[Red Envelope] April 3 Pre-Market Outlook: Can Hopson Development, China Pingtan, and Straits Innovation, the Straits Trio, ignite another major upward wave? Wishing all fans successful investing.

Follow me and you won’t get lost. This blogger is excellent, and also very hardworking! He studies the stock market every day for more than ten hours, and over more than ten years has managed to achieve something in the stock market. He is now planning to use ten years to help followers overcome the monsters and demons in the stock market and obtain the true scripture. Like, give tips, and cheer—everything in one go. Good luck in 2026!
Individual stock analysis:
Pingtan Development : The agriculture and forestry sector; a leading stock for the Cross-Strait Taiwan-Straits theme. The expectation for Pingtan to close/settle the border is right around the corner. After two consecutive limit-up days, then on the day before yesterday, when the broader market surged, it actually fell against the trend. If something is abnormal, there must be a reason—I’m still able to accurately understand its against-the-trend performance. Yesterday, when the broader market dropped, it kept rising. That shows the main force’s control is very solid and it doesn’t care about any external factors. It’s a strong “big庄” (major-operator) entering—promising ahead.

Strait Innovation : The IT services sector; like Pingtan Development, it’s also a leading stock for the Cross-Strait Taiwan-Straits theme. The State Council has been studying measures to speed up building a tiered diagnosis and treatment system; Strait Innovation has related themes, which is beneficial news. Lately, the medical sector’s uptrend has been too strong—these themes seem like they haven’t fully kept up yet. Of course, what I’m most looking forward to should be the Pingtan closure/settlement. Loyal fans will know that last week I already actively positioned for it. The Pingtan closure/settlement is also a major highlight for 2026. If the expectation isn’t fulfilled, that’s actually the best.

China Resources Sanjiu (or Cofid? no) : The pharmaceutical distribution sector; a leading stock for the Cross-Strait Taiwan-Straits theme. Actually, when the first wave of China Resources Sanjiu’s行情 (price action) started, it could have carried Pingtan Development along as well. After it hit the limit-up on Monday, it rode the coattails of the pharmaceutical sector and also achieved a double “limit-up cannon” moment. This chart pattern is something I already covered when I talked about Pingtan Development this week. Among the “three swordsmen” of the Strait theme moving together upward, there is still relatively close linkage. Just like my 金粉 (golden fans), tightly linked with me—hope the three swordsmen of the Strait theme can climb to an even higher level. And I also hope that in 2026, all the family members will shine again. Even though the broader market dropped by several hundred points in March and the situation was extremely bad, it has already successfully turned around thanks to the three swordsmen of the Strait theme. April will also definitely be a month full of rewards. Let’s work hard together.

Ningbo Construction : The construction and decoration sector. From the super-large order that should have kept the limit-up but didn’t on the day before yesterday, to the big drop yesterday—this is abnormal. The lineup has already changed; the opportunity is the drop itself. And regarding the theme “raising crayfish” (养龙虾), it will definitely be repeatedly traded/炒作 in the future. After all, this will become popular later. If the computing-power conditions are met, everyone will probably need to raise crayfish—market prospects are broad, and the leader will be the one most watched by the market.
Shouhua Gas, Tiansha Energy : Gas sector, and the petroleum sector. Because of the uncertainty of war, energy prices have already risen. Shouhua Gas and Tiansha Energy’s stock prices have been violently choppy. The guy known as the “comedy king” is not reliable—performing every day, one act after another, leaving people unable to figure it out. This is way too dependent on news flow. If there’s a rebound, I think that’s already a very good opportunity. I don’t expect a main “breakout/lead-up wave” (主升浪), because the war could stop at any time. If peace talks happen and the war stops, energy stocks will fall back to where the money came from.

Revisit yesterday’s trading (4.2)
Market overview: The broader market pulled back on reduced volume; sentiment cooled down. Funds shifted across the board toward defense. More than 4300 stocks declined. Total turnover across both markets was 974.5 billion yuan (down 157.8 billion; the second-lowest level this year).

