March 13 - Next Week's Focus: Wind Power and Energy Storage

StrawberryIce · 2026-03-13T08:32:02+00:00

Today the market showed weak performance, with older popular varieties experiencing significant pullbacks. The author reflected on operational mistakes and recorded their current holdings. China Energy Engineering, Baichuan, Jixin, and Green Development were established as positions, but Green Development couldn't hold its gains and was ultimately closed at an average of +2.5%. Expectations for wind power and energy storage remain stable.

StrawberryIce

2026-03-13 08:32:02

Abstract generation in progress

Today, all the old popular stocks are being sold off. When they rise too high, it’s considered a sin; when they fall so sharply, it’s brutal. We’ll see how the news develops over the weekend…

Yesterday, I clearly said that today is a first-mover game and I can’t pass the baton. I still got caught, reflecting on it… Opening three new positions with the first buy…

Power Construction, 31% position
Baichuan, 27% position
Jixin, 18% position
Green Development, 18% position, can’t hold a straight line, so more selling, more selling

Energy conservation should have been cautious, but Green Development couldn’t hold, averaging +2.5% exit; Wanwei and Nengjian opened and exited at the start…

During the adjustment of the electric calculation divergence, the expectations for wind power and energy storage remain quite solid…

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