[Red Envelope] March 27 Review: The script played out early, with two instances of hitting Yunnan Energy's lowest point. The logical view remains unchanged. Look for opportunities next week!

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Collection of high-value posts:**

1. Call auction: https://www.tgb.cn/a/2pAFzX8Do2r 2. Convertible bond arbitrage: https://www.tgb.cn/a/2p3sO6BRjPK 3. Selecting potential next major runners within the ladder lineup: https://www.tgb.cn/a/2oGn2NPRPlb 4. “155” big-cycle analysis: https://www.tgb.cn/a/2oth6FeZUhJ If you want to see specific high-value content, welcome to leave a comment in the comment section~

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One on the 16th, one yesterday—was Yueneng’s low-buy execution accurate in controlling it?

Pre-market auction information:

1. Guiguang Network, the largest order, added a one-character limit up, a compute-power stock—Guizhou.
2. Guangxi Energy, for a “go in and one-two” with Liaoning Energy as the break/limit-break node—these are only a few time-slot correlations with Liaoning Energy. As for the follow-up gain, in theory it should be a one-character limit up.
3. Huitian Thermal Power, the kind of stock from the three-board group—the buy orders/lock-up size doesn’t match.
4. Pre-auction buying rush: Liaoning Energy, Rongjie, Hunan.

Pre-auction risk/opportunity news tips and analysis:

1. At 9:16, the alert: you need to constantly watch Liaoning Energy’s order/lock-up situation, because when it opens, there is actually a bit of locked-in order. Then you need to observe whether the lock-up will increase, causing theme panic and accelerating the retreat of sentiment.
   In the power sector, at 15 minutes past, the lock-up orders were quite a lot. Everyone was holding overnight bets on who would be the follow-up gainer. So sentiment is still okay. Guangxi is the largest order—so you need to watch whether it will sharply decline. Too little is a negative signal for sentiment; if it holds, then it’s possible it becomes the follow-up gainer, because the ladder lineup is very clear and “in plain sight.” If you really want to play it, it would be a one-character limit up.
   Taishan is the same as what was said yesterday: it needs turnover and a blow-off volume to prove it, and the corresponding thing is the positioning opportunity within the same ladder lineup—also the last “four-board ladder” buy points.

2. At 9:21, the alert: Liaoning Energy has no real lock-up orders left, so let’s see where it opens. The best is shallow water, or around the zero line—giving others a chance to swap for better value and take over the shares.
   If Taishan is going to open the board, then the corresponding thing is the positioning opportunity for the same ladder lineup with turnover. Watch who is line-leading and who can hold the lock. And it needs to be sealed.
   Guiguang Network is the largest order—so the logic is actually about compute power, and it was pointed out in the morning alert: Aoruid, distinctiveness-wise. There’s no lock-up now—so then look whether there’s a chance to turn stronger. By logic, Monday is when the Yueneng line starts. Today, compute power leading off isn’t bad, and the reverse-logic so far looks fine.

3. At 9:24, the alert: if Hunan opens too low, it will lose competitiveness. So either lift it in shallow water to red, or make it only slightly red—this is relatively better. Then you can position it to catch the Taishan realization node.

4. At 9:27, the alert: Liaoning Energy opens red, but personally I think the opening is a bit too high. That would make it easier to end up with poor value and harder turnover—so for the theme it’s actually not that good. And if it opens too high, the intention to distribute is a bit too obvious.
   Guiguang Network is the largest order—then the logic is that there are starting signs. The corresponding thing is to bet on Monday’s Yueneng line returning to drive compute power and the “compute electricity” return as well. As mentioned in the preset yesterday, today is a low-buy betting point.
   For Hunan and Taishan positioning: I’ve said it many times early in the morning—if you can’t make it past the position on the other side, you have to run. Don’t fantasize.
   Shaoneng opens red—logic was discussed: it wants to enjoy Guiguang’s benefits, but it’s not yet at the node. Next week is the node. Compute power preheating is reasonable; “compute electricity” doing it early isn’t. If Yueneng can’t handle this kind of trouble, and you insist on doing it, then you can only kill Shunna to set the flag.

