3.10 Midday, Tongyuan Petroleum made a big T, taking profits in Zhongbei Communications and China Tianying.

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  1. Today’s operations [Taoguba]

  2. Tongyuan Petroleum, yesterday added a small position of over 16 points, then sold all the initial positions with a +15 gain. This morning, it opened at the floor price, bought back the positions sold yesterday at the floor, and on average sold the small position added yesterday at around -7. Tongyuan still remains highly profitable;

  3. Zhongbei Communications, yesterday’s lobster stock showed strength. I took a position in Zhongbei Communications, which announced about 400 million yuan in orders yesterday. It opened high in the morning and was sold for profit after a quick rise;

  4. China Tianying, took a position during the auction yesterday, closing with a small loss of 1%. Today, as hydrogen energy strengthened, it followed the trend and pushed higher, then sold at over 5 points;

  5. QianNeng Hengxin, performed even better than Tongyuan during intraday trading yesterday, selling Tongyuan to switch into QianNeng Hengxin, which was really a loss. Yesterday, it lost 8 points intraday; today, it stopped loss at over -8, losing 17 points over two days.

  6. I have temporarily untied China Great Wall, no action on UAV aerospace rainbow and China UAV, and no action on Baofeng Energy.

  1. Review of yesterday’s analysis

  1. Oil opened high yesterday but was realized; funds pulled into computing power and electricity. Today, the opposite happened: oil continued to diverge and open wide, while computing power and electricity strengthened. Quantitative strategies heavily shorted computing power and electricity, then reversed to buy deep water oil at low prices. Today, I followed the quantitative rhythm, selling Zhongbei Communications early and adding to Tongyuan Petroleum for T+0 trading;

  2. Regarding lobster stocks, I am not very optimistic. UCloud opened high in the morning but was realized; TuoWei and Great Wall had very low premiums. The weakening to strengthening of Meili Cloud in computing power wanted to catch ShunNa, but both failed together.

The above opinions are personal notes only and do not contain any investment advice.

** $Tongyuan Petroleum (sz300164)$ $Baofeng Energy (sh600989)$ $China Great Wall (sz000066)$ **

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