【20260407】Pharmaceuticals see a weak rebound; JinYao Pharmaceutical reaches seven consecutive limit-ups!!!

【Intro】[Taojuba]

Dear friends, hello everyone!

I’m San Cun Wei Guang, a live-stream sharing blogger who focuses on turning small capital into something big in real trading. Thank you very much for your attention and support!

Next, please allow me to share my daily summary and thoughts in 2 parts, and I also hope to give you, whoever you are out there in the vast sea of people, a little bit of help—let’s keep pushing forward, okay!

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＜Trading Summary＞

1. Today’s trading recap

Jin Yao Pharmaceutical (1→3→5)
Zhongli Group (1→5→1)
Xinneng Taishan (0→2)
Zhongnan Culture (5→0)

1.1 The live trading accounts are as shown below:

2. Yesterday’s watchlist analysis

2.1 Yesterday’s watchlist

Medical sector: Jin Yao Pharmaceutical
Fiber optics sector: Xinneng Taishan, Huasheng Chang
Computing power sector: Zhongli Group

As for Jin Yao Pharmaceutical, I also analyzed its logic last week: Qingming Day + medical concept. From the short-term news, it’s possible that the difluorochlorid?ic? acid? ac?yl? dr?one? dragon? acetate? ointment has received the “Drug Registration Certificate.” At present, this drug has been approved for listing in China by Tianjin Jinyao Pharmaceutical, and has entered the preliminary review list for the National Medical Insurance catalog, filling the market gap for this domestic category. ‌Difluorochlorid?ic? acid? ac?yl? dr?one? acetate? ointment is a strong topical glucocorticoid-class drug, mainly used to treat non-infectious inflammatory skin diseases, such as contact dermatitis, atopic dermatitis, neurodermatitis, etc.‌ It works by suppressing inflammation and allergic reactions in the skin, alleviating symptoms such as redness, swelling, itching, and exudation. Therefore, it has market uniqueness. Second, there’s the metaphysics-driven hype around the Qingming Day concept—if you haven’t studied it, you can treat it as something you don’t need to look at. Finally, Jin Yao Pharmaceutical was born the day after the leader Huadian Liaoning Energy had its board cut off; it’s essentially a seamless connection of a new theme. Anyone who understands this knows what it means. Today it held up against selling pressure and continued to advance. Tomorrow will be a life-or-death setup—so you need to pay attention to the risks.

As for Xinneng Taishan, there’s a saying in the market: the “Foshan Invisible Foot” teacher can’t kill the unstoppable stock—it’s promising in the future. Secondly, the logic behind the hype has both electricity and optics. From a metaphysical angle, isn’t it basically “You are electricity, you are light, you are the only myth”? Finally, a few optical communication stocks have been quietly hitting new highs—like Feiteng Optical Fiber (the Earth’s No. 1 optical-fiber rod manufacturer), Fare? Sheng? etc. Today it looks like it went into acceleration. That means the theme hype is entering the top-stage game of odds. How high can the pig fly will depend on whether more “little brothers” keep emerging afterward.

As for Huasheng Chang, it also moved quite well today. It doesn’t necessarily need to follow the consecutive-limit-board route—getting stopped out after a board break is the best time to split hands, of course. And if you think the trend in the future will work out, then it’s also fine. Its hype comes from favorable stimuli brought by an acquisition: the company plans to acquire 100% of shares of Jialan Te? at cash, and the company focuses on the fields of optical communications and optical chips. The sector is still the same: just anchor on Feiteng Optical Fiber. It is still in the main upswing stage. What’s relatively regrettable today is that there were many profit-taking holders, leading to a sell-off and causing a board break and pullback.

As for Zhongli Group, it’s multi-theme hype: photovoltaics + perovskite + solid-state batteries + optical fiber. All the hot theme concepts besides medical medicine are represented here, and the old shareholders’ turnover on the fourth board has been very beautiful. In the short term, it’s like an internet celebrity concept stock, with Z Teacher’s traffic and exposure behind it. As long as the share price doesn’t turn downward, in the short term it’s still very worth liking, and I still have a positive view—after all, the underlying logic is pretty good.

Overall, out of the 4 stocks in yesterday’s watchlist, 2 successfully advanced, and 2 failed to advance (Huasheng Chang and Zhongli Group). Huasheng Chang had a board break during the session; as for Zhongli Group, we’ll see whether it can lock in a limit-up by the close—report again tomorrow.

3. Tomorrow’s watchlist preview

Medical sector: Jin Yao Pharmaceutical
Optical communication sector: Fare? Sheng?, Huiyuan Communication, Xinneng Taishan

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＜Revisit & Recap Summary＞

1. Main-line themes

1.1 Medical sector themes (main line): ① Around the first quarter of 2026, China’s innovative drugs going overseas are about $60 billion; ② The AACR annual meeting from April 17 to April 22 is about to be held, with more than 140 Chinese pharmaceutical companies bringing 250 innovative drugs; ③ a theme in the earnings “disaster-avoidance” zone

Theme core: Jin Yao Pharmaceutical (7 days, 7 boards; innovative drug + difluorochlorid?ic? acid? ac?yl? dr?one? acetate? ointment; only-in-the-market hype)
Counterattack boards: Luyan Pharmaceutical (5 days, 2 boards; cross-strait + sales)
First-limit boards: Harbin Pharmaceutical, Tonghua J?in?ma?, Xintian Pharmaceutical, Nanjing Pharmaceutical, Shenlian Bio

At this time last year, the strongest innovative drug hype appeared—Shutaishen. This year, will there be a similar hype wave? We need to observe. Right now, within the sector there is serious differentiation: today the highest board continued to advance; the mid-tier names all basically fell apart; the low-tier ones are just following along. As for persistence, we can’t say yet—we can only look more toward the most core areas.

