March 24 Review: Defense in headwinds, offense in tailwinds, logic and rhythm enable balanced offense and defense!

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Morning Bidding Information:

1. Zhongli Group, largest order, photovoltaic + energy storage, increased order volume compared to previous.
2. Xinneng Taishan, electrical equipment, optical fiber, calculation + electricity, previously pre-set on the 6th, ticket.
3. Haitian Shares, environmental protection + photovoltaic, Sichuan.

Bidding Risk/Opportunity Tips and Analysis:

1. At 9:16, it was pointed out that Haitian and Kerui added one character, so find the corresponding logic. We mentioned Kerui yesterday; it belongs to the Yunnan energy logic starting point. You should know what to do accordingly. Liaoning issued a good sealing order, and the size of the order reflects the divergence of Liaoning energy. Zhongli’s sealing order decreased, so look at the 25-minute mark to infer the divergence expectation of Liaoning energy and echelon selection, as well as the divergence size within the same echelon.

2. At 9:22, it was noted that Zhongli’s sealing order difference is small, continue to infer the big brother. Haitian and Taishan added one character; Haitian photovoltaic follows Zhongli, Taishan fiber + electricity, in the 6th ticket pool, which is calculation + electricity.

3. At 9:26, it was clear that Shao Neng’s red opening, many calculation + electricity stocks opened red, and the environment is quite good. Pay attention to whether Shao Neng’s volume can be replenished and whether the market can stay strong.

4. At 9:27, Huamin is rushing to buy, in the photovoltaic sector. Haitian and Zhongli are both photovoltaic, looking strong, right? Zhengtai opened lower directly, which is another issue. Can it separate from Liaoning energy? This was discussed in the comments yesterday.

From the bidding conclusion, we can derive:

1. The photovoltaic sector is fragmented; Tianhai is a single character, Zhongli adds orders, Zhengtai opened lower. Normally, Zhongli adding orders would attract others, but since the bidding isn’t maintained, it indicates disinterest. Essentially, it’s still serving Liaoning energy, not just a photovoltaic order. Be cautious of scams with high openings.
2. Shao Neng opens weakly but turns strong; Taishan’s calculation + electricity is in the 6th ticket pool. Jin Kai, Nengke, Tongli all performed well, environment is good. Shao Neng’s volume is lacking, so volume replenishment and pullback are strategic buy points.
3. Kerui opens high, indicating signs of Yunnan energy logic, with corresponding buy points.

Today’s Operations:

1. Hold Kerui, which I bought yesterday; it is strong today. Shao Neng rebounded; Kerui has calculation + electricity logic, so continue holding.
2. About 3 points above the 5-day moving average, gamble on Gan Neng, based on Yunnan energy logic.
3. About one point out, Jixin, Liaoning energy stocks have all gone up, but slowly. Distant relatives are just a bit lacking.
4. Medical and brain-machine stocks move abnormally. Sali debt arbitrage—such good debt—suspended on April 7, no chance for arbitrage afterward, what a pity.
5. Market drops sharply; Tiangao Boge Technology swings like a seesaw, arbitrage, rebounded shortly after decline, roughly flat.
6. Hongbaoli shows movement; arbitrage on Hongqiang bonds.

Today’s Review: These two days are quite clear: yesterday’s sharp decline tested whether stocks like Liaoning energy and Yunnan energy with expectations are more resilient. Today, they all performed strongly. Logic and expectations are very important. Yesterday, I positioned Kerui based on this logic—resilient + expected. It coincided with good news and Shao Neng’s rebound, so the exit plan can be delayed because the calculation + electricity expectation still exists, and Yunnan energy has a chance to drive calculation + electricity back.

Following yesterday’s logic, Liaoning energy enters at 7. Tonight, watch for abnormal movements or announcements. If there’s abnormal movement, it might be related to Yunnan energy, corresponding to Huadian and Dongfang—think it through yourself. Yunnan energy will be released on the 27th; on the 26th, the last small players should have completed their assist actions. Tomorrow is the final gamble point. After that, rest and wait for the right direction. In the chemical sector (risk hedging), after Yunnan energy’s excitement on the 26th, it should settle down—assuming chemical stocks continue to be recognized by funds. Shao Neng’s logic is now clear. Comparing Shao Neng and Liaoning energy together: when the market crashes, Shao Neng explodes. As I said before, Shao Neng drives calculation + electricity, waiting for a market recovery. Today, it came. Liaoning energy’s overperformance is mainly due to the poor market environment causing a rally in the new energy sector.

Let’s verify the logic:

1. Yunnan energy logic, no problem, the stocks performed well today. Watch out for false signals.
2. Why do I say Shao Neng has a positioning expectation? Why has Liaoning energy kept exceeding expectations? Liaoning energy’s core is only about 4 levels high because it initially mimicked models like Shun Na + Wang Li + Zhuo Lang + Han Lan. From a layout perspective, switching to low-position Shao Neng completes a full cycle for the calculation + electricity big cycle. I also said it might be waiting for a market rally, so today Shao Neng rebounded directly, including Jin Kai’s limit-up. The anchor point remains Yunnan energy’s node.
3. Yesterday’s market judgment was correct; calculation + electricity followed the market’s rebound.
4. Today’s photovoltaic stocks are strange—strong but not leading. I mentioned in the comments yesterday that separation is necessary. What is separation? Liaoning energy has none; you have it, and because of this logic, it rises. Liaoning energy can’t eat, so naturally, it’s separation.

Check the continuous boards: 7 boards: Huadian Liaoning energy—check regulatory attitude tonight. Liaoning energy stocks should have reduced positions today; otherwise, if Liaoning energy explodes tomorrow, it will be affected. Several stocks hit the ceiling today. The outlook for Liaoning energy tomorrow is uncertain; it’s better to observe the attitude today. 3 boards: Zhongli, echelon energy, photovoltaic + energy storage. Its own stock nature is average, with poor capitalization, Moen positioning. Watch if it can drive the photovoltaic subdivision later. 2 boards: Liaoning, obvious rebound, likely related to Gan Neng; separation unlikely, probably together. Xuelang, good news of resumption; two consecutive 20cm gains. Tuori, photovoltaic + energy storage, previously up to three boards. Zhejiang Xinneng, a substitute for Dongfang. Why didn’t Dongfang do it? Does Zhejiang Xinneng have higher expectations? Think about it if you hold some. First boards: Taishan, 6th ticket pool, indicating Shao Neng’s rebound. Haitian, photovoltaic, stock news. Kerui, stock news, calculation + photovoltaic + Xiong’an New Area, Yunnan energy system. But this stock doesn’t like continuous boards; needs to change its stock nature. Yalian, previously a three-board move, micro-cap stock, power grid + data center + grain. Hunan Development, electricity, state-owned enterprise, decent capitalization. Shao Neng, 6th ticket pool, rebound, look for opportunities for main rise. Han Lan, indicating an imminent cycle closure, but started a bit early—Yunnan energy system. Yabo, previously a turnover three, likes to make moves. Aoruid, rotating with Qunxing, Meiliyun, Lianhua, etc. Jinkai, calculation + electricity trend. Yuedian Power A, calculation + electricity, Guangdong.

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