March 27th. Next week, focus on whether the market shows signs of gradual high-low chopping or electric chopping lithium batteries.

Good afternoon, friends!! [淘股吧]

The idea discussed in yesterday’s article is about the electricity sector’s rebound leaders.

Several friends in the comments section supplemented the omission of Guangxi Energy from yesterday.

In the morning, Guangxi Energy directly opened with a limit-up following several first boards.

Therefore, other electricity stocks with a 1 into 2 expectation are not that meaningful anymore.

Guangxi Energy is the clear rebound leader for the upcoming wave.

According to the afternoon funds returning to electricity in advance (therefore on Monday, it still has a limit-up expectation).

As for how far it goes afterward, we still need to observe the later trends of Yunnan Energy and Huadian in the sector.

For now, Yunnan Energy and Huadian are performing well, with Yunnan Energy exiting the regulatory period today.

Next week, it can continue to strengthen, even reaching new highs.

Then, Huadian should also continue its 8+N trend.

Whether the electricity sector has ended will depend on the feedback from Yunnan Energy and Huadian next week.

The future trends still require ongoing news catalysts (otherwise, there are not many expectations left).

It’s just a clear theme of the clear theme, and once a low-position theme takes over (the profitability effect in electricity will sharply decline).

Saying that it directly retreats would not be accurate, but as other themes (like lithium batteries) can absorb liquidity from the electricity sector,

There is one signal in electricity: there are no more rebounds at low positions, only a few identifiable clusters.

If such a situation occurs (electricity will be in its final stages).

And lithium batteries may experience a back-and-forth profitability effect like the previous divergences in electricity, returning and diverging repeatedly.

(The above are just some of my thoughts, specifics still depend on the market).

The market issue remains volume contraction (opening low and rising high, but the market is contracted throughout the day).

In the morning, Rongjie shares in the lithium battery sector peaked and then fell back, but it still managed to attract interest and rallied a bit.

Based on the strength of lithium batteries today (Rongjie shares are expected to have a limit-up on Monday).

The lithium battery sector’s ideas were discussed yesterday.

Lithium batteries and electricity are like a seesaw.

The focus is on the identifiable stocks in the front row: Rongjie shares.

Lithium batteries are currently following the trend that started yesterday, continuing to strengthen today, and diverging on Monday (as long as there is no strong divergence during Monday’s trading).

Then on Tuesday or Monday afternoon, funds will likely take early positions in batteries.

The idea is: electricity will rebound and repair on Monday, while lithium batteries will diverge after a consensus.

Thus, electricity is expected to diverge on Tuesday, and those trading lithium batteries will consider this idea and take positions early.

As for whether it aligns with my expectations, I will observe the trends and expectations of the two sectors on Monday.

If they are similar, those without lithium battery positions can take positions early on Monday afternoon.

Next week, the key point for me is to see if funds in electricity gradually flow into lithium batteries.

Electricity:

During the morning auction, Huadian and Liaoning Energy hit the floor (this aligns with expectations).

After all, there was a sell-off at the end of yesterday, and the funds that went in were worried about panic (inevitably, there would be limit-down orders overnight).

On the contrary, those of us who entered earlier actually hoped for the floor (to take some chips to trade).

Unfortunately, the prices were too high, so we could only reduce positions at the opening (after all, the funds inside need to control volatility).

The market remained stable all day and did not break below the opening low (clearly controlling for volatility).

At the end of the day, I took back the portion I reduced in the morning to prepare for the electricity rebound expectation on Monday.

Chemicals:

I suggest everyone observe the upstream of lithium batteries (such as lithium iron phosphate or electrolytes).

Pharmaceuticals:

In the morning, there was no obvious rebound in the electricity direction.

Funds clearly took a defensive stance, and Meinuohua in the sector opened up new heights.

This prompted a lot of funds to engage in arbitrage.

Most likely a one-day event.

Computing power:

Still not performing well. Although Aoruid’s auction reversed after a divergence during the day, the momentum remains quite weak.

Currently, it’s difficult to attract consensus funds in computing power.

The sector’s interconnectedness is relatively poor.

In computing power, we can only see if it can repeatedly emerge, with trends + popularity still present.

Next Monday:

Over the weekend, some self-media will likely hype lithium batteries.

If the hype is too intense, don’t recklessly jump in on Monday; it is initially a divergence expectation.

Electricity and lithium batteries have a sense of high-low switching.

Whether lithium batteries will gradually replace electricity in the future can only be seen step by step.

I am just a short-term trader who can only focus on today, think about tomorrow, and thinking too far ahead is purely daydreaming.

Today’s operations:

Trading T: Huadian and Liaoning Energy.

New positions: Rongjie shares.