[Red Envelope] Emotions decline, with high and low turning points; after Huadian Liaoning Energy ends, can Minohua carry the banner? Stay tuned!

The distance from the tenth floor to the third floor is just like the flowering season of Su City—timely and fleeting [Taogu Ba]
The tea in Su City emphasizes "watch the sky and drink." Before the Qingming Festival, Biluochun is fresh and crisp; during Guyu, the roasted green tea is rich; after the season, the flavor changes. Today’s market looks like a tea brewed at the wrong time—yesterday, it was steeped in boiling water with a fragrant chestnut aroma; today, it tastes dull and astringent, like over-steeped tea.



The entire market has over 4,400 green stocks, but trading volume has also cooled down, shrinking to 1.94 trillion. The most striking thing is the height of the daily limit hits—yesterday still towering at the tenth floor, looking down on everything, today it has dropped straight to the third floor. This fall from ten to three seems without transition, abrupt enough to shock. This isn’t a late cold snap; it’s a sudden rain announcing the end of prosperity. Yesterday’s posts kept reminding: don’t rush, don’t be hasty to enter; and I’ve always emphasized not to participate in mid-cap stocks, which has been proven again—especially the leading stocks in the late stage of the same sector, must be avoided. Remember this. That’s also why, in the late trading, I let go of core holdings like Green Power, China Power LiaoNeng has already opened the limit, it must exit first. Be decisive and execute firmly; that’s why I held positions until the end—if China Power can hold, it can continue to dance.



A premeditated “high-rise ladder removal”
After hours, some love to use the word “retreat.” But today, rather than saying the tide is receding, it’s more like the banquet is ending.
1. The “fall” of high-flying stocks is expected to be the curtain call
The current cycle centered on power, reaching the height of ten limit-ups, is the peak. The leading stock yesterday broke the limit, and today related high-level stocks collectively “fell,” signaling clearly: the main upward wave of the sector has ended. This is not an accident but the inevitable outcome after any emotional cycle reaches its extreme. Those who chased high yesterday are now the last buyers at the “feast.” This is the cruelty and fairness of the market—it never prolongs fleeting joy because of anyone’s enthusiasm.
2. The collapse of mid-cap stocks is a necessary risk release
When high-flyers fall, mid-cap stocks are the first to be affected. Those with 3-4 limit-ups or 5-6 limit-ups today become the main casualties of the decline. They are “follower” stocks riding the shadow of the leader; once that shadow disappears, they lose support and fall the fastest and hardest. This reminds us that at the end of a cycle, mid-cap stocks are often the most dangerous, more prone to sudden death than high-flyers.
3. The “residual warmth” still exists—an unburned ember waiting to ignite
However, the market is not completely silent. The teams on the third, second, and even the first limit-up stocks still maintain a strange integrity. This is not vitality but residual warmth. It’s active funds withdrawing from the tenth floor, taking a break on the third and second floors, igniting faint lights. They may be searching for unextinguished sparks in the embers of old main lines or testing new, completely different directions. This faint glow is a flicker of hope in despair, but it could also be the beginning of a new wildfire.
Today’s market is a clean and sharp “high-altitude dismantling” targeting the old cycle (power).

Dismantling quickly and fiercely, but not destroying the foundation entirely. On the ruins, some explorers have already begun to move.



Sector overview: Power “embers” and “new sparks” exploration
Market funds are always the smartest hunters. The old prey has been almost fully consumed, so they start searching for new signals in the underbrush.
Patience, wait for the next “lit” light
Su City’s gardens emphasize “changing scenery with each step.” When you think you’ve run out of options, a turn might reveal a bright new path. The market is the same.
Short-term (tomorrow): Release panic, observe “fire sparks”
Today’s sharp sell-off suggests that if panic persists in early trading tomorrow, short-term sentiment may recover. The signs of recovery depend on two points: first, the competition for 3 to 4 limit-ups—who can withstand pressure and advance, gaining short-term focus; second, whether new first-limit-up or 1-to-2 stocks appear, indicating a budding new direction. But remember, until trading volume returns to healthy levels (above 2.1 trillion), any recovery might be a chance to reduce positions rather than attack.
In the ultra-short world, stocks that can close the tide or turn red on retreat days often hide the secrets of the next cycle.
Today’s best scenario is a collective curtain call at high levels, no sparse exits, but the big drop at the end of the day—Dragon One’s sharp plunge! But those who understand have already taken most off at the limit-up in the late session;



