3.25 Recap — Power as the Main Theme ~ The Music Continues, the Dance Goes On

Today’s Operations:
Review and Reflection: The plan was to wait for Huayin to rise and then exit for arbitrage, but it didn’t rise in the morning. During the session, small orders pushed it to 9.20 without enough funds to support, and after waiting all day, I missed the opportunity to buy the first board and catch up on the small-cap rebound. Arbitrage really isn’t suitable for small funds; it’s been a week of real trading and the account is still stagnant.

Jinko Solar saw strong order flow during intraday trading, so I jumped in again. Didn’t expect to chase high during the session, but even at the close, I still got some gains. Even if it doesn’t accelerate tomorrow, I must at least lock in these gains!

1. Market Review:
   After a high open and oscillation, the main index continued to rebound upward, with trading volume increasing by over 90 billion. With this volume, the rebound potential is limited; tomorrow, the index may turn red, and mid-cap stocks with theme and weak rebound characteristics might suffer again.

Sentiment: Huadian Liaoning Energy continued to push high, reaching 8 boards, shifting from chaos to a main upward trend. The power sector seems to have a small climax, causing some funds in Zhejiang New Energy to rush at the end of the session.

Stocks: Huadian Liaoning Energy ignored abnormal announcements, opening up 5.67% and quickly rising to lock in chips.

In the morning, I wanted to buy Liaoning Energy, saw funds flowing in, and waited two minutes… Realized I missed the chance to buy at the open B. When it’s time to act, hesitation isn’t suitable for leading stocks; I need to change this.

From a hindsight perspective, I’ve been trading Liaoning Energy since last week. This month, I might gain 100% returns—that’s the allure of the ice point dragon.

Today, Liaoning Energy’s open was typical of a leading stock, but I dislike risk and prefer low positions. I haven’t corrected this habit; maybe I’m too afraid of losing money, so I only dare to buy low and avoid high open plays.

In this environment, consensus has shifted back to grouping around hot stocks. The index won’t stay strong forever; other themes will rotate. Only the power sector and new leaders can drive short-term speculation and generate good profits.

So Huadian Liaoning Energy hitting 8 boards also lifted Huadian Energy and Huadian New Energy, which are part of the Huadian group. Yesterday, stocks like Huadian and Neng also tried to push for limit-ups to support the leaders.

Today, several first boards with good quality appeared. Tomorrow, I’ll try to follow through with divergence turning into consensus and attempt a rebound.

2. Main Theme
   The power sector is definitely entering a new wave of main upward movement. The focus is on how Liaoning Energy will lead the low-position rebound and keep climbing. These two days, some stocks in the low position showed abnormal movements, but without hitting the limit-up, so there’s still a chance.

3. Trading Plan

Potential Stocks to Watch — Yiyatuo continues to show accumulation signals, possibly ready to move. If it hits a first board this week, I’ll consider acting.

Zhongmin Energy looks promising; if it hits a second board tomorrow, I’ll follow up, but I need to see Huadian Liaoning Energy and Liaoning Energy’s reactions. If Huadian gives a low-position buy opportunity, I’ll prioritize Huadian. Previously hesitant to buy, now with clear leader signals, only brave low-position buying remains.

Real Positions:
Huayin and Jinko Solar, half each (neither will hit the limit tomorrow, only S, with only Liaoning Energy and low-position rebounds left). Aijian remains held without action.