[Red Packet] (3.12) Market declined as expected, chemicals and wind power surged, tech accumulating strength during adjustment, what about tomorrow?

Don’t be anxious, don’t get carried away, don’t be arrogant [Taogu Ba]
Friends, you need to understand that what seems to be the simplest job—buying and selling in seconds—is actually one of the most difficult professions in the world. It goes against human nature, is lonely, and requires strong cognition and the ability to execute without human biases.
Don’t be anxious, friends. No stable trader has ever gone through endless devastating losses without experiencing despair.
Don’t be anxious, friends. Your growth begins when you truly respect this market. Respect its brutality and bloodiness. Every mistake costs you instant financial loss. The market, as a “teacher,” never reminds you when punishing mistakes.
Don’t be anxious, friends. Whether you want to get rich quickly or just want to recover your losses and never touch the stock market again—forget these illusions. These fantasies only amplify your unease. Your ability to recover and grow wealthy is precisely because you respect the market and abandon illusions.
Don’t get carried away, friends. When you experience consecutive losses and desperately want to recover, seeing a stock point ignite and thinking it will rise, going all-in to follow—this shows you’re carried away. It will only lead to more losses.
Don’t get carried away, friends. When your cognition is insufficient, and after a deep water loss you cut it, then see the stock rise again without understanding why, and you go all-in chasing the high—this shows you’re carried away. It might continue to fall back, causing intra-day reversals and losses on both sides.
Don’t be arrogant, friends. When the market is good, buying anything makes you profit, short-term returns soar, and you feel like a stock god—looking down on others. When you think stock trading is easy, you’re arrogant. Stay calm, recognize that profits are given by the market, and understand that there are no forever upward trends. Watch for turning points downward and avoid giving back your gains.
Don’t be arrogant, friends. Remember, in the stock market, many can double their money in a month, but few can double in a year. As long as you don’t leave the table, money earned by luck will be returned to the market through your strength.
Don’t be arrogant, friends.
Know that profits come from market strength, and losses come from our overconfidence.
Victory comes first, then seeks battle—
In a war, generals who always win have usually calculated carefully before fighting, knowing with high probability they will win before they even start.
Defeated generals fight first and then seek victory—
Those who always lose start fighting without preparation, then try to find ways to win during the battle, which almost always leads to failure.
This market is never short of opportunities; what’s lacking is patience, calmness, and self-awareness. Look inward, and you can anchor your direction amid fluctuations. Wait for the wind, follow the trend, and let compound interest work miracles.
The core of trading is never frequent trading. Keep your inner peace, avoid being easily influenced by market volatility, follow your plan, plan your trades, and combine high win rates with favorable odds to determine your position size. Perfect your trading system.
Slow down, move steadily forward—that’s the real speed; after all, flowing water doesn’t compete to be first, but to flow endlessly.
I suggest every friend reading this follow me for a week. The gains within a week won’t disappoint you.
If you don’t understand market styles, rotation styles, or how to break through market rotations, read this post: If you don’t understand short-term chip structures and their impact on trading, read this post: The live broadcast you’ve been waiting for, explaining buy divergence turning into convergence, sell convergence turning into divergence, what expectations, over-expected, expectation gap, and recording is available. It’s packed with valuable insights.
This segment of the replay explains chip game, capital intentions, node consensus, and more.
Read and watch these two live sessions and two articles carefully, repeatedly—believe me, it will save you many detours.
First like, then watch—consistent profits for years~! Like while watching, keep your thoughts clear~! Thanks~!

1. Overall Market Trend
Here’s my forecast for yesterday’s prediction for today:

The intraday market trend was as predicted—opened sharply lower, then rebounded after hitting the Shenzhen support at 14,245. This margin of error is acceptable.
Recently, market sentiment and indices have not resonated; the style seems to hint at a potential main rise but has turned into a rotation pattern, with the big fan spinning loudly throughout the day.
Yesterday’s data also predicted today’s sentiment as follows:

In the main post, I mentioned that big tech and indices move in sync—when the market declines, big tech struggles to go against the trend. I also mentioned the possibility of Guangxun Technology catching up with Huagong Technology. Today, that probability continues to rise. The market’s stabilization today means tomorrow could go either way—up or down. If it moves up, big tech will follow. Watch Guangxun, Huagong, and Dongshan Precision; the latter had a small rally at the close, claiming positive news and a market cap about to break 400 billion. This news isn’t enough to justify the rally; some funds believe tech might recover, so they target more recognizable stocks.

