Market trends are all about anticipation! Understand the current opportunities and keep a close eye on the signals for the next phase!

Review of Yesterday’s Index / Sentiment / Core Recap [Taogu Ba]

On the index side, yesterday clearly indicated expectations of stabilization today. The market opened high today with fluctuations, successfully filling yesterday’s gap, and regained above 4100 points. The trend fully aligned with our forecast! But liquidity needs to be emphasized—overall volume shrank significantly, which is not very healthy; the market still has a strong wait-and-see sentiment.

Market sentiment today did not disappoint. I mentioned yesterday that sentiment is stronger than the index. As the index warms up, maintaining sentiment is key. Today, the yellow line continued to lead the white line, perfectly matching expectations. For high-priced stocks, we previously said that oscillation is the best approach. Forcing a surge could cause problems. From actual performance, today’s oscillation of high-priced stocks also did not deviate from expectations.

Aerospace Power / Aerospace Development surged at the close, indicating continued market expectations for aerospace sector; Huasheng Tiancheng fluctuated today, consistent with forecast; Yunnan Energy Holdings, as the top main board stock, also followed a oscillation route—no issues; Explosive Light Electric shot up then fell back, but in the morning still gave positive expectations; Tongyuan Petroleum experienced sharp intra-day volatility, with pre-market bidding in line with expectations and no unexpected performance; Yasheng Group issued a high premium but no room for upgrade, still under pressure; Shui Fa Gas followed the natural gas path, surged in the afternoon then was hammered back to limit down—volatility is real; four oil and gas stocks on the third board, previously mentioned that game difficulty is extremely high, without early positioning it’s hard to participate—today’s performance confirms this!

Today’s Sharing

Recently, the supermarket mode has been active, with many holdings. Hardcore fans understand, so I won’t list them all. Focus on yesterday’s shared targets: 2 red, 2 green, the rhythm is still good! Changyuan Donggu and Lio股份 both gained; Huasheng Tiancheng and Pingtan Development closed lower today, but the trend remains, no need to panic.
During the day, I lightly tried Hailianxun, closed slightly red, missed the breakout in the afternoon—regretful; Shuifa Gas played a deep game on US-Iran, resulting in a rollercoaster intra-day, ending back at limit down.

Core Stocks Summary

Aerospace Development: surged at the end, hitting the daily limit, sector collectively strengthened! The aerospace sector still has market expectations, with core stocks being driven by funds. The attitude is relatively strong, but this collective surge at the close indicates no lack of volume. Based on current sector expectations, it’s mainly oscillation; tomorrow’s expectation is also oscillation unless there’s a proactive breakout, which would be beyond expectations.

Huasheng Tiancheng: today’s trend aligns with oscillation expectations! During the afternoon, when the computing power sector moved, individual stocks did not follow—this is actually good—since their positions are not low, they should lead the rhythm. If they just follow the trend, it’s not impressive. Don’t think it’s weakening. The expectation is oscillation, and given the size, continuous strength is unreasonable. Tomorrow, mainly expect oscillation again.

Yunnan Energy Holdings: today also fits the high-level oscillation expectation! Two days of being halted, a correction today is reasonable, but overall support is good. Plus, the power sector has shown sustained strength recently, so individual stocks are still expected to perform. Funds took the lead at the end of the day. Tomorrow, expect oscillation; if you don’t have early positioning, game difficulty is high. Left-side attention during corrections is more stable.

Explosive Light Electric: as a high-level core of the Growth Enterprise Market, surged sharply then fell back today. The rise was in line with the electric optics trend, but the trend is clearly weak—rising with the trend, actively falling. Tomorrow’s expectation leans toward correction. Currently, the profit-making effect of the GEM is stronger than the main board. As a core GEM stock, after correction, there’s a high probability of continued funds playing.

Tongyuan Petroleum: today’s amplitude was full! But the funds that entered on the left side yesterday responded well today. Those who bought at the low yesterday could easily take profits in the early bidding. But the game difficulty is obvious—volume impact is large. Treat it as an emotional anchor, don’t chase blindly.

Shandong Molong / Intercontinental Oil & Gas: these two are relatively strong in the oil and gas sector. Today, Molong was stronger than Intercontinental, mainly due to smaller size. Molong was passively halted at the end of the day. Tomorrow, the oil sector depends on Molong’s performance; the expectation is a low open.

Zhuolang Intelligent / Intelligent Control 2 boards: both are front-runners in intelligent economy, but the sector did not ferment today. Expect continued performance tomorrow. Normal expectation is turnover, likely to upgrade; if it continues a straight line, the sector may ferment.

