July 12 daily limit-up board breakdown Ask passers-by to pay attention and like

Congratulations and prosper!

Top limit board

Aerospace:

Three-dimensional Communication Juli Hardware Move Far Communications Tongyi Zhong

Jofeng Energy Aerospace Engineering CSSC Defense Aerospace Power

China Satellite Jiayuan Technology Hailan Information Sword Shares

Hualin Cables Zhongtian Rocket Aerospace Technology Aerospace Development

China Telecom Jinhua Electrical Shanghai Port Junda Shares

Aerospace Electronics Aerospace Universe Goldwind Technology Great Wall Electric

CSST Technology Putian Technology Sinosteel Heavy Industries

1. Three-dimensional one-word limit board leading capital inflow into aerospace

2. This round of speculation is triggered by news stimulation, mainly for recycling

3. The logic of this message’s legitimate underlying assets: 1. Hailan Information 2. Sinosteel Heavy Industries 3. Ju Li Hardware 4. Tongyi Zhong 5. Aerospace Electronics 6. Aerospace Power

4. The total number of “limit-up” stocks in the sector is 30. Personally, I think it requires 3 one-word limit boards; otherwise it’s again a robot tragedy. Pay attention to this “rivet” strength.

Semiconductors

沃顿科技 Time and Space Technology Xinya Qiang Guolin Technology

Yingxin Development Xinhui Ke Zhongtian Fine Decoration Bohai Chemical

1. From the perspective of logic/themes, none of the individual stocks has any special logic

2. In terms of theme, Xinya Qiang and Kuaiyi Elevator are both 7.06 limit-ups, so they need to be dug into

3. Bohai Chemical is more likely to serve Xingye brothers

Glass substrate

Yamaton Three Gorges New Materials Samsung New Materials

1. Three Gorges New Materials is 6.15 Hengshang same batch. Either it implies a high-low rotation on the first board,

or it has its own plan for the main run, but the left-side is complex and doesn’t match relay trading aesthetics

2. For the rest of the themes, still look at US stocks Corning’s mood and BOE’s trend

3. Qibin previously did it; the height is average

Computing power

Hewaitai Oriental Materials Huasheng Tiancheng Uxun Technology

Zhongtong Guomai

1. Most stocks are reversal with a comeback, and they are all 6.30 same-batch setups for first boards

2. From a theme perspective, institutions don’t need to do multiple consecutive limit-ups

3. Huasheng is a man-made seat-holder; no solution

Robots

Jindi Shares Hongda High-Tech Jintuojoint Shares Riying Electronics Kaishou Shares

1. Jindi promotes Huasheng

2. Given countless chances, not doing is not doing. From a relay perspective, skip

Power grid and electricity

Dalian Electric Porcelain Kelu Electronic Fuchun Environmental Protection Jinkai New Energy

Haixing Electric Power

1. Dalian is a one-word board; sector fluctuation

2. Huadian Liaoning exploded on the board, while Jinkai didn’t explode—indicating the computing power is still controllable against enemies

3. Environmental-protection themed stocks are “coal-type” enemies, and there are only two stocks with coal attributes. It’s a bit like the meaning of 5.25 Huaxia Energy’s first board. Need to pay attention. Are there also enemies like Dayou and Energy Conservation?

Medicine

Habay Shares Shuanglu Pharmaceutical Changshan Pharmaceutical Hansheng Pharmaceutical

Zhaoyan New Drug Menovo Shuangcheng Biopharma Lianhuan Pharmaceutical

Yinengsi

1. Fangzhi Pharmaceutical is the so-called “position” (by height), but Fangzhi is an Anhui stock. I worry that risk-avoidance is too heavy, so I directly smashed Fangzhi. It’s affected.

