20260312 Midday Summary: Such a green market...

[Trading Bar]
Huasheng Tiancheng yesterday +5, reduced positions, and today during the auction, all were sold off.

Then I focused on energy-saving wind power, controlling the position. It was a bit of a blow… Normally, the stocks on the board looked better, but I had expectations in my mind, so I didn’t add more positions on the board.

I also placed a casual order for Hang Steel Shares with two layers.

Tuo Wei Information’s buy point today wasn’t in the morning. In the morning, Ningbo Construction, Shenzhen Huaqiang, and Litong Electronics showed no attitude, just a positive boost that pushed prices higher then pulled back;

Green power stocks hit the limit up, and Greenland Power followed, so I tried a slight mistake, but today’s positions are not suitable for heavy bets.

For medium-term trades, China Energy Construction and Guodian Nanzi are options, but Guodian Nanzi has trapped me. Haha, I’ll watch it later.

Personal analysis, for reference only, not investment advice. Tomorrow is critical. If the sector index continues downward, caution is needed. Currently, funds are focused on the front ranks. If Guodian Nanzi breaks the five-day moving average tomorrow, be cautious. 16.17, if broken, exit first and observe. Today’s decline was beyond expectations. China Energy Construction couldn’t hold up, and Guodian Nanzi is affected by Huawei-related influences.

Finally, position control is necessary. I recommend at most three layers of play. Even strong stocks shouldn’t be fully loaded with single holdings unless money isn’t important. Like my short-term account, the funds are limited. I go all-in on what I value, even if that account loses everything, I might not care. But my main accounts operate in a 3-3-4 or 2-2-3-3 mode with rolling operations. Only in very certain cases, like writing articles on fundamentals of stocks such as Huagong Tech or Guangxun Tech, would I consider full positions for swing trading.

There are also some poor performers like Baichuan Shares and Yuntianhua, which most people probably sold at a loss.

So I remind again: do not go all-in with single holdings. Repeating: do not go all-in with single holdings. Do not go all-in with single holdings. Do not go all-in with single holdings. Do not go all-in with single holdings. Do not go all-in with single holdings.

Thanks to everyone for the likes, and thank you @ICERed for the tip. Yesterday, institutions were quite bullish on Runtu Shares. I checked their sentiment last night. But the market sentiment is weak now. The 5-day moving average is the bottom line. Buying on dips at -6% for good value is fine. Runtu has a capacity of 118,000 tons of dispersed dyes and 80,000 tons of active dyes, with related reducing agents in place. Under the background of deep optimization of intermediates like H acid and others, integrated construction combined with scale effects of leading companies could leverage intermediates to establish synergy, or force small and medium dye companies to reduce production due to raw material cost pressures, with strong dye price increases expected to continue.

Tomorrow, observe how the support holds. Usually, there will be a pullback at the end of the session for recovery. Currently, funds are focused on Methanol-related companies like Jinnuo Chemical, Chitianhua, Baofeng Energy (coal chemical), and Baichuan Shares with TMP price increases.

Yihua Shares are also Huawei connectors, but their orders are currently split with Aerospace Electrical, so it’s understandable why Yihua Shares declined. Plus, today’s market dropped, and the weights also fell; multiple factors contributed to the decline.

On Friday, position management is also important. Uncertainty remains. Will Yunnan Energy Control hold extra hours over the weekend? If they do, the negative feedback from the overall sentiment could be significant.
So, their attitude is crucial. Today, Hanlian Shares showed some momentum. After a strong rally, GCL New Energy, China Energy Construction pushed higher again. Tomorrow, I’ll check the feedback. Recently, the main trend has been upward driven by trend, not emotion.

But the negative feedback from Yunnan Energy Control should be taken seriously. It gives a sense of the market.

Finally, if I find something valuable, I’ll give a thumbs-up. Thanks.