Every move I make is logical. The same upgrade to 4 boards—why do I buy the dip in Yasheng Group but dismiss Shui Fa Gas?

1. Mood Cycle [Taogu Ba]
   (1) Cycle: Chaos phase, Day 16, today’s sentiment continues to diverge.
   (2) Sentiment: Very poor profit-taking effect, significant loss effect.
2. Timing
   (1) Major divergence in the overall market, significant differentiation in Middle East concept stocks, short-term market shows notable divergence, not suitable for action.
   (2) Yunnan Energy Control weak to strong rebound, new and old cycles tug-of-war intensifies, short-term sentiment continues to diverge (Dao).
3. Continuous Board Tiers

600108 Yasheng Group 4 Agriculture
603318 Shuifa Gas 4 Natural Gas
600759 Intercontinental Oil & Gas 3 Oil Services
002490 Shandong Molong 3 Oil Services
4. Selected Stocks
4.1 Leading Stocks
None.
4.2 First Market
None.
4.3 First Topic

600108 Yasheng Group 4 Agriculture
603318 Shuifa Gas 4 Natural Gas
600759 Intercontinental Oil & Gas 3 Oil Services
4.4 Key Sectors and Core Targets
5. Buying Stocks
(1) Yasheng Group.
(2) Intercontinental Oil & Gas.
6. Holding Positions
None.
7. Selling Stocks
None.
8. Tomorrow’s Plan
8.1 Core Principles
(1) Keep the main line vague, do not insist on the leader; respect the cycle, adapt flexibly.
(2) Set the direction first, then choose entry points; control risk first, then seek profit.
(3) Lurk for rotation, strictly control trial and error; avoid chasing false heat, prevent huge losses.
8.2 Today’s Stock Pool (Intercontinental Oil & Gas)
8.3 Tomorrow’s Stock Pool (Intercontinental Oil & Gas)
8.4 Manage Positions
None.
9. Practice Modes
9.1 Static Stock Selection
Pre-market stock selection must follow basic principles: “Prioritize recognizability,” “Focus on core stocks,” “Highness before strength,” “Favor new over old,” “Continuous boards greater than re-entries,” etc.
9.2 Timing Operations
Timing mainly looks at sentiment during the main rise period, mostly on sentiment warming days.
9.3 In-Session Stock Selection
In-session stock picking is a necessary supplement and correction to static selection. Follow principles like “Prioritize recognizability,” “Focus on core stocks,” “Price exceeding expectations,” “Opening exceeding expectations,” “First issuance抢第一,” “Good stocks must be抢,” “Look at A-shares to do A-shares,” and adhere to “Patience and hit in one shot.”
(1) Prioritize recognizability.
(2) Focus on core stocks.
(3) Choose new stocks over old.
(4) Select high over low.
(5) Choose strong over weak.
(6) Select high over strong.
(7) Prioritize exceeding expectations over not meeting expectations.
9.4 Buying Stocks
Buying must follow principles like “Prioritize recognizability,” “Focus on core stocks,” “Price exceeding expectations,” “Opening exceeding expectations,” etc.
Stock buying is the implementation of trading plans. At low positions, core stocks must be “stronger and stronger” buy points; at high positions, core stocks should follow “weak转强” (weak to strong) buy points. An opening straight-up rally is a basic prerequisite for buying.
9.5 Holding Stocks
Holding stocks must meet principles like “Prioritize recognizability,” “Focus on core stocks,” “Price exceeding expectations,” “Opening exceeding expectations,” “Early stronghold,” etc.
“Early stronghold” means sealing the涨停 before 10:00, with smooth intraday走势 and large封单; after 10:00, no炸板 and strong封单 at the close. The core logic of holding is to gain high premium the next day; if this principle is violated, there is no basis for holding.
9.6 Selling Stocks
Selling must follow principles like “Sell if not meeting expectations,” “Sell to avoid risk,” “Sell when weakening,” “Sell when weak转弱,” etc. Be prepared to sell in these situations:
(1) Price涨幅 less than yesterday or below market expectations.
