3.26 Pre-Market Strategy: Mismatch in Pace - No Positions

A trader can only succeed by relying on observation, experience, memory, and mathematical skills. Accurate observation alone is not enough; one must also always remember their observations. No matter how much people like baseless speculation or are convinced that unexpected good luck will happen, they must never bet on unfounded or unpredictable events. They need to bet on possibilities, meaning they must anticipate how situations will develop. Years of practical experience, continuous research, and accumulated memory enable traders to react instantly, whether events unfold as expected or unexpectedly. [Taogu Ba]
— “Reminiscences of a Stock Market Master”

1. Strategy Review

Backtracking: The sector showed consistent continuation in the morning, but in the afternoon, Yunnan Energy Holdings failed to break through the double-top level and experienced a plunge. Based on the morning rhythm, among the targets in the electric power sector, Shao Neng Shares was the strongest in the one-word turnover bidding, but due to psychological barriers, it was abandoned.

2. Relay Direction
Currently in the ninth day of the energy cycle, which is also the second day of the new energy cycle.

Eight-board (Zhongnan Culture break point):
Huaneng Liaoning: Since Yunnan Energy Holdings has not effectively broken through the double-top, the sector is expected to face significant divergence and chip aggregation tomorrow, possibly re-accumulating momentum for an attack on Friday or next Monday. Huaneng Liaoning’s momentum has surpassed typical rebound stocks; even if it breaks the board, funds are likely to gamble on its trend.

Four-board:
Zhongli Group: Slightly.

Three-board (Huaneng Liaoning breakthrough node):
Liaoning Energy, Zhejiang New Energy: From the market synergy perspective, more optimistic about their second-tier boards.

Two-board (Sentiment turning point upward):
Power sector strength ranking: Xineng Taishan > Hunan Development > Shao Neng Shares > Energy-saving Wind Power > Guangdong Power A > Ningbo Energy. As long as the core stocks (Yunnan Energy Holdings, Huaneng Liaoning, Huaneng Energy) do not hit the limit down, group betting can continue. Remember: the weak can become strong, but the strong cannot weaken.
Because Energy-saving Wind Power’s positioning is similar to China Satellite before, an example is the group betting on the second-tier boards on December 25, 2025: that day, Longi Machinery was a one-word limit up, while Luxin Venture Capital was a large T-shaped limit. The next day, Longi Machinery opened around +5%, and Luxin Venture Capital opened near the limit-up. The strength relationship reversed, and ultimately, Longi Machinery barely held the limit, then sharply dropped the next day.
Xineng Taishan: Faces many competitors in the same tier; the only way is to continue with a one-word limit up, avoiding showing weakness.
Hunan Development: Also cannot show weakness; basically, the only path is to go for a limit-up T-shape. The stocks are characterized by moderate prices, margin trading targets, and distant chips, which do not fully meet current short-term aesthetics. If bidding does not open near the limit-up, the probability of elimination is close to 90%.
Shao Neng Shares, Energy-saving Wind Power: More suitable for trend-following, not discussed as continuous boards.
Guangdong Power A, Ningbo Energy: Opportunities for the weak lie in demonstrating strength. Even if the sector rhythm is expected to diverge widely, strength can be shown through bidding, then completed with a weak board for turnover.

Aoruite, Zhen Shitong: The only third-tier stocks in the computing power sector worth attention. Subjectively, I favor Aoruite more; I previously had expectations for it and will give it another chance.
Tongding Interconnection, Hongbai New Materials, Shuhua Sports, Jiangnan High Fiber, Rongjie Shares, Changfei Optical Fiber, Hunan Tianyan, Geli Si, Mino Hua, Great Wall Military Industry, Shitou Shares: Due to current focus on the computing power sector, these stocks are marginalized.

Summary:
Focus on the group betting opportunities in the second-to-third tier of the power sector, and the only third-tier stocks in the computing power sector.
(The relay direction is a preliminary idea; final implementation depends mainly on pre-market strategies.)

The stock market is like a martial arts world; you need to find stocks with a certain status and operate with stocks that have a certain status. In this process, only focus on market position and popularity recognition. For energy source players, gaining profit from the market position and popularity recognition of energy source stocks is already enough.

Sharing generously is a virtue. I hope to broaden horizons and elevate thinking, and to grow wisdom and style together with everyone. Wealth is about mutual prosperity.
Pre-market strategy: Remember to subscribe to Yi Yi’s notes! I will update strategies in the Taogu Ba comment section before the market opens.
$Yunnan Energy Holdings (sz001896)$ $Huaneng Liaoning (sh600396)$ $Huaneng Energy (sh600726)$ $Hunan Development (sz000722)$ $Ningbo Energy (sh600982)$

Disclaimer: The logic in this article is solely based on personal review, stock market diary, and does not constitute any securities consultation or recommendation. The stocks involved are not stock recommendations. The opinions are for reference only and are not to be used as trading basis. Trading based on these opinions is at your own risk. The market involves risks; invest cautiously.