[Real Trading Diary Day 4] 20260304 Hangdian Ditián Yuanneng Rebound and Breakout

【Foreword】[Taogu Ba]

Dear Taogu Ba friends, hello everyone!
I am San Cun Wei Guang. I am very happy to receive your attention and support. Thank you all!

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1. Trading Review (Only showing the performance of participating accounts)

1.1 Participating accounts (small funds with concentrated positions for attack, recorded since real trading, interested friends can check it out themselves, thank you!)

Yesterday: Yunnan Energy Holdings (Position 5C)
Today: Taijia Shares (Position 1C)

Brief summary: Yunnan Energy Holdings performed quite well overall, and I only sold after it hit the limit up. No choice…

Details can be viewed here:

1.2 Personal accounts (focused on diversified attack, mainly doing continuous board relay, exceeding expectations for joint efforts, falling short of expectations for separation)

Yesterday: Yunnan Energy Holdings (1), Tongyuan Petroleum (1), COSCO Shipping (1), GCL System Integration (1), Taijia Shares (1)
Today (as shown below)

Brief summary:

1. Regarding Yunnan Energy Holdings, you can see that my two accounts operate completely differently. The reason is that the participating account needs to ensure a high win rate, so no slightest mistake can affect it. Therefore, the mindset is not as stable as the personal account. After all, the competition still depends on rankings, so many regrets in the contest accounts are continued in the personal accounts. It’s not really regretful; when funds grow larger, pursuing better rankings. Back to the main point, Yunnan Energy Holdings opened with a surprise bid again, directly adding 1C at the opening, and then no significant selling pressure was seen throughout the day. Although there were large sell orders on the board, they weren’t too strong, so I didn’t operate until the end. Continuing to observe, the logic remains the same as yesterday’s share. If unclear, you can check the previous post.

2. Regarding Tongyuan Petroleum, the opening bid was much worse than expected, which scared me off, so I canceled the bid. Looking back, I missed a big profit opportunity, but such unpredictable movements are better to stay safe and only earn within my cognition.

3. Regarding COSCO Shipping, the logic is similar to Tongyuan Petroleum. The opening was severely disappointing, so I canceled the bid. It normally follows a trend of air-fuel, rarely giving low-entry opportunities. A gap down is a big trap. I saw Teacher Zengzi also holding it, but his operation is completely different from mine. I prefer to play it safe.

4. Regarding GCL System Integration, today was affected by panic sentiment. The intra-day support was decent, and it also has an electric concept, so it shouldn’t be easily bearish. Give it another chance to see how it goes.

5. Regarding Taijia Shares, it was a stock that hit the limit up yesterday. The opening bid was somewhat beyond expectations, but I instinctively gave up because, according to my trading discipline, stocks that hit the limit up the day before are outside my cognition. No need to overthink the reason; it’s better to leave early. But to avoid missing the chance, I also held it again in the contest account. If it doesn’t perform well tomorrow, it proves that exiting today was the right choice. Hehe…

6. Regarding Hang Electric, I traded it simultaneously with Yunnan Energy Holdings. They became a pair, and I also had a plan for Hang Electric yesterday, so I decisively held it. It performed quite well today, and I will continue to observe tomorrow.

7. Regarding Tongguang Cable and Hanlan Shares, I traded these together. At 9:37, after Hanlan Shares, I saw the power sector was very strong in a collective rebound, so I thought there might be an arbitrage target in the 20cm segment. I chose the latter between Ankou Zhidian and Tongguang Cable, because I’m not familiar with the former’s stock nature and worried about being trapped. I chose the one I’m more familiar with, which I’ve traded several times before. The logic is driven by the severe power shortage in the US and also as a hedge against tariffs and external influences—hardcore themes leading the anti-nuclear stocks.

8. Regarding Shui Fa Gas and Intercontinental Oil & Gas, these are stocks within my pre-set plan. As long as the sector continues to move, these two are core to the sector and cannot be ignored. Although both stocks were hit hard today, it doesn’t affect their status in my mind. I will keep watching. However, natural gas fell sharply today in the external market, so I need to be cautious tomorrow.

