3.5 Retrospective

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Abstract generation in progress

High suppression [Taogu Ba]
8 Silver Nonferrous Metals (Gansu, Nonferrous Metals)
5 Hanjian Heshan (Beijing, Chemical Industry)
5 Zhangyue Technology (Beijing, AI Applications)
7 Yunee Holdings (Henan, Computing Power, Electricity)
4 Shufa Gas (Shandong, Natural Gas)
4 Yasheng Group (Gansu, Agriculture)
4 Shandong Molong (Shandong, Oil)

Recent significant changes: 8, 5, 4, 4, 4, 5, 4, 5, 7, 3 (Taijia, Changyuan), 4 (Shufa, Yasheng), 2

Node level: 2
Evaluation: Level 2 is a pioneering node for the Two Sessions theme, with San Ge Wang Li and Intelligent Automation. Focus mainly on Wang Li. Wang Li did not have high volume, so this node is not widely recognized by funds. It’s more likely that San Ge himself initiated it.

Top five five-day gains: Tongyuan Petroleum, Shandong Molong, Intercontinental Oil & Gas, Jinnui Mining, Yasheng Group
Evaluation: 3 Oil & Gas, 1 Agriculture, 1 Mining, all related to war themes, indicating they are in a war-themed cycle. The theme is dominant, with mining and agriculture affected post-war, hinting that short-term speculation is entering the next phase. Key factor is whether new themes or topics will intervene.

Top ten five-day gains: Tongyuan Petroleum, Yunee Holdings, Jufei Optoelectronics, Roman Shares, Farsun
Evaluation: 3 Main Board, 2 Flexible. The number of main board stocks remains, so short-term resistance to consecutive limit-ups is not high. The risk appetite is still there, and the data supports this.

Stocks about to resume trading: None

Second Board
Intelligent Automation: I didn’t expect this to open… The 800 million order block indicates it’s deliberate. Reminder: a one-word opening might be a Xinlong Zhongtian stock. Without turnover, it’s unlikely to hold, unless there’s news at night. Overall, no turnover means no desire for relay trading.

Zhuolang Intelligent: Opened with 800 million, 400 million didn’t open. The market cap is smaller, and the volume is better locked. Surpassed Automation. Yesterday’s initiative was also before Automation. Major shareholder is Jiangsu, Xinjiang stocks. Looks like a supporting role, and the trend chart doesn’t look like a true main rise.

Wangli Security: Sanlian originally meant this, now I understand.

Hanlan Co.: Early trading, it was a choice between Hanlan and Yanhua. How many people were fooled by Yanhua? There are too many cases of mistaken second-tier stocks. Next time, check their status first. Tongguang hit the 20 limit, nuclear power also fermented, accelerating expectations.

Shunnao Co.: Yesterday’s power sector leader, normal one-word acceleration. The intensity is greater than Jicheng. Guangdong stronger than Shandong?

Jicheng Electronics: Blocked by Hanlan during bidding. Anyway, going to Hanlan is better; Hanlan’s acceleration gives it a premium.

Tongguang Cable: Arbitrage with Hanlan at 20.

First Limit-up: New themes are similar to institutional quantitative flat trading. The next day, the remaining volume is used for quantitative settlement and exit. Institutions prepare for trend trading, which is not friendly to short-term players. New themes should be initiated with first limit-up stocks. If you can’t play, wait for major nodes.

Note: My short-term ideas are mostly learned from Yanbian Assassin, with some personal extensions.

Tomorrow’s Opportunity Watch:

  1. Second entry, third level, Wangli Automation. If Automation doesn’t turn over, that’s fine. Today’s chips are given again tomorrow as T-shaped chips. Isn’t that like a pie falling from the sky? If you don’t take the first move today, it’s hard to play. Wangli is like a mystical guide. If you believe, come in. No fear of heaven and earth.
    Observe Shunnao and Zhuolang’s order strength to judge whether to focus on electric or intelligent sectors. Also, watch for unexpected behaviors in Jicheng for new theme entry arbitrage. Beginners who don’t know how to play should wait until the Two Sessions select a direction before entering. Money is your own; cherish it. Living is the most important.

  2. Watch news, monitor new one-word guidance in bidding, observe changes in the largest orders for new theme entry arbitrage. If you don’t know how to play, just wait patiently for the Two Sessions to set the direction before jumping in. Money is your own; cherish it. Living is the most important.

  3. Low-precision trend identification: Huagong Technology, Huasheng Tiancheng, Fenghuo Communications, Chuanyun Shares

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