Aerospace development and Zhejiang Wenlian continue to provide positive feedback! During the weak oscillation cycle, please continue to embrace the core!

Review of Yesterday’s Index/Sentiment/Core Recap [Taogu Ba]

The overall market trend today still largely aligned with our expectations yesterday. The morning continued with inertia pushing higher, although it started to pull back. As mentioned yesterday, due to pre-holiday effects and the lack of active volume during yesterday’s correction, a reversal was unlikely, so the main view remains sideways. However, the market’s rebound above 4100 points in the afternoon was somewhat beyond expectations.

Today’s sentiment followed a divergent path, consistent with the sentiment cycle analysis. Currently, we are still in a consolidation phase, and today’s performance can be defined as a weak oscillation. Without an initial move, today’s game was more about betting. Maintaining a steady rhythm at this stage is the best strategy. Looking for divergence opportunities to re-enter will be more comfortable.

In terms of themes, the two short-term focus sectors today did not meet the criteria mentioned in our review. For aerospace, the passive performance of Western Materials yesterday did not turn proactive. Stocks near new highs within the sector, such as China Super Holdings, almost had no premium today; similarly, AI’s weaker trend compared to aerospace was normal, but due to the influence of small articles, it experienced a main sell-off, which is not ideal for game-playing and does not meet the criteria.

Today’s Highlights

Zhejiang Wenlian: Continued with a rolling strategy today—sold high in the morning, then bought back on the dip, and again sold near the red zone during the intraday pullback. It even touched the limit down briefly but ultimately closed higher, showing resilience compared to the sector. The T rhythm today was quite good.
Aerospace Development: Also continued with rolling positions—sold high in the morning, recovered about 2 points near midday, and overall remained in the red. Keep observing.
Pingtan Development: Early in the session, some funds ignited and pushed towards the limit-up, but the pattern remained unchanged. Stocks with a switching logic are mostly grouped, so we’ll see if this logic can be validated again.
Tongling Nonferrous: Shared a low-buy on dips in the morning; the stock weakened throughout the day but saw some inflow in the afternoon, with a slight rebound. Intraday negative feedback, but the afternoon rebound was not enough to exhaust expectations for tomorrow, so some recovery is still anticipated.

Core Stock Review

Aerospace Development: Still showing driving potential. Trading volume has increased, and there are many funds playing. The aerospace sector’s performance depends on the core stocks, so focus on the core. The largest selling pressure on the left-side chips is around 20 billion, and a sideways expectation is reasonable. Avoid forcing a sharp rise, as it could be counterproductive.

Aerospace Power: Patience is key. The overall expectation for the aerospace sector should be considered. Since Aero Engine has started to activate, funds are expecting movement in this sector. With expectations, core stocks will also attract funds. Additionally, the recognition of Power is not low. When Aero Engine weakens, stocks are expected to rotate and lead the rally.

China Satellite: Currently oscillating, performing relatively well today. However, the highest focus of funds remains on Aero Engine’s trend. Satellite stocks have larger market caps, so there is a choice issue for funds. Keep the stock within a consolidation range; for example, when Aero Engine weakens today, a slight dip is fine. Continue observing in the future.

Western Materials: Stocks near new highs should stay above those levels. Tomorrow may see some pullback, but avoid quickly breaking below the secondary high on the left side, as that would trigger outside funds to chase new highs. Maintain a consolidation pattern.

Juli Tooling: Today’s strength was in line with expectations, and it is a new high stock. Its strength is slightly better than Western Materials, which is positive. Remember, within the sector, there is no competition but symbiosis and mutual support. As long as aerospace continues to show strength and sentiment rises, stocks with decent recognition will rise, and then we can switch to the strongest ones. If tomorrow can give a high premium, that would be a good signal.

Zhejiang Wenlian: Today’s performance isn’t bad; compared to the sector, it’s quite resilient. As long as there is no further decline tomorrow, it’s fine. If a decline occurs, the outlook for the AI sector will need to be lowered, which is something to watch out for.

Lior Shares: Also experienced a sharp decline today, with the sector’s main stocks showing aggressive sell-offs. Focus on Zhejiang Wenlian; if it dips further, sector expectations will be low. When sector expectations are low, individual stocks are likely to pull back. The only remaining expectation is for a rebound, similar to Blue Focus.