Kang Feizi’s Market Law System Core mainly consists of two systems: the three-dimensional review system + the three-node trading system.
Three-dimensional review system:
1) Index dimension: judge “whether it can be done”
2) Sentiment dimension: judge “whether dare to do”
3) Theme dimension: judge “what to do”
Three-node trading system:
1) Sentiment repair node
2) Core leader node
3) Market high-low cut node

Index Dimension Tomorrow’s Conclusion

Today’s market opened high, successfully recovered yesterday’s gap, closed at 4108 points, and re-established above 4100 points. The overall trend is basically in line with expectations! Looking at liquidity, today’s total turnover was 23,900 billion yuan, a moderate volume, but significantly reduced compared to earlier periods, indicating strong wait-and-see sentiment; outside funds have not entered massively. More importantly, today’s volume-price divergence: in the morning, the index rose with shrinking volume; in the afternoon, it fell with increasing volume. This shows weak willingness to chase highs, strong willingness to cash out at peaks. So, today’s red K-line is just a stabilization and recovery, not a sign of full outside funds turning bullish! Considering volume and structure, a consolidation or oscillation tomorrow remains a reasonable expectation. Also, sentiment still exceeds index strength; if sentiment can stay resilient tomorrow, the index has a better foundation to stabilize. If sentiment weakens, it will likely drag down the index—this is a key signal to watch for tomorrow!

Sentiment Dimension Tomorrow’s Conclusion

Today’s market finally saw a broad rally, with nearly 4000 stocks rising, and the number of limit-down stocks sharply reduced to 2! According to my sentiment cycle system, the current market remains in the oscillation cycle. High-level stocks oscillated as expected, no extreme moves; mid-cap stocks performed well, consistent with expectations. In recent days, funds have started testing new themes: yesterday afternoon’s smart economy and today’s early panel rally are positive signals! But note, the market lacked volume; new theme rallies are mostly driven by quant factors, with outside funds mostly on the sidelines. Recognition of the main line has not yet formed a consensus. To truly establish a main line, we need a volume resonance and strong movement—this is a key signal to watch in the future!
Following the rhythm, tomorrow’s market may lean toward weak divergence. High-level stocks still mainly oscillate. Only if these core stocks actively surge during the day will it meet the normal expectations of the current sentiment structure—this can be verified tomorrow. Regarding the consecutive limit-up stocks, the current maximum is 2 boards. Tomorrow’s 2-to-3 upgrade battle will be a key focus for short-term funds and a crucial window to observe short-term sentiment strength!

Theme Dimension

US-Iran Conflict: Sector volatility is increasing! Among the five major directions—oil, natural gas, shipping, military industry, cyclic resources—oil is the most intense in game, with more quant participation. Today, intra-day divergence, repair, divergence pattern emerged, often a top signal for themes. But this sector is driven mainly by external news, so volatility is normal, but game difficulty is very high! For those still wanting to participate, focus on the most core stocks in each direction, and absolutely avoid chasing the top!

Core targets:
Oil: Tongyuan Oil, Intercontinental Oil & Gas, China National Petroleum
Natural Gas: Shui Fa Gas
Military: Huaru Technology, Jiexing Equipment
Shipping: China Merchants South Oil
Chemical: Jinniu Chemical

Smart Grid: Recently showing sustained strength, a branch of computing power, sector performance is healthy—there are high-level core stocks (Yunnan Energy Holdings), low-level strong stocks (Hanlan Co., Shunna Co.), mid-tier (China Western Electric), and trending targets worth tracking! Combining recent strong GEM performance, the approach can focus on GEM stocks.

Core targets: Yunnan Energy Holdings, Hanlan Co., Shunna Co., China Western Electric, Baobian Electric

Panel: Today’s emerging theme showed impressive intra-day strength, with over 20 limit-ups, but still mainly driven by quant factors. After 11 am, no new limit-ups appeared! Tomorrow, observe sustainability. Based on today’s strength, the top-tier Huacan Optoelectronics’ order book was below 3 billion, which is below expectations!

Core target: Huacan Optoelectronics

Conclusion

The market finally emerged from a long-awaited broad rally, with sentiment gradually recovering within the oscillation cycle. Funds are starting to explore new directions. The biggest current issue is volume not truly expanding, and main themes not fully established. Still, I remind everyone to stay rational and avoid blindly chasing highs. The key in the next phase is the support and rotation during weak divergence, whether high-level stocks can stabilize, mid-level stocks can continue, and whether new themes can produce volume resonance. These are crucial for whether the market can go further. With big fluctuations and fast rhythm lately, I review and share my clearest judgments and opportunities daily, hoping to help you avoid detours and seize chances. The market is improving, so I hope brothers will like, view, interact, and support—your support is my biggest motivation to keep delivering valuable content. Stay steady, and let’s grab the upcoming opportunities together. Keep it up!

