March 20 Review: Sheep Village Safe House, specializes in counter-trend plays, write the script on Monday and relax until Friday.

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Collection of Valuable Posts:

1. Market Opening Bids
2. Convertible Bond Arbitrage
3. Screening Potential Main Rise in Echelon
4. “155” Large Cycle Analysis
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Live Replay:

1. Detailed analysis of the rotation period guerrilla tactics and how to operate correctly.
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Morning Bid Information:

1. Dashengda, mouse warehouse, positive one-word, largest order addition, guiding 2 into 3 echelon.
2. Ruiskangda, Shun Na’s little brother, Shun Na’s electric calculation reversal suggests today’s positioning point, potential for positioning.
3. Mingpu Guangci, optical modules, probably not mistaken for Ruiskangda, the last top one-word.
4. Shen Huafa A, three-board group, previously held firm to send off Shun Na, last time 5 touched 6 exploded.
5. Hengtian Hailong, still in the 6th ticket pool, but feels like a sector benefit? Gas turbine angle calculation?

Bid Risk/Opportunity Messages and Analysis:

1. At 9:16, it was pointed out that Dashengda mouse warehouse, so just observe the size of the order to reverse the tier.
   Shaoneng’s order reduced, as pre-set yesterday, I personally look at the buy point.
   Shen Huafa, three-board group, so condition orders should be properly placed. If it didn’t crash today, it exceeded expectations, also indicating Liaoneng.

2. At 9:21, it was pointed out that Ruiskangda has an order, as previously mentioned, Ruis is Shun Na’s little brother, Shun Na was hinted at in the morning, helping Shaoneng to position, so reversing Shun Na is also a red selling point. Did you grasp it? I also mentioned that if Shun Na really wants to play, it’s only when Shaoneng is ready to ship.

3. At 9:28, it was pointed out that Xinyi Sheng is rushing for shares, which is quite high. This is actually suspicious; institutions rushing too high can easily be fulfilled. If it strengthens, it’s not friendly to the theme line.
   Shaoneng’s rush for shares is also a bit high; it’s best to have turnover with volume above previous highs.
   Changfei is also too high, inexplicably high, just looking for fulfillment.

From the end of the bidding, the following information can be derived:

1. Bidding for shares is highly risky for scams; prices are too high, and quantification trends are easy to fulfill. At least, pay attention to the fulfillment risk of institutional lines.
2. Ruiskangda added, promoting Shun Na. As mentioned in the morning comments, Shun Na helps with electric calculation positioning, so the selling point of Shun Na and the buying points of Shaoneng/Yuedian Power A are now clear.
3. Liaoneng, Shaoneng, and Yuedian Power A’s three bids: Shaoneng opened the highest, Yuedian Power A directly surrendered. Reversing the two, Shaoneng has a bigger chance to position.
4. The logic of Ruis-Shun-Shao: today’s electric calculation has high expectations for a surge, so the T strategy is to buy low and sell high.
5. Based on the “little brother pushing the big brother” logic, Liaoneng is expected to be positioned today, so the little brother has a chance to be ahead.
6. Observe whether Shen Huafa A still does or not to infer whether Liaoneng can be saved.

Today’s Operations:

1. Dongfang Electric, sold off at zero, cleared the position. No issues with quantification.
2. Dongfang Xinneng, Liaoneng reduced by half after the board, task for the little brother to help the big brother is complete, cleared after the crash.
3. Based on yesterday’s preset, swept Shaoneng; the logic is that Ruis pushes Shun, Shun helps with positioning, Liaoneng has limited upside, no calculation included. Today is the best time to give way.

Today’s Review:
Yesterday’s repair was quite inexplicable, using finance, very insincere. Early in the morning, theme stocks surged for repair, then crashed directly. In the afternoon, after Musk’s news, continued to fulfill. Today, panic selling before the weekend, and next Monday, we can see if there are opportunities. As for why Liaoneng is still there, I think it might be partly because of this: enduring damage + waiting for theme market resonance.
Careful observation of Shao and Liaoneng’s order book changes shows most of the participants, including the last added Yuedian Power A, are likely to be helping to increase expectations for the 3rd board. There’s a chance for another positioning on Monday, but the cost-performance ratio is lower.
All these ideas are based on Liaoneng’s situation. If continuing to trade Liaoneng, everyone should prepare to exit. With two Huadian explosive packages, I feel it’s better to avoid their sharp edges until regulators clarify their stance.

Let’s verify the logic:

1. It’s not yet time for fulfillment. Liaoneng’s surprise is understandable, but also within reason. The previous analysis has covered this, so I won’t repeat.

2. The Shun Na logic was mentioned before: it’s the starting point of this small cycle. The small cycle may close with Shun Na, because when Shao Neng sets a one-word, it’s a Shun Na exit point and guidance. The positioning action is fleeting and a good short-term selling point. Shun Na still has opportunities when Shao Neng drives the electric calculation boom, which is the graduation of this small cycle.

3. The logic preset on the 17th, Script 3, is whether Liaoneng leads the little brothers to help. Today’s chart makes it very clear: Huadian, Dongfang, Liaoneng, Liaoneng drops, Huadian and Dongfang rise—this is the “little brother pushing the big brother” logic we discussed in the live broadcast. It should be very clear now.

4. Power computing has been repeatedly mentioned in the comments. Switch it, switch it, it’s time to look back. Don’t focus on power computing anymore; you’ve seen it all. Power calculation is the essence. Stocks with power and calculation tend to trend. If you can’t catch the rhythm, just focus on the core of power calculation. T it when needed.

5. The chemical industry was also mentioned: don’t take it seriously. Think carefully about who will buy at this position.

Check the continuous boards:
5-Board:
Shen Huafa A, three-board group, guiding echelon, modeling Shao Na’s first wave, next Monday reaches Wang Li’s position. Don’t forget the condition orders.
Huadian Liaoneng, Shun Na model, high level, little brother accelerates pushing the big brother, next Monday is a hurdle.
3-Board:
Shao Neng, same echelon with Dashengda, if the position holds, expectations increase. Next week is the last chance to position; otherwise, it’s high-low cut.
Dashengda, mouse warehouse, matching.
2-Board:
Dongfang Xinneng: Liaoneng’s little brother, probably both gone.
Huadian Energy, same as above, about to move.
Guo Xin Nengyuan, natural gas, risk-averse enemy.
First Board:
Hengtian Hailong, 6th ticket pool, pushing for a position.
Zhaoxin, Guangdong, promoting east.
Zhongli, pushing Huasheng? Average stock nature, small capital.
Zhengtai, energy storage linkage with Zhaoxin, PV inverter.
Guangxi Energy, two Guang regions? Promoting east in Guangxi?
Jingtou Development, possibly turning trend, to be seen as a future trend.

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