[Real Trading Diary Day 6] 20260306 Yunnan Energy Holdings Hits New High and Continues Limit Up

【Foreword】[Taogu Ba]

Dear friends of Taogu Ba, hello everyone!

I am San Cun Wei Guang, very happy to receive your attention and support, thank you all!

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1. Trading Review (Only showing the performance of the participating accounts)

1.1 Participating accounts (small funds with concentrated positions attacking, recorded since real trading, interested friends can check it out themselves, thank you!)

Yesterday: Yunnan Energy Holdings (Position 6C)
Today: No position

Brief summary: Yunnan Energy Holdings’ trend today was really amazing, but I found that recently I can’t hold out until the final涨停 (limit up) on many stocks, probably due to personal discipline不足. Also, Tai Jia Shares was too刺激 (stimulating) — I just cut losses yesterday and today it hit the涨停, speechless. Today I simply closed the position at the end of the session. Sigh, I need to adjust my state over the weekend.

Detailed viewing link:

1.2 Lifestyle account (focused on分仓 attacking, mainly doing连板 relay,超预期牵手, not达预期分手)

Yesterday:

Yunnan Energy Holdings (2 layers), Han Lan Shares (2 layers), Shandong Molong (1 layer), Shijia Technology (1 layer), Smart Auto Control (1 layer), Yanjiang Shares (1 lot), Baiwei Storage (1 lot), Jinniu Chemical (1 lot)

Today:

Yunnan Energy Holdings (2 layers→1 layer), Han Lan Shares (2 layers→2 layers), Yanjiang Shares (1 lot→1 layer), Baiwei Storage (1 lot→1 lot), Jinniu Chemical (1 lot→1 layer), Taihao Technology (0 layer→1 layer), GCL Energy Technology (0 layer→1 layer), Zhulang Intelligent (0 layer→1 layer)

Brief summary:

1. Regarding Yunnan Energy Holdings, the涨停附近 reduced intimacy (from 2 layers to 1 layer). Others will continue to observe for a while; this trend is very strong, no need to give up. The logic is mainly driven by电算协同 (electrical computing synergy) news, which caused another爆发 in intraday trading. Today it also脱离 (diverged) from Hang Electric, so it can potentially走独立行情 (independent trend) later.

2. Regarding Han Lan Shares, it exceeded expectations again today, with no炸板 (breakaway) in the afternoon, so the operation differs from Yunnan Energy Holdings. Continue observing; next week needs to走加速 (accelerate) to sustain gains, as it follows a二波 (second wave) route. Otherwise, divergence could cause high-level瀑布杀 (drop), so it depends on承接力度 (support strength). Handle intraday accordingly.

3. Regarding Shandong Molong, I analyzed in detail yesterday. The bidding showed a弱转强 (weak-to-strong) shift. Recently, due to行情 dominated by量化 (quantitative trading), stocks often drop to深水捞 (deep water catch) after跌停 (limit down). This rhythm requires早点习惯 (early adaptation), or trading rhythm will be easily disrupted. Today also presented a decent分手机会 (opportunity), overall not too risky.

4. Regarding Shijia Technology, it held until the last minute before分手 (diverging), because the trend was too煎熬 (torturous). Can only say to do well within认知 (cognitive) limits.

5. Regarding Smart Auto Control, I analyzed yesterday. Today可能会断板 (break the板), as the opening bid was低开 (gap down) and lacked板块 (sector) support. If走独立行情, yesterday’s板上 (board) didn’t hold, allowing量化 (quantitative) to入侵 (enter). So I closed the position during脉冲 (pulse) moments today.

6. Regarding Yanjiang Shares, it follows重组 (restructuring) + CCL concept, based on yesterday’s预期 (expectation). Today it opened超预期高开 (above expectation), decisively increased intimacy (from 1 lot to 1 layer), can observe further.

7. Regarding Baiwei Storage, it follows存储芯片涨价 (storage chip price increase) logic. During主升阶段 (main rise), shouldn’t看空 (be bearish). Today maintained position, observing for a day.

8. Regarding Jinniu Chemical, the strongest A-share methanol stock, today opened超预期 (above expectation) due to抢筹 (抢筹). impulsively increased intimacy (from 1 lot to 1 layer), unexpectedly brought surprises. Chemical sector performed well today, likely still有动能 (momentum) on Monday.

