The coffin board can't even hold it down | Friday midday trading

Both markets’ limit-up rundown: [Tao Group Bar]
Electric power: Guangxi Energy (stated in the annual report: 2026 planned investment of RMB 1.376 billion for construction of wind power and photovoltaic projects, etc.), Xinneng Taishan, Jinkong Power, Guodian Nanzi (performance), Oriental Xinneng, Xihua Technology (wind power + new shares), Changgao Dianxin
Chemicals: Suli Shares, Jinzengda, Shandong Haize, Lubei Chemical, Chitianhua, Jinmeike Technology, Baichuan Shares, Adama A,
Lithium batteries: Binhai Energy, Jiangte Electric, Datongnan, Shenzhen Xinxing, Jinyuan Shares, Rongjie Shares
Defense industry: Construction Industry (machine wolves), Shengxin Lithium Energy,
Computing power: Guiguang Network, Aoruid, Hu Fu Fashion, Haixing Shares
Biopharma: Meinonghua (weight-loss drug), Lianhuan Pharmaceutical, Wanfangde, Jidan Biology, Ketuobiology, Shuanglu Pharmaceutical, Jinyao Pharmaceutical, Kanghong Pharmaceutical, Zhaoyan Xinyao
Big consumer: Junyao Health, Lehui International, Yuehai Feed, Lianxiang Shares
Chips: Xianglong Electric Power
Fiber optics: Farseng
Commercial aerospace: Jianjian Shares, Yunnan Germanium Industry,
Robots: Tianzhong Precision Machinery, Shandong Mining Machinery
Optical communications: Taijing Technology, Hangdian Shares
Non-ferrous metals: Xianglu Tungsten Industry, Jinhui Shares
PCB: Node Shares

——————
1, Electric power—this segment is still the strongest. Just like Hadian Liaoning and Huadian Energy, they didn’t lag behind. The whole sector has been following through, one after another. There are still two directions with expectations.

First, the lowest-priced stocks.
Second, the five major power generation groups—among them, two of the three still have expectations.

The strongest in terms of certainty should be the low-price category, because the one ranked second, Oriental Xinneng, has already hit several straight boards, while the one ranked first hasn’t hit even one. The stock’s behavior earlier also wasn’t bad, so this expectation is still there.

As for the Huadian Group series, today it filled in the last Nanzi, so there’s basically no opportunity here anymore.

In short, low prices are unavoidable. Any major main theme will eventually trade low prices. You can’t contain “coffin stocks.” That’s what I’m saying—wait and see.

2, Chemicals—basically it’s just oil-price increases driving it. Over the weekend, there might be a ground-force battle, so the market is warming up chemicals in advance as a bet on this expectation. They say that on the Eastern Europe side, they started massively acquiring nitrile gloves—rising from €2 per box to €3 per box.

What is this used for? Processing chemical products, first aid, bio-defense, etc. Like in Eastern Europe countries such as Poland and the Baltic states, they’re expanding defense reserves and civil defense reserves on a large scale to prevent the situation from escalating.

Another possibility is that it’s for the next, larger conflict—when war starts producing more profit. The more people get injured, the more surgery is needed, and these gloves will therefore go up in price.

There’s not much to write about in chemicals—it’s just a bet on intensifying warfare. If you think the war will expand, buy chemicals. If you think it won’t, then that’s that.

3, Biopharma—Meinonghua is the core. This is esoteric “mysticism” + weight-loss drug + future expectations.

You probably should know the esoteric connection: Mei promises China, abbreviated as Meinonghua. Mei is afraid of China, abbreviated as Mei (timid) Hua. In any case, all stock investors are very excited—won twice…

This segment actually also has a risk-hedging factor. Investors’ views here are very straightforward: war, deaths—then the medicine will definitely rise in price. Isn’t that obvious? Back then, during the G war, penicillin was even more expensive than gold.

In short, the logic is basically that logic. This segment actually hasn’t had a big breakout because the weight-loss drug core of Meinonghua hasn’t spread.

For this segment, pay attention to these three words: biopharma stocks, including those related to weight-loss drugs.