Is the cycle of electricity cooperation still ongoing? In-depth analysis of market themes and the dialectics of cycles!

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Is the power-grid cycle still in effect? With today’s selloff, and the limit-downs in many high-recognition stocks, exceeding expectations as it did—if a repair happens, is it still a selling point, or is the power-grid cycle still active? With these questions, let’s review.

Multi-Dimensional Macro Analysis
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1. Indices:

With the weekend Iran-U.S. conflict affecting things, a low open for the index is completely normal. In my previous post, I said the bottom confirmed by a single-leg move here is valid. Today, the index probed lower but didn’t even fall to the low of the prior trading day. For the index, the expectation is to touch the 3960 gap to fill the deficiency, and only then step down with the second “foot.” As long as it hasn’t touched the gap level, you don’t need to worry here.

2. The Opening Auction:

1. U.S.-Iran conflict: The open featured three straight limit-up boards. With weekend news impact from the U.S.-Iran conflict theme, once the U.S.-Iran conflict theme strengthens, it suppresses market sentiment.

2. Power-grid coordination high- and mid-tier stocks: The collective opening is below expectations. For example, Yu Neng Holding, Huadian Liaoning Energy and Huadian Energy, and Xinneng Taishan all opened below expectations, and the negative feedback from Liaoning Energy did not get repaired.

3. Hangdian Co., Ltd. After hitting limit-up on the previous trading day, it had a high open at the auction; Fangsheng also opened higher, and the contrast with power-grid-related stocks opening lower is stark.

4. Minowo Pharmaceutical’s higher-than-expected big gap up.

Expectations vs. auction:

1. What the U.S.-Iran conflict’s aluminum replaced was chemicals, oil, etc., all three very strong straight limit-up boards—market sentiment can’t get better.

2. The expectation for power-grid was that high-tier favorites would form a top, while low-tier could catch up. But what came out were big gap-down openings in the high-tier names (Yu Neng Holding, Huadian Energy, and Liaoning Energy), and the weakness of the newly chained-limit-up stock Xinneng Taishan—this is seriously below expectations.

3. The clear contrast is: index weak, power-grid weak, and the strength of the fiber—Hangdian and Fangsheng. This is dialectics.

4. Minowo Pharmaceutical, after last Friday led the way with strength in pharma, opened up and formed a T-shaped board today, which matches expectations. It’s not easy to catch because it’s been strong for two consecutive days.

5. Zhong Tianyi and new-energy stocks had no strength during the auction.

3. Extension of Intraday Market Sentiment:

1. U.S.-Iran conflict aluminum led to Jin Jian Miyi, and parts of the U.S.-Iran conflict-linked names continued to move higher.

2. Fangsheng hit limit-up. Hangdian Co., Ltd. hit limit-up, Changfei Optics & Fibers surged, driving Honghe Technology to challenge limit-up and finally hit limit-up; Jinan Guoji also followed. In the afternoon, Changfei Optics & Fibers hit limit-up again.

3. In computing power, 贵广网络 hit limit-up, driving Shenshui Aorui De to close red.

4. Minowo Pharmaceutical brought out three pharma stocks that made it to 2 boards.

5. Rongjie Co. hit a break in its board chain; in the low tier, some stocks hit limit-up.

6. Shenjian Co. hit limit-up, driving Zhongchao, Western Materials, ReGency Science and Technology to strengthen; Aerospace Development also followed higher.

7. All the high-tier power-grid favorite stocks were limit-down, while low-tier Huasheng Chang and Xin Hong Tai strengthened.

4. Theme Analysis:

1. Dalian VS Lithium Battery

Dalian-related stocks like Changfei Guangxin, Hengteng Optoelectronics, Hangdian Co., Ltd., Dongshan Precision, etc., were stronger within the day than Dalian. Over this period, they’ve shown continuity—these four days of strength are dialectically the “index bottoming out” within the period.

2. Computing power: 贵广网络 and Aorui De strengthened; in photovoltaics, Zhongli Group had a reversal. Computing power and photovoltaics have been trailing behind power—when power is weak, they replace power’s sentiment continuation.

