[Red Envelope] 2026.3.4 Review: Major Disagreements in Oil and Gas, Can They Make a Comeback?

A simple like keeps the gains coming; Keep asking questions, and your profits will soar! Hello everyone, I am Wan Gu Zhang Qing. [Taogu Ba]

1. Morning Thoughts
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As usual, I start with my morning thoughts. Today, I carefully recalculated the conditions needed for the oil and gas sector to strengthen today. I can only say I’ve done my best so you can learn. Today, the calculation shows that for the oil and gas sector to strengthen, the intercontinental oil and gas’s sealed order needs to reach 8.36 billion, Shandong Molong’s needs to reach 3.15 billion, China Merchants South Oil’s needs to reach 1.75 billion, and the number of one-word boards should be more than eleven. These are the conditions that must be met during the bidding phase for the sector to strengthen today.

Today’s opening clearly shows that oil and gas are below expectations, and far below. The next step is divergence, and the storage sector has received new guidance. I predicted this result at 9:20. The market then followed the bidding guidance, with big divergence in oil and gas, and the storage sector fermented for several limit-ups. This is the value of the bidding guidance. Just this guidance alone is worth studying for a long time. I’ve broken it down and explained it thoroughly—everyone really should learn this well.

Many people don’t understand bidding, seeing that the intercontinental oil and gas sealed order is larger than yesterday, and oil and gas still dominate the screen, so they think oil and gas is still very strong today and rush in to buy, taking the bait. I’ve provided the specific algorithm and shown the calculation process over two days because this bidding guidance is extremely important—it’s the key. I’ve broken it down and explained it repeatedly to help more people learn. You can’t see these outside; this algorithm is something I developed myself. No other blogger has the patience to calculate it repeatedly. This guidance is very important, especially the algorithm, as it’s a crucial basis for judging whether a sector can continue to strengthen the next day. You must master it. Otherwise, you won’t understand whether the sector will strengthen or diverge that day, and you’ll definitely get caught losing.

And then there’s the storage sector guidance. My formula doesn’t include specific targets because many storage stocks are on the STAR Market, which rarely hits the limit-up. It’s hard for my formula to catch these. However, in my detailed posts, after finding the guidance, I proposed three methods to select targets besides the formula. One is to observe the bidding抢筹 on major trading software, like Tonghua, where Jiang Bolong was the top抢筹 today. The second is to use capital memory, like the recognition of the storage sector by Demingli. Both methods are valid. The formula’s role is to filter targets, but it’s not the only way. Personally, I recommend looking at the formula because it has many conditions and filters out excellent targets.

This morning, I pointed out three stocks but didn’t specify them to avoid censorship and follow-the-leader effects. Now I’ll reveal the answers for you to compare with your understanding. When funds are confused, they tend to choose stocks with absolute recognition to form a group. This phrase sounds familiar, right? Maybe you’ve heard it somewhere. Longtime followers know that when I said this before, I was talking about Fenglong Shares. At that time, the market was chaotic, and funds grouped into Fenglong Shares, which later faced regulatory scrutiny.

The same situation applies now. After the divergence in oil and gas, funds fell into chaos. Stocks with absolute recognition might emerge. Currently, the most recognized stock is Yunnan Energy Holdings. I previously said I wouldn’t buy this stock, but that was before. Now, after the divergence, funds are chaotic, and Yunnan Energy showed strong resilience yesterday when it first experienced extreme negative feedback, and today it performed even better than expected. This resilience makes it valuable for group betting.

You can find opportunities to buy low, but don’t chase the limit-up. The obvious stocks are best bought at lower costs. Recently, Yunnan Energy often hits the limit-up and is prone to getting caught if you chase. The regulatory deadline is March 13; pay attention to this date. Fenglong, Jiamei, and Shengtong all performed well during regulatory periods. Once regulatory measures are announced, stocks tend to hit the floor because the regulatory expectation is fulfilled. If they don’t perform strongly, they’re likely to be pushed down. During the regulatory period, such stocks are relatively safe; you can do daily high-low trading until close to the deadline, when you should consider taking profits. I’ve discussed two trend stocks in the trend stock review.

Additionally, regarding the oil and gas sector, although there was big divergence today, the leader, Intercontinental Oil and Gas, remains. Tomorrow is expected to be a board-changing and turnover day. If it can switch hands, go up, and lead a full sector rebound, its premium will be very high, and the sector could truly become a main line. I’ve said I don’t participate because it’s highly related to futures, but I still analyze it regularly. If you want to participate, just look at this one stock, and the others are secondary.

2. Bidding Analysis
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If you can’t understand this bidding, you might think oil and gas is still very strong because Intercontinental Oil and Gas is still the largest order, and the sealed order is larger than yesterday. Other stocks are also dominated by oil and gas, which can easily lead to misunderstandings. The sealed order should be considered together with the sector’s fermentation level. It’s not just about adding orders or exceeding expectations; it’s a dynamic process. I’ve provided the calculation method—study it carefully. It’s extremely valuable. According to my calculations, for the oil and gas sector to strengthen today, the sealed order for Intercontinental Oil and Gas needs to reach 8.36 billion, Shandong Molong 3.15 billion, China Merchants South Oil 1.75 billion, and the number of one-word boards should be more than ten. The bidding is clearly far below expectations, with a big gap, which explains the large divergence later. The second-ranked storage stock, Baiwei Storage, added a new one-word order with a sufficient sealed amount. That was an effective guidance, and it fermented some storage sector limit-ups afterward. But it was later smashed down, and although it recovered somewhat, the guidance effect weakened. The subsequent fermentation was mediocre, and I wouldn’t trade these because the market’s recognition isn’t strong, and expectations are low.

