5.12

5th Board
Datang Power Generation — a relatively successful spin-off of Fuda. The largest single order at the close; its premium ability is way too strong. Today it looks like “power/electricity fermentation,” and it could also form a T-shape.

4th Board: D-shaped protector around
Tongding Interconnection — fiber optics, Tong D.
Baoding Technology — PCB, Bao D.

3rd Board
Mona Lisa — I suspect the “Mona” is pushing Datang’s “Mona Dian.” Hardness is over the limit. If there’s debt involved, I definitely won’t buy.

Kangxin New Materials — the T-board exceeded expectations. From a chip angle, it’s Mona’s turnover board. It looks like Shandong at first glance, but it’s actually Jiangsu. From the Jiangsu chip perspective, I think it can still accelerate.

Jingtou Development — the trend is accelerating. Not sure whether it’s Beijing’s enemy or its ally.

Jiaoda Angli — big-character medicine box.

2nd Board
Hanbang High-Tech — the buy orders got overtaken. From a Beijing computing-power angle, it’s pushing Datang; you can look at it with a height expectation.

Liren Technology — hardness is way over the limit, Beijing.

Seagull — Jiangsu bird: sea / Han / river, just PK it yourself.

Double Gun — Zhejiang. Feels like it never is at the node every time.

Far East — didn’t expect it to move faster than Tongding; also D.

Shenshenfang A — last time Double Gun followed Huaq Qiang, it was also Shenshen.

Shangfeng — Gansu chip. Holding shares? Hefei Urban Construction — the trend is also moving. Let these two domestic memory plays ride the trend.

Jinyao — when risk-avoidance kicked in, it surged as a hedge. Turns out it’s really imitating Hualiao. After Datang is dead, we’ll talk about risk-avoidance.

Yellow River — after Jin Tailing, it finally got to the board. A bit slow. The first board with “three-dots water,” a one-character board. Now on the second board there are multiple “three-dots water.”

Hualiao — following Datang’s reversal and engulfing.

First Board

1. Three one-character boards, but not hard enough.
2. Counting on electricity fermentation — chip reflux in the afternoon.

First Board Watchlist

1. Zhonghe Technology — today there are quite a lot of “Zhong.”

Plan

1. Watch whether Datang accelerates. With this premium ability plus today’s fermentation, it’s very possible it opens with a one-character board.
2. Whether Kangxin has the idea to “cross over.”
3. The PK among the 2nd-board “three-dots water” — I think it’s only Jinyao doing risk-avoidance hedging; I don’t want to buy.
4. Entering one to go to two? It doesn’t seem to be at the node.