This morning at open, under the backdrop of a surge in chemical raw materials futures, chemical stocks performed best in bidding.

Combining with the previous chart, the rise of Jinniu Chemical yesterday was related to methanol futures;
At open, chemical stocks showed divergence—early on, the war was mainly in agrochemicals like Jinjingda, Yuntianhua, Chitianhua, involving secondary processing rather than raw materials. Agrochemical stocks weakened at open, while those related to recent futures—like coal and oil chemicals—such as Jinniu Chemical, Jilin Chemical Fiber, Sanfangxiang, polyester, or chemical fiber—performed better.

In terms of computing power, after two days of divergence, a return is expected today. It did return—Hongjing Technology led the attack at open, Meili Yun also surged, UCloud was pushing higher, and Halo New Network, Capital Online, showed some initiative. Ningbo Construction’s bid in the last second was a small push, then it was hammered down, then pushed again, missing the chance to turn weak into strong. The market has shifted from external sector rotation to internal strength and weakness rotation, leading to a lack of momentum and reduced confirmation of core stocks.

Meanwhile, yesterday’s transformer stocks—China Xidian continued to drift downward. The reason it didn’t attract buyers yesterday was related. Conversely, domestically produced power stocks like Guoneng and Shunnan shares opened lower but then recovered, with some stocks like Hanlan also bouncing back, maintaining sector heat.
Shunnan’s stock was planned to be bought at a higher level before the market opened—market before a new main rise appears, buying at mid-high levels with some support is a relatively favorable risk-reward strategy.

In the morning, domestic power stocks remained strong—green power surged three consecutive boards, Huadian Energy three, energy-saving wind power two, with some first boards like Datang Power and Meiyang Jixiang. Note that some power and energy storage stocks overlap, like energy-saving wind power being dual-attribute.
Today’s big energy storage stocks—CATL shrank in volume for adjustment, Sunshine Power also adjusted with lower volume. Small caps maintained heat, with two boards: besides energy-saving wind power, Chint Power and the recently first-boarded Hangzhou Xinheng, which gained about 15 points and stabilized above the average line.
China Energy Construction was hammered down about 2 points at the close, then stabilized sideways after failing to push higher in the morning.
Yesterday, GCL System Integration, following China Energy Construction, performed well—opened higher than yesterday’s high, with increased volume. If the market reverses, this setup—surpassing previous highs with high volume—could be a buy point.

In the afternoon, around midday, there was a small note about wind power in Europe. Jinkai New Energy ignited before midday, continued to rise after opening, and Shunnan also surged during the session. GCL System also ignited and hit new highs, showing strong momentum. Meanwhile, Goldwind Technology also surged at the open and kept rising until exhaustion, then fell back. Followed by Zhongji United and Shuangyi Technology, both hitting new highs.
China Energy Construction and Yunnan Energy also rose, with Shunnan’s early move preceding China Energy Construction’s.
Later, China Energy Construction’s stock surged, Jinniu Chemical broke down, and wind power’s strength impacted chemical stocks. The wind power rally was mainly in wind turbine equipment.

After the wind power rally, as Goldwind fell back, China Energy Construction kept hitting the limit down. Shunnan, after a sideways consolidation, pushed higher at the close but then fell back. Ningbo Construction also moved with the wind power rally, showing some correlation with computing power and power sectors. Shunnan’s stock hit the limit at 12:31, then China Energy Construction recovered, then Shunnan broke down again. Macro power stocks like Hongjing Technology surged 20 centimeters, Ningbo Construction followed with a quick push, then retreated. During this process, Yunnan Energy slowly moved upward, with two pulses following Shunnan’s breakdown. As Shunnan fell back, Yunnan Energy dropped sharply, and Ningbo Construction’s surge at 14:40 also retreated shortly after. Ningbo Construction’s retreat happened before Yunnan Energy’s.

The first to hit the limit was Jinkai New Energy, the second was China Energy Construction, the white line is Ningbo Construction, the blue line is Shunnan, and the purple line shows minor fluctuations.

Today’s big tech stocks: early on, Guangxun Technology surged against the trend and hit the limit, Huagong Technology also helped push up. As the market declined, Huagong Technology led the drop, and Guangxun couldn’t hold the pressure and broke down—passively. Guangxun Technology oscillated near the average line all day. Huagong Technology experienced a large cycle of decline, with a second drop needed when it fell below -5. The market hadn’t bottomed out yet; around the bottom in the afternoon, it was about -8, then rebounded to around +3, but exhausted buyers and fell back to -5. The intraday volume reached 27.7 billion, and a high-level consolidation may begin.

