Revisão de 14 de maio

$Tangshan Power Generation(sh601991)$ $Mona Lisa(sz002918)$ [Taogu Bar]

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

Morning bidding guide with a single line
Weilong Shares (Shandong + Food + Restructuring + Wine) 3.201 billion
Zhongli Group (Jiangsu + Cables + Solar Storage) 1.165 billion
Gongjin Shares (Shenzhen + Hebei State-owned + Silicon Optical Chips) 759 million
Hua Wang Shares (Jiangsu + Chassis + Robots + Energy Storage) 530 million
Liren Technology (Beijing + Home Appliances + Equity Conversion) 495 million
Qunxing Toys (Guangdong + Computing Power Leasing) 464 million
Hua Sheng Shares (Hunan State-owned + Prevention + Leasing) 345 million
Tangshan 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 + Aviation Equipment) 100 million
Jingneng Power (Beijing State-owned + Wind, Solar, Fire, Storage) 90.22 million
Kechuan Technology (Jiangsu + Electric Consumption + 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) Bid surpasses 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 remains to be seen.

Four boards Node: Market volume + Incremental funds 489.8 billion
Liren Technology (Beijing + Home Appliances + Equity Conversion) Small order block compared to yesterday by 150 million, indicating divergence for Tangshan. Tangshan’s limit-up, Liren did not open the limit, unsure if it will assist Tangshan to recover tomorrow. If Tangshan cannot rebound or stop falling, it may be prevented from opening higher. Unless it takes 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 misfire but still a good story.
Kechuan Technology (Jiangsu + Electric Consumption + Silicon Optical Chips) Jiangsu’s second strongest bid continues to guide, core of the new trend in optical modules.
Hefei Urban Construction (Anhui State-owned + Real Estate + Holding Shares) Arbitrage on the chip storage trend.

Second board node: None
Weilong Shares (Shandong + Food + Restructuring + Wine) Upgraded with a single line, restructuring has invincible capacity, neither helping Shandong nor the sector.
Hua Sheng Shares (Hunan State-owned + Textiles + Leasing + Liquid Cooling) Today’s broad decline, computing leasing fell even harder.
Jingneng Power (Beijing State-owned + Wind, Solar, Fire, Storage) Power T-shaped limit-up, second entry, third entry. Power opened with collective negative feedback, intentionally giving way to a first-to-second move. Jingneng repeatedly assisted Tangshan to rebound, though Jingneng’s resilience is strong, Tangshan ultimately broke below zero, only a failed assist. If Tangshan shows negative feedback tomorrow, Jingneng Power should cautiously continue.
JinFang Energy (Beijing + Heating + Data Center + Cold Storage) Power sector similar to Jingneng, clearly less resilient.
Keli Ke (Shenzhen + Power Supply + Robots) Power equipment position, but power equipment is more aggressive.
Guizhou Gas (Guizhou Debt + Gas) Gas sector for risk aversion, no 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, but misunderstood—Youa is moving into semiconductors, retail sector no fermentation, sector severely broken.
AngliKang (Zhejiang + Innovative Drugs) Medical sector for risk aversion, no fermentation.
Nanhua Futures (Zhejiang + Futures) All related to finance are blacklisted; Oriental Securities restructuring and resumption almost hit the limit down.

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

Four-in-five bid split, when Jiaoda turned red, Mona Lisa had already hit the limit, no hope of overtaking, exited without waiting for a high.

Mona Lisa bid surpasses Jiaoda, today’s four-in-five is again a breaking point, how to get support.

Jingneng Thermal is the only power bid that successfully upgraded at a low position with a single line, isn’t it because of concern about market cap missing out on Tangshan? I buy, I buy, isn’t that okay?

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