5. At 9:28, the alert: the pre-auction buying/positioning is Liaoning Energy, Rongjie, and Hunan—showing that for the 3-to-4 jump, everyone has ideas. We’ll just see who locks the board first. Liaoning Energy opening red provides confidence for the positioning follow-up gainer, and it also shows that the follow-up gainer really does need to be done.

So from the end of the pre-auction, we can conclude this information:
1. Guiguang Network is the largest order. Under the reverse-plot scenario, next week’s return to “compute electricity” logic is feasible. Then today should be the “compute electricity” line’s bottom-fishing—look for ones with good charts and quality structure. From the compute-power angle, the distinctiveness is Aoruid. Getting value is fine; pushing back above the opening price is also fine; turning stronger after crossing the zero line is also fine.
2. In the Huitian auction, the order-lock didn’t pass Guangxi—so from the three-board-group perspective, be careful not to get fooled.
3. Liaoning Energy opens red; Taishan opens the board; Hunan is抢筹抢 buying. Then it becomes a positioning battle—win is king and lose means a clean exit. Win and take the follow-up gainer’s seat; lose—just run clean.
4. Liaoning Energy opens red. By right, the Yueneng logic shouldn’t have an issue—so today should do “T.” Low-buy high-sell can make for a very comfortable T.
5. Liaoning Energy grabs the pre-auction and opens red, but the opening is a bit high. Reverse the logic and there’s a distribution intention. The direct subsidiary, Dongfang, helps Liaoning distribute. You can bet on the 10-day window, but the certainty is a little lacking—more like a hindsight afterthought. Just keep it in mind and you’ll know.
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Today’s actions:**
1. Taishan goes on-board with a 1-billion-yuan showing of intent; Hunan attacks with a head start. If it can’t get past the high point, the probability of synchronized advancement drops. I cleared out around 2–3 points.
2. Compute power starts. The “compute electricity” logic probability increases. I bought via the 5-day line and waited for Monday’s Yueneng line to start.
3. Hanxian Cable: sold a chunk at the high point. Cleared out at the zero line. The expectation is acceleration. When the big brother moved, the little弟 didn’t react—so it was early. Next, we’ll watch the distribution logic of New Energy Taishan, and the expectations ahead.
4. Menovah finally confirms it’s locked all the way. I arbitraged bonds. Looking back, it really was just a shallow bite…
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Today’s recap:**
Today’s market rotation was extremely intense. The main reason is that Liaoning Energy chose to “stay low and develop.” Over the entire day, it fermented into lithium batteries, chemicals, aerospace, innovative drugs, and more—but they all came out when there was disagreement on the main line. The funds were kind of “seedy/sketchy,” and many were first pulling for distinctiveness or for oversold-chart patterns. You can actually reverse-derive that the main line was only in disagreement, not truly replaced—because it was clearly not enough sincere commitment.
Then the corresponding scenario: today, Liaoning Energy didn’t forcefully enter and create strong abnormal movement, so you need to pay attention to switching out the stocks on the Liaoning line. The corresponding thing is the new-energy sector. The plan today was “stay low and develop,” with Yueneng starting on Monday. But today it started early—so the corresponding thing is “compute electricity” logic. Liaoning Energy stayed low to catch abnormal movement, and Yueneng came out to lead the team. Even though it was front-loaded, after Liaoning Energy went into a 100% abnormal move, its performance was actually okay. Since the top-side regulation isn’t that strict, it also gave Yueneng some courage to do a relay with funds that were taking disagreement positions in Liaoning Energy. In essence, it’s still the original plan: Yueneng taking over Liaoning’s position to complete the next stage in the “compute electricity” big-cycle.
Finally regarding this Yueneng logic: as of now, I feel it’s okay—earlier by a day than I expected. But Liaoning Energy tested the regulation, so comparatively it’s fine. The funds chose to pull Yueneng up one day earlier to stabilize the “compute electricity” big-cycle formation. So don’t panic. We’ll follow the logic and the rhythm. For “compute electricity,” the front-hand positions that should be taken must be taken. Finally, I got a position in Chuanrun. If it’s Huawei-related, is Chuanrun the most direct one? Has anyone verified whether this logic holds? I don’t think it’s coincidence: compute-power hardware + green power. If not, with so many other distinctiveness candidates not being pulled, to support Huawei, why pull Chuanrun? Chuanrun hit a one-character limit on the 12th—that was when Yueneng led it out.
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First, let’s check the logic validation**