To brothers supporting Han Jia Jiang Jin Yin Fen:
Your tips, effort, and time investment are often proportional to your account gains.
This is no coincidence—it’s your trust in your trading cognition, invested with real money and time. Active participation and sharing help anchor your trading logic, deepening your understanding through interaction.
That’s why the most active supporters in Han Jia Jiang are always Jin Yin Fen, and they tend to have steady positive gains. They are not just waiting for code to “reach out,” but actively refining strategies and calibrating directions through discussion, upgrading their self-awareness amid laughter.
In the investment circle, cause and effect are clear—unfortunately, many get the order wrong—thinking they can make money first, then upgrade to Jin Yin Fen, then invest effort. But have you considered? We are in a rapidly changing A-share market, where capturing fleeting leader opportunities is key. The first investment is never a stock, but your own cognition.
When cognition is in place, profits come naturally. The so-called foresight is just understanding this earlier. I hope brothers will share the same dedication! I wholeheartedly share my strategies and hope brothers will respond more! Especially newcomers! Building popularity and data is not a solo act—only with our joint effort can we win together! I provide insights and direction; you just need to like, give small tips, and support—this fuels me and shows more brothers our practical strategies. Especially those who’ve already benefited—must stay motivated! Honestly, the tips will pay back many times over in the market—this wave is not a loss.

Thanks to the Jin Yin Fen brothers of Han Jia Jiang for helping energize the scene—truly touched! Special thanks again to @Chen Yuhong, @Xiaoxiaoxiaochunfeng, @FengZhangtingban, @XuriAn2025, @Yingyue77, @YikeBaicai, @YufengErxingA, @WugenShengrr, @Yanzhe, @Better1028, @Shadekey, @TangSenYong, @BruceFloyd, @WenHangTianxia, @Xiaoshushu, @Gusheng32, @If9341, @DaniuZhitongche, @Yiqilidai, @Zhaoge8888, @Bangongxitong, @AHahaDidi, @DiYuSong, @XiehouYunYun, @Yu198312, @Gushihuaizhe, @Bingbin8888, @Tongtu2, @MakaluNe, @ChaoGe8888, @Bangongxitong, @AHahaDidi, @DiYuSong, @XiehouYunYun, @Yu198312, @Gushihuaizhe, @Bingbin8888, @Tongtu2, @MakaluNe, @ChaoGe8888, @Bangongxitong, @AHahaDidi, @DiYuSong, @XiehouYunYun, @Yu198312, @Gushihuaizhe, @Bingbin8888, @Tongtu2, @MakaluNe, @ChaoGe8888, @Bangongxitong, @AHahaDidi, @DiYuSong, @XiehouYunYun, @Yu198312, @Gushihuaizhe, @Bingbin8888, @Tongtu2, @MakaluNe, @ChaoGe8888—your recognition means a lot!
Short-term trading is most afraid of closed doors and bottlenecks. Now that I’ve been recognized, join in openly! Wear the golden armor of Han Jia Jiang! Let’s get to know each other early, interact early, and learn real strategies together!

Han Jia Jiang Declaration:
You ask what Han Jia Jiang is about?
We catch the leader others don’t understand!
We hold the涨停 others can’t keep!
We avoid the pitfalls others can’t dodge!
In short, the money others can’t make, we do!
The roads others can’t see, we cross!
Improve cognition, eat well steadily! That’s Han Jia Jiang!

Brothers, if you agree with my ideas and want to learn real stuff long-term, don’t be stingy—like, support, and give a full support package!

My Stock Market Motto:
Han Feizi said: “Self-mastery is strength,” and so is the stock market.
Follow the strategy of “Assessing the situation,” and act with “Fast, accurate, steady, fierce,”
And keep the heart of “Sincerity over cunning.”
Only hunt for core opportunities, not chase after clutter.

“Self-mastery is strength”: The core of the market is overcoming yourself!
“Assess the situation” + “Fast, accurate, steady, fierce”: The strategy is to follow the trend!
“Cunning over sincerity”: The bottom line is to stick to rules!
“Only hunt for core, not chase clutter”: The focus of ultra-short is to grasp main line opportunities!

Finally, thanks to brothers who tipped in the last post @Adny, @DiYuSong, @LonghubangLunGujin, @Xiaoxiaoxiaochunfeng, @FengZhangtingban, @JulianNoWorries for your support!