Track the entire lifecycle of the main Sector.
Introduction: ① The price increase concept is strong, the Chemicals Sector is active, Guizhou Zhongyida has opened up market height, imitative follow-up increases frequently appear; ② Robot Concept stocks have rebounded, Jiangsu NanFang Precision and other core high symbols are recovering, Rare Earth Permanent Magnets may further ferment; ③ Deep-sea Technology remains repeatedly active, Dalian Huarui Heavy Industry Group and others perform prominently, there is still space for further increases.
Yesterday, the three major indices continued a narrow fluctuation trend, and the trading volume shrank to below 1.2 trillion. However, the effect of losses in individual stocks has somewhat recovered, and the number of stocks hitting the daily limit has also increased. Nonetheless, due to the reduced volume, the continuity of current market hotspots is still relatively poor, and a more certain leading direction needs to emerge to open up cycles.
From the market perspective, the price increase concept continues to be reinforced, with the Chemicals line being the most active. Prices of several Chemicals like epoxy propane, fluorite, sulfuric acid, ammonium chloride, bromine, phosphorus chemicals, and titanium dioxide have all shown an upward trend, providing logical drives for related industrial chain stocks. Guizhou Zhongyida successfully opened up market height with 7 limits in 13 days, reminding people of last year's market speculation on Jiangsu Zhengdan Chemical Industry, thus imitative follow-up increases have emerged frequently in the recent market.
Additionally, yesterday the market extended speculation to sectors like breeding and photovoltaics. Recently, the price of broilers and chick seedlings has rebounded 30% from the low point a month ago. Furthermore, energy storage and Power Inverter companies have won several large projects, and the market expects a rebound in the first quarter report. Thus, the "price increase + low position" has become the most favored direction for current funds.
Robot Concept stocks have welcomed a rebound, Jiangsu NanFang Precision has once again hit the daily limit recording 6 limits in 7 days, and one of the previous core trends, Zhejiang Unifull Industrial Fibre, also received funds for a limit up. Short-term core symbols still have expectations of fund counterplay. Relatively low-priced Rare Earth Permanent Magnets are also worth noting; on one hand, they account for a high cost of Electric Machines, and under tightened supply conditions combined with the heated price increase topics, they are likely to continue to ferment. However, because most Robot Concept stocks have accumulated significant trapped positions during previous adjustments, and with the market not fully settling and lacking ample incremental funds, swiftly resolving this will be difficult. Thus, it is likely to continue in a form of localized activity.
Deep-sea Technology was repeatedly active yesterday, with the highest continuous limit stock still dominated by Deep-sea Technology concepts (Fujian Nanping Sun Cable and Zhejiang Unifull Industrial Fibre’s four consecutive limits), and Dalian Huarui Heavy Industry Group again hit the daily limit, recording 5 limits in 6 days, indicating that active funds still recognize it highly. Therefore, at this emotional recovery node, Deep-sea Technology still has continuing upward space, and one can still seek low-bargain arbitrage opportunities in the market rotation.