3. Commercial space strengthened. Dialectically, as power weakens—this “seesaw” is quite obvious in the market. When power had a rebound in the afternoon, and with commercial space and Aerospace Development strengthening, the rebound in power no longer had momentum. If power strengthens further from here, then commercial space will need to continue to be dialectically strong/weak.

4. Pharma: Minowo Pharmaceutical hit limit-up. First treat it as the mainline “little medicine box.” Second, it only brought the theme out after reaching a 4th board. So the probability of becoming the mainline is low. Finally, Minowo’s 5th board is the 5th board level where the market’s chained-limit height is capped. If tomorrow it breaks above the 5th board, then it would be the kind of stock that can surpass the 5th board compared with the recent Hua dian Liaoning energy-type names. Let’s see whether it can pass tomorrow—my expectation is that it cannot stand above the 6th board; pharma is about disagreement.

5. Lithium batteries and precious metals / minor metals: Here the expectations aren’t high—treat it as an oversold rebound. If it truly can continue, then wait until the index’s second “foot” lands before you go dialectically.

6. Power-grid is below expectations. Problems will appear. If it forms a top here, low-tier catch-up will happen. But today’s big selloff and the fact that the favorite stocks went limit-down is seriously below expectations. As the longest inverse-index time cycle since March 4, here we can analyze two possibilities: ending and adjustment.

5. Cycle Decomposition:

Hua dian Liaoning energy breaks the board; Huadian Energy reaches its peak; Yu Neng Holding and other stocks—dialectically, stocks within three days and within two days

In-cut: within the theme

1. High-to-low rotation within the theme: Look at Huasheng Chang, Xin Hong Tai, and Zhongli Group.
2. Repair expectations within the theme: Hunan Development, Ningbo Energy, and Zhongnan Culture.

Out-cut: outside the theme; on the market side, dialectically, high-tier favorite stocks, and the stocks/themes that strengthen within three days/two days.

1. Commercial space: Shenjian Co., Western Materials.
2. Computing power: Hangdian Co., Ltd., Changfei Optics & Fibers, Aorui De, and 贵广网络.
3. The theme from the straight limit-up board that came out today due to the U.S.-Iran conflict—this expectation is very small.

Key things to watch tomorrow (watch the market):

1. Index repair expected to move upward
2. Power-grid repair expectation—depending on the market situation, whether the repair is to sell or to turn strong
3. Whether Dalian fiber, PCB, domestic computing power, etc., continue to strengthen

Stocks to watch tomorrow:

1. Changfei / Hangdian
2. Aorui De continues to strengthen
3. Xin Hong Tai strengthens
4. Low-tier 云赛智联

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Final Note / Closing Message:

For fans whose trading system is relatively weak compared to the foundation, it is indeed difficult. But that difficulty is not the focus—the focus is that the market has validated the accuracy of the trading system’s execution and its guidance. No matter how hard it is, you have to learn and understand it with your toes on the edge. Reviewing the day’s action + pre-market strategy + live trading breakdown + replay of live sessions + explanations of the comment-section system—this multi-dimensional companionship is what we provide. The rest requires everyone to read more posts, watch more replays of live sessions, and ask more questions through interaction in the posts.

On this road of trading, no one can walk it for you. I can give you a navigation map, but you hold the steering wheel. I can tell you where the pits are, but it’s you who presses the accelerator. I can accompany you to review, run through scenarios, and answer questions—but every single order, every single stop-loss, every time you hold your nerve, that’s all on you.

People who learn passively will always wait for “the standard answer.”
People who learn actively are becoming “the standard answer.”

If you knew it was severely below expectations when bidding in the morning toward power-grid, what are you still waiting for?
If the fiber direction in the morning for Hangdian Co., Ltd. was beyond expectations, can you actually read it?
Why can some people hold Hangdian Co., Ltd. for two days close to 20% gains, while others are still waiting for the rebound to get out of break-even?

No one can be your answer. Build your own multi-dimensional dialectical trading system so that you become your own answer. The trading system I summarized after more than 10 years stepping on pitfalls—I’m happy to share. You just need to stand on my shoulders and turn the trading system into your own.

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