[Red Envelope] 0306: Pre-market strategy perfect plan, heavily invest in Hanlan, buy the dip in Yunnan Energy Holdings with a limit-up, and lock in GCL-Poly's limit-up.

I am a professional stock trader. Believing that sharing ideas benefits everyone more than just personal enjoyment, I chose to register on Taoguba to share my personal opinions. In this market, I have always believed that only “horse ahead” (predictive analysis) demonstrates true strength, and that logic is the real skill to navigate through bull and bear markets. Welcome brothers to observe. [Taoguba]
Thanks to the official traffic yesterday, I was able to avoid being overlooked, and one article gained nearly a hundred followers’ attention. I appreciate that.

1. Today’s Trading Analysis.
   Pre-market strategy can be described as a director-level script. First, look at the pre-market:

First point before the market opens: clearly stated that today’s focus is on the “second up, third down” pattern. Under the condition of a straight-up move, prioritize watching Hanlan’s T-board rebound. The market opened lower, Hanlan did not open on the board, and with a large volume at the opening, it started around 6%. The bidding ended with a clear indication of Hanlan’s buying opportunity, and I also specified the position—if there’s a buying chance, go half-in.

I believe in the unity of knowledge and action. Since the pre-market plan was perfectly executed, it’s a good time to increase positions.

Second point before the market:

It’s clear that if both Yunnan Energy and Hanlan hit the limit-up together, then focus on low buying in Yunnan Energy. Since Yunnan Energy’s two previous limit-ups both failed to hold, and today’s limit-up price is 15.88, I told everyone to buy low and not chase high.
Yunnan Energy’s intraday low opening and strong recovery is a classic entry point.
Let’s also discuss the logic.
From the title of yesterday’s pre-market plan, I already warned that market sentiment was starting to warm up.

First, after Yunnan Energy broke the limit, it didn’t continue upward. Then, the geopolitical line retreated gradually. Additionally, Long Dragon Aerospace also started to gain momentum. All these signs indicate that the sentiment and rhythm are slowly moving away from the influence of war-related factors and returning to normal.
If no unexpected geopolitical conflicts occur, Yunnan Energy’s strength won’t be so intermittent. As I mentioned in yesterday’s article, since I started engaging with Yunnan Energy on February 26, I clearly saw the potential for it to form a breakout pattern.
Although there were twists and turns, I managed to get what I needed. For specific operational logic regarding Yunnan Energy, you can review yesterday’s article. I won’t repeat it here.
Additionally, GCL-Poly, which I kept mentioning, also successfully hit the limit-up today.

Regarding GCL-Poly, you can refer to the thoughts I shared earlier this morning. Here’s a chart.

My view this morning was very clear: Hanlan’s second wave started, and the overall March trend might follow a pattern similar to the “second wave” of Long Dragon. Among the second waves, the most recognized and smoothest by capital are the Commercial Aerospace and Military G-line stocks.
In the morning, I focused on GCL-Poly and Leike. Personally, I prefer Leike’s chart, so keep an eye on Leike. If it hits the first limit-up, I will definitely participate.
For GCL-Poly, watch whether it changes its short-term pattern to a second limit-up on Monday.

Third pre-market point: if Hanlan doesn’t give an opportunity, then look at the competition between Zhuolang and Smart Control.
Early bidding clearly showed Zhuolang winning. I didn’t participate in this one personally, as my position isn’t unlimited, but since I pre-acted on Zhuolang, it’s likely to have a premium later, and I won’t miss the intraday opportunity.

2. Summary of Today’s Market:
3. Geopolitical Line:
   Starting from Wednesday, I made a clear point:
   
   When the geopolitical line first diverged, I was already clear that it might follow the pattern of the gold and silver metals after January 29, which is a “gradual retreat” path. There’s no need to gamble further.
   Now, it’s evident that sectors relying solely on news-driven sentiment tend to behave this way.

2. LED:
   Yesterday was very strong, with volume spreading evenly, but I also clearly stated in yesterday’s article that I was not optimistic about the sustainability of this kind of quantitative flat pattern.

For example, yesterday, retail investors could respond quickly and buy stocks like Jufei Optoelectronics. But today, with a big drop of over ten points after opening low, it shows the cost of retail investors competing with quant strategies.
Today, a friend asked if I could buy LED stocks. I already understood by the end of the 9:25 bidding that LED was no longer available intraday. It’s simple: Zhaochi’s bidding ended with few orders, and as the core of yesterday’s quantitative flat sector, no one wants it today. If you try to buy now, it probably means you’re not yet familiar with short-term trading.

3. Computing Power:
   Yesterday afternoon, a small article mentioned a rally in computing power. I participated in Capital Online, mainly because next week’s Deepseek V4 release is expected, and funds might start positioning as early as Friday for next week. I chose Capital Online for its solid logic, but intraday, funds mainly moved into DS-related stocks, especially Tuowei.
   Fundamentally, it’s due to a lack of confidence in the fermentation strength, so I see this as rotation rather than a sustained trend.

4. Power and Electric Coordination:
   The strongest intraday, mainly the overlap of computing power and smart grid stocks.
   On Monday, I expect a straight-up move in this sector, with Hanlan as a secondary rotation. The high continuation of Yunnan Energy’s expansion is not a problem.
   I will do a detailed review over the weekend and share my thoughts and pre-market outlook for Monday.

Reading this far, I believe most brothers appreciate my analysis. Thanks to new followers yesterday. I have a small favor to ask: although my follower count is still low, I’ve never been stingy with my “horse ahead” analysis. If you agree with my ideas, please like this article—aim for at least 80 likes. If I reach that, I will prepare an additional in-depth article over the weekend. Feel free to leave comments on which topics you want to see. If the data doesn’t support it, I’m happy to stay relaxed.
My task is done; the rest is up to you brothers. Have a great weekend!