Review on May 14

$Datang Power Generation (sh601991)$ $Mona Lisa (sz002918)$ [Tougu Bar]

Victory soldiers win first and then seek battle, defeated soldiers fight first and then seek victory

Early trading pre-market one-word guidance
Weilong Shares (Shandong + Food + Restructuring + Wine) 3.2B
Zhongli Group (Jiangsu + Cables + Photovoltaic Storage) 1.17B
Gongjin Shares (Shenzhen + Hebei State-owned Enterprise + Silicon Optical Chips) 759 million
Hua Wang Shares (Jiangsu + Chassis + Robots + Energy Storage) 530 million
Liren Technology (Beijing + Home Appliances + Conversion) 495 million
Qunxing Toys (Guangdong + Computing Power Leasing) 464 million
Hua Sheng Shares (Hunan State-owned + Prevention + Leasing) 345 million
Datang Power Generation (Beijing State-owned + Power) 282 million
Shaoneng Shares (Guangdong + Power) 248 million
Jinfu Technology (Guangdong + Bottle Caps + Liquid Cooling) 209 million
Hengyu Communications (Beijing Growth Enterprise Market + Aerospace Equipment) 100 million
Jingneng Power (Beijing State-owned + Wind, Solar, Fire, Storage) 90.22 million
Kechuan Technology (Jiangsu + Consumer Electronics + Optical Modules) 30.94 million
Wankong Intelligent Manufacturing (Zhejiang + Data Center + Power Switch) 6.72 million

Five boards, node: none
Mona Lisa (Guangdong Debt + Floor Tiles + Chips) outbid Jiaoda Angli, breaking the recent four-in-five pattern, either breaking through for itself or for the lower tiers. The first chip board has fermentation, whether Mona Lisa recognizes it or not is unknown.

Four boards, node: market volume at a record high + incremental funds of 489.8 billion
Liren Technology (Beijing + Home Appliances + Conversion) has a smaller order than yesterday by 150 million, indicating divergence for Datang. When Datang hits the limit, Liren didn’t open the limit, unsure if it will assist Datang to recover tomorrow. If Datang cannot rebound or stop falling, it might be prevented from opening high. Unless it follows a restructuring route alone, who knows.

Three boards, node: none
Hua Wang Shares (Jiangsu + Chassis + Robots + Optical Modules) originally had optical modules, mistakenly thought Jiangsu would assist Kechuan Technology, a lucky coincidence.
Kechuan Technology (Jiangsu + Consumer Electronics + Silicon Optical Chips) Jiangsu remains the second strongest in bidding, core to the new trend of optical modules.
Hefei Urban Construction (Anhui State-owned + Real Estate + Holding Shares) arbitrage on the storage chip trend.

Second board, node: none
Weilong Shares (Shandong + Food + Restructuring + Wine) upgraded with a single word, restructuring with invincible capacity, neither helping Shandong nor the sector.
Hua Sheng Shares (Hunan State-owned + Textile + Leasing + Liquid Cooling) today broadly declined, with computing power leasing falling even more sharply.
Jingneng Power (Beijing State-owned + Wind, Solar, Fire, Storage) T-shaped power board, second to third, collective negative feedback at market open, intentionally giving way to move from first to second. Jingneng repeatedly assisted Datang to rebound, though Jingneng’s resilience is strong, Datang ultimately broke below zero, so the assist failed. If Datang shows negative feedback tomorrow, Jingneng should proceed cautiously.
JinFang Energy (Beijing + Heating + Data Center + Cold Storage) follows Jingneng, clearly less resilient.
KeliKe (Shenzhen + Power Supply + Robots) in the power equipment position, but power equipment is more aggressive than power.
Guizhou Gas (Guizhou Debt + Gas) gas as a safe haven, no sector fermentation.
Ouke Technology (Jiangxi + Lithium Battery Separator + Robots) lithium battery position, no sector fermentation.
Ningbo Zhongbai (Zhejiang + Retail + Gold Retail) stimulated by Youa Shares’ limit-up, mid-session realization was mistaken, Youa is in semiconductors, overall retail sector no fermentation, sector severely broken.
AngliKang (Zhejiang + Innovative Medicine) pharmaceutical safe haven, no sector fermentation.
Nanhua Futures (Zhejiang + Futures) related to finance, all blacklisted, even restructured Dongfang Securities nearly hit the limit down.

Pre-market holdings: Jiaoda AngliKang
Today’s operations: sell at zero axis for Jiaoda AngliKang, bid for Mona Lisa, bid for Jingneng Power

Four-in-five bidding, when Jiaoda turned red, Mona Lisa had already hit the limit, no hope of overtaking, exited before hitting the high.

Mona Lisa outbid Jiaoda AngliKang in pre-market, today’s four-in-five is another breaking point, need some support.

Jingneng Heat is the only power stock to successfully upgrade at a low position with a one-word board. Isn’t it because of concerns about missing out on Datang due to large market cap? I buy, I buy, isn’t that okay?

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