Pharmaceutical companies may be able to move through the technology adjustment cycle; can TCM leader Longshenrongfa replicate Wanbang’s legend?

Question

Entered the market in 2015; sharpened the sword for ten years. Over the decade, nine times wiped out losses—fight after defeat, never losing the spark. Nine turns bring a peak回转; when one looks back at dusk, you finally arrive at a place where the lights are sparse. The “ancestor” is from Ezhou, hence “Nine Phoenixes.” Phoenixes are reborn from ashes—focused on: the main line, the main dragon, and the main upswing!

Didn’t expect that this main post on the weekend would be loved and recognized by so many friends. I’m deeply moved! I’d like to sincerely thank the ten friends who followed, liked, left comments, and sent encouragement tickets in the previous post.

Your support is my recognition! Going forward, I will put even more care into refining market recaps, and continue to dig deeply into this amazing window for changing destiny. If you have any directions you want to understand, any questions about the chart, or what you want to see in the main post, you can leave them in the comments. Every bit of your support is the biggest motivation for me to keep producing consistently and continuously optimize the content!

I. Current positions.

1、Longshen Rongfa
2、Haitian Technology

II. Trades for today.

First, I bought Longshen Rongfa. A 20-centimeter Chinese medicine leader. Yesterday and in the early session, the plan was to target the 20㎝ top pick. I had something come up in the early morning and missed the best time. I caught a quick glimpse after it had already started running, so I chased the rally.

The innovation-drug leader Wannbang Pharmaceutical. Last week, from Monday we held it through Friday and then exited. The Chinese medicine leader we started with again hit the mark first. Can it be compared with him? We’ll wait and see!

Second, I bought Haitian Technology. A semiconductor packaging leader. There was an unusual move in the early session; in the afternoon, technology stocks collectively exploded. First it lifted AI hardware, but considering that most AI hardware and components are tied to overseas supply chains, if overseas US stocks continue to fall tonight, I worry that tomorrow there won’t be enough premium.

Based on this thinking and logic, I still bought our domestic semiconductor-chip leader. There was quite a lot of disagreement; later in the afternoon it also surged again. After-hours, the 龙虎榜 shows that Ziyang Donglu was dumping and distributing. At least he walked away—so the sedan tomorrow will feel lighter.

III. Market overview.

All three major indices fell and then rebounded, with a big spike in the afternoon. The Shanghai Composite is up more than 1%, and the ChiNext Index is up more than 3%. Closing volume is 2.7 trillion, down 4% from yesterday, about 113.7 billion.

There are 3,918 stocks in the green and 1,215 in the red. 79 hit the daily limit-up, and 22 hit the limit-down. Although the limit-down count is only 1/4 of the limit-up count, yesterday the limit-downs were more than 120, several times the limit-up number. Today can be defined as a super-sold bounce, because the one leading the rebound was the previously super-sold AI hardware direction.

IV. Risk appetite direction.

A super-sold rebound, and mania-stock group trading.

V. Review of the tape.

First, the defensive main line in healthcare has become prominent. We once again got hold of the Chinese medicine leader. Can it take over the healthcare leader Wannbang Pharmaceutical?

Since the market adjustment, healthcare has had pulses—on and off—but when the market adjusted severely this time, healthcare stocks showed their resilience.

Overall, today is the second day of strength. For innovation drugs, it’s basically the third day; for Chinese medicine, it’s the first day; for pharma distribution, it’s the first day. Today, it can be said that it broke out in an all-around way.

If tomorrow continues to keep punching through and staying strong, then it shows continuity—because healthcare has been in a long-term downtrend, and the earnings inflection point is also arriving. It’s time for it to perform!

Earlier, innovation drugs produced a leader Wannbang Pharmaceutical. We held it through the entire main upswing. Last Friday, when it was close to triggering a serious abnormal move, we turned elegantly to take profit.

Because a serious abnormal move was triggered, the expected pullback was something we had already anticipated in the early session. If the pullback is more than 10 centimeters and touches the 5-day line, it’s a good spot to go bargain-buy. Congratulations to friends who bought low today—you should at least get about 5 centimeters.

If tech hadn’t warmed up, this number would probably have needed another two layers. After tech rebounded in the afternoon, it pulled back somewhat, but still within a normal range. By the close, it was hovering near the moving averages—so it was already very strong!

Last night, a major positive catalyst for Chinese medicine landed, but the early-session reaction was below expectations. After the open, with Longshen Rongfa—the designated 20-centimeter target leader—leading again, it once more came back to life.

Luck was on our side again—we firmly grabbed the 20-centimeter Chinese medicine leader in our hands. This is yet another “ahead of the gun” call. I hope it can take over Wannbang Pharmaceutical and keep running a main upswing. Hope friends on the bus won’t get thrown off.

