Algorithm-Computing Synergy Big Divergence, Jinniu Chemical Quadra Kill!

Significant Discrepancies in Electric Power Collaboration, Taurus Chemical Quadra Kill!

[Taogu Ba]

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1. For ultra-short-term trading, watching the bidding is essential. Here are three articles specifically teaching bidding techniques, and one on buy/sell points. I’ve included the links below:

1. Ultra-Short Technique: Collective Bidding Part. Opening Moves!：https://www.tgb.cn/a/2fRuQEzi6Xc ；
2. Ultra-Short Technique: Advanced Collective Bidding Part!：https://www.tgb.cn/a/2gfVqwYkZ0o ；
3. Collective Bidding Expectation Management Part：https://www.tgb.cn/a/2jY6ur5IxIy ；
4. How to Achieve Precise Buying and Selling: https://www.tgb.cn/a/2dYUCBCPwZu ；

March 13, 09:25 Bidding Limit Up/Down:

Analysis:

1. Six stocks hit the limit up during bidding (four with sealed orders), zero limit downs. Yesterday, six stocks hit the limit up (all with sealed orders), zero limit downs. The largest sealed order was 1.6 billion, yesterday’s was 1.2 billion. Fewer stocks hit the limit up during bidding, with Zhongnan Culture maintaining the top volume. Overall bidding sentiment is weaker than expected.

2. One stock in the 4-5 range
   l Zhongnan Culture (Jiangsu + Restructured Electric Power), sealed order of 1.6 billion within expectations, but the increase was only 400 million, indicating the front-runner’s order increase was not very strong, implying larger divergence expectations in the back of the electric power sector.

3. One stock in the 3-4 range
   l Green Power (Tianjin + Electric Power), sealed order of 300 million within expectations with a rapid one-word increase, but the sealed order is small. Combining with Zhongnan’s moderate order increase, this suggests expectations of opening and turnover in Green Power.

4. Three stocks in the 1-2 range
   l Kuntai Co., Ltd. (Shandong + San Ge), sealed order of 600 million, strong San Ge influence, key indicator.
   l Luxin Technology (Shanxi + Coal Chemical Industry), weak one-word sealed order, slight acceleration within expectations, implying coal chemical expectations. The position within the echelon is Huadian.
   l Zhengzhou Coal & Electric (Henan + Coal Chemical Industry), weak one-word sealed order, slight acceleration within expectations, implying coal chemical expectations. The position within the echelon is Huadian.

5. One first-mover stock
   l Hengtian Hailong (Shandong + Chemical Fiber), one-word 400 million, yesterday’s top quant was Jilin Chemical Fiber 1.1 billion + Zhongfu Shen Ying 900 million + Taihe New Material 600 million. The theme has not yet taken off. Today, the strength of Hailong has decreased, possibly to support yesterday’s top one-word stocks or due to repeated stimuli in the chemical fiber sector.

6. Zero limit-down stocks:
   Analysis: No stocks hit the limit down during bidding, indicating moderate negative feedback strength.

2. Closing Data:

1. All three major indices closed in the red: Shanghai Composite down -0.81% at 4095.45, Shenzhen down -0.65%, ChiNext down -0.22%. Turnover was 24,173 billion, down 433 billion from yesterday. Net inflow was -92.433 billion. The number of advancing and declining stocks was 1502:3828 (yesterday 1494:3893). Limit up/down ratio was 59:13 (yesterday 52:2).

Analysis: The divergence in individual stock gains and losses compared to yesterday continues. Limit-ups increased by 7 to 59, with 8 stocks hitting the daily limit chain, up from yesterday, reaching 4 consecutive boards. Profit-taking focus is on risk-averse themes like power and chemicals. Limit-down stocks increased sharply by 11 to 13, showing extreme loss-making effects and violent rebounds. Overall sentiment score is -2826, compared to -1849 yesterday, indicating clear divergence, consistent with morning session expectations of continued sentiment divergence.

2. Top 10 Trading Volume Significance: Market’s Strongest Forces Must Be Monitored!

Analysis:

1. The ratio of top 10 trading volume stocks is 6:4, an unusual proportion. The main board dominates the top 10, with CPO PCB occupying 5 seats, power sector 3, new energy 2. The US stock market reflects energy sector dominance in trading.
2. Bidding up/down ratio is 6:4, showing divergence. China Power Construction had the highest increase due to announcements; Huagong Tech had the largest decline, with volume peaks followed by continuation of divergence the next day.
3. Closing up/down ratio is 8:2, with consistent performance. China Power Construction again led in gains, Huagong Tech in declines, continuing the bidding trend.
4. Total market turnover compared to yesterday increased by 43.3 billion, but the top 10’s volume shrank by 8 billion, inconsistent with overall market volume increase. The top 100 stocks’ up/down ratio is 36:64, weaker than the top 10 and overall market, indicating extreme divergence in market weight performance.

