Buy the dip in Huangtai Liquor Industry; we acknowledge losses within the model.

1. Market Sentiment Cycle [Taogu Ba]
   (1) Cycle: Chaos Phase Day 2.
   (2) Sentiment: Clear profit-taking effect, shrinking loss effect.
   (3) Dominant Funds: Quantitative, Institutional

Limit-up amount: 109.7 billion; Breaker amount: 29.8 billion
First limit-up amount: 97 billion; Continuous limit-up amount: 12.7 billion
69 stocks hit limit-up; 18 stocks hit breaker; 9 stocks hit limit-down
59 stocks hit first limit-up; 10 stocks in continuous limit-up (yesterday)
Limit-up amount: 70 billion; Breaker amount: 23 billion
First limit-up amount: 52.3 billion; Continuous limit-up amount: 17.7 billion
68 stocks hit limit-up; 19 stocks hit breaker; 5 stocks hit limit-down
56 stocks hit first limit-up; 12 stocks in continuous limit-up (today)
2. Continuous Limit-up Tiers

002830 Mingdiao Co., Ltd. 9:44 4 Real Estate
603618 Hangdian Co., Ltd. 13:40 4 Optical Communications
301362 Minbao Optoelectronics 9:25 3 Announcement
000533 Shunna Co., Ltd. 9:36 3 Smart Grid
600481 Shuangliang Energy Saving 9:42 2 Photovoltaic
002342 Julii Rigging 9:49 2 Commercial Aerospace
603778 Guosheng Technology 10:28 2 Photovoltaic
301636 Zerun New Energy 11:00 2 Photovoltaic
600683 Jingtou Development 13:20 2 Real Estate
000039 CIMC Group 13:35 2 Data Centers
002126 Yinlun Co., Ltd. 14:21 2 Robotics
600330 Tiantong Co., Ltd. 14:35 2 Optical Communications
3. Key Hot Sectors and Core Stocks
(1) Coal

601015 Shaanxi Black Cat 9:45 1 Coking Coal
600188 Yankuang Energy 9:45 1 Coal
601898 China Coal Energy 9:59 1 Coal
600792 Yunmei Energy 10:00 1 Coal
000723 Meijin Energy 10:04 1 Hydrogen Energy Full Industry Chain + Coal
(2) Photovoltaics:

600481 Shuangliang Energy Saving 9:42 2 Heat Exchanger (SpaceX) (Core of continuous limit-up)
603778 Guosheng Technology 10:28 2 Space Photovoltaic (Unconfirmed) (Speculative Stock)
301636 Zerun New Energy 11:00 2 Perovskite Solar Cell Modules
002623 YAMATON 10:10 1 PV Glass
300393 Zhonglai Co., Ltd. 10:30 1 Perovskite Silicon Stacking Technology
002218 Tuori New Energy 10:31 1 Perovskite Solar Cell (Core)
(3) Real Estate

002830 Mingdiao Co., Ltd. 9:44 4 AI Media + Smart Home Decoration (Third Board Group)
600683 Jingtou Development 13:20 2 Beijing-Tianjin-Hebei Integration
000838 Caixin Development 10:17 1 Real Estate (Chongqing)
000517 Rong’an Real Estate 10:22 1 Real Estate Development
(4) Robotics

002126 Yinlun Co., Ltd. 14:21 2 Figure Robotics
002441 Zhongyedao 10:05 1 Robotics
(5) Hydrogen Energy

600860 Jingcheng Co., Ltd. 9:51 1 Hydrogen Storage Tank Leader
300423 Shenghui Technology 9:52 1 Hydrogen + Commercial Aerospace
300985 Zhiyuan New Energy 10:05 1 Hydrogen Energy
(6) Consumer

600814 Hangzhou Jie Bai 10:13 1 Hangzhou Retail
600778 Youhao Group 10:27 1 Xinjiang Retail
002853 PIANO 11:11 1 AI Design
(7) Optical Communications

603618 Hangdian Co., Ltd. 13:40 4 Optical Fiber Cables
600330 Tiantong Co., Ltd. 14:35 2/4 Day 3 Limit-up Optical Modules Upstream / Lithium Niobate Crystals
000070 Tefa Information 9:30 1 Hollow-Core Optical Fiber
(8) Smart Grid

000533 Shunna Co., Ltd. 9:36 3 Data Centers (Transformers)
601096 Hongsheng Huayuan 9:39 1 Power Grid Equipment
002300 Taiyang Cable 9:51 1 Cables
(9) Announcements

301362 Minbao Optoelectronics 9:25 3 Planning to Acquire Xiazhi Precision
603616 Hanjian Heshan 9:25 1 Resumption of Trading After Restructuring
300912 Kailong Gaoke 9:25 1 Planning to Acquire Jinwangda
(10) Commercial Aerospace

002342 Julii Rigging 9:49 2/20 Day 10 Limit-up Commercial Aerospace
002278 Shenkai Co., Ltd. 10:05 1 Commercial Aerospace
4. Today’s Operations
(1) Buy Huangtai Liquor.
5 Tomorrow’s Plan
5.1 Core Principles
(1) Keep the main line vague, do not chase leaders; respect the cycle, adapt flexibly.
(2) Set the direction first, then choose entry points; control risks first, then seek gains.
(3) Lurk for rotation, strictly control trial and error; avoid chasing hype, prevent huge losses.
5.2 Today’s Stock Pool (Hengdian Film & TV, Huangtai Liquor, Julii Rigging, Minbao Optoelectronics)
(1) Hengdian Film & TV: Bidding price meets expectations, but drops at open, can be discarded directly, no hesitation.
(2) Huangtai Liquor: Bidding price mostly meets expectations, initial rise to fake out, then drops sharply into deep water, low buy-in gets trapped, accept losses within pattern.
(3) Julii Rigging: Bidding price meets expectations, open matches expectations, breakage can follow with a quick hit.
(4) Minbao Optoelectronics: Bidding price exceeds expectations, still no buying opportunity.
5.3 Tomorrow’s Stock Pool (Temporarily see 1 in 2 or 2 in 3, high-level 4-limit stocks are risky tomorrow, avoid)
5.4 Handling Positions
Huangtai Liquor: Expect a low open around -3 tomorrow, focus on how the first minute of opening chooses direction. If beyond expectations, observe if it weakly turns strong during the session. If below expectations, just exit immediately. If in line with expectations, it may surge, providing an exit opportunity for quick profit; consider selling high, wait for a pullback near 18.41, if well supported, buy low; if support is weak, just exit.
6 Painful Lessons
(1) During recession, clear main line positions immediately, stay away from leaders!!!
(2) At least 3 days of empty positions during recession!!!
(3) In chaos phase, electric fan rotation market, semiconductor (chips), robotics, chemicals, precious metals, consumer, smart grid, commercial aerospace, rotate over 2 themes daily.
(4) In chaos phase, good days and bad days alternate, two steps forward, one step back, normal.
(5) Firmly abandon any distractions, focus solely on making stocks good.
7 Reminder
(1) Tomorrow can continue to buy low, the rhythm is correct, but delay entry until 10:00.
(2) Whether it’s 1 in 2 or 2 in 3, focus on core sectors, avoid following the crowd. If a sector hits a one-word limit-up, it can be used as the first turnover stock, with risks and opportunities coexist. Only buy at low positions, avoid chasing, focus on hitting the limit-up, which is more certain.
8 Thanks
Thanks again to the Zhi Jia Army for their concerted effort, continuously delivering 15 high-quality posts, very powerful!!! The Zhi Jia Army’s team is growing stronger, and their combat effectiveness is increasing!
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