20,000 to 200,000, real trading record, day 16, currently at 327,691!

First Like, then Watch—Good Luck Always! Keep Gifting, Your Account Will Keep Growing! Wishing Everyone a Bright Future! [Taogu Ba]

Good evening, friends!

Today, the A-share market continued the pre-holiday oscillation pattern, showing structural differentiation. The Shanghai Composite opened lower in the morning, then rebounded after hitting a bottom, fluctuating narrowly around 4050 points throughout the day. It finally closed down 0.25% at 4065.58 points, holding above the key support at 4050. The Shenzhen Component Index and the ChiNext Index performed relatively weaker, down 0.33% and 0.73%, respectively. The CSI 50 Index outperformed against the trend, closing up 0.90% at 1520.89 points. Overall, the market exhibited characteristics of “moderate index fluctuation and structural differentiation among individual stocks,” with short-term sentiment cautious. Pre-holiday fund cashing-out increased, and the market is expected to remain in a range-bound consolidation, solidifying the bottom. It is recommended to maintain a defensive stance and focus on structural opportunities.

On the stock level, gains and losses were mixed, with profit opportunities concentrated in certain areas. About 2,749 stocks rose, while approximately 2,550 declined, with over a hundred remaining flat, indicating significant market segmentation. About 47 stocks hit the daily limit or gained over 9%, with a 81% limit-up rate, showing moderate activity. The total daily turnover was about 2.16 trillion yuan, shrinking by 30.8 billion yuan from yesterday but still at a relatively high level, reflecting that the market mainly relies on rotation of existing funds. Signs of new capital inflow are not yet obvious, but overall selling pressure is manageable, and sentiment is stabilizing.

Sector rotation is clear, with cyclical sectors performing strongly. Mining, chemicals, energy metals, and other cyclical sectors defied the trend and strengthened. Many chemical stocks hit the daily limit, driven by international chemical giants raising prices and expectations of commodity price increases. Several leading stocks in these sectors had high trading volumes. The new productivity sectors continue to attract funds, with humanoid robots and other related sectors rising during the session. Yesterday’s modest performance of consumer sectors led today’s decline, with white wine, retail, and cultural tourism sectors experiencing noticeable pullbacks. Some stocks faced profit-taking and cashing-out. Technology growth sectors like AI and semiconductors also adjusted simultaneously, exerting some pressure on the index. The market style shows a “favoring lower-priced, undervalued defensive stocks (such as Chinese medicine and financials)” rotation.

Overall, the market’s bottom structure is gradually becoming clearer, but the pre-holiday volume contraction pattern remains unbroken, and the short-term moving average system is still consolidating. Currently, the market presents a “index oscillation and sector rotation” pattern, with main themes focusing on cyclical sectors and policy-driven directions. However, the sustainability of hot spots is affected by pre-holiday sentiment, and further observation is needed. Going forward, attention should be paid to the pressure around 4095 points on the Shanghai Composite (today’s high was 4095.03), and whether trading volume can stay at a moderate level. For trading strategies, it is advisable to focus on cyclical sub-sectors aligned with rising prices and undervalued defensive stocks (such as Chinese medicine and financials) for buying on dips. Avoid chasing stocks that have already surged significantly, and use market oscillations to optimize portfolio structure.

Lins’ recent time in Taoxian has indeed been less, as the Spring Festival approaches, with many things on hand, and naturally, he’s been distracted by his apprentices. Here, I want to say that it’s not due to irresponsibility but because I am stretched thin. Please understand. Brothers who want to eat meat, rest assured, I will try to share my morning ideas in advance. I will also review the stocks I shared in the morning to decide whether to follow up based on their trends, but I will never follow blindly. Please refer to them rationally. If you want to learn Lins’ stock selection methods and buy/sell timing skills, you can private message me in the Taoxian backend. I will try to reply to all messages.

Current holdings

Currently holding: GCL System Integration, Tianlong Group, Yankuang Energy

Newly added today: Hengdian Films, Xinhua Du

Exited: Jiuding New Materials

Finally, a word of heartfelt sharing

Although I haven’t been in Taoxian for long, every time I see everyone’s messages, I am reminded of my early days in the market—confused every day looking at red and green K-lines, excited when making money and unable to sleep, upset when losing and unable to eat. It’s through these experiences that I truly understand the value of having someone to accompany and guide you on this investment journey.

I always believe that real help isn’t just giving a fish, but teaching how to fish. The market is always changing—if you pick the right stocks today, what about tomorrow? Or the day after? I hope my sharing can help you gradually understand the language of the market, grasp the logic behind rises and falls, and ultimately become an investor capable of facing storms independently.

Many friends have asked me why I spend effort writing openly instead of focusing solely on mentoring. Ultimately, it’s because I want to remember my own stumbling start. If someone had reminded me a few more times back then, I might have avoided many detours. The investment path is easier to walk with a group; walking alone can be unsettling.

There’s no myth of overnight wealth in this industry—only cumulative review and clarity over time. Slow is fast, and stability leads to long-term success. I hope to pursue steady compound growth with you and move toward a more solid future.

If this article has helped you, please follow me and leave “168” in the comments, so we can keep moving forward together! Every like 【Fuel Coupon】 you give me is my motivation to keep going, helping this new account grow steadily. Liking, saving, and following help you stay on track, and engaging with warmth makes the journey more meaningful. I look forward to walking this long investment road with everyone, growing together.

Thanks to the fans who sent fuel coupons today: @ScaryPeanutWood

$Xinhua Du(sz002264)$ $Hengdian Films(sh603103)$