[Red Envelope]( 5000-word in-depth ) Two Main Themes? Who Will Replicate Aerospace Development? How Will US and Israel Fireworks Affect the Big A

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1. This round of market is brewing a second space development
First, the conclusion: this conflict’s impact on the world is not just reflected in energy prices but also marks an important milestone for future national development directions and even the entire blue planet’s development node.
You think the US and Israel are just fighting over oil? You’re wrong!
You think you should heavily invest in oil and energy stocks? Wake up, brother!!
You say previous Gulf Wars and oil crises only pushed up oil prices? But this time, Prince Golden Dragon has shown through my two-week strategic layout that if you obsess over one lead stock with a dragon head strategy, you’re biased.
Today, we’ll spend some time analyzing the key core points of this conflict to help you see the underlying essence, improve your overall perspective, and think carefully about how this affects our A-shares, and how to use the lead stock strategy to analyze this wave of market?
First, I want to make a key prediction: this may have already birthed a second space development. Are you sure you want to miss it??

2. Lead stock strategy captures 45% in a week, the excitement is still to come
Yes, you read that right. The current situation is very similar to the “Gulf War” or “Arab Spring” period, even Qatar’s foreign minister mentioned the risk of evolving into a 100-day war. Over the past two weeks, A-shares have exploded in oil and gas stocks. We made very clear analysis and identified targets on the very first day of the new year, even explaining the entry points a night in advance. Many slow followers ate the meat, while more regret missing out on the big gains for not trusting or believing? Prince Golden Dragon’s homework is already out, leading the steady followers to grasp opportunities in COSCO Shipping and China COSCO Shipping Energy, with a 45% chance of big moves, and chemical leader Jinhongda with four boards of gains!! At worst, you should have grasped opportunities in oil and natural gas ETFs, small metal ETFs with 25%, and gold with at least 15%!!
Looking at this week, oil and gas slightly retreated due to divergence, but the power grid sector performed strongly. Feeling puzzled why oil and gas prices soared while stocks diverged? What we see is: smart grids and ultra-high voltage power transmission are gaining momentum! From positions after the oil, precious metals, and small metal runs, this week we quietly entered related power grid stocks. Next week, we will definitely continue to eat meat~~ Why does Prince Golden Dragon dare to hold high positions in power grid leaders without letting go? Do you think it’s just about the number of boards in the lead stock strategy? Shallow thinking. The lead stock strategy isn’t just about that. Short-term may relate to some technical patterns, but can you see the bigger picture? Can you see the second or even third wave?
Some say, no problem, I’ll wait for the second wave to come before jumping in. That’s fine, but I want to say: once you see through some things clearly, before the second wave even starts, you might have already made dozens of points through T+0 trading!! And avoid more people being afraid to jump in when the second wave arrives!!

3. The underlying logic of oil and gas decline, power grid rise
Why are oil and gas falling while the power grid rises? Because the market is shifting from “emotional hype” to “logical realization.” The explosive growth of oil stocks was definitely driven by emotional hype, but once the overextended emotions and profit-taking are exhausted, and the driving factors weaken, the first wave of emotional elasticity will retreat. This is the fundamental reason for the divergence in this type of market’s first wave, and the most direct market outcome. In my description of the “five major leading sectors” and their rules during such global-impact events, I cited very typical historical cases to tell everyone: this type of market historically runs like this. It’s just that now, the story has changed, the actors have changed, but the director and scriptwriters remain the same—familiar scripts, familiar flavors!! The reality is: only if you’ve watched countless similar movies before, can you predict the next line, right?? So I tell everyone directly: the first wave of emotional hype is starting to retreat, profit-taking is happening, and we are entering the second stage: deep logical realization!! Because capital has seen through the ultimate destination of oil and gas—renewable energy, and the ultimate destination of energy is electricity, and the computing power’s ultimate destination remains electricity!! That’s the underlying logic!!

