[Red envelope](323) Market unilateral acceleration of selling pressure, will there be a recovery tomorrow?

This market never lacks opportunities; what’s missing is the calm patience and self-awareness to wait and reflect. Seek inward, and you can anchor your direction amid fluctuations. Wait for the wind, follow the trend, only then can compound interest create miracles. [Taogu Ba]

The core of trading is not frequent transactions but maintaining a steady mind, not being easily influenced by market volatility, trading your plan, planning your trades, stacking higher win rates with greater odds to increase your position size, and perfecting your trading system.

Slow down, move forward steadily—that’s speed; after all, flowing water doesn’t compete to be first, it strives to flow endlessly.

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1. Market Trend

As of close, the indices have basically bottomed out. The micro-cap stocks, which were among the first to hit new highs, have returned to the mid-range level of November 2025. Other indices like CSI 2000, CSI 1000, also returned to the platform levels of October-November 2025. CSI 500 is at the upper boundary of its October 2025 platform. Visually segmenting each index, it seems to be near a support level. From the perspective of continuous decline, the market’s movement suggests that tomorrow might open higher or sideways, or open flat and then drop, with a round of decline, intraday rebound, and the adjustment will be roughly complete.
The below weekly charts of each index will be clearer.

Looking back at some judgments from yesterday:
Morning pre-market bidding

Pre-market thinking on direction and sentiment peaks

This is the market expectation from Saturday’s post: intra-day opening weak, then gradually declining into the close. Asian markets experienced Black Monday.

Within the day, there isn’t much to write. After the morning bidding, the news of Yu Shu’s listing triggered movements mainly in Yu Shu’s chain, with many red openings, but lacking volume due to long chip sedimentation. Zhongda Lide quickly hit the limit-up, Wolong Electric high open upward, Changsheng Bearings high open upward, Jinfax Technology quickly hit the limit, and Shou Kai Co., which is partly invested by Yu Shu, is also a supplier or investor in Yu Shu’s chain. Morning bidding directly presented some profit and loss ratios. Even if many stocks pulled up and fell back today, from a chip perspective, it’s still decent.

Photovoltaics, by close, remained the strongest sector throughout the day.
Although this sector’s strength is weak, it’s the strongest among the weak. During pre-market thinking, I felt photovoltaics was a direction with less capital resistance.

Morning bidding was steady; Suntech Power and Longi Green Energy opened high; De Ye Co., which exploded on Friday, opened down 5%. Chint Power started high and hit the limit-up; Zhongli Group opened flat with two limit-ups. But the intra-day trend was offset: in the morning, electric was weak, photovoltaics strong; today, photovoltaics surged at open but couldn’t hold up against the market, then fell back; electric opened low and then rose, showing relative strength.
What to note in electric: the current market sentiment is at a high point, with Huadian Liaoning. I discussed these stocks during the session; on Friday, there were some buy points within my cognition, but I didn’t act. If it opens lower today, it can still be attracted, and it’s unlikely to go A-shares; the market is likely to accelerate and consolidate the group.
Huadian Liaoning’s influence is strong; after hitting the limit-up, it continued to lead. Dongfang Xinneng followed with a rebound; Yueneng Holdings rose up to 7%, supported by some other first-limit power stocks like Lixin New Energy and Zhejiang New Energy. Even coal stocks like Liaoning Energy showed support for Huadian Liaoning.
Power stocks at the close saw some chasing; my view is that the market will recover, but whether locally or overall, it’s hard to judge now. Funds will likely start a game of power stock recovery.

In the morning, photovoltaics—Sungrow and Longi Green Energy—opened high and surged, but heavy overhead pressure prevented them from following the market higher, leading funds to sell down, with continuous downward movement. In the afternoon, Longi Green Energy’s plunge dragged the sector down, but the sector also pulled up Chint Power, which then recovered.

Throughout the day, computing power stocks mostly continued downward at open but narrowed losses; Meili Cloud resisted declines with a red close; Qunxing Toys surged intraday then fell back below the moving average; Shunhao Co. space computing power rebounded with large orders, showing good rebound strength. Tomorrow’s specifics will be observed.

Tech CPO opened with a correction, rebounded after hitting the midline, then was pushed back to the moving average, fluctuating intraday, closing below the moving average.
Others also showed various correction states.

In the afternoon, after the market stabilized with reduced volume, it then saw a second wave of decline with increased volume—from around 500 billion to 1.5 trillion. Only near the close did it show signs of recovery.

The entire day was a one-sided decline, except for the sentiment stocks’ groupings. The relatively recognizable sectors today were photovoltaics, power, robotics, and coal.

