[Red Envelope] 2.3: Zhejiang Wenlian Xi'an Taihua Road continues to increase holdings by 110 million, Aerospace Development drives strong repairs

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This Week’s Case Analysis

**2.2: Unfollow Hongjing Technology, Zhongwei Semiconductor; Follow again Shenyida, Yashiguang Electric, Tebian Electric
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2.3: Follow again Huangtai Distillery, Zhongwei Semiconductor, Qianzhao Optoelectronics; Observe Shiyida for 1 more day; Unfollow Yashiguang Electric, Tebian Electric

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Preface: The seat at Taihua Road, Xi’an, should be the most powerful among current market quant seats, several levels higher than Kaiyuan Securities Xi’an Xidajie. Studying Taihua Road has been ongoing for a week. Since Kaiyuan Securities Xi’an Xidajie exited the top list and updated the model, the most active seat in the market now is Taihua Road, Xi’an. Xi’an Xidajie mainly does first and second board flat laying and 20cm arbitrage, usually involving 30-80 million yuan per move, targeting relay players and retail investors doing A for B. Now, Taihua Road is several levels higher, with a richer model, larger scale, and every move is in the hundreds of millions. This is what I mentioned before: Xi’an Xidajie’s harvesting speed was too fast. If its scale grows in the future, it will cover all A-share models.

Currently, Taihua Road is leading, following arbitrage, catching up, first and second board flat laying, 20cm arbitrage, middle army arbitrage, capacity flexibility, news-based arbitrage—all are involved. Recently, stocks like Zhejiang Wenhulian, Tiantong Shares, Zhongchao Holdings, Litong Electronics, Gravity Media, Sanbian Technology, Hangdian Shares, Baobian Electric, CEE Institute, Shuangjie Electric, and other hot stocks are all in Taihua Road’s hands, and their moves are even more aggressive, guiding the market. Looking ahead, if you want to do super short-term trading in A-shares, studying Taihua Road’s model is essential.

Taihua Road no longer simply mimics Xi’an Xidajie’s mechanical model of flat laying, selling at high points, and then selling off. Now, it locks in leading stocks, builds leaders, guides leaders, and also protects them with small followers, forming a tiered lineup. After studying for about three weeks, I feel Taihua Road is a top-tier seat. It makes about 15 moves daily, averaging nearly 1 billion yuan per move, meaning a daily rolling of about 15 billion yuan in core positions. Its current return rate per stock is around 5%, so it’s pulling in over 70 million yuan profit daily. Previously, I thought 30 million yuan daily in Xi’an Xidajie was enough, but now it’s about 70 million in A-shares, which adds up to nearly 200 billion yuan annually—this speed is incredible…

Zhejiang Wenhulian first appeared on January 22 at Taihua Road in Xi’an. After unfollowing on January 30, Taihua Road increased positions for two consecutive days, adding 110 million yuan yesterday and 105 million yuan today. This is a clear leader play. Not only locking positions but also increasing holdings to build the leader.

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Hunan Gold may have entered sometime, today it added 230 million yuan. It didn’t sell out even after hitting the limit-down yesterday, but today it hit the limit-up. It’s impressive for Taihua Road’s current seat!

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Everyone can check out Taihua Road’s stocks today: Zhejiang Wenhulian, Hunan Gold, Urban Construction Development, Beijing Investment Development, Sanbian Technology, Baiyun Electric, Litong Electronics, Hangdian Shares, Far East Shares, Robotech, Dike Shares. From leaders to followers, from various themes to following the trend, from capacity middle army to 20cm arbitrage, from flat laying at the top to news-based strength arbitrage, from trend to super short-term, it’s a full coverage of models. If you want to do super short-term trading in the future, focusing on Taihua Road’s model is a key breakthrough!

Aerospace Development should be the most influential today. After its board, aerospace fully launched. Morning was more about rotational repair, and the climax was in the afternoon. I won’t analyze the top traders in the top list here. Yu Ge, Q Zong’s aliases, and Urban Management are all involved.

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2.3: The recovery during the index decline is a volume-reduction recovery! This recovery is mostly general, with aerospace, photovoltaics, and AI being the stronger intra-day directions.

1. Major Market

Market volume: 2,565.6 billion, volume reduction: 41 billion, limit-ups: 69, limit-downs: 9. The yellow line is above, small stocks are recovering faster than large stocks.