4. The cause and ultimate solution of resource wars
Before revealing the conclusion, I ask: have you seen today’s news about the bombing of Amazon data centers? Some say Iran has behind-the-scenes guidance. In the past, wars targeted military facilities and bases; now, they’re bombing data centers? Why? Because Middle Eastern data centers hold massive data and computing power, including AI algorithms that strategize how to attack Iran’s AI command centers (Anthropic knows this). Bombing these centers affects command and control, right? Think about why Elon Musk early on said he wanted to move computing centers into space? If we have enough computing power in space during a war, can ground-based missiles or drones reach us? From this perspective, even Trump didn’t support Musk’s space computing plan, even removing new energy subsidies, causing disputes. Now, it’s clear: Trump’s strategic vision is lacking.
Is it just because Trump is foolish? Why not support new energy? Because the fact is: China has already led in wind, solar, and energy storage—he can’t catch up!! If China fully unifies the Belt and Road, maximizes Eurasian traffic, promotes RMB settlement, and someday develops nuclear fusion and quantum communication, then the old elites and the “8-gear chain bacteria” will probably have to kneel and lick Dongda for 10,000 years!! Remember I explained in the last live broadcast: why was my headline “Wishing the motherland prosperity and leading Blue Star for 10,000 years”? Think carefully!! What is the bigger pattern? What is a grand chess game? What is participating in national destiny??
I ask everyone: what supports the tech bull market of Dazhong? US dollar, oil, Federal Reserve, Silicon Valley tech databases! If financial settlement shifts to RMB, and AI computing power and energy discourse are no longer dominated by China, then you guys are not even qualified to carry Dongda’s shoes!!!
That’s why he’s anxious!!
There’s a funny online joke: Trump is like a rookie trader, first fully invests in Greenland, small win; second, fully invests in Venezuela, big win; excited, he thinks he’s a stock god, then fully invests in Iran, gets trapped, huge loss, reluctant to cut, and can’t afford to unwind. He’s panicking like ants on a hot tin roof~~~
And this bombing of data centers reflects a harsh reality: whoever controls future AI will control war, air and sea dominance, and economic power… So this war has escalated into a scramble for AI hegemony.
And! What is the real prize in the Iran war? Think about Greenland, Venezuela—are they just fighting over oil? No, they’re fighting over maritime routes, traffic dominance!! You’re far away in North America, across the ocean, how do you counter the Belt and Road on land? Only sea routes and space remain! No time for overtime~~
No matter how powerful your AI is, without electricity, there’s no energy, no blood—you can’t run!
But at this critical moment, the 14th Five-Year Plan introduced a new concept: “Power-Computing Coordination,” first included in the government work report. 90% of people haven’t realized this is the ultimate national-level solution!! Do you understand? The ultimate solution isn’t what I say, it’s the answer given in the government work report!!!
Why do I believe that in the coming months, relying solely on rising oil prices to speculate on oil and gas stocks is a tail-end market, riskier than opportunity; the real core logic and beneficiaries are in power grids, ultra-high voltage, and power-computing coordination.
Why is power-computing coordination the ultimate solution?
Is it just the old “West-to-East power transmission” and “East Data, West Computing” recycled stuff??
I tell you, your understanding of lead stock strategy and cycle rotation needs to be elevated further.
Haven’t seen our definition of “True Dragon Big Wave” last year? Haven’t seen the inspiration from last year’s robotics, AI, Zhongyida, Hongbaoli waves for lead stock strategy? Back then, the driving logic was external industry stimuli and continuous news pushing wave after wave. But this time, “power-computing coordination” isn’t just a few lines in the government’s key points; it’s real money—7 trillion yuan allocated for 6 networks, with 4 trillion for smart grids alone!!

