Continue power, Xiangxin Energy Technology, Dajin Heavy Industry!

Today’s Index: [Taoguba]
The Shanghai Composite had a deep V-shaped rebound today. Although it closed in the red, it stayed above all moving averages, which can be considered relatively strong. This is also influenced by geopolitical factors—U.S.-Iran tug-of-war causing swings, with good days and bad days. Oil, gas, chemicals, and technology are closely related to this, leading to sharp fluctuations. Quantitative trading makes this even more apparent. After this week, the market will gradually diminish these impacts.

Today’s Trading Volume:
Volume shrank by 67.7 billion, totaling 2.46 trillion, barely passing. However, most of this volume is driven by quantitative chasing and selling, making trading quite uncomfortable.

Market Sentiment Today:
Number of stocks up: 1,494; down: 3,893. More decliners than advancers, with a clear loss-making effect.
Number of limit-ups: 64; limit-downs: 6. The continuous limit-up streak remains weak. The rallying momentum is still poor. As expected, the main goal is to target the first limit-up.

First praise, then watch—limit-ups keep coming!

Morning Review:

Brothers still able to tip in this market are not easy to find. Believe that after this period, we will eventually transform!

Today’s note: This basically means everyone should be patient with trading. The overall market trend is unfavorable for our operations, so it’s okay to stay still or take a break. For short-term traders, resting during such poor streaks isn’t a bad idea. Also, the fan keeps turning, but you’re not quantitative—you can’t beat it. Opportunities on the盘面 are not very certain; it all depends on reacting in real-time. No choice—days without main themes are like this. Treading carefully!

Today’s main direction: after careful selection, only power-related stocks look promising. Today, aside from chemicals, wind power and power grid equipment are the main focus.
Han Cable led the charge but didn’t drive the market.
China Energy Construction replaced TBEA and China Xidian as the core capacity players but clearly lack leadership.
Yunnan Energy’s independent rally will face regulatory scrutiny tomorrow; some funds took profits early today.
Shun Na was very strong but was hammered down after hitting the limit. There was quite a bit of divergence today; the limit-up was too late.
Wind power surged today, mainly due to a tax exemption news from the UK. Key players like Goldwind Heavy Industries have already entered. The fermentation isn’t enough yet; if it were, Goldwind Technology should have hit the limit-up.
Power grid equipment also saw internal ticketing, making it hard to follow. Only reacting in real-time is possible. But today, a detail worth noting:
GCL System Integration’s stock was weak all day, but rebounded in the afternoon, clearly leading to Jinkai New Energy’s limit-up. Wind power started a strong rebound, and then nuclear fusion also followed, all driven by quantitative behavior. Later, China Energy Construction also hit the limit-up. GCL’s leadership has strengthened its position, so tomorrow’s outlook is slightly higher. Otherwise, this weak board might not have any premium tomorrow.

Also worth mentioning: rising oil prices will continue to boost narratives around new energy—Europe’s wind, solar, and energy storage, North America’s power shortages—all inevitable. The green energy sector remains a key focus.

Direction Two: AI hardware. It’s clear today isn’t about rising but about adjusting. Early in the session, crude oil was very strong, so tech was under pressure—this was inevitable. After tech adjusts, risk-takers can consider low buying. Tanfeng Communication rallied at the end of the day, and many PCB stocks also moved. It’s a question of whether to buy or not.

Summary: I deliberately highlight in red that it’s not a good time to rush into trades recently. Be cautious when opening positions because this isn’t something technical analysis can solve; news is always sudden.

Position Management Plan:
Jin’an Guoji—expected to open low, but opened strongly in red, so it’s worth holding. With PCB stocks rallying in the morning, you can wait. Take profits at around 5%. Many friends followed this yesterday and panicked when it crashed… Today, it gave everyone some dignity. Everyone could take some profit.
Huasheng Tiancheng—no significant dip, still showing upward momentum. I was already at -1.5, so I sold at cost. Because petrochemicals kept rising today, especially after chemical bidding, with many stocks hitting the limit, tech was definitely weak today. Not selling isn’t a big deal; the close was down just over 2 points, which is tolerable. I was planning to hold, but considering Middle East tensions, I decided to pass.
Woge Optoelectronics—didn’t expect it to have no premium today. It hit the limit yesterday, then sold at zero today—just a waste. Despite strong stocks like Huacan and Sanan, they couldn’t lift it. No choice.
Guo’an Shares—bought at 8 points yesterday, but the weak board day suggests it might be a loss. The bidding exceeded expectations, but I won’t hold it anymore. It was originally a no-profit target, now it’s at mid-red, so I sold at open.
International Medical—sold at -2, losing 6. Mistakes happen; you have to cut losses. Quantitative stocks rarely have premiums.
GCL System Integration—lost 1.5, sold out. Waited a long time for a rally, but right after unfollowing, it shot up.

New Positions Today:
GCL System Integration—indicated during the day, but very risky. It rebounded strongly after a breakout, which was quite positive, and it gained some influence.
Goldwind Heavy Industries—also indicated during the day, hit the limit-up, and should be included. The market was unclear, wind power was rallying, and I was considering Double One, but the difference was over 10 points at the time. Double One was under 10 points then. Tomorrow’s premium isn’t certain; depends on tonight’s media hype.

Today’s Sector:

The strongest today: Wind Power. According to Tongshun’s project stats, it’s even more prominent.
The core stocks are Goldwind Heavy Industries, Goldwind Technology, and Jinkai New Energy. Han Cable started the sector early and performed well. Energy-saving wind power is highly regarded.
Just treat it as power sector; news is just a catalyst.

Smart grid stocks remain resilient, with many hitting the limit-up.
Formed a 3-2-1 structure; most of the limit-up stocks are in the power sector now.

Apart from Zhongnan Culture, which is an announcement stock, all are related to power— even Jinniu Chemical is involved in wind power!
All are in Direction One.

The market remains chaotic, with high trading difficulty. If you can’t act quickly, core power stocks can be held longer.
Brothers wanting to improve—swap sesame for watermelon!! 100 points or keep going! Long-term persistence is needed. If you want answers, I need data. Mutual support—thank you!!!

Writing is hard—brothers, please like, tip, comment, cheer, and support. No theories here, only practical experience.

Join the stock sea, set sail for distant horizons.

Respect the market, follow the market.
Focus on main themes, watch core stocks.
Don’t rejoice over gains, don’t mourn over losses.
In the vast water, strive for a sip.
Plan your trades, unify knowledge and action.
Always remember: stability and profit.