2. From a theme perspective, that’s about it. I still look at maintaining heat for the chip

Guangdong

Riming Technology Fenda Technology Yuehongyuan A Skyworth Digital Jingji Zhinong

1. The guidance isn’t clear, or there’s something I haven’t dug out

2. Possibly quantification is laying it out flat

Logistics

Haitong Development Hengtong Shares COSCO Shipping Special

1. “Three-point water” stocks should lead everyone to develop

2. “Three-point water” stocks are preparing to accelerate

Real estate and infrastructure

Zhongyan Dadi Huajian Group Kuaiyi Elevator

1. For infrastructure-type products, I think the guidance is clear

2. Kuaiyi is Wenzhou; and adding Xinya Qiang should be the key clue

Pork

Jinxinnong Bangji Technology

1. Both are mainly j-letter

Underdog single pick

Guangzheng Ophthalmology: Fangzhi Pharmaceutical fermenting; guidance is mainly for Fangzhi

Zhejiang Dongri: Zhejiang reversal with a comeback; push Zhejiang for the main rise

China Ke Chuan: push in the middle, push in the middle

Shenhuo Shares: coal-leg coal

Becken Energy: it has always been B-thought

First-board summary: 1. Single pick guidance is clear; preparing for the main rise
2. Zhejiang’s reversal with a comeback appears; Zhejiang has ideas
3. Medicine + electricity power combination appears; helplessly risk-avoidance; no solution

Second-board promotion:

1. Guide Red (GaoDeHongwai): The first-board positioning is Hubei, so that’s pushing Hubei; can’t change

2. Tuozhong Shares: From the power grid angle, it’s “enlightenment board.” It doesn’t take initiative; skip

3. Yalian Machinery: No matter what theme it runs with, doing it hard is fine, but the stock price and name choice attitude is incorrect. Although it’s a Guangzhou shareholder, Haolai Ke likely is pushing him

4. Zhongding Shares: rotten boards sucking in money; life or death unclear

5. Haolai Ke: Wenzhou entry in the middle; a ladder team has a main rise

6. Xingwang Yuda: Hubei angle is a potential main rise

7. Guisheng Shares: PK with Xingwang Yuda

8. Huanrui Century: Beijing pushes Beijing

9. Fangzhi Pharmaceutical: Tianjin Yaoye. I’m familiar with this chart

Second-board summary: Highest tracker—tomorrow’s premium state; consolidate focus

Best opening-auction solution: 1. Three-dimensional Communication one-word limit board; aerospace angle, Xingwang’s “position” opened high

2. Dalian Electric Porcelain one-word limit board; Huadian Liaoning is identifiable for arbitrage. But the 9.25 opening-auction dumping, I think, the attitude is wrong

3. Huatian Technology one-word limit board. The highest in the 5.25 same batch opened is Mulinson. Through Mulinson’s trend, it can also be inferred that Huatian exploding the board is a certain event; avoid exploding the board

4. There are many more; I’ll write up to here

High-level sentiment: 1. Hengshang Energy Saving one-word limit—order size quality isn’t right. Chips collectively surged high then fell back; consistent with logic

2. In the morning, the one-word limit boards are all stocks with electricity attributes. The market overall surged high then fell back; consistent with one-word board guidance

Observation plan:

1. Observe Hengshang skills and Huatian Technology’s opening-auction situation. For buying/selling expectations for the chip sector—if it can still open red, it means they intentionally left it, not that the sector collectively is being cleared

2. Observe whether aerospace has a stock with a one-word limit board. The quantity I require is three

3. Observe whether second-board stocks have ideas. Logically, Haolai Ke wouldn’t keep consecutive boards for nothing

Quality/character stock:

1. Sinosteel Heavy Industries: the logic main stock price is low. In the 5.25 Huatian Technology same batch, I suspect it was “letting”

2. Fangzhi Pharmaceutical: I think there’s a shadow of Tianjin Yaoye. If it opens red, it exceeds expectations

Thinking questions

1. Xingye Shares: it didn’t seal the limit when touching the board. But it pulls with Lagrinda for assistance—what’s the reason? Is it “letting”? If it’s letting, who was it let to? Where’s the reason?

2. At the first and second node, who do you like more? What’s the reason?

3. If you’re given Tianjin Yaoye to buy again this time, would you buy it? Can Fangzhi really run into Tianjin Yaoye’s path? Why?

22:30