Market rotation, seize the hotspots, strike quickly and withdraw swiftly. Hold Hanlan Co., Ltd. and San'an Optoelectronics!

Since entering the market in 2015, I have been honing my skills for ten years. During this time, I experienced nine losses, but I kept fighting and never gave up! After nine twists and turns, I looked back suddenly and finally reached the place where the lights are shining brightly! My ancestors are from Ezhou, hence the name Nine Phoenixes. Phoenix rebirth, focusing on: main line, main dragon, main rise!

1. Current holdings.

2. Hanlan Co., Ltd.

3. Sanan Optoelectronics

4. Lianade

5. Today’s operations.

First, opened a position in Sanan Optoelectronics. Today was a full day of meetings starting at 9:00, so I couldn’t watch the market. I was optimistic about Sanan Optoelectronics as a leading panel company overnight, combined with the positive stimulus from BYD supercharging, and directly bought in during pre-market bidding.

Second, holding Hanlan Co., Ltd. A leader and core in smart grid, exceeded expectations with such strength today. Held the stock without selling, and it hit the daily limit-up, gaining 20% profit so far.

Third, added to Lianade. Bought based on the moving average yesterday, closed at 13 centimeters today, retraced half of that, and added some more.

3. Market overview.

The three major indices opened lower and then moved higher, turning red and then maintaining a volatile pattern. The total trading volume for both markets was 2.2 trillion yuan, 8% lower than yesterday.

4069 stocks closed higher (red), 1051 stocks lower (green), 74 stocks hit the daily limit-up, none hit the limit-down. Today opened low and moved higher, with a good recovery. The only downside was slightly reduced trading volume.

4. Market bias.

Finally, a main theme of smart grid has emerged. Other themes continue to be active.

5. Market review.

Yesterday, the strong panel concept was unstoppable, but today during pre-market bidding, it fell short of expectations. Yesterday had five stocks with 20 centimeters, but today almost all failed.

Only Huacan Optoelectronics, the leader, showed some signs, maintaining oscillation at 10 centimeters, similar to Sanan Optoelectronics.

This indicates a rotation market; the strongest yesterday may be the weakest today.

But a highlight is that the smart grid finally broke out of three days of strong performance, making it the only main line at the moment.

The smart grid has been stimulated by news over the past two days, showing some persistence.

Rotation market relies on news; the sectors with strong overnight news tend to be the focus, which is characteristic of quantitative-driven markets.

Yesterday, I mentioned three sectors: smart grid, panels, and petrochemicals. Today, smart grid continued to be strong for the third day due to overnight positive news. Panels and petrochemicals, during bidding, failed to meet expectations and fell off, so I am not watching them anymore.

The overnight hype around BYD supercharging was immediately realized at the open, a one-day rally. However, combined with the good performance of smart grid stocks like Hanlan Co., Shunna Co., and Sanan Optoelectronics, which I mentioned in the morning.

Due to a meeting yesterday and today, I had no time to operate, so before 9:00, I directly bought Sanan Optoelectronics at the limit-up during bidding, optimistic about it being a leading and core panel stock, as well as a medium-term theme with BYD supercharging.

There was also good news about Sanan Optoelectronics collaborating with Tsinghua University and other institutions to achieve core breakthroughs, which could stimulate a rebound next Monday. It is the most authentic industry leader.

The other two stocks I hold remained unchanged. Hanlan Co., as a leader in the smart grid, has a positional advantage. This is expected to be the third wave with 4-5 limit-ups, and today’s big gap-up exceeded expectations.

Lianade, besides panels, also has multiple concept stocks like robotics. It has already started to move from the bottom; I continued to hold and added some today.

During the market, I interacted with friends in real-time to stimulate thinking, which is very good. Everyone agrees that smart grid will become a main line, and today’s validation proved it.

I hope we can discuss more during market hours, especially for many new friends who are unclear—feel free to ask questions promptly.

Our veteran colleagues can help answer, discuss together, improve together, and witness growth together!

6. Position management.

When there is a main line, allocate 80% of the capital, with 20-30% in individual stocks.

In a rotation market, allocate 50%, with 10-20% in stocks.

In a chaotic period, allocate 30%, with 5-10% in stocks.

7. Tomorrow’s plan.

First, smart grid. Watch for Shunnade shares’ volume breakout and phone exchange opportunities. Trend in China’s Xidian low-buying techniques. 20-cent basket network low-buying opportunities.

Second, computing power concept. Watch for Tuo Wei’s first-to-second opportunity. Zhongjun Huasheng’s low-buying chance. 20-cent Huasheng Technology low-buying opportunity.

Third, chemical sector. Watch for Jinniu Chemical’s turnover and upgrade opportunities, and Hongbaoli’s first-to-second upgrade opportunities.

Fourth, shipping sector: China Merchants Shipping’s 10-day line reversal opportunity. COSCO Shipping Energy’s low-buy plan.

Hold existing stocks without selling.

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Let’s start from here, embark on a journey of seeking, pursuing, and fulfilling dreams! Strive for financial freedom and early retirement!

Keep running! Brothers.

Cut losses quickly, let profits run fast!!!

Warm reminder: Personal plans, friendly exchanges! Plans are no match for change; always follow the market trend. The greatest certainty in the capital market is uncertainty, so always base actions on actual market movements. The market is the best teacher!!!

Disclaimer: Personal plans and trading ideas are not investment advice. The stock market involves risks; invest cautiously. Operate at your own risk.

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