20260227 Personal Record + Review Summary

StrawberryIce · 2026-02-28T04:01:58+00:00

Today's bidding operation caused novice investors to panic. They reduced their positions in Yunnan Geology at the open, but ended up reducing more than planned. They lacked confidence in handling high-priced stocks and were unable to effectively respond to market fluctuations, feeling that their understanding of the market was relatively weak. For future investment directions and sector selection, further learning and strategy adjustments are still needed.

StrawberryIce

2026-02-28 04:01:58

Abstract generation in progress

Please share your thoughts on today’s bidding. As a beginner, I felt a bit panicked after personal bidding, so I sold some Yunnan at the open. I realize this operation might not be right, but based on my current understanding, I don’t know what to do. Would any experts please give some guidance? Thank you. If there are any inaccuracies below, please kindly correct me. Thanks! [Taogu Ba]

Closing summary for today:
Bid analysis: Today I saw China Tianying add orders, but during the session I didn’t feel much. I don’t know which sector this stock will influence. It looks like a one-word move in green power; I also saw Taijia Co., Ltd., and noticed their computing power increased. I don’t know which stock will be affected. My market sense is weak, so I can’t quite understand.

Today’s operations
Sold part of Yunnan Germanium at the open, then bought back later. I was cautious today after seeing the indices open poorly. I saw several stocks from yesterday’s echelon, including Dazhong Mining and Jiangte Motor, didn’t perform well. I was a bit panicked at the open and planned to reduce some positions, but accidentally sold too much—original plan was to cut 1/3, but ended up selling 2/3. This was a big mistake. I’m not sure if this operation was correct; I sold because the market opened poorly.
Reduced holdings in Huasheng Tiancheng at high levels. Because I was at work in a meeting, I couldn’t monitor the market closely. After Huasheng broke the limit, I lowered my focus. My original plan was to do T+ trading in Huasheng Tiancheng, but I couldn’t time it well due to work and busy schedule, so I just reduced some holdings.
In the afternoon, I missed some opportunities. I wanted to find sectors to trade but didn’t know which to choose. If I predict the index will rebound next week, I would choose to build positions in sectors that were strong yesterday but corrected today, and I bought a leading gas turbine stock, Xianliu Shares, late in the session.
Review of yesterday’s plan
I didn’t prepare well for Huasheng Tiancheng, and I didn’t have high expectations for Yunnan Germanium today. Seeing the tech sector decline yesterday, I thought about moving into metals and electricity, but I was a bit scared. The small metals (Jinyuan, Xianfeng, Keli Yuan) didn’t perform well at open, so I planned to sell some. Objectively, I was busy with meetings, and subjectively, I couldn’t see the market clearly, so I was a bit fearful during the bid today.

Summary: I still have a serious rookie mindset. Seeing the market open poorly, I reduced positions early. The electricity sector can’t compete with quantitative speed. Today, after Yunnan Energy Control went up, Ganneng also rose. I checked the time—only 15 seconds for the order to go through, and the quant system only gave 15 seconds to buy in. Hmm, I need to learn this! But Ganneng’s volume and price didn’t meet my expectations; yesterday I set a target of 100 million, but today only 85 million. Maybe my target was off, but I had fixed it. Today, because the market opened poorly, I could have adjusted downward, which might have been more in line with expectations. But I couldn’t keep up with the speed of the quant system, so I didn’t buy in.

Yesterday’s plan:

Power equipment: If Yunnan Energy Control and Fasheng continue upward tomorrow, I should consider choosing Ganneng Shares or arbitrage with Shuangjie Electric at the open. Recently, trading A-shares for B-shares on the ChiNext isn’t ideal, so Ganneng might be better. The bid volume is about 100 million, with around 5% profit, so I consider opening positions early. It’s better to buy at low levels.
Chemical sector: If Jinzengda and Chengxing Co. have unexpected bid volumes tomorrow, I only see Yuntianhua as a sector leader with a low-entry strategy, but I’m not very confident in rushing into this area.
The computing power hardware PCB sector is expected to continue fermenting, especially Guanghe Technology. It’s hard to catch the first move, but if PCB continues to rise tomorrow, I think I should buy in. This isn’t a node dragon relay model; it’s purely skill-based. The node dragon model shows about 90 million bid volume with over 5% profit, but I find it hard to catch. It’s tough to follow the main rising stocks.

CPO focus: watch for tomorrow’s fiber optics. If Longfei Fiber continues upward, consider buying Zhongtian Technology at a low level. Liquid cooling is not considered for now.

Gas turbines: keep an eye on Changbao Shares and Dongfang Electric, which may provide a pullback opportunity on the five-day moving average. Such pullbacks might be good for low buying, but I haven’t tried this operation myself.

Today, Nvidia in the US stock market plunged significantly. Be cautious with hardware stocks tomorrow.

Lithium and germanium stocks like Jinyuan, etc., need to continue their straight-up moves to support Yunnan Germanium, forming a 3-2-1 echelon structure. Jiangte Motor, Dazhong Mining, and others should look for recovery opportunities or consider reversing Yunnan Germanium tomorrow. No additional positions—only reduce if necessary.

Sector echelon:
Electric Power
Seven-board: Yunnan Energy Control
Three-board: Ganneng Shares
Two-board: Beijing Ke Rui, Huayin Electric Power, Shama Electric Power
First-board: China Tianying, Huashengchang, Hangdian Shares, Hemei Group (green power), GCL Energy, Southern Power Grid, Fuling Electric Power, Mindong Electric Power

Photovoltaic Equipment
First-board: Junda Shares, Yongzhen Shares, Jiwei New Energy (solar lighting), Samsung New Material (solar glass)

Chemical:
Four-board: Jinzengda
First-board: Sichuan Meifeng (fertilizer + urea)

Precious Metals:
Three-board: Zhangyuan Tungsten
First-board: Xianglu Tungsten, Baowu Magnesite (magnesium, aluminum), Baotai Shares, Jiangtung Equipment, Xinjing Road (tantalum, niobium, tungsten, non-ferrous metals + chlor-alkali PVC), Chengdu Road & Bridge (subsidiary has fluorite mining rights), Xiamen Tungsten (tungsten + rare earth magnets), Guiyan Platinum (platinum group metals), Zhongtung High-tech, Minmetals, Tin Industry (tin, copper, zinc, indium), Yongxing Materials (lithium carbonate), Hunan Gold (tungsten, antimony), China Ruilin (copper), Huaxi Nonferrous

Rare Earth Magnets
First-board: Oriental Zirconium (zirconium mining, used in solid-state batteries and rare earth zirconates for new energy), Zhongxi Rare Metals

Data Centers (Power, Gas Turbines)
Second-board: Taijia Shares, Changyuan Donggu
First-board

Domestic Computing Power
Second-board: FiberHome Technologies
First-board: Geer Software (quantum tech), Xinju Network, Tuowei Info (Huawei computing concept), Puyuan Info, Jinhai Modern, Hanggang Shares, Yuntian Lihui

Computing Power Leasing: Jinkai New Energy (leasing), Litong Electronics

Gas Turbines First-board: Shenkong Shares

Oil and Shun Oil (oil + acquisition of chip companies)

Chemical First-board: Lianfa Shares, Limin Shares (pesticides), Yuanli Tech (products for PCB ink, solid-state batteries), Cangzhou Dahua (TDI)

Gas First-board: Delong Hui Neng, Shifa Gas

First-board: Great Wall Tech (robots), Xiangming Intelligent (frameless motors) — reducing holdings,

Risk alert: Jinfu Tech: previously had failed acquisition cases.

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