[Red Envelope] How to identify industry leaders, these key points need special attention!

Hello everyone, I am the trend expert focused on leading stocks and trends, skilled at capturing logic. Logic never dies, and trends never stop. [Taogu Ba]
What I lose is not truly mine; what I seek is often hindered by obstacles.

Remaining last week:

Intercontinental Oil & Gas unfollowed last week unexpectedly as the market surged, hitting several limits, bloodshed.

Guosheng Technology retraced, offering a good opportunity, but it hit the limit and caused Dongfang to unfollow as well.

On Tuesday, Cuiwei hit the limit and unfollowed.

This week:

Monday, focus on Liuguo Chemical, Quartz Co., Xingfa Group for rolling trades; on Tuesday, add more focus; on Wednesday, unfollow and wait. Today finally stabilized.

Wednesday, focus on Jindangda, State Grid Equipment, Hongxiang Co., and continue waiting.

All belong to the price increase sector. External markets are unstable, and there are no particularly good opportunities in oil & gas.

This week is okay; at least I didn’t pay military expenses. Z Jin fluctuates back and forth, so I haven’t switched positions—just waiting for the trend.

Although the market has somewhat recovered, overall sentiment remains poor. Some leading stocks rebound strongly, while the back ranks have mostly paid their dues.

Current market conditions only allow embracing core leaders and waiting for rebounds or good trends. If the trend holds, I will follow along; if not, I will wait for a breakout before jumping in.

For example, waiting for Quartz, retracing Hongxiang, Jindangda, Liuguo.

The market has two main lines:

1. Conflict line: oil & gas, rising prices, metals, and defensive sectors.
2. Meeting focus: energy, technology, new concepts (currently rotating chaotically). When the structure becomes clearer, it will be a good time to attack.

It’s too fast; although I can catch some midway, personal reaction speed is crucial. Being a step slow may risk adjustments.

So, I continue to trade within the defensive rising sectors this week, rolling back and forth.

“炒谷” (Chao Gu) is a core concept in short-term (or swing) trading systems, essentially “buying the strongest stocks in the strongest sectors.” It’s not just chasing limit-ups but a framework based on capital behavior, sentiment cycles, and industry logic.

Core logic of leader thinking:

Dimensions of leader thinking core logic:

1. Capital consensus: Leaders are the most consistent direction in the entire market Z Jin, not dictated by any single institution but formed by collective effort.

For example, earlier leaders like Xiexin Integration, Intercontinental Oil & Gas, Tongyuan Petroleum, Hongbaoli, etc.

Once a sector starts, Z Jin will first target recognizable stocks within the sector.

For oil & gas, the first to think of last week was Intercontinental.

2. Sentiment carrier: Leaders are the highest carriers of market sentiment. When the market is good, they rise the most; when the market is poor, they are the most resilient. “When sentiment recedes, look at them.”

3. Sector anchoring: Leaders are not isolated; they must be linked to a mainstream theme (e.g., AI, low-altitude economy, brokerage restructuring). “Strong sectors give leaders life.”

4. Position advantage: Leaders often have “first-mover” advantages: first limit-up, first breakthrough, first rebound—“early movers get the meat, latecomers find it easier to take over.”

5. Trading rhythm: Leaders are not constantly rising but are bought at points of “divergence turning into consensus” and sold when “consensus accelerates.” Rely on sentiment cycles.

Another aspect is positioning within the sector. When a sector’s stocks have large gains, and a certain leader continues to lead strongly, that leader may shift to others later.

For example, the four major tungsten leaders—Zhong Tung, Xianglu, Zhangyuan—were later replaced by Jiang Tung Equipment, which led the sector to start.

Z Jin tends to favor new low-position leaders when the sector is strong, as fewer Z Jin funds are needed to lift them, making resonance easier.

Comparing with previous leaders like Xianglu, although Xianglu experienced a rise, it was far less explosive than Jiang Tung.

Three-dimensional filtering method for selecting leaders:

Four-step rhythm for trading leaders:

Based on my Z Jin system, which carries higher risk, consider staggered positions. Adjust according to individual circumstances.

Counterintuitive details of leader thinking:

Latest 2026 case:

Leaders are not necessarily stronger or weaker; more importantly, the logic-driven movement follows trends.

For example, in the photovoltaic equipment sector, the obvious leader is Xiexin Integration.

Oil & gas is similar; the first to rise were Intercontinental and Tongyuan, followed by Qianneng Hengxin and Zhongman.

During corrections, it’s clear that Intercontinental and Tongyuan showed more resilience yesterday, both still rising slightly, and falling today similarly.

Tracing back to previous rise points:

Compare the main boards and the two ChiNext boards.

That’s all for today.

Like and follow for more benefits and red envelopes in the future!

This is my personal understanding, hoping it helps brothers and sisters!

Thanks to all supporting brothers and sisters!

After the holiday, I will spend more energy and give some timely opportunities to everyone!

Thanks to all brothers supporting me @KuaHua23 @XuwuMiao @XiaoXiongPaoPao @LiuYunJuSan @ShunXinShunYiShunFuxing @KangXianShiShang @XingZouDeFeiYu2 @ZhuangZhouChaoNiu @QianNiuKanXi @MuKong @QianLiCaoDXL @QiaoYi @DongWangZhiXing @MuBaiHe @WoDeQingXianShiGuang @TaoTao257 @FangShiNei @Eatearl @ZhiWeiNaYike @DongLaiChunBuYuan @XueErZhiYong @DaHaiDeYiXiShui @XueErZhiYong @Bull001 @JingQingBingDing @LongChina @LiuYunJuSan @ZhuangZhouChaoNiu @YaoYuanShenLou @BuWeiYunZhe @LiLuan @ZiRanFaZe Liu @QianLiCaoDXL @NianNianYiFan and so on…