All-in Huadian Liaoning Energy, Jinkaipower New Energy. A long-awaited explosive surge!

Long-suppressed emotions finally found release in the market. Last night, when crude oil plummeted, the A50 surged sharply, and the US markets skyrocketed. Naturally, the major Chinese markets didn’t stay weak! The indices opened significantly higher this morning, then were repeatedly cashed out and re-accumulated by funds, with this cycle continuing back and forth. During the session, the market once turned red, but ultimately the bulls defeated the bears, leading to a broad rally. After a long drought, this timely big rally saved suffering investors!

The market’s high point expanded to six consecutive limit-ups led by China Power LiaoNeng. Yesterday, this sector was the strongest mainstream. Yunnan Energy Holdings and other top core stocks followed a strong trend, with China Power LiaoNeng maintaining healthy turnover and hitting the limit-up. Several stocks within the sector also hit the limit-up, including Zhongnan Cultural, Hanlan Co., ShaoNeng Co., and others. Another top core stock, Jinkai New Energy, also saw a big upward move today, with strong intraday buying pushing it to the limit-up. It’s likely that the leisure traders are back. After the last big order at 9777 was widely circulated, leisure traders paused, now switching to 9999. Additionally, GCL System Integration also surged significantly. Slightly disappointing is that Dongfang New Energy and China Power Energy are currently in a water lily movement!

The gains in smart power grids naturally provided positive feedback to photovoltaic energy storage. Especially with Zhongli Group’s straight-up breakout to the third board and hitting the limit-up, the photovoltaic sector overall remained very strong. Many stocks within the sector hit the limit-up, such as Tuori New Energy, Haitian Co., Beijing Kere, Yabo Co., etc. Unfortunately, Chint Power’s second board yesterday did not offer a premium!

The tough short-term period may be over. At least today and tomorrow, short-term sentiment should be good. China Power LiaoNeng, as the breakout leader, is a rare space board, which is very difficult. At any stage, ultra-short-term trading should focus on the strongest core stocks, as that is the safest approach. This morning, GCL Integration provided a quick opportunity with a red plate, and I sold immediately. China Power LiaoNeng, as the market’s strongest core holding, remains unchanged. I also added to Jinkai New Energy, which is now the largest position. Other holdings include Hanlan Co., ShaoNeng Co., Changfei Optical Fiber, GCL Energy Technology, Yunnan Energy Holdings, and others, mainly positioned within the power and computing capacity synergy sector!