Discuss the topics and logic of the Two Sessions here for exchange and discussion! Thank you!

Like and watch first, good luck should follow!

Today there’s nothing worth reviewing, and the discussions have already been covered in the post comments! Focus on studying the fermentation of the two sessions’ themes in March!

Lianban anchor: Yunnan Energy, with 7 consecutive boards, whether from a computing power or electricity perspective, is the leading emotional dragon, at most one more board. The two sessions are coming soon, it can’t behave like Fenglong and go wild.

Chemical industry leader: Jinzhen with 4 consecutive boards, the upcoming meetings will definitely be strongly related, along with environmental topics, AI hardware-related CPO, optical fiber, PCB, etc. Watch when their leading stocks hit the limit down for negative feedback. Others are not worth watching, nothing interesting!

Next week (early March), the National Two Sessions will indeed be the core focus of the capital market. As the starting year of the 14th Five-Year Plan, this year’s two sessions are not only a policy wind vane but also the “starting gun” that determines the main investment themes for the year.

[Taogu Ba]
Personal bold moves -

1. Held core trends for a while, then all sold at the high—including in the capital… Hengtong, a few stocks bought at the end of yesterday’s session with big gains, I don’t understand it, so I just sold everything for safety! During intraday arbitrage, T0 of Sino-Korean semiconductor ETF gave 4.38%.

2. Today, switched from core trend mode back to Lianban mode.
   9:19 locked in Huasheng, which wasn’t very strong; internal capital fighting, if I can’t win, I can’t hide, so gave up!

9:22 sold Yunnan Energy—electricity and power leading the emotional dragon, bought at 9:26 and hit the limit up

9:26 bought Enlighten Environment, anticipating the two sessions, weak-to-strong during the day, kept adding during the deep water pull!

9:26 bought Jinzhen, added below the yellow line during the day, hit the limit up, expecting the next day!

3. Wanxiang continues to hold, currently at 22, aiming for 30 in the medium to long term!

Now (the last week before the two sessions) is the golden window for layout. I checked historical data showing that A-shares tend to perform positively before and after the two sessions, especially when “policy strong catalysis” and “performance inflection points” resonate, the opportunities are greatest.

Preliminary analysis of popular themes and operational logic before the two sessions:

Three main practical lines and hot themes of the two sessions

Main Line 1: Policy strong catalysis (new quality productivity) — maximum flexibility, focus on offensive strategies. This is the most core keyword of this year’s two sessions and the direction most capital is focused on. Key points are technological independence and “future industries,”

Expected themes to ferment:
Humanoid robots/embodied intelligence are seen as the year of mass production, with technological breakthroughs (like DeepSeek) accelerating deployment.
Reducers, sensors, controllers

AI computing power and hardware must be optimistic about, key focus!

Optical modules (CPO), servers, PCB, liquid cooling
Quantum technology/brain-computer interfaces — future industries, prone to unexpected policies. Related concept leaders, scientific research equipment

Main Line 2: Stabilizing growth and bottoming out (pro-cyclic/high dividend) — steady defense, safe haven for funds

Under the two sessions’ tone of stability, these sectors are safer and benefit from fiscal efforts.

Also environmental protection
Infrastructure and construction machinery: proactive fiscal policies, accelerated special bonds, benefiting transportation, water conservancy, electricity equipment.

High dividend assets (electricity, coal, banks): during index fluctuations, these assets are long-term “safe havens,” with strong defensive attributes.

Resource cycle (chemical price increases, industrial metals): infrastructure investment acceleration boosts demand, copper, aluminum prices stabilize and rebound, with performance recovery logic.

Main Line 3: Reversal of difficulties and people’s livelihood (big consumption/medicine) — resilient recovery, watch for inflection points

The two sessions are the most concentrated time for livelihood issues, especially “silver-haired economy” and “fertility support” policies may be implemented.

Silver-haired economy (elderly care): key topics in the 2026 two sessions. As aging deepens, smart elderly care, rehabilitation aids, senior tourism will explode. Related industries will also move in tandem.

Innovative drugs and medical devices: medical insurance negotiations are becoming milder, overseas expansion logic is strengthening, ADC, cell therapy, etc., are accelerating commercialization.

Automobiles/home appliances (trade-in): benefiting from declining consumer credit costs and subsidy policies, core drivers of domestic demand recovery. Direct arbitrage in Hong Kong stocks.

Entering now requires careful rhythm, avoid blindly chasing highs.

No chasing highs: if you like good themes, be patient and hold core trends + good performance + order volume + industry position! Reward patience for holding stocks! Don’t rush in after good news comes out.

Focus on performance: 2026 is the year of “performance supremacy,” story stocks are likely to be abandoned after the two sessions, so choose companies with performance support or inflection points.

Other details won’t be elaborated here, feel free to chat in the comments!