Market rotation, seize the hotspots, strike quickly and withdraw swiftly. Hold Hanlan Co., Ltd. and San'an Optoelectronics!

Entered the market in 2015, ten years of honing my skills. Over the decade, I faced nine losses, failed repeatedly, but remained committed! After nine twists and turns, suddenly looking back, I finally reached the place where the lights are shining brightly! My ancestors are from Ezhou, hence called Nine Phoenixes. Phoenix reborn, focusing on: main line, main dragon, main rise!

1. Current holdings.

2. Hanlan Co.

3. Sanan Optoelectronics

4. Lianade

5. Today’s actions.

First, opened a position in Sanan Optoelectronics. Today was all-day meetings starting at 9:00, so I couldn’t watch the market. Overnight, I was optimistic about Sanan Optoelectronics as a leading panel company. Coupled with the positive boost from BYD supercharging, I directly bought in during pre-market bidding.

Second, holding Hanlan Co. A leader and core in smart grid, exceeded expectations with such strength today. Held the stock without selling, and it hit the daily limit-up, gaining 20% profit so far.

Third, added to Lianade. Bought based on the moving average yesterday, closed at 13 centimeters, retraced half today, so I added some more.

3. Market overview.

The three major indices opened lower and then moved higher, turning red and then maintaining a volatile pattern. Total trading volume today was 2.2 trillion yuan, 8% lower than yesterday.

4069 stocks closed higher, 1051 stocks lower, 74 stocks hit the daily limit-up, none hit the limit-down. Today opened low and moved higher, recovering well. The only issue was slightly reduced volume.

4. Market bias.

Finally, a main theme emerged in smart grid stocks.

Other themes continue to show activity.

5. Market review.

Yesterday, the strong panel concept was unstoppable, but today during pre-market bidding, it fell short of expectations. Yesterday had five stocks with 20 centimeters, today almost all failed.

Only Huacan Optoelectronics, the leader, showed some potential, with 10 centimeters, similar to Sanan Optoelectronics maintaining volatility.

This indicates a rotation market; the strongest yesterday may be the weakest today.

But a highlight is that smart grid stocks finally broke out of three days of strength, making it the only main line at the moment.

Smart grid stocks have been boosted by news over the past two days, showing some persistence.

Rotation market relies on news; the sectors with strong overnight news tend to be favored, which is characteristic of quantitative-driven markets.

Yesterday, I mentioned three sectors: smart grid, panels, and petrochemicals. Today, smart grid continued to be strong for the third day, driven by overnight positive news. Panel and petrochemical sectors underperformed during pre-market bidding, so I stopped watching them.

The overnight hype around BYD supercharging was quickly realized at the open, a one-day rally. But combined with the good performance of smart grid stocks like Hanlan Co., Shunna Co., and Sanan Optoelectronics.

Due to a busy meeting yesterday, I had no time to operate, so before 9:00, I directly bought Sanan Optoelectronics at the limit-up during bidding, optimistic about its role as a panel leader and core, plus the medium-term theme of BYD supercharging.

There was also good news about Sanan Optoelectronics collaborating with Tsinghua University and other institutions to achieve core breakthroughs, which could stimulate a recovery next Monday. It is the most authentic industry leader.

The other two stocks I hold haven’t moved. Hanlan Co., as a leader in smart grid, has a positional advantage. This is expected to have 4-5 limit-ups in the third wave, and today’s big gap-up exceeded expectations.

Lianade, besides panels, also has multiple concept stocks like robotics. It has already started to move from the bottom; I continued to hold and added some today.

During the market, I interacted with friends in real-time to stimulate thinking. This approach is very good. Everyone agrees that smart grid will become a main line, and today’s validation proved it.

I hope we can discuss more during trading, especially for many new friends who may not understand. Feel free to ask questions promptly.

Our senior comrades can help answer, learn together, improve together, and witness together!

6. Position management.

When there’s a main line, allocate 80% of the capital, 20-30% in individual stocks.

In rotation markets, allocate 50%, with 10-20% in stocks.

In chaotic periods, allocate 30%, with 5-10% in stocks.

7. Tomorrow’s plan.

First, smart grid: watch for Shunna Co.'s breakout on high volume, and low-entry opportunities in China Western Electric’s trend. Also, look for low-entry opportunities in digital stocks with 20-cent baskets.

Second, computing power concept: watch for Tuo Wei’s first-to-second opportunity, and Zhongjun Huasheng’s low-entry chance. Also, 20-cent stocks like Huasheng for tech low-entry.

Third, chemical sector: look for Jinniu Chemical’s turnover and upgrade opportunities, and Hongbaoli’s first-to-second upgrade chances.

Fourth, shipping sector: watch for China Merchants Shipping’s 10-day line rebound, and COSCO Shipping Energy’s low-entry plan.

Hold current stocks without selling.

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Keep running, brothers.

Cut losses quickly, let profits run!

Warm reminder: Personal plans, friendly exchanges! Plans are flexible; market trends are the ultimate guide. The biggest certainty in the capital market is uncertainty, so always follow the actual market trend. The market is the best teacher!

Disclaimer: Personal strategies and trading ideas are not investment advice. The stock market involves risks; invest cautiously. Operate at your own risk.

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