[Red Envelope] March 5 Review: The market experienced a strong recovery, seize the opportunity to enter early, and focus on the LED concept.

Sometimes I wonder, if I didn’t post during trading hours, would my trades look more impressive? Super short-term relies solely on bidding and opening within the first 10 minutes, basically the outcome is decided for the whole day. [Taoguba]
Why do I repeatedly emphasize the importance of trading and encourage more participation? The law of a thousand times: instant reactions, locking in positions, buying and selling, even stock picking during trading hours, decisions can be made in just one second.
You always ask, why? Market feel, being one step ahead also depends on market intuition. I don’t think so much, honestly it’s muscle memory, conditioned reflexes, subconscious actions executed before conscious thought. If I made decisions with deep deliberation, based on fundamentals, good stocks would be nearly impossible to buy every day. Where’s the talent for lazy gains? Even the most talented rely on countless trainings, effort, summaries, repetitions to achieve that so-called quick edge—just one second.
If you can beat quant algorithms by one second, they become your stepping stool. Cognitive advantage will crush everything, it applies in all fields. Why are skilled experts respected everywhere? It’s the same principle.

This is about pre-judgment and preparation. At 8:15, I’ve already analyzed domestic and international news.

By 9:26, I predicted the end of the old cycle and the start of a new direction, so I cleared all previous positions to free up funds for new entries. That’s also a form of decisive action.

Between 9:15 and 9:40, I had already shifted from old to new positions, targeting the new direction, while many others were still uncertain, locking in on electricity stocks?
Again, one step ahead in layout and harvesting.

I always emphasize front-running and catching the later movers. While you’re still tangled over what the main trend is or how the market is moving, I’ve already finished my work and am watching the show.

I also mentioned that Yunnan Energy ended at 10:09. So shifting to new sectors and the demise of old leaders is inevitable—no need for further prediction.
Honestly, I don’t want to talk about oil and gas anymore. I’ve mentioned it so many days. Yesterday, I said the only stock that could go up was Molong; today, the only one is Intercontinental, which indeed hit the daily limit during trading.
Buying the dip in green stocks is already quite cost-effective. It’s also a form of cognitive harvesting—no need to wait for the limit-up to buy on breakout.
If your skill level is high, you can buy at any point—this is a game for top-tier players and those with lots of money; for example, I bought Intercontinental Oil & Gas on dips because I predicted this sector correctly, so I’m confident and can pre-position to earn more profit.
If you have moderate skills, you can buy midway, like Yage Optoelectronics, I did the same.
If you seek certainty, then buy on breakout, like Dongfang Electric—I did that too.

So, for super short-term trading or any stock, the three entry points are: buy on dips, buy midway, buy on breakout.

But for me, these are all confident choices, not gambling—it’s about cognition.
It’s hard to explain more; if you don’t understand or can’t grasp it, even if you listen, you might not be able to do it. For example, a physics PhD explaining Schrödinger’s cat, quantum entanglement, etc.—you can’t expect to understand and learn in half an hour. It’s a fantasy.
So, when you ask, it’s about market feel. If you really want to learn, watch my live streams and review my analysis carefully. Knowledge is hidden in every detail—where there are gaps, you lose money; outside of cognition, you won’t make money.
Can you understand this example? It’s not that I don’t teach; I’ve been teaching all along. Sharing my positions openly exposes me, which is actually not good for me! I put in much more effort than you think. I consider myself a kind person. I’m very willing to share and teach.
There’s not much left to say—think for yourself. If a primary school student listens to a PhD lecture, they might reach PhD level—do you believe that? Do you trust me?
So, the answer you seek is itself a paradox. My long journey from the beginning to now—you’re too greedy, too unwilling to put in effort. The stock market is not suitable for those who want to eat others.

War changes rapidly; what certainty do you want? Even presidents have become saints. Therefore, based on the situation, buy and sell oil and gas at any time.

All top stocks hit the limit and fell sharply—now you see the value of bidding to clear high stocks!

