Reviewing the trend... the strongest trend in going overseas with power, no doubt about it

StrawberryIce · 2026-02-26T05:14:08+00:00

The article analyzes the strong trend in the power export sector, highlighting that certain stocks such as Dongfang Electric and Wanze Co., Ltd. continue to rise; it also mentions that transformers and gas turbines are performing well. The author is optimistic about the industry outlook and believes that different segments are showing varied performance amid recent market fluctuations, recommending focus on trend directions and investment opportunities.

StrawberryIce

2026-02-26 05:14:08

Abstract generation in progress

Yesterday, I looked at the trend movements across various sub-sectors.

I found that the strongest trend by far is the outbound electricity sector—no comparison. Other sectors have some fluctuations, but only outbound power shows a 90-degree upward trend, including transformers and gas turbines.

Of course, here I mean genuine stocks; sentiment stocks don’t count.
Genuine outbound power stocks include:
Dongfang Electric, Wanze Co., Yingliu Co., Igor, Siyuan Electric, Jereh Group, and others… all trending steadily upward.

Also, the flexibility of my holdings, which I’ve always emphasized—returning 30% over the New Year, 30%, brothers—these moderate sectors are quite stable.
Ankno Smart Electric and today Boyingte Welding also performed well; Electric Power Research Institute is average.

I’ve long said that transformers and gas turbines (outbound power) are likely to follow the small-scale CPO optical module trend from last year.

And so far, that’s been true…

Yesterday, a stock friend bought Tianfu Communication on the 5-day line, and it surged today.
Juguang Technology performed moderately.
Oulai New Materials, a target material, nearly hit the daily limit…
Yanjing Co. is acquiring a PCB entry, so the past three days have seen big gains (someone asked yesterday).
Chemical price increase concepts are normal corrections… started diverging yesterday afternoon, which is normal.

The PCB industry chain segment remains solid… some stocks that rose too much are consolidating.
Domestic computing power performed well today… after three days of decline, it’s time for a rebound—Runze Technology and Huaxi Computing Power.

Today, the teachers weren’t fooled by lithium mining, right? It’s simple: lithium mining has a large market cap, and resource price increases today are already causing divergence, so a big gap-up isn’t a good entry point.

BaiChuan convertible bonds at -8 can be watched for a rebound, see if there’s any inflow, and observe the stock breaking the 10-day moving average.

Others will rotate… funds will gradually return.

It feels like the trend direction looks good, making it quite easy to trade.
For example, outbound power… and recently, Wall Street’s new narrative about the HALO asset.

No issues—before Brother Chuan’s visit, the indices were all strong and steady.

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