2.25

5th Board
Yuneng, after closing the first board at noon, partially surged, impacting chemical order cancellations, but ended with heavy volume and a poor decline, indicating insufficient momentum and likely a break.

4th Board
Hanlan, the sector is gone, and there was a large order run at the end of the session, making it hard to set expectations. I think it’s not a bad idea to take a hit today.

3rd Board
Farsight, surged with heavy volume and escaped, waiting for auction confirmation.
Roman, yesterday 9898, today 10888, has little impact on the sector, even suppressing better faces like Zhengzhong.

2nd Board
Chemicals:
Chengxing, phosphate chemical hardness, about to be blocked.
Jinzhengda, no obvious flaws, expected to go straight, whether to let in the order or do other turnover depends on the order size.
Liuguo, 3, no mines from a fundamental perspective, but has an advantage in market cap; best to buy directly in a straight line, ignoring if it’s not possible.
Hebang, advantage is fermentation ability with other attributes; natural disadvantages are market cap and debt. If Jinzhengda places a super large order, Hebang’s weak-to-strong acceleration could be more credible.
Yuntianhua, middle position.
Jinpeng, pushing Jinzhengda.

Chemical extension:
Fenghua, price-increase tech branch, the missed order point is aerospace lift… don’t understand.
Zhaoshang, price-increase branch.
Intercontinental Oil & Gas, price-increase branch.
Time and Space, Beijing infrastructure restructuring, seems to have little impact on the market unless storage is also classified as a price increase.
Jiangtung, mentioned tungsten dragon I, independent trend in main ascent.
Further rise, aerospace chemical category.

Chemical opposition:
Yufan, Shanghai AI application.
Zhengzhong, Shenzhen infrastructure application, needs to separate Roman, many signals, but worried it’s also a cover-up, backstabbing the sector.

First Board

1. Chemical sector continues to ferment, extending to non-ferrous metals and lithium batteries.
2. Photovoltaic, real estate, steel rotation, also cyclical sectors.
3. High-low cut nodes.

Tomorrow’s Plan

1. Chemical 2 into 3: either Jinzhengda lets the order slip in or does other turnover if not.
2. AI continues to draw, today’s impactful AI seems to be CITIC Publishing. Zhengzhong will be discussed later.