Near the close, as Huagong Technology declined, Dongshan Precision resumed its surge, with a 13-minute volume spike of 1.5 billion, pushing close to 5%. There was a small note about valuation reaching 400 billion, with G and A clients locking in over 1.2 billion USD of optical chip capacity next year—hard to understand. The index bottomed out and rebounded today, possibly resonating with tech stocks, which might be related to aggressive buying.

At the close, chemical stocks EnerTech and Baichuan both dropped sharply. Baichuan’s debt performance was weak today—initially falling, then failing to recover, indicating that tomorrow’s big tech rotation might see a return, but that remains to be seen.

The intraday pattern was mainly rotation-driven, focusing on contrarian themes. Chemical stocks should watch for oil and coal chemicals, not agrochemicals. Power and energy storage, computing power, and wind power are interconnected. China Energy Construction struggled to recover but showed a main upward trend—look for opportunities to buy. Yesterday’s relatively strong energy storage stocks have adjusted today.
Computing power saw a retracement this morning, dragged down by the market’s decline. Yesterday’s judgment was correct—computing leasing stocks follow the index and match the overall trend. Even so, Ningbo Construction, aside from early in the day, gave a long red session. Taitong Electronics sneaked in at the end of yesterday, still showing red today. Meiyang Yun rose 6 points, Hongjing Technology hit the limit-up with a 20-cent move.
The white line is computing leasing, the blue line is the Shenzhen index.

The market’s high-level anomalies include Yasheng Group, a grain concept stock, moving relatively independently today.

Valuable insights are partly in the recap posts and mostly in the comments section, where I help fellow investors with thought processes.
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Everyone enters this market thinking it’s easy to make money—buy low, sell high, and profit. That’s why you come in. But after coming in, you realize it’s not that simple. Making money is hard, and losses are easy to come by. Since you’re here and have already lost, everyone hopes to recover, or some with stronger skills keep learning, still aiming to improve life or get rich through trading. During growth, you need to recognize emotional traps, as they are often the root of losses.

Don’t focus on short-term returns. Don’t boast about your trading curve over a few days to show off. Overconfidence and impatience lead to reckless trading and losses. Don’t compare your gains with others’—thinking you missed out or want quick growth—this often results in bad trades. Short-term returns are meaningless; many double in a month, few double in a year. If you go all-in on a main board and double in 7 days or 12 days, does that mean you can turn 10,000 times in 97 days?

Top-tier billion-level traders’ main goal is to survive and minimize monthly drawdowns. Only then can they reach nine or even ten figures. They don’t open positions every day expecting profits. Think of the龙虎榜—who is always opening positions daily? When the market is good, they aim for 30%+ monthly returns; when it’s bad, they go flat. Even 1% monthly profit is enough to accumulate about 20% per year. But you know how hard that is—controlling drawdowns and managing emotions are key to avoiding losses.

Here, it’s easy to create anxiety or idolize traders to get more attention and tips, because everyone is eager to make money. I keep advising everyone to slow down—because slow is truly fast and sustainable. I’ve never created anxiety before, and I won’t in the future.

I have a clear understanding and positioning—I’m a trader. Trading requires a calm mind. I hope everyone can learn and gain from my sharing, recognize my efforts, and support me: like, comment, cheer, tip—these are enough. More likes and comments help me reduce unnecessary posts, making it easier for everyone to see my valuable replies. Just 7 likes ensure quality posts; tipping 100 points (2 yuan) is a sign of recognition. The more you tip, the more I remember and appreciate your support, and we move forward together.

2. Market Expectations
Today’s market volume shrank by 70 billion. The index opened sharply lower as predicted yesterday, hitting near 14,200 support and rebounding;

Tomorrow, the index could go either way. If it drops again to 14,200, that’s a strong support and a buying opportunity. If it moves up, watch for resistance at 14,530 and the previous high. Focus on tech stocks for the push.
3. Market Style
Rotation!~!~ Rotation!! If the main rise in wind power and related sectors can be called the main trend, then look for core low-entry opportunities—such as Guojian, Shunnan, Ningbo Construction, and later ones.
4. Data Presentation
Coming soon.
5. Random Notes–
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When opportunities arise, you need to recognize them. This involves long hours of watching the market, developing intuition, trading systems, and the 10,000-hour rule—patience is key. If you have questions, ask—I will answer when I’m here.
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