Full position on Pingtan Development!

Hormuz situation is splitting! Middle East aluminum plants were attacked, disrupting the supply chain; US futures aluminum is surging upward, and the A-shares open with a strong bid. Non-ferrous aluminum stocks are jumping sharply—Tianshan Aluminum, Changlu Co., Minfa Aluminum are all sealed limit-up on the open; Yiqiu Resources, Aluminum Corporation International, and others also followed with strong limit-up. For this kind of sudden news, front-row buyers generally can’t get in; those buying in the back worry about the premium. How sustainable this kind of market will be is also hard to say. With Iran’s situation unstable, crude oil futures keep climbing. But for these oil-concept companies in the A-shares, it’s the same old playbook: open high then hit the “sell at market” button. Tongyuan Petroleum, Qianeng Hengxin, Intercontinental Oil & Gas, Shandong Molong—everything is like this. It’s a well-known concept played out countless times; if it opens high, it’s basically hitting the button. To make money is extremely difficult! The index moved from more than 30 points underwater from the low and rose to positive 9 points—absolutely brutal. It tests endurance like crazy!

In the medical sector, led by weight-loss drug company Meinova, it advanced to a 5-board limit-up. Within the sector, Tianjin Pharmaceutical, Dongcheng Pharmaceutical, Yatai Pharmaceutical, Lianying Pharmaceutical, and others all hit limit-up. The sector’s performance is fierce—top core Meinova’s profit-making effect is still continuing!

Xin Duo Duo’s rollout of Farsun Victory today also quickly pulled up to a limit-up. Many people may still not know that this could very likely turn into an St. Once the annual report comes out, it’s basically going to become St. But in the short term, it still maintains strong momentum. In the fiber-optic sector, Hangdian Co. advanced to the second board; Hengtong Optic-Electronics hit a first-board limit-up; Zhanfei Optic Fiber surged—extremely strong!

Commercial aerospace has also shown very impressive short-term performance. Shenjian Co. advanced to a three-board limit-up; Re-Gen Technology reversed and hit limit-up; Aerospace Power hit limit-up; Western Materials, Aerospace Development, and others all surged. In the short term, Wuzhong Dadao became the biggest winner!

The worst today has to be the smart grid. In the early stage, the core products all adjusted to limit-down—absolutely ruthless. Huaneng Liaoning, Huadian Power, all hit the “sell at market” button. Yueng Holdings and Jinkai Xinneng also adjusted sharply. For the whole sector, in the short term you can basically declare the end!

Farsun Victory that I bought on Friday—right from the early session it came out. I sold too early. Doing research too much sometimes isn’t a bad thing. Seeing all kinds of news turning into St, in the end I didn’t choose to hold the position. Selling too early was really regrettable. It’s so easy to just casually grab a limit-up. Went along the trend and did a board trade on Pingtan Development, stimulated by good news!