[红包]Sentiment warming up! Market begins to build the second Chinese satellite!

The earning effects of the previous commercial aerospace sector have been impressive, and everyone has seen it clearly! [Taogu Ba]

Here, the market has already started trying to create a second commercial aerospace sector!

We have been discussing the collaborative calculation of electricity, and yesterday we also explained the logic behind this direction in detail. Today, we are applying it again.

Because in the past few days, we have been talking about institutional rebalancing, so we are not focusing on individual stocks related to institutions. Today’s trading will definitely be driven by sentiment.

So today, I saw GCL System Integration Technology opening high in the pre-market and jumped right in.

It even dropped after the open, which is quite respectable!

GCL System Integration Technology also performed well. Although it hit the limit up multiple times during the session, the volume was not too high, just approaching the levels of the previous two trading days.

Here, this limit-up is essentially replacing the high-volume turnover from the past two days with new shares!

I took a quick look at GCL System Integration Technology’s market position during the session.

The market probably aims to develop GCL along the Chinese satellite direction.

But whether it succeeds depends on the recognition from other funds in the market!

Of course, GCL System Integration Technology is only a seed leader at this position, not yet a true leader.

Just like China Satellite Communications back then, which also had other core directions.

For example, the overall aerospace development sector, the logic of Zhongjun 20cm’s Xinwei Communication, China Satellite Communications is just a slightly more influential branch leader.

GCL is similar; not to mention other factors, even China Satellite Communications’ position is being challenged by others, such as China Energy Construction.

If we talk about market-driven influence,

China Energy Construction is better.

With a market cap of over 100 billion yuan and a trading volume of 17.4 billion yuan, it has a greater impact on the sector index.

But I personally think GCL went up earlier, and although it hit the limit multiple times during the day, it repeatedly recovered, showing resilience.

After re-approaching the limit in the afternoon, it didn’t hit the limit again.

From this perspective, GCL is much stronger than China Energy Construction!

Furthermore, although the market still has a daily trading volume of over 2 trillion yuan,

It has indeed decreased significantly compared to before. Plus, with recent institutional rebalancing, China Energy Construction’s market cap and volume are at a disadvantage!

All the above comments are based on my position sitting in GCL System Integration Technology. If the situation changes later, I will definitely switch.

Even if both can’t break out, or if the entire theme sector can’t break out, it’s not necessarily the case!

Trading is all about going with the trend!

After discussing this, let’s talk about some positive developments today!

For example, the market’s advance-decline ratio finally decreased!

Recently, the market’s surge and decline ratio was very intense, with core stocks falling sharply, which felt very disconnected and unreal!

Today, although 3,893 stocks declined, it can be seen as the market gradually returning to normal or emerging from a distorted state!

In trading, I’m not really afraid of declines or risks.

Honestly, if you understand this game, you can profit; if not, you’ll get eaten.

Isn’t this the fundamental logic of the market?

What we’re really afraid of is being forced to buy or sell because of various events or high-level policies, which drain us for someone else’s benefit.

Once the market returns to normal, some judgments become much easier.

On March 14, Yunnan Energy Investment Holding Co., Ltd. was released from regulatory scrutiny, and today, funds started to buy in.

So, should you buy or sell at this point?

Of course, sell! If you don’t understand this, honestly, you’re not suitable for trading Yunnan Energy Investment!

This is similar to the situation with Pingtan Development, where funds would bet on regulatory approval before it was announced, then sell when the market surged.

After discussing the emotional game, let’s move on to the logical side.

Due to institutional rebalancing, I might not focus on this direction for the next half month.

Because I want to avoid conflicts, I will share some high-quality stock logic with everyone.

A certain company acquired Guanglong Integration.

And Guanglong Integration’s performance this year has been explosive!

In just January and February 2026, its revenue exceeded 100 million yuan, surpassing its entire 2025 revenue! (This year, many companies are experiencing order explosions.)

From this perspective, it also aligns with the concept we discussed yesterday: domestic hardware is starting to break through, and the market for domestic substitution is huge!

Moreover, Guanglong Integration has begun supplying Oracle.

This means the company is entering Oracle’s supply chain. Oracle is a company comparable to Apple and Nvidia, so checking the valuation of companies in the Apple and Oracle supply chains could reveal significant growth potential!

At the same time, it has started collaborating with Nvidia’s switch network division, supplying optical switches, and has obtained qualified supplier status.

There are also strategic investment news.

Wow, this is explosive!

Another company invested in Chengdu Taimake.

It’s mainly a merger and acquisition investment, but it actually holds a 2.4% stake in a leading company producing niobate lithium wafers.

The stake isn’t large, but the company’s market cap is small, so this small share can still ferment.

If the current phase is driven by institutional speculation, this might not be enough.

But if it’s driven by sentiment, this is a big advantage!

To avoid sensitive content being deleted or censored,

Please learn to like, tip, and promote!

Last night’s live replay is now available. You can go watch it. There are many sensitive topics, so I recommend liking to prevent deletion.