March 24, 2026 Market Review -- Only Buying "Stocks That Should Be Bought" Every Day

March 24, 2026 A-shares Ultra-Short Term Review

[Taogu Ba]

Leaders are unafraid of disagreements; buy during divergence, sell during consensus. Cut losses immediately when the board breaks, avoid greed and overconfidence.

1. Market Volume and Trading

Analysis:
Today’s market showed a low-volume broad rally. Over 5,100 stocks rose, with 100 hitting the daily limit-up. Although the index rebounded strongly (Shanghai Composite +1.78%), trading volume shrank by nearly 350 billion compared to yesterday. This is a typical restorative rebound under stockholder competition, not driven by new capital inflows.

Judgment:
Low-volume rotation recovery
After yesterday’s panic sell-off (over 5,100 stocks declined), today’s weakening short-selling momentum led to reduced selling pressure and a low-volume rise.
Explanation: The rebound is mainly due to exhausted selling rather than strong buying, with outside funds remaining cautious.
Impact on ultra-short trading: The low-volume environment does not support multiple main lines running simultaneously; funds will focus heavily on the main line (electric power).

2. Today’s Trading Review

Loss: 6.5%

3. Ultra-Short Term Sentiment

Consecutive Board Ladder

Sentiment judgment: Entering the main upward phase. After yesterday’s bottom (over 5,100 stocks declined), today’s reversal into a main rally confirms a “bottom reversal.” Yesterday’s judgment was incorrect; yesterday should have been a consolidation on the main line with a weak start.

4. Capital Battle Observation

Leader intraday: Huadian Liaoning Power
Auction performance: Only a 0.15% gap-up at open, divergence at the start
Early session support: Strong willingness of funds to follow during the day, ample turnover
Board sealing quality: Sealed at midday, driving widespread limit-ups in the electric power sector
Volume-price relationship: Massive volume divergence turning into consensus — the healthiest form for leader stocks to advance
Tiered stocks advancing:
Advancement rate: Only 2 stocks with 3 or more consecutive boards, indicating serious mid-cap stock gaps
High-profile stocks: Huadian Liaoning Power moves independently, most follow-up stocks are first or second boards
Fund preference: Follow-up funds with risk appetite focus on absolute leaders and low-priced rebound stocks; mid-cap stocks have low cost-effectiveness.

5. Main Line Identification

Main line: Electric Power (including power grid collaboration + green electricity)

6. Leader Stock Identification

7. Sentiment Bottom Identification

Conclusion:
Yesterday (March 23) showed bottom characteristics. Today’s immediate reversal confirms the “sentiment reversal after bottom” judgment.

Sentiment Reversal Leader:
Huadian Liaoning Power — reversed from a 6-board divergence on the bottom day to 7 boards today, becoming the main driver of this round’s sentiment reversal.

8. Leader Stock Break-Board Warning

No break-board warning signals.
Today’s divergence turning into consensus for Huadian Liaoning Power is healthy turnover, not distribution. But caution: 7 boards is a sentiment peak; if it accelerates further tomorrow, risks will accumulate.

9. Next-Day Sentiment Forecast

Forecast: Divergence in sentiment tomorrow
Early session: Continue today’s recovery sentiment, some late stocks may surge
Midday: If Huadian Liaoning Power’s divergence widens, sentiment may decline
Key variable: Can Huadian Liaoning Power advance to 8 boards?

10. Tomorrow’s Trading Plan

Key Focus Areas

Key Stocks

1. Huadian Liaoning Power (Holdings)
   K-line structure: 7 consecutive boards, massive divergence turning into consensus, high volume, second-largest volume recently, ample turnover, sentiment cycle: main rally phase, leading stock.
   Tomorrow’s strategy: Hold position; if the board breaks, exit.

2. Guangdong Electric Power A
   Project analysis: K-line structure, 3 boards in 5 days, trend intact, volume: moderate increase, sentiment cycle: core sector,
   Tomorrow’s strategy: If Huadian Liaoning Power continues strong, consider low buy-in.

3. Shao Neng Shares
   K-line structure: Rebound board, 4 boards in 5 days, volume: explosive rebound, sentiment cycle: potential rebound candidate,
   Tomorrow’s strategy: Observe for further advancement; consider switching if volume and momentum support it.

Note: After 7 boards, a new limit-up requires very strong sentiment. If tomorrow opens high with reduced volume and accelerates, risks outweigh opportunities.

Risk Warning

11. Discipline Reflection

Self-rating: 6/10
Dongfang Xinneng’s stop-loss was not timely, -2 points; should have cut loss yesterday, lucky to avoid bigger loss.
Huadian Liaoning Power’s buy point was poor, -1 point; chased high instead of low buying on divergence.
Emotional trading, -1 point; influenced by losses, eager to recover quickly.

Core Trading Reflection:
Today’s most critical human factor: Fear of missing out. After Dongfang Xinneng’s loss, eager to “break even” within the main power line. Huadian Liaoning Power’s buy point could have been better (during early divergence), but fear of missing out led to chasing confirmation.
The system signals were correct, but the impatient mindset affected the risk-reward ratio. The buy point could have been earlier — during early divergence, which is a better entry point than waiting for the board to close.
This is the classic contradiction between “seeking certainty” and “sacrificing risk-reward.”