Breaking good news! 300054 "20cm" hits the daily limit! Is a new round of major market opportunity coming?

Text | Shui’an

‍This week’s A-share market is quite eye-catching. The previously broken trend was repaired in the following days, and the resilience of A-shares is proving the saying — “What does not destroy you makes you stronger.” The market’s “strength” this week is reflected in multiple aspects, such as a batch of long-term slow bull stocks and short-term dark horse stocks breaking out, with typical examples like Yuanjie Technology, which continues to hit new highs, and Dinglong Co., Ltd., which hit a new high with a “20cm” limit up (after adjustment). Meinuohua, Wanbond, and Rongjie Co., Ltd. have all initiated multiple consecutive limit-ups.

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Catch the big bull stock

Just use this trick!

In stock investment, there are many ways of thinking that can make you stronger and more enduring, such as contrarian thinking. There is a saying in investment: “The safest investments are often hidden in the most dangerous places.” This can be understood as the importance of contrarian thinking in investment — it emphasizes independent thinking (not blindly following the crowd), emotional management (staying calm in extreme market conditions), and value judgment (making decisions based on fundamental analysis rather than short-term price fluctuations).

Previous historical patterns and recent market trends have been illustrating this logic. For example, in this week’s market performance, affected by adjustments in overseas stock indices, major indices gapped down significantly on Monday. In what seemed like a “dangerous” state, the market gradually repaired itself in the following days, opening low and closing high, thus becoming “safe.”

So, in the current “safe” phase, is it time to be “greedy” again? From this week’s market performance, the answer to this question is affirmative, and it can be supported by the following market characteristics:

Mainline opportunities further expand. Currently, the market’s popular sectors are gradually spreading from the previous dominance of technology to multiple mainlines like innovative drugs and new energy. This shows that capital has not stopped looking for opportunities amid market fluctuations but is instead increasing its bets.

Consecutive limit-up bull stocks are frequent. Following the previous 8 consecutive limit-ups of Huadian Liao Energy, a new batch of stocks with consecutive limit-ups has emerged, concentrated in fields like innovative drugs and lithium batteries, such as Meinuohua (4 consecutive limit-ups from March 24 to March 27), Wanbond (3 limit-ups in 4 days from March 24 to March 27), and Rongjie Co., Ltd. (4 consecutive limit-ups from March 24 to March 27).

Slow bull and new high stocks appear in batches. In addition to the previously mentioned Yuanjie Technology, Demingli, and Dinglong Co., Ltd., this week there are several other stocks reaching new highs, such as Dekeli, Nanya New Materials, and Xinyi Sheng, mostly in AI computing power hardware, optical communication, and semiconductor sectors (see Table 1).

Friends who often follow this public account should be quite familiar; Bian Huizong has long tracked and researched AI computing power hardware, semiconductors, new energy, innovative drugs, and other high-growth sectors, being skilled at identifying core leading stocks within the sector and accurately grasping the low-level breakthroughs and trend reversal signals of leading stocks multiple times. For example, the recently mentioned Dinglong Co., Ltd. (300054) was a research case presented on February 24, 2025, in his “Learn and Do” report (see Figure 1). Additionally, the recently highlighted Yuanjie Technology and Demingli were also majorly researched by Bian Huizong when their stock prices were still low.

Investment opportunities further expand

Lithium batteries initiate batch limit-up mode

Lithium batteries and solid-state batteries are the main lines that Bian Huizong has long researched and tracked. Apart from being driven by new energy vehicles and energy storage, the low-altitude economy, commercial space, and humanoid robots are also continuously boosting the demand for lithium.

On March 27, the last trading day of this week, the lithium mine, lithium battery, and solid-state battery sector completely exploded, with lithium mines surging by 5%, ranking first among over 260 concepts. Individual stocks have experienced leading starts, hitting new highs and multiple limit-ups, with popular leading stocks like Rongjie Co., Ltd. and Ningde Times recently rising strongly, Tianhua New Energy and others reaching new phase highs, and stocks like Jiangte Electric and Chuanneng Power (new phase highs), Shengxin Lithium Energy, and Ganfeng Lithium (new phase highs) also hitting limit-ups in batches. The strong rise of the lithium battery sector is closely related to the following multiple driving factors (including but not limited to):

Rising lithium resource prices stimulate demand. Recently, the price of lithium carbonate has rebounded, breaking through 160,000 yuan/ton. This may be related to increased market demand for lithium resources and tightening policies in resource countries. Furthermore, the high oil price environment caused by external situations has strengthened expectations for lithium battery new energy demand.

Performance stimulus. Recently, lithium battery concept stocks have intensively disclosed their 2025 annual reports, with some revealing performance forecasts for the first quarter of 2026, which are generally noteworthy. For instance, Rongjie Co., Ltd., which has seen multiple consecutive limit-ups, announced on March 23 that it achieved a net profit of 279 million yuan attributable to the parent in 2025, a year-on-year increase of 29.52%. On the same day, the company announced a construction project for 50,000 tons of high-performance lithium-ion battery anode materials. It was after March 23 that the stock price started to rise continuously (see Figure 2).

Fuxiang Pharmaceutical recently projected a net profit increase of 2222.67% to 3250.01% year-on-year for the first quarter of 2026. Although it is named “pharmaceutical,” the underlying performance growth is closely related to lithium batteries. The company stated that the growth is mainly driven by the continuous rise in demand for lithium battery materials and the good operational situation of its lithium battery electrolyte additive business. Stimulated by the performance forecast, the company’s stock price has seen a strong rise, such as after hitting a “20cm” limit-up on March 24, it saw another continuous surge. In addition, Ningde Times, which recently disclosed its 2025 annual report performance growth, has also seen its stock price perform strongly.

Besides Rongjie Co., Ltd., Fuxiang Pharmaceutical, and Ningde Times, many other lithium battery concept stocks disclosed their 2025 financial reports, with Tianci Materials, Boliview, and Pioneering Technology achieving over 100% growth (see Table 2).

In conclusion. During the window period of the 2025 financial report and the first quarter of 2026, performance, as a core indicator for measuring individual stock fundamentals, will become a high-certainty focus for capital. This will also be an excellent window period for seeking excess opportunities. “10x bull stocks” like Yuanjie Technology are all rising continuously under the stimulation of a brilliant first-quarter report, gradually evolving from small bull stocks to big bull stocks. Where will the next big bull stock “Yuanjie Technology” be? I will continue to pay attention to this.

(The individual stocks mentioned in the text are for example analysis only and do not constitute a buying or selling recommendation.)