: After Hua Dian Liao Neng hit the limit, Hua Dian Energy surged significantly.

Jin Niu Chemical: Index rebounded but headed toward the limit down in the afternoon.

3. Sectors
   Conflict-related
   Chitianhua, which hit the limit at the close, did not show premium; Jin Niu Chemical opened low and declined; as the index rebounded in the afternoon, it headed toward the limit down.

Electric Power Collaboration
Hua Dian Liao Neng accelerated with a one-word limit, Hua Dian Energy surged sharply; Jin Kai Xin Neng attempted a rebound but failed to hold the limit.

Computing Power
In the morning, the sector recovered, with Meili Yun, Jialitu, and others hitting the limit; in the afternoon, Alibaba Cloud announced a price increase, further boosting the sector; UCloud, Wangsu Technology, and others surged significantly.

Thursday: Conflict escalation

1. Index
   The US started bombing oil facilities, escalating conflict, causing the index to open lower and decline.

2. High-level sentiment
   Hua Dian Energy: The long-legged stock rebounded and hit the limit.

Jin Niu Chemical: Opened high then declined.

San Fang Xiang: Surged then headed toward the limit down.

3. Sectors
   Conflict-related
   Due to the escalation of bombing oil facilities, futures soared; early morning, chemical and oil stocks opened sharply higher but still declined afterward; in the afternoon, as the index weakened, funds also pulled into natural gas and related stocks.

Electric Power Collaboration
After the index opened lower, funds pushed for recovery; Hua Dian Liao Neng continued to hit the limit with turnover, Hua Dian Energy surged with long legs; Jin Kai Xin Neng attempted a big rebound but lacked momentum, and the index kept falling, hitting the limit down.

Computing Power Sector
Meili Yun hit two limit-ups in a row; UCloud, Dongfang Guoxin, and others had opportunities to surge but retreated in the afternoon, failing to further expand the gains.

Friday: Index and sentiment both hit hard

1. Index:
   Fell to the bottom in the morning, then declined all the way through the close.

2. High-level performance
   Hua Dian Liao Neng: Opened high, then rotated and hit the limit; there was still significant divergence during the session.

Hua Dian Energy: Continued to be smashed and hit the limit down at the close.

San Fang Xiang: Continued to be hammered and hit the limit down.

3. Sectors
   Electric Power Collaboration
   Relatively strong sector; in the morning, Hua Neng Liao Neng hit the limit and recovered, with support from Dongfang Xinneng and Yinxing Energy; Jin Kai Xin Neng surged sharply. But in the afternoon, as the index weakened, many stocks also hit the limit and retreated.

Energy Storage:
Strengthened in the morning, with State Power Electric’s 20cm limit; Sunshine Power and Deye Holdings surged significantly.

CPO Sector:
Stimulated by external big gains, stocks like ReesKanda and Mingpu OptoMag hit the limit at the open; Zhongji Xuchuang and Xinyi Sheng opened high and moved higher, but as the index weakened, they also hit the limit and fell.

Computing Power
Meili Yun surged then retreated; overall, the sector was weak, with Dongfang Guoxin and UCloud declining; the impact of Xiaozu’s Zhaoping affected the entire sector.

2. About Tomorrow
   Friday’s double hit of sentiment and index suggests that if it hits again, there could be a rebound opportunity. Focus on some low-position stocks, mainly observing where the quantitative rotation is.

Watch Hua Dian Liao Neng for feedback on whether it can give a strong rebound; Hua Dian Energy’s further rise carries risks and is less predictable. Power sector can look at the first board; it is relatively strong.
Energy storage surged then fell back, observe feedback; computing power, see if Meili Yun can weakly recover.

The US-Iran situation is unpredictable—some say a 48-hour ultimatum (Tuesday morning), others talk about easing negotiations.

Confidence recovery takes time. Currently, the rebound is mainly for selling the next day. Even if the index stabilizes, there will be a process, with potential for repeated bottoming and correction.

3. Trading Tips
   Jin Kai Xin Neng and Meili Yun broke even—no profit, no loss.
   Hit the highest point of Hua Dian Liao Neng.
   Best wishes.
   Market review is not easy; a few likes or shares are the greatest support for me.