Adapt to market adjustments, focus on leading companies: take profits from Hanlan Co., and invest in Shunna Co.!

Entered the market in 2015, ten years of honing a sword. Over the decade, nine times wiped out, repeatedly defeated and reborn, unwavering dedication! After nine twists and turns, suddenly looking back, finally reaching the place where lights are shimmering! My ancestors are from Ezhou, hence called Nine Phoenixes. Phoenix reborn, focusing on: main line, main dragon, main rise!

1. Current holdings.

Shunna Co., Ltd.

2. Today’s actions.

First, clearing out Hanlan Co., Ltd., Liyad, and Sanan Optoelectronics through bidding.
Today, during the collective bidding, oil and petrochemicals surged, while other sectors were weak. Besides Hanlan, the others were not strong enough. So I sold everything with one click.

Although Hanlan later surged again to 6 centimeters and then pulled back, I won’t chase the last copper penny; I won’t look at the tailing market!

Second, opening positions to buy Shunna Co., Ltd.
In the top 10 of the bidding, most are oil and petrochemicals. The only one worth watching is Shunna Co., Ltd., which opened more than 5 points higher, meeting expectations, so I bought directly.

In a market adjustment, focus on leading stocks and core sectors. Currently, it is the highest version of electric synergy leader.

3. Market overview.

The three major indices dipped then rebounded, with the afternoon decline narrowing. The total trading volume across the two markets closed over 2.6 trillion yuan, a 20% increase from last Friday.

1375 stocks closed higher (red), 3715 lower (green), 42 stocks hit the daily limit up, three hit the limit down. Market sentiment is low, and profit-making is poor.

4. Market bias.

The market remains mainly characterized by rapid rotation.

Both sector grouping and trend chasing are not ideal.

5. Market review.

Last Friday, I reviewed the smart grid sector, highlighting three stocks performing very well. Shunna Co., Ltd. surged as expected, becoming a new leader in smart grid, including electric synergy. China Western Electric hit a new trend high again. Today, Southern Power Grid Digital performed very well, low buying yielded big gains.

The first board of the computing power sector, Extending Winfo, advanced to the second board as expected, with high popularity. Zhongjun Huasheng Tiancheng, if bought low on the 10-day line, also gained 8 centimeters today.

Stimulated by the weekend rise of oil and petrochemicals by $90 per barrel, the sector opened very high and was quickly profit-taken. The sector surged over 10 centimeters at the open, which was unsustainable, so the planned Jin Niu Chemical also dropped from the board, which was natural.

Discussed with fellow teachers over the weekend, Shunna Co., Ltd. advanced as expected and was successfully secured according to plan. Not sure if any colleagues are riding the same train; if a leader, today is a must-hold.

Based on weekend news, the strong performers today are smart grid stocks, showing sustained strength. Second, the computing power sector further fermented and strengthened. Third, the small lobster concept within AI intelligent agents is still fermenting.

Post-market, discussing with brothers, the interaction mode works very well. If you have questions, speak up during trading; we discuss together.

This mode inspires collective thinking and helps clarify uncertain issues through everyone’s input. Welcome to discuss and share; I will select and review the best parts later.

6. Position management.

With a main line, 80% of the portfolio; stocks 20-30%.
In rotation markets, 50% of the portfolio; stocks 10-20%.
In chaotic periods, 30% of the portfolio; stocks 5-10%.
Currently, the third strategy is suitable!

7. Tomorrow’s plan.

First, leader trading strategy. Hold Shunna Co., Ltd. (bidding volume 200-300 million, high open 3-5 points or more), watch for a showdown with the same level 4 leader Wangli Security. If it surpasses Wangli Security to upgrade to level 5, add positions. If blocked by Wangli Security, consider taking profits; if both upgrade, hold, indicating improved trend sentiment.

Second, continuous board strategy.

Three into four: Meili Yun.
Two into three: Ningbo Electric, Extending Winfo, Jinkai New Energy.
One into two: Solar Cable, Yun Sai Zhi Lian, China Great Wall.

Third, trend trading strategy.

Trend stock pool: China Western Electric, Huayin Electric Power, Huagong Technology, Sichuan Energy Electric, Huasheng Tiancheng, GCL System Integration, Hanlan Co., Ltd., Yunnan Energy Holdings. Leaders breaking the board can be viewed as trend indicators.

Fourth, low buy strategy.
Start with: Dawi Technology, Wangsu Science & Technology, Changshan Beiming.

Suitable for beginners and rotating markets, especially those hesitant to operate trend stocks or afraid of high positions. Focus on low buy opportunities in trending stocks.

Mainly buy low on the 5-day and 10-day lines during divergence, or when sectors stabilize strongly on intraday charts, avoiding chasing highs.

Time frame about a week; avoid short-term gains. Trend stocks sometimes outperform emotional streaks with lower risk.

Trend stocks may fluctuate day by day—buy on down days, sell on up days after a rally. Do not pursue short-term profits. Use weekly as the unit of calculation.

If the above content is useful, inspiring, rewarding, or resonates with you, please support me with likes, follows, tips, or one-click support.

Feel free to comment and discuss. Within legal bounds, I will share openly. Let’s learn from each other and improve together.

This is a platform for growth of active traders, practical exchange, mutual help, and chasing dreams.
Let’s start from here, embarking on a journey of seeking, pursuing, and realizing dreams!
Strive for financial freedom and early retirement!

Keep running, brothers.
Cut losses quickly, let profits run!

Warm reminder: Personal plans, friendly exchanges! Plans change quickly; always follow the market trend. The biggest certainty in the capital market is uncertainty, so always base decisions on actual market movements—market is the best teacher!

Disclaimer: Personal strategies and trading ideas are not investment advice. The stock market involves risks; invest cautiously. Operate at your own risk.

Tips are a recognition and support for my daily 2-4 hours of review work! They motivate me to continue sharing a decade of stock market lessons, avoiding pitfalls, and accumulating experience.

Special thanks to the iron friends who tipped the last post:
@Runze Linsen
@Roufengabc

Special thanks to those who cheered for the last post:
The last post was honored to be recommended again as a highlight by these 7 iron friends. Thank you very much!

Tipping has its skills—seven tips are excellent!
More friends, more benefits,
Wealth flows endlessly!