3. Continuous Limit-up Tiers
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This tier of continuous limit-ups looks very clean. The divergence in oil and gas was truly fully released this time. Yesterday, many stocks were fake, but now it’s much clearer.

Four-limit-up stocks:
Yasheng Group, tungsten mining plus agriculture, risk-avoidance attribute. No strong sector strength, just fighting for the top limit-up position. Tomorrow, it will compete with another stock.
Shuifa Gas, oil and gas attribute, very poor limit-up. The sector is gone today, but the sector’s expectation remains. If the sector rebounds tomorrow, we’ll see.

Three-limit-up stocks:
Huai Oil, oil and gas attribute, sneaked up at the end of the day to fight for the sector’s rebound.
Petrochemical Oilfield, oil and gas attribute, also sneaked up at the end of the day for the same reason.
Shandong Molong, oil and gas attribute, a core stock in the front row, but why would the leader look at you?
Intercontinental Oil and Gas, the leader in oil and gas, was smashed today. Tomorrow, with the board change and turnover expected, if it can switch hands and lead the sector’s rebound, the premium will be high.

4. Trend Stock Review
After yesterday’s market crash-like行情, only a few trend stocks remain unbroken. By unbroken, I mean staying above the five-day moving average. So far, only two stocks meet this criterion in my formula: Huagong Technology and FiberHome. Huagong’s buy points are on February 26, 27, and today, corresponding to the first, second, and third buy points in the trend trading system. Since entering the formula, it has never shown a true bearish candle. Even during yesterday’s crash, it only surged and then fell back, closing water-side. I initially didn’t pay much attention because it was near a previous high, but today it broke through that high and held strongly on the moving averages, hitting the five-day line. This makes it a candidate for betting.

This stock has risen for seven consecutive days and resisted the market crash. I suspect it’s betting on some expectation. When it pulls back, it’s likely that some expectation is being fulfilled. Before that, the market crash can’t bring it down. If you know what expectation Huagong Technology is betting on, share it in the comments. Another stock is FiberHome, which also firmly stays above the five-day line. Today’s performance was impressive, with oscillation in the first half and strong support in the second half, fitting the second and third buy points of the trend system.

5. Market Summary
Today’s market was very straightforward. The bidding indicated big divergence in oil and gas. During the open, the three major oil companies all hit the limit down, which was a bit exaggerated—panic selling. Futures hadn’t even dropped yet, but the market then corrected itself. When you see a sector with divergence in bidding, consider selling related stocks, especially if your holdings aren’t top-tier. It’s easy to get caught in divergence. Selling at the highest point during bidding is a mistake—don’t learn this. Later, storage stocks fermented based on the guidance, but since this isn’t in my formula and isn’t suitable for short-term limit-up trading, it should be treated as a trend stock. Today’s guidance indicates a trend explosion day.

As for the oil and gas sector, I don’t recommend entering today due to the big divergence. Wait until tomorrow’s rebound. If you chase today, and it doesn’t rebound tomorrow, it’s likely to drop sharply, possibly hitting the limit down. It’s better to wait for a normal opening and sufficient turnover before jumping in. Only one stock, Intercontinental Oil and Gas, should be watched. It was smashed today, but I don’t recommend chasing smashed stocks because the future is uncertain. Wait until it opens normally tomorrow and has good turnover before making a move. That’s when it can lead the sector’s rebound and create value.

6. Optimal Bidding Solution
Although there was guidance for storage today, I don’t have targets in my formula because many storage stocks are on the STAR Market, which rarely hits the limit-up. They’re more suitable as trend stocks. So, there’s no optimal bidding solution today.

If you’re interested in my trading system or have questions, check out the five detailed posts below. They’re highly valuable and cover most questions you might have. I strongly recommend reading them.

Post 8: Bidding System and Trading Issues
Post 10: Software Trading System, Little Known
Post 11: Bidding Trading System (Updated)
Post 13: The Path of Seeking
Post 14: Trend Trading System (Complete Version)

7. Daily Reflection
I will keep saying this so everyone understands my intentions!

Regarding these trading systems, I want to share a few words. They are my painstaking gifts to everyone, but they are not perfect treasures, nor are they flawless. Still, they are worth cherishing. What are they? They are a platform—like Taogu Ba, a bridge for communication. Through these systems, trusted followers can test them in practice, encounter problems, and give feedback. I then try to solve these issues. This communication helps us get closer, and these systems can keep improving.

Maybe these systems aren’t yet at a high level, but I believe that with everyone’s effort, they will eventually help us ride the waves in the stock market. There’s a saying that retail investors are the main force in this market—only because of lack of unity do they often fail to break out. My goal is to unite everyone through these systems. If we can reach a consensus and everyone recognizes these systems, we can become a powerful force in the market. This consensus isn’t based on premium seats or hype but on the shared effort to build these trading systems. I believe this is the best way to forge consensus.

On the day we succeed, we will be the most beautiful scenery in the market. I created these systems, but ultimately, you will perfect them. I sincerely ask everyone—if you agree with these systems, actively participate. I believe the future market will have a place for us. In the Ming Dynasty, Hu Zongxian wrote a poem for Hai Rui and himself to clarify their resolve. I imitate his wisdom and find a poem for myself to clarify my own resolve.

“Gift to Fellow Stock Enthusiasts—System’s Heart and Will”

I dedicate my sincere heart to forge the sword’s edge,
Opening sources, gifting friends, hoping to meet again.
Not seeking perfection to amaze the universe,
But building bridges of trust to cross the wild geese.

Practical testing reveals true knowledge,
Feedback carves jade into perfection.
Unity of effort, like a thousand tons of power,
Shared conviction shines bright and clear.

No envy of fame or hollow hype,
Only wishing for collective strength to build a solid city.
Today we walk the thorny path hand in hand,
Tomorrow, we look up at the vast clear sky together.

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