For stock trading, just read the Jinlinqi analyst research reports — authoritative, professional, timely, comprehensive, helping you uncover potential thematic opportunities! Source: Securities Market Weekly Market Account, Article by Shui An.
In the previous market, many people complained that they "made money on the index but not on individual stocks." Recently, voices saying "didn't make money on the index, but made money on individual stocks" have been growing. Since September, the market's beta performance in indices and sectors has significantly underperformed the alpha of certain individual stocks. Looking at the bottoming and rebound cycle that began in August, stocks that doubled or even tripled have appeared one after another, with PCB stocks clustering together, such as Wellgao, Mankun Technology, Xunjiexing, and Aohong Electronics.
Upon further observation, whether it's PCB or other AI hardware, capital is no longer limited to simply speculating on concepts. Especially in the current market characterized by stock-game or even shrinking-game dynamics, capital is more focused on upstream niche segments and mid-to-low-position "hidden champions." So, for main themes like PCB that have already produced a batch of big winners, are there still opportunities ahead? What kind of bottom pattern signals that major players are about to push prices up, and is more likely to lead to a major rally? During the leisure time of the Mid-Autumn Festival, the author has compiled recent key research content from multiple dimensions, hoping to provide some help for everyone's investments.
PCB Winners Cluster: After Wellgao, Mankun Technology and Others Doubled, Who's Next?
First, let me show you a set of statistics. As of September 23, there were 254 stocks in A-shares with gains exceeding 50% in August. Among them, by sub-industry, PCB, i.e., printed circuit board, stocks were the most numerous, reaching 28. Additionally, there were 38 stocks with gains exceeding 100%, and among them, PCB stocks were again the most numerous, reaching 11, such as Wellgao with a gain of 222.44%, while Mankun Technology, Xunjiexing, Aohong Electronics and others all rose more than 150% (see attached table).
Next, which types of PCB stocks are still likely to continue attracting capital attention? Let me further break down the analysis from the perspective of the industry chain and core leaders.
PCB — AI services are driving a significant increase in the value of high-end PCBs. Nvidia's Rubin is accelerating mass production, and a new round of high-elasticity opportunities for PCB has already been launched. Many individual stocks have experienced "one day of big gains, recovering many days of being trapped." The key case in the September 15 content — Wellgao — strongly secured a "20cm" limit-up on September 16 and hit a new high; Aohong Electronics secured its 4th "10cm" limit-up, also hitting a new high. Looking back at history, many excess return opportunities precisely emerge during market fluctuations, and Wellgao, Aohong Electronics and others are examples. So, where is the next big winner like "Wellgao" or "Aohong Electronics"? Which PCB main theme stocks have higher certainty? Will a new round of major rally be launched? The exclusive free video within this article will provide further breakdown and analysis. For more details, please see "301251! Sudden Limit-Up During Trading Hits New High, Already Up 200%! Is the Next Doubled Stock About to Emerge?"
PCB industry chain — copper-clad laminate (CCL), copper foil, electronic resin, electronic fiberglass cloth, etc. — has also recently seen frequent big winners. Sihui Fushi (300852), one of the earliest targets in the PCB sector to establish a bottom breakout reversal with its stock price entering an accelerated main upward wave, surged over 12% at one point today. As of midday close, it has risen 116% since August. The company's business involves high-end PCB (including server, optical module and other application areas), and it currently has 1.6T optical module PCB products that have passed end-customer certification.
Other relatively low-position stocks have also successively begun rotation, such as copper foil concept stock Zhongyi Technology. On September 23, around 10:32 AM during trading, there was intensive buying with hundred-million-yuan large orders, and the company's stock price shot straight to a "20cm" limit-up. Further observation shows that in the previous nearly one month, Zhongyi Technology's stock price had been in a low-level consolidation, silent and motionless. Behind the thunderous surge on September 23, one can see the major players' operational tactics from "lurking" to "eruption." After similar low-position limit-up signals like Zhongyi Technology, will major players continue to push prices up? For more details, please see "Zhang Xue Motorcycle Concept Stock Hits New High Again! 300684, 301251 Both Surge 200%! Who Is the Next Doubled Stock?"
In the July decline, some people left the market to wait and see, while others "spread both hands and lay flat with full positions." Now it seems that many individual stocks, if not fiddled with, have seen their prices come back. Low-position start → breakout → right-side reversal → new high — this is the launch path of many big winners. Xunjiexing fell 43.33% in July, but has risen 154.40% since August. Mankun Technology fell 46.97% in July, but since August has launched a round of recovery gains significantly stronger than the broader market, surging 147.84% to date. On September 22, the company's stock price rose nearly 14% at its peak during the day.
