If you are an expert, who would you choose? Shenjian Shares, Jinyao Pharmaceutical, or Pingtan Development?

1. Sentiment cycle [Taoguba]
   （1）Small cycle: Day 2 of the decline phase.
   （2）Sentiment: Weak profit-making effect. (Great, good, relatively good, relatively poor, poor, very poor)
2. Timing
   （1）The broader market opened higher and then fell.
   （2）Hua Dian Energy > Hua Dian Liaoning Energy > Yu Neng Holding (Yesterday: Yu Neng Holding > Hua Dian Energy > Hua Dian Liaoning Energy).
   （3）Who is the shorting leader? Liaoning Energy.
3. Consecutive-limit-up ladder
   Yesterday: 12 names; today: 8 names.
   5 to 6, advancement rate 0
   3 to 4, advancement rate 100%.
   2 to 3, advancement rate 1/10 = 10%.
   1 to 2, advancement rate 6/50 = 12%.

（1）Shenjian Co., Ltd. 14:21 4 Commercial aerospace
（2）Jin Yao Pharmaceutical 9:37 3 Pharmaceuticals
（3）Minfa Aluminum Industry 9:30 2 Nonferrous aluminum
（4）China Railway Express 9:31 2 High-speed rail track & intercity rail
（5）Anhui Construction Engineering 10:09 2 Earnings growth
（6）Bangjie Co., Ltd. 13:02 2 Solar photovoltaic
（7）Hongchang Technology 13:12 2 Two-wheel vehicles
（8）Pingtan Development 13:26 2 Fujian
4. Stock selection
4.1 Leaders
（1）Hua Dian Energy
（2）Hua Dian Liaoning Energy
（3）Yu Neng Holding
4.2 Monster stocks
（1）Hangdian Co., Ltd.: Communication + wind + PV + energy storage.
（2）Farsun Sheng: Optical communication + storage and shipping.
4.3 First city one
Shenjian Co., Ltd. 14:21 4 Commercial aerospace.
4.4 First topic one

None.
4.5 Each hot sector and the core
（1）Commercial aerospace: Shenjian Co., Ltd., Shunhao Co., Ltd.
（2）Pharmaceuticals: Meinuo Pharma, Jin Yao Pharmaceutical.
（3）Electric power: Xinneng Taishan, Mindong Electric Power.
（4）High-speed rail: China Railway Express, Sinochem Lithoboard.
5. Buy
Yutong Bus.
6. Current holdings
Yutong Bus.
7. Sell
None.
8. Plan for tomorrow
8.1 Core factors
（1）A rebound day.
（2）Single-price limit-up guidance.
（3）A 10-point limit-up.
（4）Breakout to new highs.
（5）High recognizability.
（6）Node bonus.
（7）Scan and then return for a close-back after rejection.
（8）Hold strong and exit weak: if it falls short of expectations, run quickly; if it meets expectations, surge and run on the high; if it exceeds expectations, observe on the board.
8.2 Today’s stock pool (Meinuo Pharma, Shenjian Co., Ltd., Farsun Sheng, Guigang Network, Lianhuan Pharmaceutical)
8.3 Tomorrow’s stock pool (Shenjian Co., Ltd., Jin Yao Pharmaceutical, Pingtan Development, Mindong Electric Power, Shunhao Co., Ltd.)
8.4 Handle positions
Yutong Bus; clear out at the open using opening auction.
9 Overperforming first board

The lock-up rate is 2/3; in reality it is 1/3. That means today the angels and the devils could both appear.
（1）Shunfa Hengneng: Don’t buy single-price limit-up; give up.
（2）Yutong Bus: Fake single-price limit-up; open and place orders for the board; it breaks the board and does a T-shaped move.
（3）Jamei Packaging: The stock opens higher in the auction, then sells off at the open, quickly rallies, and doesn’t touch the board; then it sharply falls back. There’s no talk of “baiting traders” by the main force for this stock. What “baiting traders” means is: it goes up and locks the board, then breaks and falls back without re-locking. Why not buy mid-trade, and why place orders for the board? Or why buy for re-locking after it breaks? It’s because you’re afraid of getting baited.
10 Single-price limit-up guidance
Shunfa Hengneng: The representative attributes are wind power, power, energy storage, property management, and debt-forgiveness (deleveraging).