Every reporter: Xiao Ruidong Every editor: Zhao Yun
On March 13, the market experienced fluctuations and adjustments throughout the day, with a rapid decline at the end of the trading session. By the close, the Shanghai Composite Index fell by 0.81%, the Shenzhen Component Index dropped by 0.65%, and the ChiNext Index decreased by 0.22%.
In terms of sectors, the chemical sector continued to show strength, the wind power sector was repeatedly active, and the concept of controlled nuclear fusion rose rapidly. On the downside, the computing power leasing concept collectively retreated, and the non-ferrous tungsten concept continued to decline.
Over 3,800 stocks in the entire market fell. The trading volume in the Shanghai and Shenzhen markets was 2.4 trillion yuan, a decrease of 41.6 billion compared to the previous trading day.
After a broad decline in A-shares yesterday, today it seemed to have a mild recovery at one point, but continued to weaken in the afternoon, almost moving in a one-sided downward trend.
<img src="https://imageproxy.pbkrs.com/https://inews.gtimg.com/om_bt/OtXgf7PmXzhGRuLHsfLOauzxVjJWTuDZl3zCxt_haXHuAAA/641?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://inews.gtimg.com/om_bt/OtXgf7PmXzhGRuLHsfLOauzxVjJWTuDZl3zCxt_haXHuAAA/641"/>
Why is this happening?
From a logical analysis, Fridays are often when funds &#34;bet on the direction of weekend fermentation.&#34; Choosing to exit en masse at this time may indicate that market confidence is relatively weak, with concerns about potential changes in external factors (such as new developments in the Middle East conflict), leading to a cautious strategy of holding cash and waiting.
Compared to last Friday's closing price, the main stock indices this week primarily focused on &#34;testing the bottom and rebounding,&#34; with the Shanghai Composite Index forming a doji on the weekly chart; the Shenzhen Component Index and ChiNext Index benefited from the strength of the new energy sector, showing longer bullish candles on the weekly chart, indicating a leading recovery progress.
<img src="https://imageproxy.pbkrs.com/https://inews.gtimg.com/om_bt/Ov2iG7kLFvocniqMBj032MInpcqZCI8bTUHJ5-DClQgdsAA/641?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://inews.gtimg.com/om_bt/Ov2iG7kLFvocniqMBj032MInpcqZCI8bTUHJ5-DClQgdsAA/641"/>
However, this week, the characteristic of &#34;rising indices but not individual stocks&#34; is also quite evident, with the average stock price across the entire A-share market accumulating a decline of 1.16% for the week, closing with a bullish candle.
Speaking of the new energy sector, the wind power equipment sector, which has seen consecutive days of significant gains, is particularly noteworthy.
<h2>Dual Logic Strengthens, Wind Power Strengthens Again</h2>
Around 10 a.m., the wind power sector, which surged sharply in the afternoon yesterday, followed the strengthening of the battery sector, turning positive again and rapidly rising, with further gains in the afternoon.
<img src="https://imageproxy.pbkrs.com/https://inews.gtimg.com/om_bt/OLuo_Mf5AIL_D8wHfDo2YlK7inWVcape10yCym1PCuKqUAA/641?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://inews.gtimg.com/om_bt/OLuo_Mf5AIL_D8wHfDo2YlK7inWVcape10yCym1PCuKqUAA/641"/>
With two consecutive days of explosive volume, it appears that funds are repeatedly &#34;flipping cards,&#34; but there is also substantial logical support, which can be referenced from the viewpoints of certain institutions mentioned in yesterday's report.
On the news front, on one hand, the tense situation in the Middle East has led to rising anxiety in Europe regarding energy security. The UK announced that starting April 1, it will eliminate import tariffs on 33 wind power components, with tax rates on core components such as blades and cables reduced from 6% and 2% to 0%, aiming to release £22 billion in investment and accelerate the deployment of offshore wind installations in the North Sea
On the other hand, there is the high prosperity of the industry itself. Data shows that in January and February 2026, a total of 81 wind power projects in the country completed the bidding for complete machines, with a total scale of approximately 12.335gW (excluding framework bidding). Electric Wind Power led with a bidding scale of 2,558MW, capturing a market share of 20.74%, especially in the offshore wind power sector, where the share reached as high as 53.39%.
The lithium battery materials sector is also on the rise. The U.S. International Trade Commission (ITC) ruled on March 12 that imports of active anode materials (lithium battery anodes) from China did not cause substantial harm to the domestic industry in the United States, thereby overturning the affirmative ruling made by the Ministry of Commerce on February 11. The originally high anti-dumping duties of 93.5%-102.72% and countervailing duties of 66.82%-86% will not be imposed.
