20260326 The idea is off track. I want to take a break and relax for a while.

Today, the market opened slowly, and the collection bidding was delayed. In the morning, I lost more than 8% overall, but fortunately, I managed to salvage some energy-saving wind power stocks around -4 to -5%. Currently, these accounts are still down by more than 4%, haha.

This morning, Dasha wanted to buy, but all my positions are in deep water… I got trapped.

I like Fosu Technology and Shida Shenghua, but I didn’t chase after three or four percent gains. Looking at my five accounts, only one is in the red, so I didn’t want to open new positions.

Actually, I didn’t want to buy Putai Lai either, knowing that Fosu Technology and Shida Shenghua are their preferred choices, but value investing is still okay.

For Jinkai Xinneng and Xiexin Nengke, I think I need to think deeply about these two trades. Recently, I knew that the strongest were Huadian Liaoning and Huadian Energy.

Huadian Liaoning’s position is at the lowest level, with a fifth board entry. I didn’t dare to hold a heavy position, and as it rose, I didn’t add more.

But Huadian Energy offers daily opportunities. Reflecting on Huadian Liaoning, I shouldn’t waste my positions on Jinkai Xinneng and Xiexin Nengke. So far, Jinkai Xinneng has limited profit, and Xiexin Nengke is at a loss and out of the market. Xiexin Nengke’s fundamentals and performance are roughly three times that of Yueneng Holdings. I don’t think the high valuation is just double, but if the capital says you’re wrong, then you’re wrong. Breaking the ten-day moving average yesterday and not exiting is a fantasy. Permanently blacklisting Xiexin Nengke was my wishful thinking.

Because the most logical stocks for electrical calculation coordination are Xiexin Nengke, Jinkai Xinneng, and Yueneng Holdings, but their performance has been disappointing. Perhaps when Jinkai Xinneng and Xiexin Nengke show some signs, Yueneng Holdings should make a statement. Yueneng Holdings made a T, still hopeful, but profits are running. Maybe I was wrong, and I don’t recommend following.

Energy-saving wind power stocks are doing fine; I agree with them. So, I continue to hold a four-layer position, rolling with the market. I have financing, so I allocated more positions.

Chint Power was sold in batches at -3.5 and -4. The funds still don’t recognize energy storage inverters, sigh…

Yesterday, I wanted to write about Guangxi Energy because of strong support, but I deleted it from my watchlist in the morning. Last night, I added some battery stocks, but this morning I deleted them again.

I don’t like any of the plans, so I only go with Dasha, which can be traded. It’s hard to buy high and sell low.

Auread can’t be bought because I can only be stubborn. Litong Electronics and Dawang Technology didn’t perform well after opening. Although they rose initially, the later performance was weak. Kainuo Taihua Road went crazy with S.

Shaoneng Shares had bad news, so I deleted it from my watchlist. Guangdong Power A has funds to maintain support, with the first low-position board: Guangxi Energy. I’ll see how it performs tomorrow.

Optical fiber cables are weak; I sold Tefa Information during the collection bidding, earning 5%. I sold yesterday after a +4 gain. I really like this sector, especially Longfei Optical Fiber, while others are just following and average.

Looking at posts, Mingpu Optoelectronics is doing okay, at least +7 plus the limit-up. If it doesn’t break the limit in the afternoon, I can look at the premium. This is strongly controlled by funds.

Looking at posts, Litong Electronics should be sold if it doesn’t hit the limit-up.

Looking at posts, Chint Power should defend the ten-day moving average; I’ve exited for now.

Looking at posts, Xiexin Integration also defends the ten-day moving average.

Any stock breaking the ten-day moving average I sell first, and if it recovers strongly the next day, I buy back.

Others are supported by the ten-day moving average; unless at a relatively low level, I look at the twenty-day moving average. At high levels, don’t look at the twenty-day; just treat the five-day and ten-day averages.

This is a weekend post. There are some correct points and some wrong ones; I can only rely on my own understanding and deep research.

Finally, my article is for reference only and does not constitute investment advice. I’ve been a bit tired lately and want to take a break, so you don’t need to specifically check my posts. Thanks everyone for your likes and tips.