5. Iran’s resistance is brave but not daring to oppose all humanity
How did previous oil wars end? This time, the script is a bit different.
Let’s review some history:
1973, Egypt/Syria vs Israel. Oil embargo: OPEC embargoes the West, oil prices jump from $3 to $13. Economic recession: the worst since WWII, forcing the West to build strategic petroleum reserves (SPR), ending the embargo through political negotiations.
1979, Iranian Islamic Revolution, capacity drops to zero: Iran’s internal turmoil causes output to plummet, oil prices soar from $13 to $40. Market imbalance: leading to stagflation, US raises interest rates to curb inflation, global demand shrinks, oil prices fall back.
1990, Iraq invades Kuwait, supply interruption: Iraq + Kuwait exports halted, oil prices double. Military intervention + SPR: US fights Gulf War, IEA releases strategic reserves, prices fall after supply-demand balance restores.
But regardless of the crisis, the final solutions are only two: first, fight back militarily and politically; second, find alternatives—release reserves, save energy. No crisis has been won solely by “blockading straits,” because that touches the bottom line of all humanity.
So you see China-Russia mediation, India’s consent at ports, UK’s initial non-intervention then opening bases, Europe’s internal disagreements, pressure on Iran from neighboring countries, including the Chinese nurse’s video call urging “to eliminate our corrupt government”…
Thus, the conflict’s impact may last over 1 month, maybe 3-6 months, but it’s hard to be uncontrollable. Ultimately, negotiations will likely resume, reflecting: explosive oil speculation is just that—speculation, don’t get too carried away.

6. How to respond next—Prince Golden Dragon’s one-sentence strategy
I’ve put the overall strategy upfront, brothers and sisters.
【In general, oil and gas are more driven by short-term emotions and news; in the short to medium term, power-electrical synergy is the key layout, multiple waves. The “Nine Sons of the Dragon” market pattern is within power-electrical synergy.】
If you don’t understand the “Nine Sons of the Dragon,” review the “Golden Dragon Emerges, Nine Sons of the Dragon” post.
Oil and gas: Due to weekend tensions, the Strait of Hormuz shipping volume drops below 6%, so next week oil and gas may still rise. But beware, chasing the lead stock strategy is not about chasing the rise; that’s superficial.
Gold and chemicals: Gold isn’t for speculation; it’s a risk-hedging logic. The best way to hedge is to buy low, no doubt. Coal chemical stocks might become defensive due to short-term oil price rises, so if you want to chase the leader in coal chemicals, wait for the right timing and avoid entering on divergence days.
Power-electrical synergy: I’ve already entered. Those who haven’t, come and cheer me on, thank you. Optical communications, chips, AI, etc., broadly also count as power-electrical synergy. Maybe news will push data centers or strategic backups, not impossible.

7. Core stocks overview
Centered on green power direct supply + coordinated dispatch, I categorize core targets into three types:
(1) Power-electrical integration—most authentic “child”:
Yunnan Energy Holdings: 8 boards in 12 days—emotion leader, I expect it to become a benchmark for space development. Mainly transforming from thermal to renewable, holding stakes in AI computing and Zhengzhou Heying Data, currently the most recognized core golden dragon by funds.
Jinkai New Energy: Wind, solar, and energy storage in Xinjiang, a true green direct supply model, logical and a market favorite for rebound.
GCL System Integration: Virtual power plant, can precisely match computing demand, a pioneer in “power-electrical integration” mode.
(2) Power grid dispatch and brain—“nervous system” of computing power:
Southern Power Grid Digital: A potential new favorite, I bought it without hesitation on Friday. More flexible than NARI, easily chased by funds, ready for trading.
State Grid NARI: Leader in AI dispatch, over 75% market share, favored by institutions.
(3) Ultra-high voltage and transmission—“highway” of power:
China Energy Construction: General contractor, “East Data, West Computing” project contractor, responsible for integrating computing centers and power grids, very logical.