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2. Sector Review {Electric Power · Computing Power · Oil & Gas · Others}

1. Electric Power Sector (“The 14th Five-Year Plan” period, State Grid implements ten measures to serve new energy, plans to put into operation 15 ultra-high voltage projects; the US three major regions approved 765kV ultra-high voltage lines. From the news stimulus, there are no particularly direct benefits, mainly rotation arbitrage effects.)

Core stocks: Yunnan Energy Holdings (no limit), Hang Electric (2 limit days in 4 days)
Other recognizable stocks: Shenma Electric Power (3 limit days in 5 days), Shun Na Shares (first limit)
Special note: Yunnan Energy Holdings hit the limit today, but Hang Electric surged to the limit. It shows that the two are complementary, not to be viewed as competing. However, many stocks in the sector hit the limit today, and their continuation needs to be observed tomorrow. Avoid blindly chasing high.

2. Computing Power Sector (no special news stimulus, also rotation arbitrage, due to weak oil & gas, funds seek risk aversion)

Core stocks: Yunnan Energy Holdings (no limit)
Other recognizable stocks: Farsight (6 limit days in 8 days), Chuanrun Shares (4 limit days in 12 days), Huasheng Tiancheng (no limit)
Note: Currently, these are recognizable stocks with group recognition. Stocks without recognition are more likely to be abandoned. Not high-positioned groupings. Keep this in mind.

3. Oil & Gas Sector (On February 28, 2026, after US and Israel attacked Iran, Iran announced the closure of the Strait of Hormuz, causing a sharp rise in international crude oil futures. Today, there was significant divergence, and tomorrow needs to recover; on March 2, 2026, Qatar Energy announced shutdown of LNG due to an attack, accounting for 20% of global supply. The event drove the market, with only high-value stocks showing divergence.)

Core stocks: Intercontinental Oil & Gas (5 limit days in 7 days), Shui Fa Gas (4 limit days in 4 days)
Continuous limit: Shandong Molong (4 limit days in 7 days)
Other recognizable stocks: Zhunyou Shares (4 limit days in 7 days), SINOPEC Oilfield (4 limit days in 7 days)
Note: As I mentioned yesterday, the trend of the three oil companies needs attention. Today, they even opened with a limit down, which is rare. This reflects extreme arbitrage sentiment and quantitative boosting. Be cautious of big swings. Observe whether today’s limit-down stocks can recover tomorrow. Otherwise, this sector can only be viewed as a recognition-based group.

4. Other Sub-sector Topics

4.1 Agriculture: Yasheng Group (4 limit days in 4 days), Nongfa Seeds
4.2 Robotics: Yuexin Health (2 limit days in 5 days)
4.3 Storage Chips: Baiwei Storage, Demingli, Chengbang Shares
4.4 Military Industry: Aerospace Rainbow (aerospace), Oriental Zirconium (rare earths)

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3. Outlook for Tomorrow

3.1 Yesterday’s Summary (attached below)

3.1.1 Relay of continuous limit-ups (3 stocks: Tongyuan Petroleum with a big green candle, Intercontinental Oil & Gas and Shui Fa Gas hitting the limit up, accuracy 100%)
3.1.2 Trend arbitrage (3 stocks: Hang Electric, GCL System Integration, Tongding Interconnection, all turning red, accuracy 100%)

3.2 Outlook for Tomorrow

3.2.1 Continuous limit-up relay (Intercontinental Oil & Gas, Yasheng Group, Shui Fa Gas)
3.2.2 Trend arbitrage (Yunnan Energy Holdings, Farsight, Chuanrun Shares)

P.S.: Final trading results depend on the bidding performance. Looking forward to your comments after 9:25 tomorrow.

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The above real trading diary is for record and reference only. Investment involves risks. Please trade cautiously!!!