3.15: Chemical sector climax, catch-up gains for Weiyuan shares!

robot
Abstract generation in progress

My operation mode introduction: Focus on low-position first-board replenishment arbitrage and lurking at low levels, concentrating on market node dragons and group-report dragons!

1. Market Characteristics: Recently, the core sectors have experienced significant loss effects driven by the index, including the Electric Power Association, Meili Cloud, and State Grid Equipment Shun Na Shares—all hitting the daily limit down, with huge loss effects. [Taogu Ba]

2. Today’s Operations: None

3. Core Summary

  1. Taihao Technology: The core of generators, now at a bottom. There will likely be a buying point for low absorption tomorrow, and a rebound is probable.
  2. Ningbo Construction: The core of computing power, which has probably caused many to lose money.
  3. Oriental Tower: Wind power combined with price increases, with funds planning to position on Friday. I really like this stock.

4. Profit Effect
Today’s profit effect is concentrated in chemicals and electricity.

5. Theme Summary

  1. Continuous Limit-ups
    Five limit-ups
    Zhongnan Culture (M&A restructuring, no buy point)
    Four limit-ups
    Huaneng Energy (also a core in the power sector, consider replenishing Fuling Power)
    Three limit-ups
    Jinniu Chemical (abandoned after poor performance, missed the best buy point)
    Two limit-ups
    Zhengzhou Coal Industry (coal price increase logic, consider replenishing Yankuang Energy)
    Luxing Technology (coal, missed the best buy point, abandoned)
    Farsight (optical communication, missed the best buy point, abandoned)
    Dajin Heavy Industry (wind power, may trend if not hitting the limit-up)
    Sanfangxiang (missed the best buy point, abandoned)

  2. Chemicals
    Limit-up stocks: Jinniu Chemical, Jinda Zheng, Hongbaoli, etc.
    Summary: Sector divergence is large. Jinniu Chemical hit the limit, Baichuan Shares also opened high and fell, fermenting some low-level stocks, probably nobody is buying.

  3. Electricity
    Limit-up stocks: Zhongnan Culture, Huaneng Energy, Dajin Heavy Industry, etc.
    Summary: Consider replenishing Fuling Power; also, Oriental Tower can be positioned, wind power combined with price increases.

6. Old Theme Analysis
Sharing valuable insights:

  1. First article: How to do replenishment of the rebound https://www.tgb.cn/a/2hiNXw4SisJ
  2. Second article: How beginners can improve understanding—guiding you through the underlying logic of the A-share market https://www.tgb.cn/a/2hnO1H55sEx
  3. Third article: Core tactics for leading stocks—detailed explanation of the one-in-two strategy https://www.tgb.cn/a/2hCGYxUyWIZ
  4. Fourth article: Core methods for low absorption in rotation markets https://www.tgb.cn/a/2i57hhgJZFh

Special thanks to friends who support:
Thanks to friends who tip: @Yang San
Writing is not easy. Old friends, after reading, remember to like + check-in with a comment 666. Your likes and comments are my motivation. Grateful for the encounter.

New friends can follow me to see pre-market plans and intra-day ideas.

Sharing roses benefits the giver! Everyone, tip 100 points to help with data! Daily fueling coupons reach 7 to upgrade to a premium post! If you have free coupons or can help promote, please support @Yao You!

View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments
  • Pin