Optoelectronics ignites the scene, power grid takes the baton
Today’s market can be summarized as “high-low switching.” Previously soaring oil and gas cycles have cooled down, funds have flowed back into the long-quiet tech growth tracks.
Although the index only rebounded mildly (Shanghai up 0.64%, ChiNext up 1.66%), over 4,100 stocks rose, short-term sentiment clearly improved. The trading volume remained at 23.9 billion yuan, with moderate increase, leaving room for tomorrow’s continuation.

Index recovers 4100 points, tech growth leads the rebound
Today’s main rebound drivers are the ChiNext and STAR Market sectors. The ChiNext surged over 3% at one point, the STAR 50 rose more than 1.7%. This indicates a shift in fund preference: from risk-averse high-dividend sectors to more flexible tech growth stocks.
The market shows a clear “growth leading, defensive resting” pattern:
• Offense (rising): MicroLED concept stocks (Jufei Optoelectronics, Huacan Optoelectronics, etc.) hit daily limits, with 20cm gains. Power grid equipment remains strong (China Xidian hitting new highs).
• Defense (falling): Oil & gas extraction, agriculture, forestry, animal husbandry, and petrochemical sectors declined sharply. Previously strong water-based gas companies hit the limit down, Beiken Energy plunged, indicating a clear cyclical retreat.

Funds flow: Main funds flooded into power equipment and electronics sectors
Today’s fund flow was extremely polarized:
• Inflow: Net inflow of 11.577 billion yuan. Power equipment and electronics sectors attracted the most capital, with net inflows over 17 billion and 16.2 billion yuan respectively. This shows institutional funds are massively reallocating from cyclical to tech sectors.
• Outflow: Non-ferrous metals sector saw net outflows of 8.6 billion yuan, petrochemical over 3 billion. This confirms the cyclical retreat of oil and gas.

Deep analysis of core themes and hot topics
For super short-term traders, today’s profit mainly came from these sectors:

1. MicroLED (the strongest trend), comparable to recent oil & gas;
   • Reason for surge: MicroLED CPO solutions, with energy-saving advantages, are becoming alternatives for optical interconnects, consuming only 5% of copper cable solutions. The explosion in AI computing power and data transfer needs directly fueled this niche.
   • Key stocks: Jufei Optoelectronics (limit up), Huacan Optoelectronics (limit up), Jucan Optoelectronics (limit up). These are typical flexible growth stocks suitable for aggressive traders.
2. Power grid equipment (sustained main line)
   • Reason for rise: US-China resonance logic. On one hand, China’s “14th Five-Year Plan” increases power grid investment; on the other, US major grid operators approved $75 billion in transmission expansion projects. Giants like Amazon and Google pledge to meet AI data center power needs, benefiting transformer and cable exports.
   • Key stocks: China Xidian (hit new high), Hanlan Co. (double limit), Shunnai Co. (double limit).

Today’s consecutive limit-up stocks show “high vacuum, orderly bottoming.” Although no leader hit more than two limits, the power grid sector advanced in batches, forming a complete echelon, laying groundwork for future breakout.

Shunnai Co. (002533)
• Core logic: Transformer export concept. Benefiting from the US grid equipment upgrade cycle. Today’s large order was a key sentiment driver.
• Tomorrow’s focus: Can it continue to hit the limit, driving sector inflow?
Jicheng Electronics (002339)
• Core logic: Solid fundamentals. Secured a 215 million yuan order from State Grid, a significant revenue contributor. A stock with performance support.
• Tomorrow’s focus: Can it withstand profit-taking and form a turnover?
Hanlan Co. (002498)
• Core logic: Leading in ultra-high voltage conductors. Company leads in flexible DC submarine cable tech. Two consecutive days of volume reduction with limit-up, good chip lock-in.
• Tomorrow’s focus: Likely to face volume divergence; whether it can hold is critical.
Smart Automation (002877)
• Core logic: Two sessions hot topic. Benefiting from “smart economy” concept fermentation. Dominated by quantitative funds, spreading horizontally.
• Tomorrow’s focus: Sustainability doubtful, likely to diverge; not recommended to chase.
Tongguang Cable (300265)
• Core logic: 20cm flexible target. Main business: wires and cables, benefiting from grid construction demand.
• Tomorrow’s focus: As a ChiNext limit-up stock, high flexibility but also high volatility risk.
Zhuolang Intelligent (600545)
• Core logic: Smart machinery concept. Also a hot topic from the two sessions.
• Tomorrow’s focus: Follows market hype, lacks independent logic.
Wangli Security (605268)
• Core logic: Smart home concept. Has cooperation with Huawei.
• Tomorrow’s focus: Hotspot riding, observe Huawei concept’s sustainability.