The index remains as previously analyzed. After analyzing the index levels yesterday, the first support is at 4003.34, the second support is at 3959.12. The second support must not be broken; if it is, the bull-bear trend will shift. Today, the index stopped at 4002.78 and rebounded, indicating a short-term bottom. Whether it will rise further or consolidate sideways remains to be seen. From any perspective, after today’s decline, the idea of bouncing back is necessary.

Objectively, today’s data shows a strong recovery (with some weakness), with 9 limit-downs. It’s not a strong recovery. The market also shrank by over 400 billion, not because of increased capital inflow, but due to bottom-fishing. Tomorrow’s volume continuation will reveal the market’s attitude. The board rate is 80%, so tomorrow is likely to be a day of divergence and disagreement. From a cycle perspective, this wave’s peak should be at 5+; it depends on which of these three 4-board stocks can show their temperament.

2. Sector

In terms of themes, the opening was relatively strong across all, with no absolute leader. After opening, the market entered a general recovery structure—white wine, AI hardware, AI software, photovoltaics, semiconductors, batteries, chemicals, aerospace—all are recovering. In the morning, no clear strength was visible until aerospace development hit the limit-up, showing aerospace’s strength. In the afternoon, photovoltaics, power grids, and computing power started to perform. Overall, it was a broad-based rotational recovery, with some sectors stronger and others weaker.

AI Hardware

1st board: Taihao Technology, Kerui Technology, Woge Optoelectronics, Huasheng Tiancheng, CIMC Group, Binglun Environment, Jinshi Technology, Kaiwang Technology, Shiyun Circuit, Anfu Technology, Zhongheng Electric, Robotech, Dongyang Guang, Wanze Shares, Yinlun Shares

The logic still stems from the big factory’s Spring Festival red envelope war, which boosted computing power demand. Alibaba recently increased cloud computing investments. Coupled with the market’s bottoming expectation today, AI experienced a resonance recovery.

In terms of intra-day strength, it’s not weak, but in terms of overall contribution to the market, it’s not strong. Better to treat it as an index rebound recovery for now.

AI Software

Leader: Zhejiang Wenhulian
3rd board: Mingdiao Shares
1st board: Zhejiang Wenhulian, Yuejian Intelligent, Huasheng Tiancheng

The logic for AI software is simple: during the Spring Festival Gala, all factories issued red envelopes to attract AI application traffic. Zhejiang Wenhulian is the leader in AI software. I’ve been following since January 22, aiming at this, but after unfollowing on January 30, it was washed out. The logic is sound; on daily K and intraday time-sharing charts, it’s hard to hold.

This reflects the current ecosystem’s feature: increased volatility in quant trading, turning some seemingly strong trend plays into zigzag trend stocks, which can be seen as a new K-line pattern for abnormal moves.

Power Grid

3rd board: Hangdian Shares
2nd board: Shun Na Shares, Sanbian Technology
1st board: Southern Grid Energy, Yigao

Many transformer factories are at full capacity, with some orders for data centers scheduled into 2027. The US market delivery cycle has extended from 50 weeks to 127 weeks. In 2025, China’s transformer exports will reach 64.6 billion yuan, a nearly 36% increase over 2024.

The performance outlook for power grids should be the most realistic. Orders are full, and performance is expected to increase. Institutions favor this sector. If not in a hurry, value investors or swing traders can consider Tebian Electric and Baobian Electric as good targets.

The power grid sector has not been the main line recently. During aerospace and AI cycles, it served as an overpass, with continuous rotation afterward. But there are no signs of a main rally. This time, it depends on whether Hangdian Shares can lead the power grid sector to strengthen.

Hangdian Shares not only represent the power grid but also have optical communication concepts and can expand to the Hangzhou region. Structurally, there is a resistance level above, and two more stocks need to break through. If they do, it’s a true dragon; if tomorrow’s false breakout occurs, it’s a false dragon.

Consumer

4th board: Hengdian Film & TV, Huangtai Distillery
2nd board: Xinhua Department Store

After hours, good news came again. I only realized after hours that Huangtai Distillery might be playing not just a white wine rebound but also a node dragon after being judged as a silver nonferrous. It represents the white wine cycle. After closing, I analyzed that besides white wine consumption, Huangtai also involves agriculture and rural revitalization concepts, possibly driven by the Central No. 1 Document.

If it’s driven by this document, it might be more promising than just a white wine oversold rebound. We’ll see if it reveals the node dragon tomorrow. Its opponents are only two. If it can hit the node dragon, the market will focus on agriculture, white wine, and Gansu development. If Gansu’s Guofang Group or Manor Farms come to support, Huangtai’s 5 should be further strengthened. Keep an eye on whether it can perform beyond expectations tomorrow.