1. Broad market and sentiment
   Shanghai Composite: 3919.29 (-0.74%)
   Shenzhen Component: 13486.94 (-1.60%)
   ChiNext Index: 3172.65 (-2.31%) led the decline
   Advances/declines: About 1050 up; more than 4300 down
   Limit-ups: 32 (including ST), board hit rate 56.14%
   Consecutive limit-ups: 6 stocks; promotion rate 80%
   Core sentiment: High-position “group hugging” is holding; low-position is breaking down and dispersing; defense is the main theme
2. Consecutive limit-up ladder (core)
   5 consecutive limit-ups (space leader)
   Jin Pharmaceutical (津药药业) (600488): Innovative drugs / APIs; strong one-price封板 (one-tick seal-up). The top high spot in the market
   3 consecutive limit-ups
   Tongda Co., Ltd. (通达股份) (002560): Ultra-high voltage + aviation + annual report growth of 533%
   Xinzhonggang (新中港) (605162): Heating power + energy storage; an electricity “supplementary rebound” leader
   Xinghui Huancai (星辉环材) (300834): Chemicals + equity transfer
   2 consecutive limit-ups
   Peking University Health (北大医药) (000788): Innovative drugs
   Yibai Pharmaceutical (益佰制药) (600594): Chinese patent medicine / anti-tumor
3. Hot sectors (main line + rotation)
4. Biopharmaceuticals (strongest main line)
   Logic: AACR catalysts, policy support, risk-avoidance, and rebound from oversold levels
   Leaders: Jin Pharmaceutical (5 boards); Peking University Health and Yibai Pharmaceutical (2 boards)
   First boards: Chongqing Zhili Holdings, Shuanglu Pharmaceutical, China Resources Sanjiu, etc.
5. Oil & petrochemicals / oil & gas (risk-avoidance main line)
   Logic: Conflict in the Middle East → oil prices break 103 USD
   Limit-ups: BoHui Shares, Heshun Petroleum, Baker Energy, Blue Flame Holding, PetroChina Engineering
6. Power / power grids (localized strength)
   Logic: New power system + policy for computing power and electric power coordination
   High-standard names: XinengtaiShan 8 days 6 boards; Zhongli Group 10 days 6 boards
   Consecutive boards: Xinzhonggang 3 boards; Tongda Shares 3 boards
   First boards: Leshan Electric Power, Sichuan Energy Power
7. Other under-pressure plays (defense)
   Agriculture and breeding (pork), coal, shipping, and special valuation (banks acting as a “stabilizer”)
8. Worst-performing sectors (high prosperity getting sold hard)
   AI computing power, semiconductors, electronic components (net outflow from main funds over 16.1 billion)
   New energy (solar and lithium batteries): Export tax rebates + profit-taking
9. Funds and short-term signals
   Northbound: Slight net outflow
   Main forces: Group-hugging medical, oil, and power defense directions
   Retail traders: Focus on high-standard consecutive limit-up boards (65%)
   Institutions: Mainly buy pharmaceuticals (70%)
10. Today (4.3) short-term outlook
11. Sentiment: Continued divergence; higher-standard stocks in a tighter game are intensifying
12. Main line: Pharmaceuticals (risk of Jin Pharmaceutical breaking its board), oil (oil price continuity), and power (Xinzhonggang / XinengtaiShan)
13. Strategy:
    Only do main-line leader stocks; don’t touch random low-quality/sideline “junk”
    Be cautious when passing the baton at high levels; watch for first-board entries into 1-to-2, prioritize defense; control position size
    4.3 pre-market thoughts and questions (actively answer, and interact more)
    1, Pingtan closure/settlement concept stocks—this week the “three swordsmen of Pingtan” have performed really brightly. Pingtan Development had two limit-ups, China Resources Sanjiu had two limit-ups, and Strait Innovation surged higher. But the market expectation of Pingtan’s closure/settlement hasn’t really been fully traded yet. If this wave of行情 starts before the news fully ferments, then when you think the true炒作 (real hype) of the Pingtan closure/settlement expectation happens, will it be able to make new highs the way Hainan’s closure/settlement did? How do you view the Pingtan closure/settlement?
    2, Over the past couple of days, the oil sector and the natural gas sector have seen some rebound. And I think that the rebound is precisely the best time to exit. What’s your take on the oil sector and the natural gas sector? Can Shouhua Gas and Tiansha Energy still have another rebound行情?
    3, The sports sector—Shuhua Sports, Nanjing Sports, and so on—these are all what I’ve already been watching closely. Especially Shuhua Sports’ performance has been too strong. If my focus this week wasn’t on the three swordsmen of Pingtan, I think the sports sector would also have had a wave of deep, correct understanding. Sports into the high-school entrance exam; the Ministry of Education encourages letting schools run beyond-class and making it “燃动中国” (spark a burning China). With the炒作 (hype) of the expectations for the “Su’Chao” (Super?) being traded, will there be more opportunity going forward? What’s your view on the sports sector?
    4, The high-speed rail and tunnel boring (盾构) sector has shown strong performance this week. Thanks to the news fermentation of positive catalysts: Eagle Heavy Industry, Jindun Shares, and Shenzhou High-Speed Rail—do you think there will be a chance for them to be recognized by the market going forward? Which other stocks do you think might have opportunities?