(2) Opening drop over 3%.
(3) First wave冲高 less than 3%.
(4) First wave触板未封板 or near触板.
(5) Second wave冲高未突破第一波高点.
(6) Intraday回踩跌破均线, within 3 minutes unable to re-站上均线.
(7)炸板回落跌破7点, within 3 minutes unable to recover.
(8)炸板回落跌破4点, within 3 minutes unable to recover.
(9) Weak尾板.
(10) Chaos phase, failed upgrade stocks (excluding core), next day night排核.
(11) Chaos phase, core stocks断板 next day weak转强, third day night排核.
9.7 Correcting Mistakes
Falling for a sell is a normal trading phenomenon. The key to correction is overcoming psychological acceptance issues, requiring deliberate training. Correction should follow “Disagreement转一致”: if disciplined to take profits when炸板跌超7点, then if later due to index, sentiment, sector divergence, etc.,转一致, decisively follow and buy back. Many find this difficult; fundamentally, it’s about breaking psychological barriers, which must be重点克服.
9.8 Operation Reflection
(1) Sentiment warming days + recognizability + key points + exceeding expectations.
(2) The reason for low absorption of Yasheng Group is due to large index divergence, capital avoidance; additionally, the Two Sessions have expectations gap in agriculture; from intraday, Yasheng has expectations gap, large funds are clearly re-approaching.
(3) Shuifa Gas, need to sell quickly tomorrow.
10 Painful Lessons
(1) During recession, must clear all so-called leaders immediately; suppression is highly probable, “drinking soup” is unlikely!!!
(2) During recession, explosive moves are all补涨, a wave, false prosperity deliberately created by funds; when leaders fall,补涨 is just A-shares杀跌, with no exceptions.
(3) Recession generally lasts 3 days, up to 5 days.
(4) During recession, at least keep 3 days of空仓!!!
(5) Clearly distinguish recession from strong divergence periods. During recession, leaders are suppressed on the same day with no escape; the next day, they continue to跌停; the strongest补涨 may炸板回落, with some封板活口, but the next day likely to补跌. In strong divergence periods, leaders have充分换手断板, sometimes尾盘跌停, but the next day they弱转强反包 (with strong/weak distinction); many theme stocks补涨, leading to大幅分化, funds will go to弱留强, leaving a few活口; next day,活口 will弱转强,继续高歌猛进,引领资金回暖主线.
(6) After recession, it’s chaos period, characterized by fan rotation行情, with themes like半导体 (chips), smart grid, robotics, chemicals, precious metals,消费, 商业航天, AI applications, each rotating over 2 topics daily.
(7) Chaos period is a structural行情, showing “two good days, one bad day, two steps forward, one step back,” normal rotation. Hot topics lack持续性, but core themes will repeatedly warm up, generally stopping at 4入5.
(8) Chaos is like打地鼠行情: strong on the day, follow on the day, cash out the next day; correct rhythm means a bull market every day, wrong rhythm means a bear market every day.
(9) Transition from chaos to strength has high success rate; from chaos to weakness, low success rate.
(10) Transition from decline to chaos requires a dip to switch; similarly, from chaos to main rise also needs a dip. The dip period can do连板高标, with high premium the next day.
(11) Ultra-short operations focus on today buy, tomorrow sell,去弱留强, not recommended to buy on the left side low; prefer to do weak转强,强更强.
(12) During chaos, reduce participation in 20cm stocks; eliminated stocks generally carry补跌风险.
(13) During chaos, stocks with 3 or more boards (excluding core sectors), if failed today, next day night排核, do not expect miracles.
(14) After-hours major negative news stocks, next day night排核, do not expect miracles.
11 Acknowledgments
Thanks again to the Zhijia Army for their concerted efforts, continuously delivering 15 high-quality posts, very powerful!!! The Zhijia team is growing stronger, their combat effectiveness increasing!
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