• Focus on main themes: continuous strength of power grid equipment and MicroLED. Especially the power grid sector, supported by policies and earnings expectations, is currently the most certain direction.
Cyclical stocks’ retreat is often trend-based; avoid bottom fishing.

High-level divergence: Today’s rebound was a volume-reduced rally, tomorrow faces profit-taking pressure. Especially since the ChiNext surged over 3% at one point, but closed lower, indicating heavy overhead pressure.
Difficulty in continuation: Current limit-up echelon is only two stocks high, market is in early recovery stage. Tomorrow’s continuation depends on the strength of front-line stocks like Shunnai Co., watch for strong buy orders, beware of opening high and closing low.

Today I won’t pick stocks; I’ll focus on the stocks I hold, favoring the strong and weak. It’s not necessary to pick stocks every day—if you hold core positions, you can just relax. You can also add positions or do T+0 trading. If you don’t know how to operate, just hold your positions. I also add half first, then increase.

Qianyu System’s 6-character mantra: Timing; Trend; Stock!
Timing: Follow the emotional cycle! Trend: Follow the profit effect! Stock: Follow the leading matrix!
Leading players (top stocks in continuous limit-ups, trend leaders), focus on main line market stocks;
Use position management + emotional nodes + decisive action to achieve stable profits, month after month!
Flowers may dazzle, but I profit from your distraction!
Adapting to change, following shifts, ready to respond anytime—that’s my core principle!
Like every negotiation, it’s a game of strategy. Opponent makes a move, I counter—simple as that!
The more concise I am, the easier you understand—no fluff, just confidence.
For systematic learning of basics, I’ve posted before; I’ll keep updating when I have free time. Want me to write more? Leave a comment.
Click the links below to watch:
How to identify leading stocks and profit from them ()
How to understand auction bidding ()
How to quickly read intraday charts (trend stocks) ()
Sharing trend trading methods suitable for office workers ()
How to view the “selling flying” problem ()

Thanks to the nine great supporters above, and to my junior brother for recent continuous support~~
Thanks to the support and recognition from thousands of followers: Persistent Top Trader @eidjsjj with 2000 points; I think this model is better with gold fans, I can repeat your name several times

**Second Leader @QianChaoRetreats, I know I am better without him with 1500 points; Third Leader **@WangDuoRouRou with 1000 points; and @SmileDragon, @ThatFadingSea, @QianChaoRetreats, @ZhaoChen, @YouRuo, @WanderingSeaUrchin, @A Cup of Tea for Life, @FanFan77, @ClearShip, @XuKe, @QianQianQian, @PovertyStepCloud, @ChenFafa, @LastFight, @XiangZhangKing for the tips! Happy~~!

Welcome to join the “Profit Rising Army” for shiny fan badges! Remember, what you learn and earn, quickly recharge—let me remember you, haha! Be kind and reciprocal! This is just a drizzle—more interaction can also earn silver fans, and for those in real difficulty, a 100-point tip in posts is fine. Live stream tips of 200 points to urge broadcasting. If you’re reluctant to spend even this, and keep asking me for stock advice daily, honestly, three to five free times are enough; beyond that, I’d rather not bother! Everyone’s time and energy are precious—I’ll focus on supporting those who support me. Maybe other posters are very capable, but think—if you stay with me for half a year, what level can I reach?! I’m now trading in stocks with limit-up stocks on the left and strong trending stocks on the right, almost nonstop all day—whatever the market brings, I do. Choose me, haha!

Also, note: On March 7, I will have the first live broadcast of the new year: Timing is greater than stock selection! Hands-on teaching on using “dual cycles” to judge buy and sell points! The dual cycle refers to environment cycle and sentiment cycle. Come listen if you’re free~~ Reserve your spot so you won’t miss it.

Note: The above is just personal sharing, not investment advice. Avoid blindly following stocks—understand before buying. Profit and loss are your own responsibility.