Special thanks to the Buffett Golden Fans group family for welcoming a new member yesterday. He is @Shunzi Gathering Treasury,
Buffett Golden Fans group has 110 people @Guanse Wuchang, @ZaoRi Huiluo Cheng, @Yilu Xingxing H, @dhz8888888, @linkeqiang, @Cute Big Orange, @Nine Fenzhi Words, @莎88888, @Flower Sister’s Flower Sister, @Shenzhen123, @Ten Years Sharpening Sword de Luolelai, @Youzizhe Shijingshang, @Lang Er, @Bull Market Huanhuan, @Shallow Water Has Fish, @Pingping Machuan, @Hsu Ya, @Fallen DE Soul, @WQ Far Away 258369, @majorliu, @Qianren Kou Wang, @Liu Gen Dongpin, @987470, @Tiandan Ziran Wei, @Salute NanShen, @Kunpeng Jishui, @BeiGe am, @TuoHuang Ruzi Niu, @Da Mo Wang Xiao RuanTang, @JianKe 2025, @Yu Zhong FENG, @Genjin Bizi Yao Bijy, @Qingfeng Qiufeng, @Qiangzi, @Duguo Shuaishuai, @leilong, @Qingxue1123, @Shixin De Chengnuo, @Tangtang Bu Chi Tang, @Xiaoyao Jianghu, @Manre Q, @Wang Huoshan, @Baopu Ye, @James stock hits big gains, @KaiXin De Luoluo, @After Wind and Rain There Will Be Sunshine, @Hongpan Closing, @Ninghai Hao, @JHjinhui, @You123, @Liqy, @mzhnx, @觀澜, @Qingfeng Fuan Yang, @Guessing Guessing Guessing Guessing, @Buffett’s Little Fairy, @Baqi g8, @Gen Buffett Bizi Yao Bijy发财记, @Baibu999, @Wu356, @Jiazi89757, @MaoMao Ya, @Stock Market Bastard, @Mimi O Xiu, @ShunShi Er Shang ky, , @Meimei De MeiMei, @Craftsmanship WosniX, @One Session of Stock Investors, @A Zhen Shanghai, @JinduoDuo Jin Man Dai, @Mu Yi Cheng Zhou12345678, @Puti An3, @Hutiao Xiaogou Gou, @Afterwards Afterwards 2025, @llkrkn, @Xiao Yu Wants to Take Off, @Lucky Heaven Made, @Fengwu Fengfei, @bolibo, @Chris201318, @Hongye Ying, @Huir Qingzhou Yiguo, @Mu Zhi Jie, @Forrest Gump Ah, @Good Luck in a Row 888l, @Crystal 1975, @Jiazi also has dreams, @c fire fire, @Tao Shenme Tao, @Guarding Beauty, @A Bai676414, @Yi Xian Sen, @Left Bank Right Walk life channel, @wmnwbw, @Brave Journey to the End Must Reach the Top, @Fengping Langjing Zhi, @Jieqian Wuye Yiqiu Sheng, @Hongmo Benyue, @Lan328, @baxking, @Zide666, @Momo419, @Qingmei Loves Bamboo Horse, @Can’t Think of a Name, @Read with Gratitude for Meeting, @Jia Yi Bing Ding some, @666sss, @Study with Obsession, @Two Avocados, @You Lost You Lost, @Fan Xiaojun, @Feifei Yuanz i, @Shunzi Gathering Treasury, @Dingjing, May you be able to stay close to the Golden Cicada monk (金蝉子), as if the golden emblem after your names—may luck flow continuously, shimmering golden light, and may you reap full rewards from the stock market!