Changjiang Securities pointed out that this ruling reversed the negative expectations regarding the competitiveness of domestic anode companies in the U.S. and the medium to long-term landscape caused by the previous anti-dumping and countervailing duties, which has significant valuation repair implications, and the sentiment in the domestic anode materials industry chain has been significantly boosted.
<h2>Which sectors are worth paying attention to?</h2>
It can be seen that the price increase logic triggered by geopolitical conflicts is still spreading in the market, but the oil and gas sector, which was the earliest and most directly boosted, has not been able to regain its upward momentum—even though international oil prices have been relatively stable.
Some analysts believe that as the Middle East conflict becomes &#34;long-term,&#34; its impact on the short-term market is bound to weaken. Some previously overlooked sectors are gradually having the opportunity to emerge.
From today's market performance, there are slight movements in these directions.
Real Estate
In terms of news, the latest monitoring data released by the Shenzhen Shell Research Institute shows that in February of this year, the number of second-hand houses listed by its partner stores decreased by 3.3% compared to the same period last year. The latest data released by the Chongqing Municipal Housing and Urban-Rural Development Committee shows that the transaction volume of commercial housing increased by 7.27% year-on-year, and the transaction price increased by 0.3% year-on-year, with the transaction area of high-quality &#34;good houses&#34; accounting for 28%.
Industry insiders analyze that as restrictive policies continue to be optimized across various regions, coupled with the maturity of the industrial ecosystem in the Guangdong-Hong Kong-Macao Greater Bay Area, the solidification of the economic foundation, and the acceleration of transportation infrastructure, the talent aggregation effect of emerging industries will significantly enhance, providing substantial support for residential demand. It is expected that the national residential market will shift from policy support to endogenous driving, entering a consolidation and development period of &#34;stable quantity and improved quality.&#34;
Banking
From the perspective of comprehensive institutions, under the backdrop of the Middle East war, market risk appetite remains limited, and the equity repair market has hit the pause button, while dividend sectors may still present layout opportunities. In other words, the rotation between traditional and emerging, value and growth may continue.
Kitchen and Bathroom Appliances
According to media reports, due to the potential gas shortage panic triggered by the Middle East conflict, Indian households are currently flocking to purchase induction cookers, leading to rapid depletion of online and offline inventories.
Indian kitchen appliance manufacturer TTK Prestige stated that if supply disruptions continue, it will switch from sea freight to air freight for components sourced from China and Southeast Asia, incurring higher costs to ensure supply.
Brain-Computer Interface (slight movement in the afternoon)
Recently, the National Medical Products Administration approved the registration application for the innovative product of the implanted brain-machine interface hand movement compensation system by Bolei Kang Medical Technology (Shanghai) Co., Ltd., achieving the global debut of brain-machine interface medical devices.
Daily Economic News

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On March 13th, the A-share market experienced fluctuations and adjustments, with the Shanghai Composite Index falling by 0.81% and the Shenzhen Component Index dropping by 0.65%. The wind power sector rose against the trend, driven by the tense situation in the Middle East and the UK's cancellation of import tariffs on wind power components. Despite the overall market confidence being weak and funds choosing to hold cash and wait, the wind power equipment sector saw a continuous increase in trading volume for two consecutive days, indicating high prosperity in the industry. More than 3,800 stocks in the entire market declined, and the trading volume decreased compared to the previous day

腾讯新闻 - 财经

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GD ELECTRICITY

What's going on? In the afternoon, A-shares suddenly weakened, and the wind power sector once again led the gains against the trend