3. Limit Up/Down as Manifestations of Extreme Profit and Loss Effects, Must Watch!
Limit Down:

Analysis: 13 stocks hit the limit down, none continued down; no 20cm limit-down stocks. Core stocks showing high-level downward trend include Yunnan Energy, Huasheng, etc., focusing on negative feedback in power sector, tungsten metals, and other hot core stocks. Multiple short-term hot stocks show extreme negative feedback, indicating strong divergence in speculative sentiment. However, sealed order sizes are small, suggesting no momentum for next-day continuation.

Limit Up:

Analysis: The negative impact of Middle East conflicts is substantially transmitted to the global real economy. Overseas stock indices continue to fall sharply, tech stocks remain weak, and the Chinese A-shares index shows continuous weak consolidation with downward trend. The market’s loss effect is concentrated on previously strong high-position stocks in electric computing and tungsten metals. Short-term sentiment shows strong divergence, profit-making effects are weak, focusing on power and chemicals. Multiple sector rotations occur within the day. The market volume shrinks without strong hotspots. Since Wednesday, the Chinese A-shares have experienced three consecutive days of more declines than advances, with a persistent bearish cycle, making it very difficult to go long overall.

Continuous Board Analysis:
5-Board
Zhongnan Culture (Jiangsu + Restructured Power + 487 million), bidding of 1.6 billion within expectations, but sealed order increase was weaker than expected. Power sector shows strong divergence today, with nearly 500 million in leaked orders on the board. Next trading day faces potential 6-board suppression and Huadian Energy’s positioning. If the board breaks, monitor time-sharing feedback; if extreme loss effects appear, beware of intensified short-term downward divergence leading to power sector retreat. If it withstands divergence and advances, the theme may revive successfully.

4-Board
Huadian Energy (Northeast + Power + Coal, 1.494 billion), bidding opened above 8 as expected, with a difference of + coal attribute positioning Huadian Power. Close with 5.08 million in bid orders, total daily turnover 1.5 billion, showing some momentum. Still, it’s uncertain if it can withstand Zhongnan’s volume next Monday. If it advances again, green power and Zhongnan should not produce extreme negative feedback. Otherwise, the momentum will break, so caution is advised.

3-Board
Taurus Chemical (Hebei + Chemical Industry + 2.973 billion), bidding opened strong but weakened in the afternoon, with repeated failures to hold boards. End of day, Tianhua Chemical and others rejoined, but overall resilience is weak. The stock hit a new high, being the only stock from the Middle East conflict to do so so far. It bypassed intercontinental and Molong oil & gas stocks. If the theme continues to ferment over the weekend, futures may surge on Monday. The short-term price increase and shortages in chemicals are different from crude oil, which can be offset by releasing reserves. The logic of chemical price increases remains valid.

2-Board
Farsight (Jiangsu + Optical Fiber + 425 million), weakly opened and failed to hold, but trend shifted to strong. Rumors suggest Xin Duoduo controls it, similar to Guo Sheng Technology’s previous pattern. Expect a large volume increase on Monday, but note that Guo Sheng had significant drops before rebounding. The secret is no longer a secret, and expectations are fading, so only strong hands can hold.

Dajin Heavy Industry (Northeast + Wind Power + 3.979 billion), wind power sector accelerates, with European tariff exemption as a real benefit. Today, wind power equipment theme hit new highs with strong index performance. Six stocks hit the limit up, and sentiment suggests a premium on Monday. However, individual stock expectations should be lowered; a strong start is good enough.

Zhengzhou Coal & Electric (Henan + Coal Chemical + 405 million), coal chemical sector slightly accelerates within expectations, supporting Huadian Energy.

Luxin Technology (Shanxi + Coal Chemical + 313 million), similar slight acceleration, supporting Huadian Energy, with internal competition with Zhengzhou Coal & Electric.

Sanfangxiang (Jiangsu + Chemical + 710 million), late-day stealth buy-in and debt-related, with a strong chemical fiber positioning, but expectations are limited.

C8 Supermarket:

Operation: Huasheng Tiancheng opened low, broke below 10-day moving average, then rebounded; Hongjing Technology was bought in mid-Wednesday, then sold off Thursday; Ningbo Construction dropped and was sold; GCL Energy re-bought; Shuangxin Materials exited bidding.

1. Huadian XX (intraday positioning in green power sector, watch for follow-up)
2. Green Power XX (early divergence, watch for follow-up)
3. Taurus XX (bidding trigger mode, intraday divergence, low buy-in attention)
4. Datang XX (bidding + mid-day, exceeding expectations, game on power low capacity 1-2)

March 16 Outlook: First review external feedback and weekend news. Short-term indices are not expected to rise significantly, so risk-averse sectors like power and chemicals may fluctuate. Look for these overperforming stocks for arbitrage. Tech stocks are undervalued after decline, suitable for low buy-in and betting on a rebound. Specific strategies and expectations will be updated as usual. Thanks for your continued learning and support!

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