Besides Mankun Technology, there are other stocks that are very eye-catching, such as Xiehe Electronics, which also belongs to the PCB track, on September 22. Its stock price began to rally around 11:16 AM, with major players' large orders entering intensively, and then it shot straight to a limit-up. It is worth mentioning that it has surged nearly 80% since August, and has doubled from its late-July low, easily recovering the 30% decline in July. So, which stocks do major capital players prefer even more? Which niche directions have higher certainty? The free video within this article has a detailed analysis. For more details, please see "Major Players Have Entered! This PCB Target Shoots Straight to Limit-Up! This Kind of Breakout Easily Leads to a Major Rally!"
Optical Communications and Liquid Cooling Both Have Explosive Potential: Huitong Energy, Zhongshi Technology and Others Signal Big Gains
Optical communications, CPO — another main line of the AI hardware industry chain — a host of leading stocks became the leading gainers in August. Changying Tong has surged 90.51% in August, Tengjing Technology rose over 80% in August, and A-shares' highest-priced stock Lianxun Instruments, after massive price swings in late June and July, walked a steady path of happiness in August, surging nearly 50%.
Optical communications — better-than-expected interim report results are one of the core factors driving the stock price rebound. In August, although interim report disclosures landed, this is not the end. From past years' patterns, many leaders will walk out of new main upward waves amid third-quarter report expectations. For PCB, optical communications, and CPO, the signs of capital re-entering to compete for a new round of market moves are obvious, and overall they are at relatively low positions after the previous bubble squeezing, with many individual stocks having oversold repair demand. So, will optical communications and CPO launch a new round of major rally next? Where is the next excess return opportunity? The video within this article has a detailed analysis. For more details, please see "A-shares, Major Players Have Entered! 002938 Sudden After-Hours Good News! 600127! 7 Limit-Ups in 12 Days..."
Previously, Corning's major fiber optic agreement ignited its stock price, and A-share sentiment leaders clustered upward. On September 8, optical communications and fiber optic leader Corning announced it had signed a multi-billion-dollar fiber optic supply agreement with Verizon lasting until 2032. Corning's stock price surged 7.56% that day, approaching its mid-August high. A host of A-share sentiment stocks also surged strongly, such as Jingwang Electronics; some hit new highs through consecutive limit-up patterns, such as Huamai Technology. Looking further ahead, where is the new round of excess return certainty opportunities in A-share optical communications? Beyond "big winner" Huamai Technology, which opportunities are spreading toward larger-scale moves? The video within this article has a detailed analysis. For more details, please see "A-share Optical Communications, Fiber Optic Leaders Rapidly Surge! 603042 3 Consecutive Limit-Ups! The Next Leader Is About to Emerge?"
Liquid cooling is a core link in the AI hardware track that cannot be ignored. On September 23, Huaguang New Material, Huitong Energy, Zhongshi Technology and others all surged or hit limit-up, and they are all liquid cooling concept stocks. Behind the surge of liquid cooling concept stocks is a close connection to Nvidia. Nvidia's latest earnings report delivered on August 26 greatly exceeded expectations, and it provided guidance for revenue growth of 70% in the next fiscal year. Combined with Nvidia's Rubin scaling up shipments, this powerfully drove the liquid cooling server sector's heat upward. As the market fluctuates, many people have downplayed the benefits Nvidia brings to the A-share industry chain, but in fact, many of the recent strong stocks are related to Nvidia. So a key question arises: besides liquid cooling servers, which other areas benefit long-term from Nvidia's drive? After "big winner" Feilong Components, who's next? Nvidia is pushing these A-share industry chain stocks to walk out of major rallies! The video content below will explain it all at once. For more details, please see "New Signals Have Appeared! Market Rapidly Surges, 002536! Stock Price Surges 80%, What Happened?"
Major Player Entry Signals Exposed: Once This Pattern Appears, It Easily Enters Main Upward Wave
Whether it's Wellgao, Mankun Technology in PCB, or Huitong Energy in liquid cooling, behind the breakout and accelerated rise of big winners is the "high-intensity" operation of major capital. Therefore, beyond "standing on the right track," finding major players' entry signals and discovering the special bottom patterns before major players push prices up becomes particularly important. So, which pattern, once it appears, easily enters a main upward wave? This section will focus on analyzing this with everyone.