Hangdian Shares 4-day streak: Continued with a volume-driven strong streak today. The performance of the consecutive limit-up stocks was not very good, but the sector’s strength remains. The fiber optic sector still has some fund expectations, and a promotion is expected tomorrow. Keep an eye on the strength.

Mingdiao Shares 4-day streak: Small-cap stocks have been interesting these days. Tomorrow, it will compete with Hangdian. Today’s acceleration needs observation tomorrow.

Minbao Optoelectronics 3-day streak: The independent logic after resumption, with a volume spike today. Expect a gap-up tomorrow, with outside funds likely to play a role.

Shunna Shares 3-day streak: Good internal strength, but sector strength is average. If tomorrow’s two 4-day streak stocks cannot break out, whether individual stocks can still go higher will be an overperformance.

Han Feizi Market Rules System Core: Mainly divided into two systems: the three-dimensional review system + three-node trading system.
Three-Dimensional Review System:
1) First Dimension: Index Level, judging “whether to trade”
2) Second Dimension: Sentiment Level, judging “whether to dare to trade”
3) Third Dimension: Theme Level, judging “what to do”

Three-Node Trading System:
1) Sentiment Repair Node
2) Core Leader Node
3) Market High-Low Cut Node

Index Level Outlook for Tomorrow: Today’s turnover was 24,810 billion, down 632 billion from yesterday, marking three consecutive days of shrinking volume, consistent with cautious pre-holiday funds. Although volume continues to decline, the index closed back above 4100 points, slightly beyond expectations, reflecting overall optimism before the holiday.
Structurally, resistance above the index is near 4130 points. With liquidity shrinking, further upward movement is difficult. Coupled with the current sentiment oscillation cycle, the index will likely fluctuate narrowly around 4100 points in the short term.
Short-term core observation: Focus on the linkage between the yellow and white lines of the index, as well as the resonance between theme movements and the index, to grasp trading rhythm. The index is expected to remain in a narrow range around 4100 points tomorrow.

Sentiment Level Outlook for Tomorrow: Today’s market was in a weak oscillation cycle. Themes showed divergence throughout the day, with the number of advancing and declining stocks competing until the afternoon, when the bulls gradually gained the upper hand. The main drivers of the rebound were traditional industries, with PV and coal leading, and the top five gainers mostly risk-averse assets, not the mainstream direction recognized by short-term funds.
Two major theme sectors diverged: AI faced a full-scale sell-off, with aerospace stocks on the ChiNext leading the decline and showing significant selling pressure; the consecutive limit-up stocks remained low, with weak short-term sentiment. In a weak oscillation, fund grouping remains the core strategy, which should be closely monitored.

Commercial Aerospace: Sector continues to show oscillation; focus on core stocks for game-playing. Avoid chasing or selling in panic today. The current sector focus should be on Aero Engine and stocks already at new highs. Since funds have activated aerospace development, expectations exist, so patience is needed.

Core sectors: Aerospace Development, Aerospace Power, China Satellite

AI Applications: Today’s main sell-off was the biggest divergence recently. Yesterday’s strength has waned, and today’s correction was expected. The influence of small articles accelerated this correction, indicating the divergence was quite sufficient. Tomorrow, sector recovery is possible. The key will be Zhejiang Wenlian’s performance. If stocks show further declines, sector expectations will decrease. If not, core stocks can be considered on the left side.

Core sectors: Tiandi Online, Zhejiang Wenlian, Lior Shares, Blue Focus

Conclusion

There are only 7 trading days left before the holiday. Don’t expect much fireworks before the break. The strong recovery expected this week, as mentioned in the weekend review, has been realized. If a strong recovery occurs again within these 7 days, it’s more likely next week. For now, the main trend remains sideways. Stay steady and avoid impulsive chasing or panic selling. If you want to lose money, do it on the core stocks! If the core stocks can cause losses at this stage, then foreign trade wildcards will only lose more! Our overall performance in the past few days has been quite good, with three consecutive red days in February. Keep following the rhythm and stay stable!
Brothers, it’s been a while since I posted a premium post! I hope everyone can contribute with shared effort! Let’s push our posts to the top of the premium list! Just 7 bonus coupons are needed! I hope everyone supports this small effort! Making posts premium will bring more traffic support! If you find the review helpful and beneficial, feel free to tip me—any amount is encouragement and support! As for likes, just a simple click—currently, our follower count and likes are still quite different. Brothers willing to click, please give me a big boost!

