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The strongest sector in bidding is petroleum and petrochemicals: Intercontinental Oil & Gas, Shandong Molong, CNOOC, Zhongman Petroleum, and Tongyuan Petroleum. Next is chemical industry combined with power calculation synergy, including Baofeng Energy, Chitianhua (first board, one up two), Jinniu Chemical, Zhongnan Culture (restructuring, first board, one up two), Ningbo Construction (one up two), Jinkai New Energy (trend), GCL New Energy Science & Technology, among others, all are single limit-up stocks.
In terms of volume, among the first up two stocks, the expected ones are Tuowei Information, Satellite Chemical, Jinchengda, and Yunnan Energy Control. The second up three stocks include Meili Cloud, but their opening prices are not confirmed to be high. The third up four stock is Shun Na Shares (Smart Grid).
The best performer in bidding increase is petroleum and petrochemicals, with six stocks in 20cm rising over 10%, and nine stocks hitting the daily limit-up in 10cm. With so many limit-ups, chasing them now would be late, and tomorrow’s divergence expectations are more likely to have no premium, with low win rate and odds.
If funds are thinking this way, where will they go? Likely to chemical industry or power calculation synergy.
Baofeng Energy’s volume has been decreasing, but Baofeng Energy’s low-position first board helped, and volume was good. Holding Luzhou Tianhua opened 8.88% higher, but volume dropped from 0.86 to 0.17. Seeing Yunnan Energy shares rise quickly at open, they sold Luzhou Tianhua and bought Yunnan Energy Control.
After opening, Guoguo Chemical, Jinchengda, and other recognizable chemical stocks aimed to upgrade, but the market declined, and sector indices also fell. Under bearish sentiment, funds inside exited, with huge volume. Luzhou Tianhua, after a slight digestion post-open, moved up, likely a passive limit-down today. Volume was decent, so whether it exceeds expectations tomorrow remains to be seen.
Regarding continuous limit-ups: four stocks—Wangli Security, an independent theme, not considered. Shun Na Shares, related to power calculation synergy, had two limit-up days, and today saw turnover. If tomorrow’s bidding amount exceeds 200 million yuan with over 5%, it’s expected.
Three stocks: Meili Cloud, the only active stock among second-up three stocks, had high turnover today but healthy trend.
Second-up two stocks: Jinkai New Energy accelerated, affected by sentiment, with some order leakage on the board, but turnover is only 4%, normal for chip fear exit. GCL New Energy Science & Technology and Shao Neng Shares have small order blocks; these three stocks face competition tomorrow.
Only Chitianhua remains active in the chemical sector; if the sector is to survive, it must upgrade tomorrow without question. Baofeng Energy and Shanghai Chemical Industry’s first boards failed today, but Baofeng Energy’s bidding was strong. Whether it can turn weak into strong remains to be seen.
Wanze Shares is a gas turbine stock. Samsung Medical is in the smart grid sector, which has been active recently.
Tuowei Information has an advantage with OpenClaw + computing power overlay. Both days it ended at the bottom of the trading range. Seven stocks in this sector with 20cm rise are over 10%, worth close attention, with potential for upgrade.
Where will funds go tomorrow? Petroleum and petrochemicals saw a wave of limit-down today, but the logic seems weaker than chemical industry, with doubts about sustainability and more uncertainty during the session.
Therefore, tomorrow’s fund flow will likely target chemical industry, power calculation synergy, and OpenClaw.
Shun Na should upgrade tomorrow, surpassing its historical high, and accelerate its upgrade. The sector currently has a complete echelon: Meili Cloud, five stocks in second-up, and many first-board stocks.
Tuowei Information looks promising, but sector exploration is insufficient. Whether it can sustain the trend depends on tomorrow.