9. Regarding Taihao Technology, it mimics汉缆股份 (Han Lan Shares) second wave pattern. Opened with gap over platform, so I跟上 (followed).涨停 (limit up) with超预期封板 (strong封板),带动泰嘉 (Tai Jia) up. Unbearably悲伤 (sad) — I just割肉 (cut losses) on Tai Jia yesterday.

10. Regarding GCL Energy Technology, the炒作 (speculation) is based on电 (electricity) +算 (computing)辨识度 (recognition). Similar logic to Yunnan Energy Holdings, but entered mid-way. Opened with no特别超预期 (special surprise), then strengthened intraday, forming强势震荡拉升 (strong oscillation rally),牵手 (linked) with the relay process.

11. Regarding Zhulang Intelligent, it炸板 (broke板) in the afternoon, so I捡漏 (snatched the bargain).

Overall, today I closed the yesterday’s随手单 (casual trades), so not many positions to牵手 (link with) new stocks. Early in the session, positions were limited; after signing with Taihao and GCL, almost no positions left, so no new additions. Later, after clearing some positions, I couldn’t resist when Zhulang Intelligent炸板, hoping for good results next Monday. Today I reduced casual trades, will continue努力 (work hard).

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2. Theme Review {Electric Power · Computing Power · Chemical · AI Energy · Others}

1. Electric Power Theme (2026 March 5 Government Work Report, “算电协同” (computing-electric synergy) listed as a new national infrastructure project for the first time, sparking new themes from old concepts; stocks with electric computing are the biggest beneficiaries)

Core theme: Yunnan Energy Holdings (first board)
Sentiment core: Shun Na Shares (3 days 3 boards)
连板 (consecutive boards) core: Han Lan Shares (3 days 3 boards)
Other recognition: Huashu Holdings (2 days 2 boards), GCL Energy Technology, Southern Grid Digital, Jiang Wuzhuang Equipment
Note: The theme is re-exploding, but many old recognizable stocks are highly rated, with no new stocks topping the list. Expect next Monday’s normal differentiation, which may cause some stocks to fall behind.

2. Computing Power Theme (China’s AI call volume in February first surpassed the US; four major models dominate the top five globally)

Core theme: Yunnan Energy Holdings (first board)
连板 core: Zhulang Intelligent (3 days 3 boards)
Top recognition: Meili Yun (2 days 2 boards), Aosikang (2 days 2 boards), Tai Jia Shares (10 days 5 boards)
Back row recognition: Jiangshun Technology (7 days 3 boards), Tuowei Information (first board)
Note: Today some stocks蹭 (ride) the电算协同 (computing synergy) concept, but板块 (sector) high-value stocks lack主动性 (initiative). Caution advised.

3. Chemical Theme (旺季涨价 (peak season price increase) logic, chemical and oil prices are rising simultaneously; watch for周期性 (cyclical) demand)

Core theme: Jinniu Chemical (15 days 7 boards)
Top recognition: Jinjingda, Hongbaoli, Hongqiang Shares
Back row recognition: Chitianhua, Liuguo Chemical, Yaxing Chemical, Yuegui Shares, etc.
Note: The炒作 (speculation) should be based on期货 (futures) or大宗商品 (bulk commodities)涨价 (price increase) raw materials, not just recognition.

4. AI Energy Theme (2026 March 4, Microsoft/Google/OpenAI/Meta/XAL and Oracle promised自主供电 (self-supply power), indicating increased demand for燃气轮机 (gas turbines))

Core theme: Taihao Technology (2 days 2 boards)
Other recognition: Xinchai Shares, Changbao Shares, Wanze Shares, Haijiao Shares, etc.
Note: Currently, this is a支线 (branch line) speculation with some团体 (group) support.

