# All-in board play, big victory achieved!

The index has risen for two days, then it experienced a correction. In the short term, the super-strong smart grid sector saw a pullback at the open. The top trend core, Yunnan Energy Investment, was heavily sold off, scaring many smaller players. Zhejiang New Energy, Huadian Energy, Liaoning Energy, Shao Energy, and Ningbo Energy were all dragged down. Even Huadian Liaoning, the strongest high-standard stock, experienced a sharp decline, but it was quickly recovered by funds, maintaining overall good support. More funds shifted to low-priced, rebound-oriented power stocks like Jin Control Power, Jingyun Tong, Gannan Energy, and Guangxi Energy, which all hit the daily limit. As Huadian Liaoning recovered to the daily limit and moved to the Ninth Board, funds flowed back into the power sector. Yunnan Energy Investment, from a -9 position, was lifted back to positive, and Huadian Energy from -5 to +5. The sector remains strong, but overall, the market has entered a major retreat phase. High-standard stocks are no longer suitable for participation at the end of the trend, mid-cap stocks are risky, and small-cap core stocks on the first board may have some opportunities!

After the early morning retreat in the power sector, funds shifted to lift lithium batteries. Rongjie Shares rose to the third board, with Shida Shenghua, Tianji Shares, and others hitting the first board. Currently, this sector seems to be following a trend, but arbitrage strength isn’t very high. Only the strongest front-line core stocks are suitable for participation!

This morning, 36 stocks hit the limit, 10 broke the limit, and one hit the limit down. The highest standard was Huadian Liaoning at the 9th board. Below that are three-board stocks like Xineng Taishan, Rongjie Shares, Minohua, and Hunan Development. There are four two-board stocks and 27 first-board stocks. Short-term funds mainly focus on first-board arbitrage. The rallying sentiment is quite average, and mid-cap stocks carry high risks—be careful not to get caught out! For example, Aoruid is a typical case: power and computing power are complementary. When power declines, computing power also struggles to stand alone.

In the short term, focus on core first-board stocks for trading. Yesterday’s weak stocks, like Zhongli Group, caused many to panic. Especially with a five-point gap down at the open, many were trembling. Yesterday, the top-ranked buy order involved a billion yuan, and today, it was sold at a four-point premium during intraday trading. Whether you can grasp the opportunity depends heavily on skill. I sold around 5.18 for a profit, and another core stock, Huadian Liaoning, was sold more normally. The first wave of rise was held for potential re-accumulation or T+ trading, but I ultimately held back. When funds started flowing back and hitting the limit, I began to sell gradually. I didn’t expect the funds to return and push to the limit again. Theoretically, leading stocks should be held until the end of the day without hitting the limit. I initially planned to stay flat for a day, but after a big intraday surge, I decided to buy the breakout!