To brothers who are fans of Han Jiajiang’s Gold and Silver Fans: The reward points you spend and the effort you put in are often proportional to your account gains.
This is no coincidence; it’s your trust in your trading cognition, invested with real money and time. Active discussion and sharing insights help anchor your trading logic, and your understanding deepens through interaction.
That’s why the most active in Han Jiajiang are always Gold and Silver Fans, and they tend to maintain steady positive gains. They are not just waiting for code to “reach out,” but actively refining strategies and calibrating directions through exchanges, upgrading their self-awareness in laughter and discussion.
In the investment world, cause and effect are clear. Sadly, many get the order wrong—thinking they should first make money in Han Jiajiang, then upgrade to Gold and Silver Fans, then invest effort. But have you thought about it? We are in a rapidly changing A-share market, where catching fleeting leader opportunities is key. Our first investment is never a stock, but our own cognition.
When cognition is in place, profits are just a natural result. The so-called foresight is simply understanding this principle earlier. I hope brothers can contribute with shared effort! I wholeheartedly share my strategies and hope for more feedback from brothers—especially newcomers! Building popularity and data is not a solo act; we need to build the stage together for mutual success! I provide real insights and directions; you just need to click like and give small tips—this keeps me motivated and helps more brothers see our practical content. Brothers who have benefited from today’s gains, stay strong! Honestly, tips will eventually double your market gains—this wave is not a loss.

Thanks to the Gold and Silver Fans of Han Jiajiang for helping energize the community—really touched! Special thanks again to @ChenYuhong @Xiaoxiaoxiaochunfeng @FengZhangtingban @XuriAn2025 @Yingyue77 @YikeBaicaiO @YufengErxingA @WugenShengrr @Yanzhe @Better1028 @ShadouJia @TangSenYongChangDaA @BruceFloyd @WenHangTianxia @XiaoshuShu @Gusheng32 @Ruo9341 @DaNiuZhiTongChe @YiqiZouLai @ZhaoGe8888 @BangongXitong @AHahaDiDi @DiYuSheng @XieHouYunYun @Yu198312 @GushiChuiDiaozhe @BingBing8888 @Tongtu2 @MakaroNe I also hope for more recognition from brothers! Short-term trading is most afraid of working in isolation and hitting bottlenecks. Now, if you trust me, join quickly and reveal your identity! Put on Han Jiajiang’s golden armor! Let’s get to know each other early, interact, and learn real strategies together!

Han Jiajiang Declaration:
You ask what Han Jiajiang is about?
We catch the leader others don’t understand!
We hold the limit-ups others can’t keep!
We avoid the pitfalls others can’t bypass!
In short, we make money where others can’t! We pass through roads others can’t see! Improve cognition, eat steadily! That’s Han Jiajiang!
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My Stock Market Motto:
Han Feizi said: “Self-mastery is strength,” and so is the stock market. Follow the strategy of “Assessing the situation,” and practice “Fast, accurate, steady, and ruthless,” with a heart of “Honest sincerity is better than cunning tricks,” focusing on “core opportunities,” not chasing after chaos.
“Self-mastery is strength”: The core of the market is conquering yourself!
“Assess the situation” + “Fast, accurate, steady, and ruthless”: The market’s strategy is to go with the trend!
“Honest sincerity is better than cunning tricks”: The bottom line is to stick to the rules!
“Focus on core, not chaos”: The short-term focus is on capturing mainline opportunities!

Finally, thanks to brothers who tipped in the last post: @MakaroNe @YinxiangAnYa @AnxietyLacksWisdom @Xiaoxiaoxiaochunfeng @Moshang1997 @FashStar @FengZhangtingban @Yibanduo @XieHouYunYun