5. Other Themes

5.1 Photovoltaic: GCL Integration, Guosheng Technology
5.2 Agriculture: Yasheng Group (Mild pepper price increase logic), Dunhuang Seeds
5.3 Medical: Yahong Medicine, Seli Medical, Zhongyuan Xiehe
5.4 Storage Chips: Chengbang Shares (3 days 2 boards), Huaxin Environmental Protection
5.5 Robotics: Wangli Security (3 days 3 boards), Lianyu Shares
5.6 Control rights change: Weiling Shares
5.7 Low-altitude Economy: Hengtian Hailong, Zongshen Power
5.8 Consumer Going Overseas: Caihong Group (electric blanket)
5.9 Autonomous Driving: Jiaoyun Shares
5.10 Media: Xinhua Media
5.11 Shipping: Huashi Technology

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【Tomorrow’s Outlook】

3.1 Yesterday’s Summary (attached images below)

3.1.1. 连板 relay (3 stocks: Shun Na Shares / Han Lan Shares涨停, Smart Auto Control turns red, accuracy nearly 100%)

Analysis:

First, Shun Na Shares, with a single板 (board) top, is a core连板 (consecutive board) target in the电网 (power grid) sector, with no漏单 (missed orders) throughout the day. It can be considered a情绪票 (sentiment stock) for sector participation, suitable for overnight orders, but be prepared to排撤 (cancel orders). Since most funds are in the通道 (channel), placing overnight orders might be difficult; it can serve as an锚定 (anchor) for sector tracking.

Second, Han Lan Shares, with a second wave, shows gap突破 (breakthrough) after platform adjustment and good承接 (support). Entry points are usually回踩 (retracement) to moving averages or封板 (closing the gap). Today, under政策 (policy) support, the电力 sector again strengthened, but note that current行情 (market) is dominated by量化 (quantitative), so only stocks with最高辨识度 (highest recognition) and控盘 (control) are suitable; others like Ji Cheng Electronics may断板 (break the板). The sector still有预期 (expectation), so no heavy negative feedback. Han Lan’s third to fourth entry needs caution—if走加速 (accelerate), there’s a risk of板砸 (板 break); divergence could cause断板. Today is the last good entry point.

Finally, Smart Auto Control, at the底部 (bottom) main升浪 (rise wave), but due to不好 (not good)竞价 (bidding) opening, some funds took profits, leading to slightly低开 (gap down). Intraday, it冲高 (rallied), but only S点 (S point), no B点 (B point). So, based on bidding, it shouldn’t be overly看好 (optimistic).

3.1.2. Trend arbitrage (3 stocks: Yunnan Energy Holdings涨停, Yanjiang Shares / Changyuan Donggua大阳线 (big阳线), accuracy nearly 100%)

Analysis:

First, Yunnan Energy Holdings aligns with昨日盘后利好 (yesterday’s post-market good news) about电算协同 (computing synergy). Today, despite opening without超预期 (surprise), it held坚挺 (firm). It even主动 (actively) diverged from Hang Electric, so future走势 (trend) doesn’t need to依赖 (depend on) Hang Electric. Although it炸板 (broke板) near the end, it still封住涨停 (sealed涨停), exceeding expectations. Next week, likely新高 (new high), but要控异动 (control abnormal movements) due to监管 (regulation).

Second, Yanjiang Shares, with重组 (restructuring) + CCL concept, has暗线 (hidden support) from重组 (restructuring). It opened超预期高开 (above expectation), decisively increased intimacy, can observe further.

Finally, Changyuan Donggua, following商业航天 (commercial aerospace) route, has some航天发展 (aerospace development) support. As per“十五五” (15th Five-Year Plan), commercial aerospace is a国家支持 (nationally supported) industry, so底层逻辑 (underlying logic) exists. As long as五日线 (5-day moving average) remains intact, low buy along the均线 (moving average) is best.

3.2 Tomorrow’s Outlook

3.2.1 连板 relay (Shun Na Shares, Taihao Technology, Han Lan Shares)
3.2.2 Trend arbitrage (Yunnan Energy Holdings, GCL Integration, Yasheng Group)

ps: Final trading results depend on bidding performance. Looking forward to comments after 9:25 tomorrow.

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【Thanks and Support】

龙虎榜 (Dragon Tiger List): @Fantian Shen Gong @Lanjian shj @Bu Chi Rou De Hu Hu

Reward heroes: @Bu Chi Rou De Hu Hu @Pu Luo Wan Hua @Fantian Shen Gong @Lanjian shj

Interactive Stock God List: @Guyu Hu @12909 @Wen Xi @Pu Luo Wan Hua @Wo Shi Jiu Cai 10086 @Zhi Yuan l @Yong Chuang Nian a @Qu Ri Liu Huan @Qi Lu 318 @Hunan Tuixue Chao Jia @Bu Chi Rou De Hu Hu @Qin He Fang @Xiao Yi o

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The above real trading diary is for record and reference only. Investment involves risks. Please trade cautiously!!!