2026-03-23 Focus on the core, only do the leading ones!!

Targeting Bidding Public Goals, a Bright Spot in the Crowd. (Reference for breakout players) [Taogu Ba]

Core Strategy: Focus on the leading Huadian Liaoning, eliminate the weak and keep the strong, cautiously follow mid-cap stocks.

1. Today’s Market Highlights: Core Leaders’ Performance

Today’s market’s absolute core is Huadian Liaoning (600396).

· Bidding Performance: Opened sharply higher and quickly hit the limit, successfully achieving 5 consecutive limit-ups, becoming the highest consecutive limit-up stock in the market and also boosting the upward momentum of the power sector.
· Driving Effect: The strong leader drove the power/green energy sector to explode, with 8 stocks hitting the daily limit within the sector. Shaoneng Shares (3 consecutive limit-ups), Dongfang New Energy (3 limit-ups in 5 days), etc., showed clear follow-through, forming a complete echelon.

2. Hot Sector: Continuous Limit-up Echelon

1. Strongest Main Line: Power/Green Energy (Computing Power Coordination)

· Logic: The computing power coordination policy was first included in the government work report, mandating green electricity for computing centers; Huadian Liaoning’s thermal power + green hydrogen + offshore wind multi-drive.
· Leader: Huadian Liaoning (5 consecutive limit-ups)
· Smaller Players: Huadian Energy (2 consecutive limit-ups), Shaoneng Shares (3 limit-ups)

2. Next Strong: Energy Storage/New Energy

· Core: Guosheng Technology (14 days, 6 limit-ups), Chint Power (8 days, 4 limit-ups)
· Explanation: Energy storage sector, as an extension of the power mainline, features high-standard stocks with independent trends, while follow-up stocks are severely lagging.

3. Limit-up Ladder (Sentiment Thermometer)

· 5-limit-up: Huadian Liaoning (market leader, power + green hydrogen + central enterprises)
· 3-limit-up: Shaoneng Shares (computing power coordination), Dashengda (GPU M&A)
· 2-limit-up: Huadian Energy, Guoxin New Energy
· First limit-up: Yin Xing Energy, Guangxi Energy, Shangneng Electric, etc.

3. Yesterday’s Operations and Today’s Outlook

Yesterday’s Operations (Simulation):

· Breakout: Bought Huadian Liaoning at the limit-up. (Logic: Confirmed market leader, sector effect strong, divergence turns into consensus)
· Hold: Maintain Huadian Liaoning position to enjoy the main upward trend.

Today’s Strategy:

1. Focus on the Leader: Huadian Liaoning. If it continues to shrink volume and accelerate, it’s a feast for holders; outsiders can only wait for divergence to re-merge. If bidding is below expectations (gap down or flat open), observe the support strength. If bidding opens slightly higher with 140,000 lots, focus on bidding.

2. High-Low Switching: If the high-position leader shows divergence, focus on who can become the rebound leader and take high-standard stocks. Refer to comments after bidding closes.

3. Risk Warning: Blacklist Shenhua A.
Avoid mid-cap stocks; once divergence occurs, mid-cap stocks are often where the biggest losses happen.

4. ⚠️ Core Risks (Must Read)

Control position size, no more than 30% per stock

Conclusion: Belief in the leader is fine, but do not chase highs blindly! Set strict stop-loss lines and follow the trend.

【Disclaimer】 This article is a personal review record and does not constitute investment advice. The stock market has risks; trade carefully and avoid blindly following the trend.

Follow the trend, only do the leaders!