February 25th, no updates tomorrow until next Tuesday

StrawberryIce · 2026-02-25T09:51:55+00:00

The article analyzes market trading conditions, noting that the daily trading volume reached 2.46 trillion, and emphasizes the need to monitor changes in trading activity tomorrow. It highlights holding high-frequency rotating stocks in sectors such as chemicals and mining, and mentions specific stock recommendations. Additionally, it reminds investors to pay attention to divergence in resource stocks and to proactively position themselves for policy-related investment opportunities. Finally, the author announces a temporary pause in updates due to going abroad.

StrawberryIce

2026-02-25 09:51:55

Abstract generation in progress

Good evening, everyone! [Taogu Ba]

The market showed a decrease in volume during the early trading session after the opening auction.

Gradually, the volume increased during the day (better than expected).

Daily trading volume: 24.6 trillion yuan.

Tomorrow, we will continue to observe the trading volume. As long as the volume does not significantly decrease,

the high-frequency rotation sectors should be held firmly.

Currently, bullish stocks include:

Chemicals (Phosphates), Minerals (Tungsten, Lithium, Indium, Cobalt, Rare Earths)

Phosphates: Chengxing Co., Jinda Zheng, Liuguo Chemical, Hebang Biological, Yuntianhua

Tungsten: Jiangwu Equipment, Zhangyuan Tungsten, Zhongwu High-tech

Lithium: Jiangte Electric, Dazhong Mining

Germanium/Indium: Yueling Co., Yunnan Germanium, Zinc Industry, Luoping Zinc Electric

Cobalt: Hanrui Cobalt, Tenyuan Cobalt, Huayou Cobalt

Rare Earths: Baogang Co., China Aluminum International, Northern Rare Earth, China Rare Earth

Tomorrow’s expectation:

Continue to monitor changes in volume. It should not shrink significantly (below 20 trillion yuan).

Maintain volume between 22-25 trillion yuan, with sectors continuing to rotate.

If volume shrinks sharply, pay attention to the correction of sectors that surged yesterday (today’s resource stocks).

Focus on: Chengxing Co. and Yueling Co.

Today, after the auction, the two stocks traded as follows: Chengxing Co. 1.168 billion yuan, Yueling Co. 699 million yuan.

However, there were internal disagreements among resource stocks this afternoon.

As long as Chengxing Co. and Yueling Co. do not strengthen, be sure to watch for divergence.

Divergence may lead to continued flow back in the afternoon (observe intra-day linkages).

Other sector ideas can be supplemented based on yesterday’s article.

Additionally, the National People’s Congress and the Chinese People’s Political Consultative Conference start next Monday, March 4 (one week).

Preemptively consider some opportunities: such as annual livelihood security policies—senior citizen economy and policies for young children.

No updates from tomorrow until next Tuesday (due to travel abroad). The time difference makes trading and updating ideas inconvenient. Will resume updates after returning.

Today’s trades:

Profit-taking: Jiangwu Equipment (sold prematurely)

New positions: Yuntianhua (Phosphate capacity stock), Yunnan Germanium (resource stock, exceeded expectations in early trading), Fenghua Gaoke (MLCC price increase)

Today’s holdings update:

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