8. Future outlook for Yunnan Energy Holdings
Let’s guess first: only those daring to think can act. Yunnan Energy Holdings might develop into a major wave, becoming the second space development, similar to Hanlan Co.
Recap the space development: first wave hit the boards, then consolidated at high levels, shaking out weak hands, later driven by low-orbit satellite news, forming a stronger main rally. Yunnan Energy Holdings is now in the high-level consolidation phase after the first wave, with funds using oscillations to clear out floating chips, preparing for the next surge.
From the timing and sector height, Yunnan Energy Holdings is the first leader to reach high in the power-electrical synergy sector. As long as it doesn’t break the 5-day or 10-day moving average, this oscillation is healthy and a typical shakeout.
Now, with Hanlan Co. in the third wave, Tongguang Cable’s big rebound, and China Western Electric’s comeback, this line’s development is far from over. So I’ve extended the timeline for Yunnan Energy Holdings. When the time is ripe, it may rise again. Think back to space development, Great Wall Military Industry, Jishi Media.
With 7 trillion yuan backing, can this theme run for half a year? Three months? If it follows the “14th Five-Year Plan” or “Ultra-high Voltage projects” or news about Yunnan Energy Holdings’ own power-electrical projects, it’s very likely to trigger a second main wave.

Overall Market Stage
I believe the market is healthy. What do you think? Maintaining the view: no wild surge upward, but support below.

2. Sentiment cycle nodes
Thursday and Friday showed some divergence correction; next week, driven by main sectors, good entry points may emerge. I will hold my positions and not worry unnecessarily.

3. Review and summary
Almost everything has been analyzed. If power grids can’t do well, I don’t want to do others. I am your strongest helper, right? Repeating all the analysis would be pointless. Let’s review a few core stocks in smart power grids and power-electrical synergy:

1. Core equipment and infrastructure (most certain to deliver results)
   No matter who makes the computing power, they need my equipment, and they’ll come to me for construction—most certain business.
   China Energy Construction: Leading general contractor. Responsible for “East Data, West Computing,” integrating source-grid-load-storage and computing. Very logical, as it’s not just selling equipment but undertaking entire infrastructure projects, with high certainty.
   TBEA: Core in ultra-high voltage. Transformers are the heart of the power grid. With 4 trillion yuan investment planned, ultra-high voltage construction is key, and it’s the most direct beneficiary.
   State Grid NARI: Power grid AI dispatch leader, over 75% market share, favored by institutions.
2. Power-electrical integration operation (largest flexible space)
   Having cheap green electricity, directly supplying its own computing centers, lowest cost, thickest profit.
   Jinkai New Energy: Green power + computing. Xinjiang wind, solar, and energy storage integration, very logical, a typical “generation in one hand, computing in the other.”
   Yunnan Energy Holdings: Benchmark in thermal power transformation. The only listed power platform in Henan, now entering computing leasing, doing “direct power supply + green power matching,” with room for valuation revaluation.
3. High-voltage transmission and data center support (segment champion)
   Solving the “last mile” power supply problem.
   Ankero Smart Electric: GIL pipeline. Provides high-voltage direct connection solutions for data centers, solving city core power transmission, globally leading technology.
   Kehua Data: DC power supply. Core for data center power security, directly benefiting from cost reduction in power-electrical synergy.
4. Power grid equipment and distribution network (funds flowing in)
   Distribution network upgrades are the foundation of power-electrical synergy.
   Hancable: Ultra-high voltage cables. Third wave leader. Despite some performance fluctuations last year, it holds a core position in ultra-high voltage cables.
   Siyuan Electric: Transformer leader. Stable core business, expanding overseas.
   Don’t forget Southern Power Grid Digital, which used to be a favorite for speculative stocks. Now, it’s more of a small golden dragon.

4. Tomorrow’s strategy
“Look at the oil chart, there’s always a limit-up coming!”
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【Overall, oil and gas are more driven by short-term emotions and news; in the short to medium term, power-electrical synergy is the key layout, multiple waves. The “Nine Sons of the Dragon” pattern is within power-electrical synergy.】
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