March 12 Wealth Code

StrawberryIce · 2026-03-12T02:33:26+00:00

Today the market is showing a structural trend, emphasizing the main themes and rhythm control. The main index support is at 4100 points, with resistance at 4150 points, and short-term fluctuations will continue. Focus on the chemical industry cycle and the entire new energy chain, and avoid chasing gains at high levels. Regarding position strategy, be flexible in managing risks and beware of profit-taking in thematic stocks.

StrawberryIce

2026-03-12 02:33:26

Abstract generation in progress

East China CNC, Guoan Shares, Yunnan Energy Holdings, Luxi Chemical [Tougu Ba]

Today’s profit index is not making money, extremely structured market conditions. Tomorrow, avoid chasing highs and reckless position changes. Focus on main lines and rhythm is key!

Market Outlook:
Shanghai Composite core support at 4100 points, strong support at 4080 points; first resistance at 4150 points, strong resistance at 4180 points. Expect continued narrow-range fluctuations tomorrow, with continued divergence between Shanghai and Shenzhen markets, mainly watching whether the trading volume can hold above 2.5 trillion yuan. Be cautious of profit-taking in high-priced stocks with decreasing volume.
Core Main Lines and Operations:

Chemical Cycle (strongest main line yesterday): Driven by rising oil prices and post-holiday restart recovery. Today, avoid chasing high-level consecutive limit-ups. Look for low-entry points in coal chemical/ salt chemical leaders, and in pesticide fertilizers/ new chemical materials with strong performance support. Avoid small stocks at the back end.

New Energy Full Chain (most capital support): Policy + capital double support. Focus on energy storage + green electricity. After divergence, buy the dip with low risk. Maintain a steady trend with medium-sized positions. Look for opportunities in long-term energy storage, flow batteries, photovoltaic inverters. Do not chase targets that have risen more than 5%. Rotation opportunities for low-entry: brain-machine interfaces, computing power collaboration/6G. Only take early positions at low levels, avoid chasing highs.

Position Management:
Heavy positions: When main line stocks surge, reduce positions gradually and take profits. Use rebounds to adjust and rotate small stocks; avoid holding stubbornly.
Light/No positions: During divergence in main lines, split positions to buy the dip. Do not go all-in. If opening sentiment is worse than expected, stay on the sidelines first.
Risk Warning:
Be alert to profit-taking in high-priced thematic stocks. Avoid chasing small stocks at the back end after limit-ups. Geopolitical conflicts in the Middle East may cause oil price fluctuations. Do not heavily bet on a single cycle trend. In highly divergent markets, choosing the wrong main line can lead to index losses even if you don’t buy the wrong stocks. Avoid blindly following the trend.

Stock Comments:
None, focus on the computing power collaboration direction.
Yesterday, market sentiment diverged from the index. Today, either sentiment and index resonate and rebound, or adjust. Observe the trend before 10 am; if volume shrinks and the market turns green, consider adjusting. Focus on the computing power collaboration direction; ignore others.

$China Energy Construction (sh601868)$ $Ningbo Construction (sh601789)$ $GCL New Energy Science and Technology (sz002015)$ $Huagong Technology (sz000988)$ $Lufa Power (sz000537)$ China Energy Construction, Ningbo Construction, GCL New Energy, Huagong Technology, Lufa Power

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