3.6 Pre-market Strategy: Light and Electricity - Open Position in Jicheng Electronics

1. Strategy Review [Taogu Ba]

Review of pre-market strategy:

1. Electric Power Integration:
   ◆ Strategy: Focus on the strongest turnover stocks in the first and second tiers within the sector, with turtle pool candidates: Shun Na Shares, Han Lan Shares, Ji Cheng Electronics, Jin Kai New Energy, Yin Xing Energy, Shen Ma Electric, etc.
   ——
   Retrospect: Shun Na Shares had a large single order with a one-word bid, automatically promoted to “Rabbit”; in non-one-word bidding, Han Lan Shares performed the strongest. I looked at the opening for one second and placed an order but didn’t get filled. Probably only during the bidding match could I have grabbed it.

2. Taijia Shares:
   ◆ Strategy: Observe the five-day moving average for low absorption.
   ——
   Retrospect: Taijia Shares quickly broke through the five-day moving average at the open, with no support at all, and kept falling. At that time, my position was still in line for Han Lan Shares, so I didn’t pay attention to it. After market close, the龙虎榜 (Dragon and Tiger List) looked relatively healthy. For friends holding positions, it might be better to wait for the second surge before deciding whether to hold or sell.

Today’s operations:

1. Exit Jin Kai New Energy: I made some poor choices at that time; actually, waiting for the second surge could have allowed for phased profit-taking. The power grid equipment sector index surged by 4 points, and I thought it could follow the sector for another wave, selling at a better price. Yesterday’s top-capacity stock in the strategy, it and Han Lan Shares had very different fates.
2. Ji Cheng Electronics hitting the limit-up: Flexibly responding according to Strategy 1, since Han Lan Shares couldn’t get in, I switched to Ji Cheng Electronics. I didn’t choose Shen Ma Electric because its bidding was too weak (+5 or less, very low volume), which posed a high risk of a straight-line rapid limit-up, whereas Ji Cheng Electronics has the potential to open wide and then rebound.

2. Relay Direction
Energy cycle fourth day. The sentiment curve is turning upward in the lower band, confirming the sentiment is entering an upward channel.

Second-tier (power grid equipment momentum node):
Shun Na Shares: Expectation of large single order with a one-word bid. Today’s sealed order in bidding is 780 million, and tomorrow’s focus is on the change in sealed order volume, which can roughly estimate the sector’s sentiment trend for the day.
Han Lan Shares: Explosive volume, high open with a limit-up, also expected to have a large single order with a one-word bid.
Ji Cheng Electronics: Position not discussed.
Zhuo Lang Intelligent, Intelligent Automation: Tomorrow should determine the top leader in the intelligent economy sector. This theme itself isn’t very strong, but since it’s in the market’s focus, if participation in the power grid sector isn’t good, treating them as “independent dragons” for strategic play isn’t a bad idea.
Wang Li Security: An unbearable burden for mortals.

Summary: Just look at the pre-market strategy.
(The relay direction is a preliminary idea; final implementation mainly depends on the pre-market strategy.)

The stock market is like a martial arts world; you need to find stocks with a certain status and operate stocks with a certain status. In this process, focus only on market position and popularity recognition. For energy source players, gaining profit from the market position and popularity recognition of energy source stocks is already enough.

Generous sharing is a virtue. I hope to provide new perspectives and insights, and to grow wisdom and style together with everyone. On the road to wealth, shared prosperity is the way.
Pre-market strategy: Remember to subscribe to Yi Yi’s notes! I will update strategies in the Taogu Ba comment section before the market opens.
$Ji Cheng Electronics (sz002339)$ $Han Lan Shares (sz002498)$

Disclaimer: The logic in this article is only personal review insights and stock market diary, not any securities consultation or recommendation. The stocks involved are not stock recommendations. The opinions are for reference only and not to be used as trading basis. Trade at your own risk. The market is risky; invest cautiously.