1.2 Petroleum & petrochemicals themes (sudden-news stimulus on the same day main line): ① Before April 7, 2026, Saudi Jubail Industrial City was hit by missile attacks causing explosions; annual output is about 60 million tons of petrochemical products, accounting for 6%-8% of the world’s total output; ② oversold rebound demand.

Sector core: None yet
Sector identification stocks: Sanfangxiang, Jinniu Chemical, Luhua Technology, Chitianhu? Chemical, Zhengda? Jinzheng? (all belong to oversold rebound)
Counterattack boards: Qixiang Tengda (4 days, 2 boards; propylene oxide)
Other first-limit boards: Dingji De, Liuhua Co., Ltd., Lutianhua, Cu?ihua? Co., Ltd., China Agr?ob? United, Youfu Co., Ltd., Jiangnan Hi-Textiles, Longxing Technology, Shennan Shares, Chengzhi Shares, Weiyuan Shares, Hengyi Petrochemical

For a sector stimulated by sudden news, it has already been hyped for a round beforehand. Just pay attention to stocks with clear earnings highlights and earnings risks. The high point of the oversold rebound is a relatively good stop-loss point.

2. Side-line themes

2.1 Power sector theme (main line switching to side line): driven by national policies such as power-computing synergy and the like.

Theme core: Xinneng Taishan (3 days, 3 boards / 10 days, 8 boards; power + optical)
First-limit boards: Dongfang Xinneng, Dingxin Communications, Langfang Development

On the charts, the theme has been drifting down in a bearish way, so for now we can only treat it temporarily as a side line. Stocks like Yueneng Holdings / Huadian Liaoning Energy haven’t shown any signs of stopping the decline yet. Therefore, the theme premium is insufficient—be cautious.

2.2 Chip theme (news stimulus): the logic behind rising memory chip prices, and gains in overseas chip stocks driving up shares in related names.

Counterattack boards: Dashengda (14 days, 7 boards; GPU + AI chips + robotics)
First-limit boards: Shenzhen Hu?iqi?ang, Kangqiang Electronics

In terms of the theme, it’s basically stock-by-stock rotation hype—be careful about the risk of chasing.

2.3 Optical communication theme (side line): the Ministry of Industry and Information Technology, promoting technologies such as full-optical switching to extend toward industry park users; optical-fiber stocks such as Feiteng Optical Fiber have been hitting new highs.

Theme core: Feiteng Optical Fiber (no boards; trend stock)
Consecutive-limit core: Huiyuan Communication (3 days, 3 boards; optical fiber & optical cables + asset injection expectation), Xinneng Taishan (3 days, 3 boards; optical fiber + power)
Counterattack boards: Huanmai Technology (3 days, 2 boards)
First-limit boards: Tongding Interconnect, Fare? Sheng?, Quartzite Co., Ltd.

The optical communication theme hype is still in the trend stage. Capital support is relatively concentrated on the core names, so it can’t become the main-line hype hot theme. Overall, the whole sector is in the oversold rebound stage.

3. One-day trading themes

3.1 PCB theme (one-day news): CCL leader Jian?Tao? issues a letter; rising raw material prices stimulate hype in PCB and electronic circuit boards.

Consecutive-limit core: Shengquan Group (2 days, 2 boards; PPO copper-clad laminate raw materials)
First-limit boards: Lingwei Technology, Hongchang Electronics, Tongyu New Materials, Huazheng New Materials

In terms of the theme, it’s more like a one-day hype cycle, but you can pay attention to stocks closely related to computing power and the like. Sometimes capital needs an “outlet” to vent through.

3.2 Pork theme (one-day trading): pork prices generally fall.

Counterattack boards: Juxing Agriculture and Animal Husbandry (3 days, 2 boards)
First-limit boards: Huatong Shares, C?o?ngmu Shares

In terms of the theme, it’s also a one-day trading setup—be careful about risk.

3.3 Organic silicon theme (one-day trading): boosted by Dongyue Silicon’s earnings good news; only some followers react within the sector.

Theme core: Dongyue Silicone (first-limit board)
Followers: G?esheng? Silicon Industry, Hengxing Technology, Xinan Shares

In terms of the theme, it’s caused by earnings stimulus—so you can do some “earnings-driven” digging and positioning in advance.

4. Other themes

4.1 Iran-U.S. war: Shenliang Holdings, Cuiwei Shares (2 days, 2 boards; cross-border payments), Sinopec Capital (board breaks back down; cross-border payments), Hope Shares (first-limit board; RWA)
4.2 Batteries: Tianrui Instruments, Binhai Energy
4.3 Foldable screens: Del Future, Furong Technology
4.4 Restructuring: Zhenhai Shares (controller change), Teda Shares (asset restructuring), Gaole Shares (plans to raise funds)
4.5 Space photovoltaics: Guosheng Technology
4.6 Computing power: Anan Shares
4.7 Football: Guangdong Media, Palm Shares
4.8 Gold mines: Sin?d?ian? Electric Machinery
4.9 Textiles (more consumption-oriented): RuYi Group

Here are two themes you need to pay attention to: the Iran-U.S. war and football. If the news keeps coming in to stimulate, there will be continuous emergence of new theme hype.

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The above recap is for reference only. Investing involves risk; when following others, be cautious!!! **