0311 Bald Head Online Review Post

First, give a thumbs up and then read, enjoy a million. Keep it up with tips and rewards, and good luck always! [Taogu Ba]
Market Overview:
Total trading volume across both markets is 25,285 billion yuan, up 1,115 billion yuan from yesterday. There are 2,060 stocks rising, significantly fewer than yesterday by 2,476, with 3,284 stocks waiting to rise. This shows a pattern of rising without volume and falling with volume. There are 52 stocks hitting the daily limit, roughly the same as yesterday, with 10 consecutive limit-ups, a 20% upgrade rate, slightly higher than yesterday. There are 2 stocks hitting the daily limit down; Huapei Power has reopened, and the auto parts industry, if not for robots, is unfortunate because robots are busy hitting moles, let alone auto parts. Especially now, with the slowdown in new energy vehicle growth, the auto parts industry is expected to face difficulties in the future.
Last night, I was thinking about how last year’s commercial aerospace is very similar to today’s chemical industry. How so? Well, at first, you don’t believe, look down on it. When you start to believe and get in, it’s a trap. Then, when it drops so much you can’t hold on and you cut losses, another wave comes. OK, a second wave? Jump in quickly! Then it hits you again! This is the trend of institutions, not calculated by daily trading but by weekly trading. After two days of consolidation, the chemical sector surged again today, with 10 limit-ups.
Lobster and power grid, which are mutually supportive, both only left one survivor today, feeling like the end is near. The third-generation sentiment stocks with consecutive limit-ups have hit new highs, and the market is likely to turn bad afterward. Large-cap stocks like Western Electric also hit new highs for a period, probably because institutions have already sold off most of their holdings.
Compared to application-side AI hardware, resilience is much stronger, mainly because many of the constituent stocks of the CSI 300 are heavily held by institutions, and quant funds dare not recklessly hit the national team’s positions.
Actually, for intraday trading, pay attention to the morning news, especially from the US. But you need to keep up in real-time; if stocks keep rising for three days, don’t be slow to react, or you might miss out.

Total limit-up stocks: 52.
Consecutive limit-up tiers:
Four limit-ups: Ningbo Construction, Lobster, exploded with huge volume today, with a bid volume ratio 33% higher than my standard for a one-word opening, expected to hit record volume today, so I didn’t participate.
Three limit-ups: Zhongnan Culture, restructuring and acquisitions. This stock is very bullish, previously harvested by it in December 2023, with a 20% loss.
Two limit-ups:
Lüfa Power, wind and solar storage concept, showed good momentum today, with several photovoltaic stocks hitting the limit-up.
Huaneng Power, thermal power generation. For A-shares, focus on thermal power; hydropower has no future.
Yellow River Cyclone, cultivating diamonds, semiconductor materials cutting.
Xianglong Electric, water utilities, probably just riding the electric name, expect another limit-up soon.
Yasheng Group, agriculture, trend-following.
Guoan Shares, information security, based on news in the morning, entered when it hit the limit-down.

Dingxin Communications: rumored to be San Gou Ge’s stock, smart grid distribution automation, new energy MCU chips.
Ruisidakang: The global Optical Fiber Communications Conference (OFC) will be held on 03/15 in Los Angeles, USA. Looks like after two more limit-ups, the rally will end; the good news has been priced in. I entered some today.

First limit-up: 42 stocks
Chemical sector: 10 stocks
Jinniu Chemical and Baofeng Energy, coal chemical industry. Baofeng Energy is the world’s largest coal chemical leader.
Jinpuzhiyou, titanium dioxide.
Xinjiang Tianye and Zhongtai Chemical, chlor-alkali.
Baichuan Shares, alcohol ethers, solid-state batteries, photoresist upstream materials. First limit-up with reduced volume, either breaking through the 16.11 level in a straight line or dropping back.
Andisuo, animal nutrition and feed additives.
Sanfu Shares, organosilicon, storage chips, optical fiber.
All are trend-following stocks; as mentioned before, structural stocks follow the high-low pattern along the 5-day and 10-day moving averages.

Huadong Numerical Control, industrial mother machine, CNC machine tools.
Fengfan Shares, power grid equipment, cables, support towers, steel. The smart grid is no longer easy to copy; I previously traded a tower steel stock but can’t remember the name.
Xiongtao Shares, power batteries. To break out, it needs to open above 28 yuan tomorrow.
Green Power, with a very nice trend and chart, is the driving force behind the slow bull market in A-shares. Tomorrow, it needs to jump over the 8.96 gap, which could trigger a wave of market activity.

Other stocks are mainly lagging behind in the electric synergy rally, so I won’t detail them.

Personal holdings:
Sold Le Kai Film during the morning rally.
The market dropped the energy-saving wind power stock from yesterday’s mid-session, a small follower of Lüfa.

Bought small positions in Xiao Ruirui, Xiao Ding Guo during the bid, and during the intraday dip, entered Xiao Anzi at the bottom.

Tomorrow, focus on Green Power.

Thanks to all the stock friends who rewarded me yesterday. Your support and recognition motivate me to keep going!
@hahaai @Langhua Benteng @Yayanna @Siyuan168168 Wishing all the rewarded friends and fellow investors daily prosperity and long-term success!

If you find this post helpful, please support with tips, likes, and comments in the comment section. Thank you! The market review is only my personal opinion and does not constitute any investment advice. Please exercise caution!