I will pay special attention to the golden fans. I’ll prioritize replying to comments. Every weekend, I will definitely go to your main job place to check your study/learning (学XI) status and see whether you’re keeping up with the thinking, where the doubts are. I believe answering questions and clarifying doubts will help golden fans make the fastest progress. If you don’t know how to upgrade your fan badge, also go learn from it.

Good fortune comes and fortune goes—what you gather is wealth, human life, and everyday warmth. People come and go; what you collect is auspiciousness, ordinary smoothness, and good fortune day to day. Thank you to the family members who gave tips and cheered yesterday. It’s precisely because you’re with us on the journey of learning how to invest in the stock market that there is the top Buffett Golden Fans family.
Small reward: @Shunzi Gathering Treasury @Xiangxiang Hello @QiaoQi @Shou Zhu Da Bi @Manre Q @Hongye Ying @JiaYanyu an @BaiCai Doufu Xihongshi @Guanse Wuchang @11Brave Heart11 @TAOJIN430 @Kiss Kiss Hangxi @You Ningjuli de Xiao Yuan Shan @Dongge Pinwei Rensheng @Nirvanic Rebirth Hunting Demons Alliance @Buffett Investment Center

,

Cheer up: @Hongye Ying, @Xiaoge on the bridge in wind and rain, @Guanse Wuchang, @Zitan Pearl, @ZhuoErjun, @Buffett’s Little Fairy, @Feifei Yuanz i, @huahua104, @The Return of Friendship Little Kite, @Gu Qiulan, @Fan Hua Si Jin li, @Tang Chunyan

Of course, there are also quite a number of family members who haven’t been around to cheer, tip, or study/learning (学XI) in a long time. If you don’t move forward, you fall back, and if you don’t progress, you退 (fall behind). No wonder the serious family members are improving—yet some of you are getting beaten up by the market. I know you’ve saved a few hundred points, but you can’t save the losses you suffer in the stock market. If you keep not studying like this, you will gradually exit this top family. I’m also someone who’s clear about love and hate. People who treat me well don’t need to repay me with a thousand or ten thousand times of words. If you often read the articles but never do any data actions, you’re not saying anything wrong, and I will directly block you.
Family members and followers: after you finish reading, quickly hit the cheer tickets, give likes, leave comments—these data actions can increase the article’s heat. And please every follower actively interact with the data as well. It will also bring you closer to becoming a real excellent Buffett family Golden Fan.

This week’s key insight is all about the “three swordsmen of the Strait” relying on Brother Zhang Guorong’s golden arrow. Of course, on April 1st, the main force and my thoughts are the same: since it’s Brother’s memorial day, it shouldn’t be too happy, so there will be a pullback. And naturally, we also didn’t miss the pullback opportunity. Can you go to the video and give Brother a like? The more the better—thank you! We will always love Brother, and you’ll always be in our hearts.

The above ideas and individual stocks are only for the personal investment notes of Brother Bage, and do not constitute any basis for your investment. Be sure to consider investment risks—thank you!