Among the 28 stocks hitting the daily limit:
Power: 5 stocks:

• 6-limit: Huadian Liaoning
• 3-limit: Dongfang Xinneng
• Rebound: Lixin New Energy
• First limit: Zhejiang New Energy, Xineng Technology.
• Breaks: Jiangsu New Energy, Baili Electric, Sanbian Technology (later shifted to transformer exports).

Robotics: 3 stocks

• Zhongda Lide, Jinfax Technology, Shou Kai Co. (all Yu Shu chain);
• Breaks: Wolong Electric, Jintuo Co.

Photovoltaics: 3 stocks

• Zhongli Group (2-limit),
• Chint Power (2-limit),
• Huamin Co. (first limit, 20cm),
• Tori New Energy (first limit).

Coal: 2 stocks

• Yunnan Coal Energy, and Liaoning Energy (supporting Huadian Liaoning).

Total 28 stocks hit the limit, 15 broke the limit, and 71 stocks declined to the limit, with 33 stocks hitting the limit down. The decline was mostly in tech and precious metals. This week feels like a return to 2024.

Some friends haven’t experienced a bear market; look back at the Shenzhen Index from February 2023 to February 2024: it fell from 12,246 points to 7,683 points—a 40% drop.
Back then, the market shrank in volume; when the turnover was around 1 trillion, it was a period of high volume. Normal operation was around 700-800 billion; shrinking volume often dropped to about 500 billion. The above-mentioned trading volumes are across both markets. Compared to now, with 2 trillion, it feels like shrinking volume because the previous high was 3.5 trillion, with 2.5 trillion being the baseline.
But in 2024, crossing 1 trillion was considered a good day.

So, here’s a key point: the market’s upward movement is driven by capital. The global competition with the US is about attracting worldwide capital inflow into our stock market. Only with increasing capital can the market keep rising; otherwise, insufficient capital means the market can’t push higher and will turn downward. This is why a growing market can continue its main upward trend, but once volume shrinks, rotation occurs at a deeper level.
This is the fundamental relationship between capital and the market.

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2. Market Expectations
As previously mentioned, on the index level, today’s bottom is likely, and tomorrow’s worst-case scenario is a narrowing of declines. The current decline probably started at 312, followed by a mid-318 correction, then accelerated. Today marks the end of the acceleration phase; tomorrow, either a narrowing decline with stabilization or a red correction is more probable.
On sentiment, Huadian Liaoning turned from weak to strong today; it might continue to deviate slightly tomorrow. Today’s volume shrank, but fermentation still exists; tomorrow, it might open near a one-word limit.

3. Market Style
The group is mainly Huadian Liaoning; others are generally being wiped out. Watch for specific recovery directions tomorrow.

4. Data Presentation
Coming soon.

5. Random thoughts—
Question for reflection:
What are the buy points for Huadian Liaoning on Friday and today? What are the reasons behind these buy points? How do you understand short-term sentiment?

Finally, a word of advice: without your own trading framework, focusing on understanding and execution must go hand in hand. The trial-and-error process is extensive; if your capital is large, costs are high. Reduce positions to learn at lower cost. This requires a willing mind. I hope everyone can improve steadily and become more stable—get rich!
Remember to like and water the posts!~!
Thanks to the bosses who cheered for Yu Nian yesterday!

@Unchanging Memories@HH Big Eyes@Cow Riding the Wind@Qingyi Knight@Northeast Xuan@Yojece Stargazing@Bubble1018
Thanks to the bosses who tipped Yu Nian yesterday—please have Long Yi to Long San attend!

@Pang Zhengzheng @A-Share Master @Qingyi Knight @Huo Qiu Trader @Unchanging Memories @Cow Riding the Wind @412is22 @Liangren Beiqing @Wanma Bunteng 2025 @Moon Forest @Lao Zeng 2014 @Flower Moon

May the bosses who tip and support us in the future market stay calm amid K-line fluctuations, steadily build their logic, and win step by step amid emotional changes!~ Wishing everyone great wealth!~! Thanks also to friends who liked and supported!~!

Sharing wisdom through words, fostering virtue through friendship, walking together along the way—grateful for this encounter. Sending a red envelope to add joy, a blessing for your trading journey, hoping for your likes and interactions to bring blessings and increase exchanges. On the trading road, let’s communicate with words and move forward steadily—like the red envelope, sharing good fortune!

Waiting for opportunities requires the ability to recognize them. This involves long hours of watching the market, developing intuition, and cultivating a trading system—The 10,000-hour rule. No rush. If you have questions, ask—I will answer when I’m here.