3.4 Retrospective

StrawberryIce · 2026-03-04T14:02:23+00:00

Recent stock market trends show that war-themed stocks are performing strongly, such as Yunnan Energy Control and Shui Fa Gas. Investors are enthusiastic about the agriculture and oil & gas sectors, with some stocks like Yasheng Group and Intercontinental Oil & Gas demonstrating good growth potential. Market competition is intensifying, with funds flowing into the main board, reminding investors to stay alert and focus on short-term stock market opportunities.

StrawberryIce

2026-03-04 14:02:23

Abstract generation in progress

Highly Suppressed [Taoguba]
8 Baiyin Nonferrous Metals (Gansu, Nonferrous Metals)
5 Hanjian Heshan (Beijing, Chemical Industry)
5 Zhangyue Technology (Beijing, AI Applications)
7 Yunee Holdings (Henan, Computing Power, Electricity)
4 Shufa Gas (Shandong, Natural Gas)
4 Yasheng Group (Gansu, Agriculture and Planting)

Recent High-Change Levels: 8, 5, 4, 4, 4, 5, 4, 5, 7, 3 (Taijia, Changyuan), 4 (Shufa, Yasheng)

Node Tiers: 4, 3, 1
Evaluation: The 4-board node is a pioneer in the war cycle, born on Yunee’s 7-board day, which is the last trading day before the breakout, consistent with smart capital game theory. Yunee’s 8-board hit the limit down and confirmed.
The 3-board node is Yunee’s high-volume breakout point, also a genuine war theme node.
First board is a pioneer node for the Two Sessions theme, with San Ge Wang Li and Intelligent Automation.

Top 5 Five-Day Gains: Tongyuan Petroleum, Huaru Technology, Shufa Gas, Yasheng Group, Intercontinental Oil & Gas
Evaluation: 3 Oil & Gas, 1 Agriculture, 1 Military Industry, all war themes, indicating they are in a war theme cycle, with one dominant theme.

Top 5 Ten-Day Gains: Tongyuan Petroleum, Yunee Holdings, Zhangyuan Tungsten, Roman Shares, Potential Energy Hengxin
Evaluation: 3 Main Boards, 2 Flexible, increased main board count, more than flexible, signaling easing of consecutive limit-up environment, capital bias toward main boards, which is good for connection plays.

Stocks About to Resume Trading: None

Four-Board
Yasheng Group: Early trading saw agricultural movement, full of courage, slightly weaker fermentation but not bad. Gansu leading the rise—has the era changed? Of course, if the Sheng in Huasheng is this Sheng, it makes sense. Possibly the trade war crowd has returned, as Business Treasure and Bailing Bao have abandoned it. Gansu + Group, memories rushing back… It has two logics: one is post-war reconstruction, where development is still needed after the war, so clothes and bedding are essential; agriculture fits this logic. The other is recent trade war news, which seems to have some new whispers, but I think the former logic of being in a war cycle is more reasonable.

Shufa Gas: Originally, a straight-line rebound + sector rotation would be great, proving a point: the chain has re-laid. Since the guidance is bullish, we can only watch if they move or not.

Three-Board
Intercontinental Oil & Gas: Said yesterday it wouldn’t be a trap to buy, and this morning you said it was due to sector influence. You didn’t open in the morning but did in the afternoon—what does that mean? Next time, before opening with this core logic, check how the opponents are doing. If Molong also opens, it’s a betting point; if Molong ignores you, just fool new rookies… I think aside from being optimistic about the future trend, there’s no reason to buy the afternoon-opened Intercontinental.

Shandong Molong: Was quite strong initially; if Intercontinental opens in the afternoon, then you are very strong.

Zhunyou Shares: Good stock personality saved a life, showing the importance of stock personality. Forget about connection; it must exclude any fundamentally problematic stocks.

Sinopec Oilfield Service: Turnover expectation gap, but the theme height needs careful consideration. Intercontinental just opened the three-board, coinciding with the Two Sessions and a new theme layout. The trend is good, unlike Silver, which is just…

Note: My short-term ideas are mostly learned from Yanbian Assassin, with some personal extensions.

Tomorrow’s Opportunity Watch:

First-in-two, guided by Wang Li and Intelligent Automation. 13:06 lowest index point, three limit-ups, chain coming—just raise your aesthetic standards. Respect the bidding process; detailed review will be done later.
Yasheng Group: Nothing much to say, opening high with everything in place. Watch for support from the agriculture sector, preferably with a new one-character boost.
Three-in-four, low-cost buy-in. Today all have good value; if tomorrow lacks value, I won’t acknowledge it. Focus on Sinopec and Molong; as for Intercontinental, wait until it breaks the limit again. When operating on consecutive limit-ups, be extra cautious—things don’t always keep rising; there are traps, that’s the principle.

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