Market overview: Old king dies, new king rises?
• Power sector: collective retreat at high levels, an inevitable climax. But Hunan Development, New Energy Taishan, and others still have three limit-ups, indicating funds have not completely abandoned the sector—just doing “weak to strong” pruning. This aligns with my “full lineup in the back ranks” observation, but are these survivors for retreat or attack? Tomorrow’s opening will tell. Pay close attention to the trends of Huadian LiaoNeng and Green Power; if today’s T-plate stocks that didn’t exit are still holding, it’s a sign.
• New direction trial: besides my focus on (semiconductors transformation, pharmaceuticals), lithium batteries also showed some movement today. The market is “testing”—trying to see which new sector can absorb the trillion-yuan funds flowing out of power. Let me share my observations:
1. Daqianda (603687): From “cardboard” to “computing power”—a stunning transformation
Today’s zero line focus, this position is very well chosen; tomorrow, regardless of opening, it can sit tight and profit.
The buy point is a cognitive gamble—early entry makes the next day more relaxed; but it’s a huge test of cognition! Today’s strength lies in a complete reshaping of logic.
• No longer a traditional packaging stock: the market no longer sees it as just a paper packaging company. It’s investing in ChipTong Semiconductor (GPU), subsidiaries involved in perovskite equipment, and stakes in AI chip companies—these moves give it a “hard tech” cloak. In the power retreat and with no other funds to chase, this low-position + new story stock is naturally a safe haven.
• Chips and status: 7 days of 5 limit-ups, today’s decisive limit-up during index decline. It has broken away from simple sector linkage, moving toward an independent “monster stock” rally. In chaotic times, funds favor stocks with “stories, height, and turnover.” Zero line is a divergence point and a confirmation point—this operation is textbook-level, haha, I’ll boast a bit. If you understand, enter; it’s a cognitive gamble and harvest. I’ve watched it twice now, hoping it meets expectations!
2. Minohua (603538): The “lone” high-flyer in the pharmaceutical line
Yesterday’s focus, today’s continued breakout, shows its uniqueness.
• Logic of crossing cycles: Weight-loss drugs (GLP-1) are a sector independent of macroeconomics, supported by raw material price hikes and performance growth. During the power sector’s decline, pharma remains a traditional safe haven. Minohua, with three limit-ups, is the brightest star in this line.
• Tomorrow’s expectation: today’s limit-up had minor divergences but no impact on the overall picture. As a space dragon in pharma, as long as the sector doesn’t collapse collectively, it has room to go higher. My outlook is to see it become a turnover dragon crossing the retreat.

Holders stay calm, strategists stay firm
Different positions should have different mindsets facing this scene.
For holders (off-market observers): continue to maintain this elegant calm. The elevator just fell from the tenth to the third floor; even if it stops there, no need to rush in to check safety. Wait for the successful “4-limit” to appear, wait for a new, cohesive sector to emerge with sustained momentum, wait for volume to gently expand again. Opportunities are made, not seized. Patience now is the most solid foundation for future profits.
• For strategists (especially those holding power or old main lines): need calm decision-making. If holding high-ranking “survivors” with strong trends, be patient and observe if they can pass the correction. If holding mid or lagging stocks, every rebound is a chance to reduce or reallocate. Don’t look for the next main actor on a closing stage.
• For everyone: re-examine your account and inner self. The market’s rhythm has changed—from a passionate main rise to a complex switch. Lower expectations, control positions, stay sensitive, but delay action. Like an experienced tea connoisseur, knowing when to rush and when to slow. Now is the time for “slowing down.”

Outside Su City, dusk is deepening. A day of noise ends in silence. The market’s chaos and disappointment are just like that. From the tenth to the third floor, the distance is short but enough to sober the fanatics and settle the restless. When the light appears, our eyes will have adapted to darkness, and our hands will still hold enough “sparks” that haven’t been exhausted.

The six-word mantra of the Qianyu system: Timing > Trend > Stock!
Timing: emotional cycle! Trend: profit effect! Stock: the strongest leader!
Choose the leading stocks (continuous limit-up leaders, trend leaders), follow the main line, market consensus stocks;
Use position management + emotional nodes + decisive action to achieve steady profits, positive returns!
Flowers in chaos, they dazzle others, but they distract me from earning!
Adapt to change, understand the shifts, respond at any time!
For systematic basic knowledge learning, I’ve also written posts before; I will keep updating when I have free time. If you want me to write more, leave a message.
Click the links below to view:
How to identify leading stocks and profit from them (https://www.tgb.cn/a/2lVJesXRnSx)
How to understand auction bidding (https://www.tgb.cn/a/2mdRPFSXzpq)
How to quickly read intraday charts (trend stocks) (https://www.tgb.cn/a/2lS3ikQAB8r)
Trend trading methods suitable for office workers (https://www.tgb.cn/a/2lP5bzsGE1f)
How to view “selling too early” issues (https://www.tgb.cn/a/2mwJPk1eIFs)



Thanks to the big shot @TuixueChaoAGu for the encouragement and support—I will keep working hard!

Thanks to all the above friends for your support! Hope my post makes it to the featured list.

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Your recognition and attention are my motivation!





Thanks to Long Yi: @JianhuaTrading for the 3000 points tip, seems like a new follower, interact more, looking forward to you shining with a badge!
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Everyone’s time and energy are precious; I will focus on supporting those who back me. Maybe other posters are very capable, but I’ve only been in the market for 2.5 years and achieved this—imagine what I can do with half a year more! Choose me, grow together, how great! More interactions and likes (300 points) can turn you into a silver supporter; if it’s hard to like or interact, just do what you can. Want me to do live streams? Remember to tip 200 points to urge the broadcast, so the platform will arrange it quickly. We do not provide individual stock advice; if I don’t reply, please understand—this is the rule. I am now holding continuous limit-up stocks with my left hand and strong trending stocks with my right, almost nonstop, responding to any market movement. Choose me, haha! Let’s improve our aesthetic together—going forward, only the leader, the coolest one! No more messy stocks, no getting caught with a hairnet.

This is only my personal review note, not investment advice. The market is risky; invest cautiously.

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