To improve everyone’s understanding and strengthen your conviction, I’m posting the K-line of Wannbang Pharmaceutical that we operated last time. Match it up and compare.

For innovation drugs, just anchor to the target we outlined this morning: Minova (MennuoHua) operations. It doesn’t only have innovation drugs, it also has a dual identity with proprietary Chinese medicines.

If any friends bargain-bought today, they received a haul of more than ten centimeters that day—congratulations to that friend.

Second, tech’s super-sold rebound—can it continue? We’ll need tomorrow’s further verification?!

Last time, I originally thought the tech rebound would last at least 2–3 days, but on the second day it died instantly, trapping a lot of people.

Will this time again play out the drama of “advance retreat two steps”? This needs high attention because it’s a super-sold rebound after all.

If you’re not confident, the best approach tomorrow is to sell off half on a strength spike first. If it hits the daily limit-up, then don’t move. But you still need to observe market direction: once it breaks limit-up and board fails, stop taking profit immediately.

Tech’s rebound showed separately in AI hardware, components, and semiconductor chip packaging—each with its own performance. Since we can’t define whether it will be continuous, I won’t comment one by one.

However, there is one reference: you can check whether US stocks’ tech sector rebounds strongly tonight—that’s the first observation point.

The second observation point is tomorrow early session—whether Xiao Han Zi and Xiao Ben Zi keep rebounding. If both are yes, it suggests the rebound might turn into a reversal.

I will also keep watching and, if I have time during the session, I’ll give reminders. If I don’t have time to remind, I hope careful friends will timely notify during the day.

VI. Position management.

When there is a main line: 80% in position; 20–30% per stock.

When it’s a rotation market: 50% in position; 10–20% per stock.

When it’s chaotic: 30% in position; 5–10% per stock.

VII. Plan for tomorrow.

Tomorrow is mainly to observe two directions.

First, the defensive healthcare direction.

Why watch defense even though tech is rebounding? Because tech may not have continuity, so the defense line in healthcare is indispensable.

Chinese medicine leader: Longshen Rongfa.

After two consecutive days of big spikes over more than 36 centimeters, tomorrow should have a chance to pull back and catch its breath. When it pulls back, that’s a better low-bid opportunity. Tomorrow should be expected to pause and slow down.

Innovation-drug trend leader: Minova (MennuoHua)

This is an older trend stock with strong identification. The first wave was pushed up by retail/prop traders by nearly 4 times. It then pulled back for more than a month. Now it comes to its second wave again.

Its fundamentals and performance are solid. Why did we spend so much time recapping? A lot of time went into researching fundamentals and performance.

No explosion-risk. It has imagination and/or earnings inflection—so you can be assured. We also operate these stocks ourselves—that’s resonance with our rhythm!

Today it also surged strongly to above the 60-day line. Tomorrow there’s an expectation of a pullback to the 60-day line. So if it still provides a good low-bid opportunity when pulling back, it’s a good time to board.

If tomorrow sees a big tech explosion, healthcare may be suppressed somewhat. So today’s healthcare strength also provides an opportunity to pull back and rest. When there’s disagreement between sectors, low-bidding the leader is not a problem—it’s consistent with the principle and target of low-bidding.

Second, the rebound tech direction

Whether the rebound has continuity depends on the “trend flags” led by today’s top gainers and direction leaders.

AI hardware: the “copper coin” leader Shengyi Electronics. The optical module leader Tongshan Precision. The PCB leader Hudian Shares. The optical fiber leader Huanmai Technology. The components leader Honghai Shares, etc. If they can quickly advance to limit-up and pull the sector into a frenzy, it means continuity is likely.

Semiconductor chips—these are a set of “maniac” stocks. The first is Hengshang Jieneng: 10 for 11 days. The second is Suqian Alliance: two consecutive limit-ups on a high second wave. The third is Xingwang Ruijie, a switch stock—tomorrow there’s an expectation of a back-north move and reversal/board-reclaim.

Especially Hengshang Jieneng: yesterday it had already severely triggered a serious abnormal move and was put under key monitoring. Today it is still topping the “abnormal move red line” again and hit the daily limit-up—this is the rhythm of group trading maniacs. Also, Suqian Alliance today triggered a serious abnormal move as well. Tomorrow it will surely be included in the key monitoring list.

Tomorrow, the entire market’s consecutive-limit-up sentiment should also be checked for these two names’ feedback to the “village.” If it continues to keep holding high and towering, that may shift the operation mode and bring new life and vitality to the market.

As for traditional chip and computing power sectors, continue to watch: Haitian Technology, Changdian Technology, Tongfu Microelectronics. For computing power: just watch Langxin Information and Unisplendour (Tsinghua Unigroup) Shares.

