March 16 Evening Review

This review and information are only personal summaries of the stock market, not stock recommendations. Please do not follow the stocks mentioned.
Some review content is provided a day in advance for dedicated fans to review in the evening!

Today’s review highlights

Serious abnormal movement warning is ongoing; no stocks triggered for two consecutive days. As far as I remember, it’s the first time in months or even a year that the highly板 has hit freezing point.

[Taogu Ba]

1. Continuous Board Ladder and Limit Up Distribution Chart

3-Board: Sanfangxiang, Falsheng

2-Board: Jingtou Development, Yaxiang Integration, Chitianhua, Xihua Technology

2. Review and Simulation of Board Promotion (Orange indicates promotion)

3. Limit Up Events

4. Computing Power Related (7)

3-Board: Falsheng

1-Board: 263.com, Victory Precision, Jinan Guoji, Taijing Technology, Kechuan Technology, Chaoying Electronics

Event: The 2026 Nvidia GTC Conference will be held in the US from March 16 to 19, focusing on AI and next-generation AI infrastructure. Expected to release GPU architecture codenamed Feynman, Rubin GPU, and other new AI chips, with plans to showcase the Vera Rubin product equipped with Samsung HBM4 for the first time.

2. Power Grid (5)

2-Board: Xihua Technology

1-Board: Huaneng Liaoning, Shun Na Shares, Dingxin Communications, Dongfang New Energy

Event 1: The calculation and electricity collaboration was first included in the government work report, implementing large-scale intelligent computing clusters and calculation-electrical collaboration projects.

Event 2: Starting April 1, the UK will eliminate 33 tariffs on wind power components, reducing tariffs on core parts like blades and cables from 6% and 2% to 0%, aiming to release £22 billion in investment and accelerate offshore wind installation in the North Sea.

3. Marine Economy (4)

1-Board: Dongfang Marine, Youfu Shares, Shenkai Shares, Marine King

Event: An important article titled “Promoting High-Quality Development of Marine Economy” was published in the 6th issue of “Qiushi” magazine on March 16, emphasizing top-level design and policy support.

4. Storage Chips (4)

1-Board: Langke Technology, Yingxin Development, Taiji Industry, GigaDevice

Event 1: Samsung Electronics plans to significantly double NAND Flash prices again in Q2.

Event 2: Samsung’s 89,000 union members have officially started a strike vote, which will last until March 18. If approved, the union plans to hold a general meeting in April and conduct a nationwide strike from May 21 to June 7.

5. Chemical Industry (3)

3-Board: Sanfangxiang

2-Board: Chitianhua

1-Board: Hongbai New Materials

Event: Due to geopolitical conflicts, the world’s largest liquefied natural gas export plant has been without any ships departing for several days, causing price increase expectations for downstream chemicals.

6. Shipping (2)

1-Board: Haohai Technology, China Merchants Nanhai Oil

Event: Ship traffic through the Strait of Hormuz dropped to zero last Saturday, the first time since the outbreak of war on February 28, with no AIS signals confirming any passage.

7. Announced Limit Ups (2)

Jingtou Development: intends to transfer assets and liabilities related to real estate development to the controlling shareholder, expected to constitute a major asset restructuring (3.16)

Yaxiang Integration: net profit about 892 million yuan in 2025, up 40.3% year-on-year (3.13)

4. New Stock Price Highs

Today, 11 stocks closed at new highs, yesterday 23, the day before yesterday 37 (find benchmarks, observe industry trends)

Mainly concentrated in storage chips

5. Institutional and Hot Money Movements