4.7

7-board [TaoGuba]
Jinyao, I’m a chemical industry person! The link to medicine-driven momentum is indeed pretty limited, and it’s also moved away from the logic of normal theme trading. At this point, it looks like you have to “burn through” the mid-rank tech stocks to the death; if you recognize yourself as chemical-industry, then a weak-to-strong move shouldn’t be that hard. I’m just afraid of an extreme weak-to-strong that lures people in.

3-board
Huayuan, second board Hengdan, third board 500 million—what pool of funds is mimicking Brother San? Pseud-3 hardness stocks; the sector needs him to keep its hardness. Today is the tightest-volume in the whole field and also the largest net buy at the close. One wave only. I estimate that even if there’s rotation tomorrow, it will still be rotation on the board. If he faces big divergence, the sector will be rather brutal.

Taishan, the turnover-star player. Today’s opening auction looked a bit like it was reacting to the wind; Farswell helped a lot. Tomorrow it’s best to open low to give shares held off-board a chance to rotate. As for whether it can cut Huayuan and break away from Jinyao’s height, I think it can only be step by step, maintaining the initiative. Compared with Huayuan, it has an extra power-generation attribute. Hualiao seems to have stopped falling; maybe it really can take the slot.

2-board
Cuivi, there’s no sector fermentation tied to it from a standalone angle, but from the perspective of war-theme, it suppresses the first-board chemical sector. Another angle: if the war theme isn’t only chemicals, aren’t drones and fiber optics also war-related?

ZhongAnKe, it’s keeping the “Baochangfei” going. The open-board timing isn’t easy to pin down who was the one that charged—there’s room to discuss.

Shengquan, Shandong Communication—maintain the tech ladder.

HuaShengChang, not sure whether that whole pile of good-sounding names on the first board is his fermentation. Tech ladder back row.

First board

1. War theme fermentation; chemical industries batch breakout; but the first board is the ChiNext board
2. Computing power and medicine still coexist
3. Sports, agriculture, lithium-battery rotation

First-board watch

1. Chemicals: hard to choose. Go with an blind pick—Jiangnan Hengxing. If it’s a one-word limit-up, we’ll talk again.
2. Chemical extensions: agriculture—Shenlian
3. “Chinese metaphysics”: let’s talk after it exceeds expectations and breaks away from the second board; it feels like the K-line looks better in Muyang.

Rhythm

1. Jinyao’s volume breakout successfully passed 7, converting into chemical-industry attributes, and the first-board batch explodes
2. Computing power tech in the front row is accelerating normally; the sector takes a brief rest

Tomorrow’s plan

1. Watch Jinyao’s weak-to-strong situation; do a height-kill / bet-on-height-expectation trade—align with the mid-rank plan
2. Watch Huayuan and Taishan’s premium/valuation spillover. After all, the sector is “tech-by-position.” Of course, I don’t rule out Taishan switching back to power as a risk-avoidance move
3. 1 Enter 2 boards for chemicals; open 3 one-word limit-up boards first—pretty hard to hold overnight
4. I like the premium on good names. The second-board group like Huashengchang and Zhenhua are definitely just leading it in, not the main upswing—so then we’ll see how the first-board situation looks