3.11 Pre-market Strategy: Quantitative Rotation - Open Positions in Shunnai Co., Ltd. and Huaguang Huaneng

Gongsun Duming Ying Bingyuan: “The so-called white crane in the clouds is not something that sparrows and swallows can trap.”
— “Shishuo Xinyu · Praise and Honor”

1. Strategy Review

Pre-market strategy review:

1. Buy low on Shunna Shares:
   ◆ Premise: Super core (Yuneng Holdings, Hanlan Shares) does not hit the limit down.
   ◆ Strategy: Buy at divergence exhaustion points or observe and buy near zero line after support.
   ——
   Retrospect: Buying at divergence exhaustion points on Shunna Shares aligns with the strategy focus.

2. First board of Suandian:
   ◆ Premise: Super core (Yuneng Holdings, Hanlan Shares, Shunna Shares) does not hit the limit down.
   ◆ Strategy: The first first-board in the power or power grid equipment sector, alternatives: Shenma Power, Mindong Power, or others during trading.
   ——
   Retrospect: The first first-board in the electric power direction was Greenland Power, which requires prior research to notice.

Today’s operations:

1. Exit Hanlan Shares: No limit-up for two consecutive days, no longer willing to gamble on the trend, so I decisively exited.
2. Exit Shenma Power: Missed the right node for the first board.
3. Buy low on Shunna Shares: Executed according to Strategy 1.
4. Chase high on Huaguang Huaneng: Random order.

2. Relay Direction
Energy cycle is on day 7. Sentiment has entered the upper band, with more than 4,000 stocks rising, which is an extreme point.

Five-board (power grid equipment momentum node):
Wangli Security: An unbearable burden for mortals.

Three-board:
Ningbo Construction: The dragon of the crayfish sector. The crayfish theme, based on its influence during fermentation, is indeed widely discussed and has potential to become a major theme; but from the cycle perspective, it is still within the electric power cycle framework. Breaking free and strengthening independently is not easy. After market close, I saw that the National Internet Emergency Center issued a “Risk Reminder on OpenClaw Security Applications” on March 10, indicating extreme negative feedback and subsequent revival of this theme through new carriers. Since it starts with a ‘Y’, I do not plan to participate.

Two-board:
Zhongnan Culture: I also want to learn from Yuneng Holdings!
Yuhuan CNC, Lekai Film, Qunxing Toys: I didn’t understand.

First board:
Green Power, Dixin Communications, Huadian Energy, Beijing Kere: Power sector high-low switching.

Summary: Just look at the pre-market strategy.
(The relay direction is a preliminary idea; final implementation mainly depends on pre-market strategy.)

The stock market is like a martial arts world; you need to find stocks with a certain status and operate stocks with a certain status. In this process, focus only on market position and popularity recognition. For energy source players, gaining profit from the market position and popularity recognition of energy source stocks is already enough.

Willing to share is a virtue. I hope to provide a leap in perspective and thinking, and to grow wisdom and style together with everyone. On the road to wealth, common prosperity is the way.
Pre-market strategy: Remember to subscribe to Yi Yi Notes! I will update strategies in the Taogu Bar comment section before the market opens.
$Shunna Shares (sz000533)$ $Huaguang Huaneng (sh600475)$

Disclaimer: The logic in this article is only a personal review, stock market diary, not any securities consultation or recommendation. The stocks involved are not stock recommendations. The views are for reference only and not for trading decisions. Trade at your own risk. The market is risky; invest cautiously.