[Red Envelope] March 12 Recap: Morning bought the dip in computing power stocks, afternoon waited for the wind to come, plans precise down to the time segment, are you brothers satisfied?

Brothers! The live broadcast reservation is now open! March 17th (next Tuesday) from 8:00 PM to 9:30 PM! Let’s talk about the rotation period strategies. See you then! [Taogu Ba]

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This script is straightforward and precise, right? Just say afternoon, and the tickets are already allocated. Wake up early, wait for the wind, and that’s it. There’s no need to chase after everything during the rotation period.

Morning bidding information:

1. Zhongnan Culture, largest order, similar to the previous trading day, Power + Media.
2. Jilin Chemical Fiber, carbon fiber + wind power, chemical industry, added a character, stock attributes are ambiguous.
3. Zhongfu Shenying, carbon fiber + hydrogen energy + wind power, chemical industry, added a character, stock attributes are ambiguous.
4. Taihe New Material, chemical + hydrogen energy, added a character, stock attributes are ambiguous.
5. Baichuan Shares, chemical + energy storage, stock attributes are ambiguous.
6. Sanfangxiang, chemical industry, added a character, indicating continued strength in chemicals.
7. Bidding for buying, Green Power, Xin Yisheng buying red, Ningbo buying zero axis.

Bidding risk/opportunity alerts and analysis:

1. At 9:19, it was pointed out that Zhongnan’s largest order is Power + Media. Observe if the 25-minute mark still shows the largest order, which can be used to infer disagreements or continued strength in related themes.
   Jilin added a character, so whether to cancel the order depends on if the block is withdrawn; just watch the 20-minute block situation.
   Baichuan was pre-set yesterday; if it exceeds expectations, remember the debt arbitrage. Watch the block situation.

2. At 9:21, it was pointed out that Jilin is carbon fiber + wind power + chemical industry. You can say it’s chemical or green electricity; the main force still has some intentions, giving you an ambiguous target.
   Baichuan had blocks after 20 minutes, so debt arbitrage is an option. Remember the CTE debt case when aerospace was bottoming out. New followers can review the detailed post on bidding strategies. The most direct indicator of theme strength is the performance of debt, don’t be fooled by blocks.
   From the debt arbitrage perspective, it’s about whether the price/performance ratio is good.
   Zhongnan’s positive news supports resilience, and combined with whether Ningbo shifts from weak to strong, helps judge the bottom-buying point we pre-set yesterday.

3. At 9:24, it was pointed out that Zhongfu is similar to Jilin, with wind power and hydrogen energy. The main force is quite tricky, all selected.

4. At 9:25, Taihe added a character, chemical + hydrogen energy, still giving options; funds decide.

5. At 9:28, Sanfangxiang, the chemical indicator is quite clear, indicating early strength in chemicals in the morning.
   Ningbo opened at zero axis, which is quite good; watch if funds are willing to push high. We previously suggested that Ningbo’s trend can help judge tech sector inflows and the buy points in the No. 6 ticket pool, which can also be inferred.
   Green Power’s rush for buying seems a bit strange—opening with a character, a bunch of chemicals, but also wind power, energy storage, hydrogen energy, which seems reasonable. This bidding is very confusing, so the preset plays a role: chemical continuation arbitrage debt, chemical strength bottom-fishing against core electric themes.
   Once procurement is done, just wait for the switch. Since funds are choosing these ambiguous targets, there must be a reason.

The information that can be derived after bidding ends:

1. Chemicals show continued strength, but as previously mentioned, it’s not a buying point for chemicals but for the core opponents.
2. Chemical continuation actions, Baichuan debt arbitrage.
3. Most added characters are ambiguous, combined with the afternoon closing of the conference, increasing the probability of rotation.
4. Pay attention to risk aversion and tech strength after the market opens.

Today’s operations:

1. One bid at the opening, at 10:00, Yunnan Energy’s surge to a high point, then clear out.
2. Bought about 4 points lower in Shao Energy, logic pre-set, 5-day moving average aligns with my plan.
3. Baichuan debt arbitrage, turned around, roughly break-even.
4. Zhejiang Wen continues to hold, at the low point of No. 9.

Today’s review:

Just follow the review written yesterday. If you understand, you should sell during the chemical strength in the morning, not buy. Intraday, just do debt arbitrage. Low buy in the power sector, wait for the wind in the afternoon.

Seeing brothers follow the preset ideas and profit makes me very happy!

Let’s verify the logic:

1. Yunnan Energy’s logic: we pre-arranged, so today is the day to realize profits.

2. Precise bottom-fishing in the morning, wait for the wind in the afternoon, the ticket pool is ready for you.

3. Chemical continued strength in the morning, power sector inflow in the afternoon, transitioning out of liquor stocks—no problem.

4. Attend the meeting, follow the high sell low buy strategy, no problem. Chemical impact, low buy against core opponents, no problem. Gan Energy begins reducing positions; observe Yunnan Energy’s intraday trend. Opening positions, intraday debt and core opponent bottom-fishing, no problem.

5. Use debt to judge theme strength, as done with Zhongtian debt before. Test it yourself.

6. Buy and sell points can be checked against the intraday chart; generally sell at the highest point of the day, take your profits.

7. Now you should understand why I said early power sector was greedy—because the explosion is expected in the afternoon.

8. Hanlan and Shun Na’s logic have been mentioned; test if it’s at the lowest point of the day.

9. Later, there might be a lot of pullbacks—keep up with the rhythm.

Check the continuous boards:
4 boards:
Zhongnan Culture, Power + Media, the largest order also supports the expectation of power inflow today.
3 boards:
Green Power, big cap, green electricity + energy storage.
Hua Electric Power, big cap, coal + green electricity.
2 boards:
Chint Power, energy storage + photovoltaics, Jiangsu, trend-based, with resistance above.
Green Energy, supporting Green Power.
Energy-saving wind power, green electricity + energy storage + Xinjiang, supporting Green Power.
Jinniu Chemical, chemical + wind power + coal.
China Energy Construction, a large cap with two boards, likely to trend upward.
First board: Ningbo did not successfully break through.
Sanfangxiang, third.
Shenzhen New Star, previously supported Sanfu, watch for model creation.
Jinshi, third.
Farsight, trending third.
Hebang, debt available, can arbitrage.
Hanlan, trend-following.

Thanks to brothers who supported me in the previous post!
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Tomorrow’s operation preset and intraday tips will be in the comments of this post. If needed, brothers can click “Follow” to receive notifications of my updates immediately!