3.16 Simple Every-Other-Day Setup

Today’s analysis mainly focuses on Shenhua Development A, with a strong emphasis on the third brother of hardness. Those wanting to benefit from India’s welfare should be cautious now. In summary, there are two notable features in the market: [Taogu Ba]

1. The micro-market leans towards guidance, emphasizing logic, whether it’s about price increases or energy superpowers;

2. The selected stocks favor “billion-share + good capital,” especially avoiding those with very large market caps.

Idea 1: Shenhua Development A’s 【Hua】. The market shows many “Hua” characters, generally believed to be related to Huadian HD1 (LiaoNeng) fermentation, including Huaxia, Huasheng, and Xihua. Huadian here is mainly considered as a precursor to the subsequent energy expectations of Huadian HD2. There are considerations in this regard, but conceptually, HD1 has unique offshore equipment and hydrogen energy concepts. Coupled with hydrogen news, HD1 has its own advantages. Starting with a single character, it’s still important to pay attention recently. Also, given the recent low likelihood of consumer hype, while monitoring Xiwang itself, from the perspective of the last three digits of Xiwang, the focus leans toward HD1.

Idea 2: Huadian refers to Huadian, Northeast refers to Northeast, recreating the dual HD model. The red K line performed well, and Hangdian’s break and red K’s intraday pattern are quite similar to Huadian’s. Referring to the dual HD models of Hangdian and Hengdian, those who are afraid of heights or cannot keep up should look at low positions. Profits are profits, but this heavily depends on bidding guidance.

Idea 3: Shenhua Development A’s 【Fa】. Yes, the familiar “F.” To clarify, everything is a coincidence—yes, a coincidence! The recent lines are Water Fa, Green Fa, Fale Sheng/Real Estate, forming a tiered structure. In the market, Nong Fa, two Dongfang (F), Yingxin Fa, and Jingtou Fa have appeared. From regional and attribute perspectives, Yingxin Fa pushes Jingtou, but the logic and concept are not very meaningful. Here, I emphasize the F stocks currently popular in the market:

1. Youfu (F): Chemical price hikes + offshore equipment, with Marine King’s last three digits indicating guidance.

2. Agricultural Development (F): Repeatedly active agricultural stocks, as a hedge. Those interested can look at intraday charts; there’s repeated friction on the board, and the firmness improved in the afternoon. Is there any subsidy being rumored?

Idea 4: Shenhua Development A’s 【Shen】. Shen = Victory = Prosperity = God. The position of Shen in offshore equipment is comparable to Shandong Molong in oil and gas. Zhejiang Yibin’s last three digits indicate guidance.

(Investment decisions should be based on individual independent judgment. The above content is for general discussion only and does not constitute any investment advice. The market carries risks; operate cautiously.)