1. The Yueneng logic is solid, right? It came a day earlier than I thought, but it was also within the preset—I’d been calling it for several days. I said Yueneng would close near the 20-day line and that was where the opportunity was. Yesterday, a bunch of brothers thought it was done for. I said don’t panic—it was within expectations. And today, it even slightly exceeded expectations. By logic, it should start on Monday, but it was pulled forward by a day. Dead laughing—I even played the little弟. These guys are genuinely bad at this. Originally the little弟 would preheat and then start on Monday, taking compute electricity as the relay for new-energy resources—perfect. But they insisted on making it so Yueneng couldn’t “continue the cup” properly.

2. As for Hunan, what was said before: yesterday’s initiative and pressure-resistance were actually mediocre. Correspondingly, the positioning expectations should drop. And I only recommend you buy at the most appropriate time, because the certainty is better. The day after that adds a bit more risk. So for the short-term logic, absolutely don’t hesitate. Hesitating means you miss it—don’t be subjective. If you can’t clear the position, just leave.

3. The relationship between Yueneng and Liaoning Energy: you should be able to see it clearly today, right? These two are together. Liaoning Energy chose to “catch the abnormal movement.” Then all Liaoning’s follow-up gainers need to pay attention to Liaoning’s actions. Why did you let Yueneng surge? Essentially, Liaoning tested the regulation. Since the regulation wasn’t strict, you can avoid entering the abnormal move, and instead use the form of Yueneng charging forward to internally transfer funds into the Yueneng line. In essence, it’s still the same plot-logic from yesterday.

4. The debt-playing logic—no need to emphasize it too much, right? There are related high-value post links above. You can backtest it.

Look at the consecutive-board stocks:
4 boards:
New Energy Taishan: with a 1-billion showing of strong momentum, it got a forceful re-close, knocking Hunan out. Even a stock as poor as Meiguang Fiber can still bring it back—then cables can ferment too. At present, it looks like a follow-up gainer. So you can get ready to distribute/sell—use the little弟 to reverse-think the big brother’s logic.
Rongjie: If there’s food, eat it—but the stock price is too high. Reverse thinking: is it really not trying to do lithium batteries? Or will it let it go later?
Menovah: has bond leverage; innovative drugs are fermenting. Next week, still be careful about the return of “electricity.” Yueneng is here for that.
2 boards: break-board node
Wanbang: reverse thinking Menovah.
Guangxi: it’s a follow-up gainer—continue with a one-character limit up.
Datongnan: solid-state + energy storage. Yesterday, a bunch of Zhejiang plastics are pushing you, right?
Shenjian: why not do it when it rises again?
Shida: push Rongjie—so you also can’t be realistic, big-bull behind.
Jincong: Shanxi electricity—see whether Guangxi allows it.
Jinmei: chemical sector leads the position.
Single-board pre-set, let’s talk about it later.

Thanks to the brother from the previous post for cheering me on!
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Thanks to the brother from the previous post for tipping me (top-ranked big brother: @I once set foot on the peak@) @Yunlu Shengming @Yiyi @Niuniu @Fantou Caoyuan NiuNiu YeYe @If you aren’t red, who will be red @Zhuozhuo Qihua7788 @Liu Jin Suiyue1188 @Youren Yiyu x @Dragon, still trapped @Yi Jiang Qiandai @Daban Xiaozai, thank you for your support!**
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Thanks for the support from the gold-fan brother @Yi Jiang Qiandai—wishing you all long-term account gains that keep trending red~**
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