Revisão de 14 de maio

$Tatang Power Generation(sh601991)$ $Monna Lisa(sz002918)$ [Taogu Bar]

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

Morning bidding one-word guide
Weilong Shares (Shandong + Food + Restructuring + Wine) 3.201 billion
Zhongli Group (Jiangsu + Cables + Photovoltaic Storage) 1.165 billion
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 + Equity Conversion) 495 million
Qunxing Toys (Guangdong + Computing Power Leasing) 464 million
Hua Sheng Shares (Hunan State-owned Assets + Prevention + Leasing) 345 million
Tatang Power Generation (Beijing Central Enterprise + Electricity) 282 million
Shaoneng Shares (Guangdong + Electricity) 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 Assets + Wind, Solar, Fire, Storage) 90.22 million
Kechuan Technology (Jiangsu + Consumer Electronics + Optical Modules) 30.94 million
Wankong Intelligent Manufacturing (Zhejiang + Data Center + Electrical Switch) 672 thousand

Five boards Node: None
Monna 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 Monna Lisa recognizes it or not is unknown.

Four boards Node: Market volume + Incremental funds 489.8 billion
Liren Technology (Beijing + Home Appliances + Equity Conversion) order size smaller than yesterday by 150 million, indicating divergence for Tatang. Tatang’s limit-up was not opened after its limit-down, unsure if it will assist Tatang to recover tomorrow. If Tatang cannot rebound or stop falling, it might 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 lucky coincidence.
Kechuan Technology (Jiangsu + Consumer Electronics + Silicon Optical Chips) Jiangsu’s bid second strongest continues to guide, core trend of new optical modules
Hefei Urban Construction (Anhui State Assets + Real Estate + Shareholding) Arbitrage in chip storage trend

Two boards Node: None
Weilong Shares (Shandong + Food + Restructuring + Wine) upgraded with a single word, restructuring with invincible volume, neither helping Shandong nor the sector
Hua Sheng Shares (Hunan State Assets + Textiles + Leasing + Liquid Cooling) today broadly declined, computing power leasing fell more sharply
Jingneng Power (Beijing State Assets + Wind, Solar, Fire, Storage) T-shaped limit-up, second entry third, collective negative feedback at opening, intentionally giving way for a first-to-second move. Jingneng repeatedly assisted Tatang’s rebound, though Jingneng’s resilience is strong, Tatang ultimately broke below zero, so the assist failed. If Tatang shows negative feedback tomorrow, Jingneng Power should proceed cautiously.
JinFang Energy (Beijing + Heating + Data Center + Cold Storage) follows Jingneng, clearly less resilient.
Keli Ke (Shenzhen + Power Supply + Robots) power supply equipment position, but power equipment is more aggressive than power.
Guizhou Gas (Guizhou Debt + Gas) gas as a safe haven, sector has no fermentation.
Ouke Technology (Jiangxi + Lithium Battery Separator + Robots) lithium battery position, sector no fermentation
Ningbo Zhongbai (Zhejiang + Retail + Gold Retail) stimulated by Youa Shares’ limit-up, mid-session realization, but misunderstood, Youa is in semiconductors, overall retail sector no fermentation, sector severely broken.
Anglikang (Zhejiang + Innovative Drugs) pharmaceutical safe haven, sector no fermentation.
Nanhua Futures (Zhejiang + Futures) all related to finance are blacklisted, Dongfang Securities restructuring and resumption almost hit the limit down.

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

Four-in-five bid division, Jiaoda turns red while Monna Lisa has already hit the limit, no hope for overtaking, exited before hitting high.

Monna Lisa bid surpasses Jiaoda Angli, today’s four-in-five is again a breaking point, need support.

Jingneng Heat is the only power sector bid that successfully upgraded at a low position with a one-word limit-up, isn’t it because of concern about missing out on Tatang due to large market cap? I buy, I buy, isn’t that enough?

If my review can inspire everyone, please like, follow, and bookmark. If you have your own thoughts on the review, welcome to discuss in the comments.