Right now, market risk appetite fits low-bids and group trading of maniacs. But whether group trading of maniacs has market support—tomorrow just check the “village’s” attitude and market feedback. What we need to do is adapt to the market, and follow along—do follow!

How should the tech sector respond tomorrow? Actually it’s simple: just watch the leaders I listed earlier.

If the leaders continue to build on the “high and hit hard” approach, and keep lifting the sector back into strength, then we should actively go long and follow them.

If leaders break the board or rally and then fall back, first and foremost is to quickly take profit and lock it in—especially for non-leader back-row names and random dogs; they must execute decisively and precisely.

Adapt for beginners and rotation markets: if you can’t handle sentiment-consecutive-limit-ups, or you’re afraid of heights and don’t dare to act, you can focus on low-bid opportunities in trend stocks.

The main operating method: when there are differences between the overall market, the sector, and individual stocks, low-bid on the 5-day line and 10-day line.

Or when a sector is strong on the day and a stock holds above the intraday moving average after the breakout, or when it breaks up below the zero axis on the downside, low-bid.

At most, don’t chase if the main board is up more than 2%, or the ChiNext is up more than 5%.

Each day’s newly issued trend stocks are a supplement to this week’s trend stocks. The effectiveness lasts within the week, so there’s no need to repeat every single day!

Execution discipline: if a trend stock breaks below the 5-day line, unconditionally cut and liquidate. Automatic exit from the trend stock pool! Don’t keep watching and asking—only check again after the 10-day line stabilizes. Stay above the 5-day line and go do it!

Trend stocks sometimes are one day bearish and one day bullish. Buy on bearish days; sell to do T and take profit on bullish days after a surge.

Short-term targets: hold by weeks. For individual stocks, short-term cumulative profit of 7%. Or if the day’s gain is a big bullish candle of 7 centimeters or more, cut it in half or exit after making profit.

Don’t be greedy—slow is fast. A weekly harvest of 10 centimeters; in a month at least 30% compounding. In a year, it’s 10x.

You can verify yourself! And you’re also welcome to witness miracles together.

If the above is useful to you, or gives you some inspiration, or brings you wins, or resonates with you, please tap your little发财 hand: like, follow, tip, and one-click four-likes for encouragement/推油.

Welcome to discuss and exchange in the comments section. Within compliance, I will do everything I can to answer—nothing withheld, nothing left out. Let’s help each other, learn together, and improve together.

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Let’s start from here and embark on the journey of seeking dreams, chasing dreams, and making dreams come true—striving tirelessly to achieve financial freedom and retire early!

Run, brothers!

Cut off losses—let profits run!!!

Warm reminder: personal plan, friendly exchange! Plans can’t keep up with changes; everything depends on the market’s movements. The biggest certainty in capital markets is that there is no certainty—so everything still depends on the market’s actual trajectory, because the market is the best teacher!!!

Disclaimer: personal plan and trading approach are not investment advice. The stock market has risk; invest cautiously. If you do so, the risk is yours.

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Special thanks to iron friends who sent encouragement tickets for the previous post:

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The previous post was honored to be pushed to a featured post again by the above 71****0 iron friends—thank you very much!!!

Because the phone backend can’t display the specific info of encouraging iron friends, please tell the encouraging iron friends a hello!

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It can easily “mislead” me; I can’t tell whether it’s encouragement language or traffic-boosting encouragement.

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A little special note about the stocks we operate:

First, if you believe it, believe it early. Don’t wait until it’s already soaring to the sky and then can’t resist temptation. Once you get in, you’ll become reluctant to take profit, which leads to bags.

Second, we only share, and it’s free sharing. There’s no obligation to guarantee profit without loss—nobody can do that. We don’t package the sell. We don’t care about winners or losers. We’re adults—risk is on you!

If you’re making money, or you get inspired, buy the blogger an encouragement ticket on Taoguba or exchange points for an encouragement ticket—give the blogger a boost and push some traffic.

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I hope my followers are true “iron fans,” conscience fans. When the fan stickiness gets strong, I will open live sessions to teach everyone directly, share useful content. I’ll put all the pitfalls I stepped on over 10 years in front of everyone, so you can avoid pitfalls, step on fewer pitfalls, and make more money!

Different stocks, different fates. As long as you’re not greedy, if there’s a benefit you’ll leave, and you’ll still have returns—just the size varies.

If it doesn’t meet expectations, leave immediately. If it doesn’t fit your mode, don’t follow.

Especially don’t follow blindly. Look at the market environment that day, align with the hot theme, and only act when it fits the buy point.

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Pharmaceutical companies may be able to move through the technology adjustment cycle; can TCM leader Longshenrongfa replicate Wanbang’s legend?

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