Aerospace

2nd board: Zhongchao Holdings
1st board: Runbei Aerospace, Julli Squeeze, Aerospace Control, Tongyu Communications, Jiangshun Technology, Parker New Material, Shenjian Shares, Jintuo Shares, Aerospace Development

When the market can’t find new themes, it tends to pick an oversold old cycle for a rebound arbitrage. The name suggests a big second wave, but it’s actually a double-headed pattern. Recently, aerospace news has been frequent. Musk’s SpaceX confirmed merging with xAI in a company memo. China has started launching “Long March 10A.” Why did it rebound today instead of yesterday or the day before? This question deserves serious thought!

Why does aerospace only resonate after the index recovers, rather than rebounding with the index’s decline? These are two different model plays.

The intra-day climax for aerospace was when Aerospace Development’s 900 million yuan quick board triggered many stocks to rise.

Photovoltaics

1st board: Shuangliang Energy Saving, Tiantong Shares, Yujing Shares, Aotewei, Lusang New Material, Fushite, Jinjing Technology, Haiyou New Material, Guosheng Technology, Runze New Energy, Junda Shares, Dike Shares

The logic for photovoltaics may need to change, not just a simple oversold rebound. In the future, SpaceX plans to deploy 1 million satellites, which will require a huge amount of photovoltaic capacity. Which country has the ability to produce on such a scale? Only China!

Today, the strongest in photovoltaic bidding was Junda Shares, opening 7.36%, with the fastest first board being Shuangliang Energy Saving. Overall, both aerospace and photovoltaics are fermenting around SpaceX’s space computing power. Developing new subdivisions in photovoltaics or space computing in aerospace is promising.

Capital Circle

1st board: Beijing Investment Development, Langfang Development, Jidong Equipment, Jinyu Group, Urban Construction Development

On February 2, the State Council issued the “Modern Capital Urban Area Spatial Coordination Plan (2023–2035),” aiming to build a world-class metropolitan area centered on the capital and to demonstrate China’s modernization.

The news-driven quantitative arbitrage model, ignore!

Robotics

1st board: Xingyu Shares, Jiuding Investment, Shiyun Circuit, Yinlun Shares

The current arbitrage based on sentiment rotation, with Fenglong Shares as the leader in robotics.

Metals

1st board: Caibai Shares, Oriental Tantalum, Hunan Gold

To support Silver Nonferrous’ rebound, Hunan Gold should have a chance to unfollow. Let’s see how metals perform.

Chemicals

4th board: Wanfeng Shares
1st board: Hongbaoli, Baichuan Shares

Chemical hedging logic, Wanfeng Shares is also a node candidate.

2nd board: Minbao Optoelectronics, planning to acquire 51% of Xiamen Xiazhi Precision Technology Co., Ltd. (2.2)
1st board: Far East Shares, with orders exceeding 10 million yuan in January, up 115.57% year-on-year, with continuous growth in related testing equipment contracts for iterative computing chips (2.3)

Others are niche sectors with low recognition, not analyzed for now.

Summary: After the decline, the cycle has rebounded. Normally, this is not a main rising cycle but a rebound cycle. After stepping on both feet, a main rise may occur. So, it’s more appropriate to define the current cycle as a rebound cycle. Waiting for the next node to appear might signal the main cycle. Nodes: Huangtai Distillery vs. Wanfeng Shares vs. Hangdian Shares. Sentiment: today’s sentiment is a broad recovery, should be handled with balanced positions. Market bias: currently mainly trend-following. Overall, the situation today is better described as a broad recovery—none are strong, none are weak. Which one can break out remains unknown; further observation is needed. This broad recovery pattern is best approached with a “supermarket opening” method, as no one knows which will become mainstream. At this moment, everyone should consider entering early, then leaving the weak and supporting the strong.

Hope everyone, while reading posts, seriously reflects on Michelangelo’s review thinking. Every review is a deep 4-hour market scan; every projection is a precise expectation based on emotion and cycle. Michelangelo never pursues short-term profits but teaches how to maintain a stable rhythm amid fluctuations and move steadily forward. Following my ideas is not just about coding but about building your own trading model through continuous analysis. True transformation isn’t achieved by a few limit-ups but through self-realization in every profit and loss, unwavering in every hesitation. May Michelangelo be a booster on your trading journey!
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