7.15 pre-market — can this broken market not break out?

Today’s recap [Taoqiu Ba]
Shanghai Composite 3967.13 +1.36% Turnover 2.72WE -1152E

Pre-market auction
Ai Ai Jinggong 10.17E, Zhangjiang Hi-Tech 9.55E, Lihua Kechuang 2.70E, Dunhuang Seed Industry 2.27E, China High-Speed Railway 1.42E locked in at the opening (one-word limit)

Personal trades and trade recap
+4 sold Cubic Pharmaceutical to add to two tenths; -5 sold Jiu Feng Energy; 0 sold Huajian Group; added 7% to half position for Hengshang cost; 28% to Zuming at 8%; 10% to Chengdu Road and Bridge.

Key sector stocks and sentiment commentary
When the auction opened, Zhangjiang Hi-Tech was locked at the opening one-word limit, guiding chips and real estate, regionally pushing Shanghai. In reality, Huajian’s performance wasn’t as good as Hengshang. Cubic opened not as one-word limit, underperformed expectations. Dunhuang Seed Industry promoted the order book but brought downside/panel risk—actually it was “Gansu’s escort.” Ai Ai Jinggong, with the robotics theme, gave guidance—when the one-word limit triggered the Xingwang Ruijie model, leading to Xingwang opening high?? China High-Speed Railway also acted as an escort in the first-board lineup—then let’s study first boards.
After the open, Cubic wavered slightly and then immediately got smashed—so if it broke the opening price, we could only take it first. The expectations couldn’t be that high anyway.
Hengshang’s first trade sold off sharply; then a super-strong rally followed. At that point, when I got in halfway, luckily I fell asleep during the middle of the day. At the close, I took a look—wow, what the hell kind of “surprise” is that. This is exactly a surprise! Analyze objective factors: the entry can be optimized. Cubic is chip-related. The auction was not as expected. Also, Shuifa didn’t open as one-word limit, and Zhangjiang Hi-Tech opened up and then immediately got un-locked—although Hengshang’s auction was above expectations, the selloff into below water actually became a cost-effective entry point, because its position is there. For future, these playbook scenarios need to be executed better.
For aerospace, it basically opened low; the sector carried on but was worse than expected—so it laid the groundwork for compute power to flow back. Coal, as a defensive hedge, was pulled up first in the early session—also hinting at market risk. But—but, Korean “buddies” started jumping. So A-shares’ compute power hardware got encouraged, and from the afternoon it exploded. Here, continuity is definitely a question mark; tomorrow expect a run-up then pullback first.

Interesting first-board thoughts (personal)
None

Second-board lineup
Xintong Electronics, Shandong, robots, power grid—does Shandong’s oversold major-up chart indicate a further acceleration? Look for acceleration.
Suqian Liansheng, Jiangsu, restructuring, indium phosphide, group buying—promote Jiangsu.
Hongqiao Holdings, Shandong, electrolytic aluminum—Shandong escort.
Hengshang Energy Saving, Jiangsu, restructuring, major-up

Third-board lineup
Harbin Pharmaceutical, healthcare—Cubic didn’t give severe negative feedback. A weak-to-strong 4-board expectation is fine—there’s only one standout “seedling” at the node.

Fourth-board and above lineup
None

Personal trading plan
Observe how Hengshang opens, find the best auction entry; two-to-three, one-to-two.