The recent market has weak upward momentum but supported downside. During the bottom-grinding period, it's somewhat grueling, but major players seem to never stop for a moment. Randomly reviewing recent market moves, I found some typical stocks or stocks with distinctive patterns — V-shaped right-side reversal, one day of big gains instantly recovering several months of decline, with large orders frequently sweeping in the transaction details, behind which major players are secretly operating. Yidun Electronics (603328) is a typical example. Shortly after the midday open on September 9, it quickly hit limit-up. In early August, it established a low-position reversal, consolidated horizontally for nearly a month, and then broke out with a limit-up. Yidun Electronics has a PCB concept, and on August 6 it revealed plans to raise 2 billion yuan to build a high-end PCB project. Yihao New Material (301176), which hit a "20cm" limit-up at one point during September 10 trading, although it has recently staged the script of "limit-up then unsealing" multiple times, the tactics of the major players behind it are extraordinary. Around 11:30 AM on September 10, major players launched an offensive, with consecutive large orders pushing the stock price to limit-up. And a month earlier, the company had already walked out of nearly a month of shrinking-volume consolidation and adjustment. It is worth mentioning that the above companies were research cases on September 10, but from the latest market moves, most of them have walked out of breakouts, such as Yidun Electronics, which accelerated its breakout and hit new highs in mid-to-late September, and even secured a limit-up on September 23 (see attached chart).
Next comes the key question everyone is concerned about — how can you discover the low-position launch point of a leader ahead of others? How do you distinguish between a rebound and a reversal? What kind of bottom pattern is a signal that major players are about to push prices up? In fact, there is a clear rule and characteristic behind this. The free video within this article will explain it all clearly at once. For more details, please see "Waited All Day, A-share After-Hours Good News Finally Arrived!"
Many friends should be deeply impressed that in the first half of this year, Fenghua Advanced Technology was one of the core leading stocks in the MLCC and CPO concept sectors. From April 8 to June 29, the company's stock price surged over 300%. Its stock price big gains all started from low positions. Further observation reveals that at the time (January 5, April 8), Fenghua Advanced Technology also had obvious traces of major capital entry and positioning, issuing bottom launch signals. In fact, there are many stocks similar to Fenghua Advanced Technology — "major players enter at low position, issue the first breakout signal, then launch main upward wave" — but they all share a similar characteristic. So, what kind of breakout is an effective breakout? What kind of bottom pattern is a signal that major players are about to push prices up? The author found upon compilation that once this bottom pattern appears, it will be a signal that major players are about to push prices up! For more details, please see "002585! Sudden Second Low-Position Limit-Up! This Main Theme Clusters with Big Gains During Trading"
Mankun Technology and Wellgao are also typical examples of right-side reversal with strong breakouts in PCB. Mankun Technology secured a "20cm" limit-up and hit a new high on September 14, continued to surge on September 15, rising 11% at one point. Mankun Technology's 800V high-power power supply PCB products for the Rubin platform are in the customer sample testing stage. Wellgao had previously issued a low-position "20cm" limit-up signal on August 6, after which the stock price launched a "little motor" of continuous gains, hitting a new high on September 14 and continuing to hit new highs on September 15. From Kexiang Co, Mankun Technology, Wellgao, to Chaosheng Electronics, Shuangxing New Material, Aohong Electronics and others, they all share a similar characteristic — the stock price starts from a low position, issues an effective breakout signal, and then launches an accelerated surge or consecutive limit-ups. What kind of breakout is an effective breakout? Which types of targets more easily walk out of consecutive limit-up moves? The author has compiled the video analysis collection below to explain it all at once. For more details, please see "After the Fed Raises Rates, Can A-shares Rally Continuously for 2 Months?"
Doubled stocks are increasing. Once this pattern appears, it easily enters a main upward wave. Yibo Technology's major player operation signs are obvious. In late July, it had already stopped falling ahead of the market, then consolidated horizontally. On August 7, a "20cm" limit-up confirmed the breakout. After a month of continuous horizontal consolidation from mid-August to early September, it once again launched an accelerated rally — in just 6 trading days from September 11 to September 18, it surged 25%. But you should know that not all targets can further rally after a low-position breakout. Some "false breakout" signals are blatant bull traps for distribution. What are major players' entry signals? What is the bottom pattern before a push-up? What kind of pattern, once it appears, easily enters a main upward wave? In response, this exclusive collection video on "major player entry, push-up signals" has been specially compiled to provide further breakdown and analysis for everyone. For more details, please see "A-shares, Is There Still a Big Rally Next Week? Once This Pattern Appears, It Easily Enters a Main Upward Wave!"
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