Review on March 3, 2026

March 3, 2026, Personal Operations: [Taoguba]

Selling was very problematic.
China Tianying: Yesterday during the closing at 2:50 PM, I rushed to sell 619,800 shares. Today, I should have sold directly during the auction; if I didn’t sell in the morning, I should have waited until the end of my session at 2:30 PM to sell. Instead, when the stock hit the limit down at 9:57 AM, I panicked and placed an order at the limit-down price. When the limit-down orders started to be canceled, I also wanted to cancel my order, but it was too late, resulting in losing the original 10-point profit instantly.
Improvement method: For stocks that rush to sell at the end of the session, either focus on selling at the end or sell directly during the next day’s auction.

Heshun Petroleum: Operation was to sell at the limit-up price; today, all oil sector ETFs hit the daily limit up. After Heshun’s three consecutive limit-ups, despite some breakouts and a sealing volume of 5,862 shares, the sector’s strong effect means I can continue holding.

Farsun: Bought during yesterday’s limit-up gamble for the second wave; today, the opening was below expectations, and I saw funds flowing entirely into the oil sector. It should have been sold when it surged, but I sold a bit late. Overall, no mistake.

Bought on the limit-up board: Beiken Energy, Tongyuan Petroleum. Operations are fine. But seeing the oil sector’s large gains, I should have increased my position.

Bought one share of Yunnan Energy Control on the limit-up board, intending to gamble on the second wave of the leading stock and feel the market atmosphere. However, today all funds flowed into oil, and the leader did not drive the sector, which was a mistake.

Oil, natural gas, and shipping stocks surged significantly, with the market dropping 60 points, a 1.43% decline.

Gainers >0: 643 Losers >0: 4,807 Limit-up stocks: 85 Limit-down stocks: 82

Breaks: 24 Yesterday’s limit-up performance: 3.89%

Two-day limit-up: 33 Three-day limit-up: 4

Summary: Due to the impact of the US-Israel and Iran conflicts, funds flowed entirely into the oil, natural gas, and shipping sectors. Other sectors declined sharply, with external markets like Japan and South Korea also falling significantly.

Operations within the March 3, 2026, pattern should be:

Based on the forecast, first observe how the oil sector performs. During the auction, Intercontinental Oil & Gas, Zhunyou Shares, and Shandong Molong directly hit the limit-up. The natural gas concept sector opened up 2.15%. I should have directly increased positions in the top 20cm of leading oil stocks in the natural gas sector; if I couldn’t buy the top stocks, I could also buy China National Petroleum, Sinopec, and CNOOC three major oil companies.

Forecast for March 4:
Tonight, crude oil futures will continue to rise. Before the opening tomorrow, pay attention to news about the US-Israel-Iran conflict. After the market opens, observe the oil sector. If leading oil stocks continue to hit the limit-up, buy stocks from the top of the sector, with a position of 50%.
If the oil sector underperforms and the overall market drops significantly, minimize operations.

Today, I deeply felt that stock trading should follow the hot topics and capital flows. The market dropped 60 points, with 4,807 stocks falling and 82 limit-down stocks, yet the oil sector was still strongly bullish.