Youlan Travels the World: March 2 Gold Rush Morning Briefing

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1. Friday Market Analysis and Tomorrow’s Trading Strategy
On Friday, the major index opened lower and closed higher, rising 0.39%. The Shenzhen market saw the ChiNext Index fall by 1%. Hot sectors such as non-ferrous metals + rare earths, electricity, Huawei Ascend + computing power leasing were relatively strong, while semiconductor chips, PCB + fiberglass + copper foil, optical modules, insurance, etc., weakened. About 60% of stocks rose, with 75 limit-up boards, including 2 one-word limit-ups, and 20 stocks up more than 10 cents. There were 18 stocks that hit the limit and then fell back. No-ST stocks hit the limit down, with 49 stocks falling more than 5%.

The market opened sharply lower due to external influences but actually showed a rebound trend. The main index and many stocks opened at their lows. Overall, the atmosphere for individual stocks was decent, mainly because the extreme polarization was not as high as in previous days. This reflects an ecosystem where, after being dominated by quantitative trading, opening lower can sometimes be better than opening higher. Every time the market opens high, it’s too easy to rush ahead, while a lower open is more conducive to capturing potential price differences. Hot sectors still rotate quickly, with many sectors within a single day. The better-performing sectors are often those that underperformed or were not hot the previous day. The sectors that were hot the day before, like hardware for computing power, are now showing significant divergence, while domestic computing power is strengthening, and some applications are emerging.

Daily sector rotation is so rapid that it’s hard to predict the next trend. You can position yourself in expected themes, but the timing of ignition is random, driven by news and small narratives. Over the weekend, a major event occurred: the US and Israel attacked Iran, which obviously increases market unpredictability. It’s now all about Trump’s timing for rises or falls. Logically, this should boost oil and resource stocks, but since the war expectation has been overhyped for a while, further hype after the conflict starts is unnecessary. Those stocks may face quick profit-taking, and tomorrow’s buyers might be more passive. Sentiment-wise, it’s bearish for the market, but there’s no need to panic. The black swan that has been digested for so long isn’t truly terrifying. In a few days, it might even create more opportunities than normal. In the short term, it just makes rhythm management more difficult. The specific rhythm needed will depend on real-time judgment. After a low open in the morning, the market is likely to follow its own path, with opportunities and risks remaining structural.

2. Main Hot Sectors During the Trading Day

1. Non-ferrous metals
   Tungsten: Zhangyuan Tungsten, Jiangwu Equipment, Zhongtung High-tech, Xianglu Tungsten, Xiamen Tungsten
   Mining engineering + rare earths: China Ruilin
   Tantalum, niobium, tungsten + quartz sand: Xinjinlu
   Platinum + gold: Guiyan Platinum
   Magnesium-aluminum alloys: Baowu Magnesium
   Tin + antimony: Huashi Nonferrous
   Tin + indium: Xinyu Shares
   Rare earths: China Rare & Precious Metals
   Gold: Hunan Gold
   Molybdenum ore: China Molybdenum
   Lithium ore: Yongxing Materials
   Zircon: Dongfang Zircon

2. Electricity
   Electric power: Gannan Energy, Huayin Electric Power, Fuling Electric Power
   Equity stake in Xiantian computing + electricity: Yunnan Energy Holding
   Energy saving + green electricity: Southern Power Grid Energy
   Green electricity + computing power: Jinkai New Energy
   Electric power + photovoltaic: GCL System Integration
   Electric power + coal: Yunwei Shares
   Electric power + Haixi: Mindong Electric Power
   Power grid equipment: Shena Electric Power

3. Domestic Computing Power
   Huawei Ascend + servers: Tuowei Information, Gaoxin Development
   Huawei Ascend + fiber optics + commercial space: FiberHome Communications
   Huawei Ascend + data center power supplies: Taijia Shares
   Huawei Ascend + AI inference chips: Yuntian Licai
   DeepSeek + cloud computing: Hanggang Shares
   AI chips + petroleum: Heshun Petroleum
   Computing power leasing: Litong Electronics

4. Chemicals
   Phosphorus chemical + fertilizer: Jinjingda, Sichuan Meifeng
   Contracted pesticides: Limin Shares
   Fatty alcohols: Yuanli Technology
   TDI: Cangzhou Dahuax

5. Others
   AI programming: Xinjuy Network, Puyuan Information, Jindashang
   Gas turbines: Shenkou Shares, Shui Fa Gas
   Futures + Hong Kong financial licenses: Nanhua Futures
   Titanium alloy + commercial space: Baotai Shares
   Commercial space + diamonds: Guoji Jinggong
   Commercial space + robots: Xiangming Intelligent
   Photovoltaic frame + robots: Yongzhen Shares
   Bid-winning + power grid equipment: Beijing Keli
   Methanol + waste power generation: China Tianying
   Equity change + gas: Delong Hui Neng
   Equity change + home furnishings: Filinger
   Diamond + PCD micro-drilling: Wolder
   Data center diesel generators: Changyuan Donggu
   Infrastructure + fluorite mining: Chengdu Road & Bridge
   Acquisition + liquid cooling: Jinfu Technology
   Seed industry + tungsten ore: Yasheng Group
   Green hydrogen + retail: Hemei Group
   Fiber optic cables: Hangdian Shares
   Home apparel: Hongxing Shares
   Frozen foods: Sanquan Food
   Digital currency: Yuyin Shares
   Quantum technology: Geer Software
   Space photovoltaic: Junda Shares
   Photovoltaic power stations: Jiwei New Energy
   Photovoltaic glass: Samsung New Materials
   Textiles & apparel: Lianfa Shares
   Ceramics + yttrium: Huaci Shares
   AI toys: Gongda Electric Sound
   AI + measurement: Huasheng Chang
   Electromagnetic wire: Great Wall Technology
   Crystal oscillators: Taijing Technology
   Logistics: Wanlin Logistics
   Sanitation: Qiaoyin Shares

Note: This article is only a personal review and summary of stocks; all stocks mentioned are for informational purposes only and not recommendations. Do not trade based solely on this. Risks are your own. Please indicate the author and source when reprinting, whether partial or full. Any uncredited reprints under the name “You Lan Xing Tian Xia” are considered plagiarism, and responsibility will be pursued. Feel free to leave comments or report.