3.17: The Path of Chasing Light—Though the Market Is Difficult, Believe in the Light

I’ve heard that people who like, follow, and support tend to have good luck. If you want continuous wealth, start by following me. Welcome to the Listening God Space! [Taoguba]
1. Sector Themes

1. New Energy Chain (Photovoltaic/Wind Power/Electricity/Storage/Power Grid)
   Photovoltaic: Guosheng Technology (2 boards), Xiexin Integration, Yabo Shares
   Wind Power: Xihua Technology (3 boards), Huaneng Liaoning (2 boards), Xiangming Intelligent
   Electricity/Power Grid: Shunnao Shares (2 boards), Jiangsu New Energy, Zhaoxin Shares, Gude Electric Materials
   Storage: Nabaichuan, Chint Power

Photovoltaic silicon material price increase + N-type technology + storage policies + 4 trillion yuan investment in the “14th Five-Year Plan” for the power grid; wind power/electricity benefiting from green energy installations + capacity electricity prices + energy security; sector switching between high and low
2. Chemicals (Coal Chemicals/Fibers)
Continuous boards: Sanfangxiang (4 boards, highest in the market), Chitianhua (3 boards), Zhuolang Intelligent (2 boards)
First board: Luxin Technology, Shuangxin Materials, Jinjingda
Product price increases + low valuation + expectations of state-owned enterprise reforms; retail funds grouping together, Sanfangxiang 4 boards reaching new heights, low-priced follow-up active.

3. Semiconductors/Storage/Equipment
   Continuous boards: Yaxiang Integration (3 boards)
   Storage price increase up to 90%+ domestic substitution
4. Real Estate/Finance (Defensive)
   Real estate: Jingtou Development (3 boards), Zhongzhou Holdings, Jinneng Real Estate, Shilianxing
   Finance: Aijian Group
   Shanghai commercial office down payment reduction + low valuation + high dividend yield, index tools
   Event-driven, others
   Communications/High-speed Connectors: Farsight (4 boards), Xinya Electronics (Nvidia GTC)
   Steel: Anyang Steel, Jiugang Hongxing (industrial data policies + low position)
   Others: Carbon Fiber (Zhongfu Shenying), Nuclear Power (Libert), Hydrogen Energy (Haima Auto), Commercial Aerospace (Shunhao Shares)
   2. Continuous Board Brief Review
   From the perspective of funds and sentiment, static analysis identifies initial opportunities and risks, focusing on thorough preparation before each trade.
   Four consecutive boards:
   Farsight
   High-speed fiber optic connections in energy storage chain, second wave structure, 5 boards suppressed, first wave four boards, nearly done.
   Sanfangxiang
   Chemical subdivision, four boards suppressed, potential for upgrade if exceeding expectations, observe.
   Three consecutive boards:
   Yaxiang Integration: institutional performance, nearly done at three boards.
   Jingtou Development: real estate properties, needs index support.
   Xihua Technology: wind power + new stocks, position in new energy, slightly passive, needs strong performance signals.
   Chitianhua: attribute suppression, hard to separate.
   Two boards:
   Shenhuafa A: no sector chain strength, tier anchoring.
   Zhuolang Intelligent: chemical fibers + smart bodies, potential for upgrade if exceeding expectations, needs volume.
   Huaneng Liaoning: wind power + green energy + hydrogen energy, potential for position opportunities if exceeding expectations, observe.
   Shunnao Shares: second wave structure suppressed, lightly suppressed.
   Guosheng Technology: photovoltaic + storage, gains are significant.

3. Path to Follow the Light
Record model recognition before 9:30 daily to strengthen personal trading system. Friends interested can learn from this.
Today’s solutions:

1. Zhuolang Intelligent
2. Huaneng Liaoning
3. Xinya Electronics
   Yesterday’s solution: Sanfangxiang
   Recently, the market has been shrinking in volume to build a bottom. Quantitative strategies tend to favor mechanical trading based on sentiment, so just sell first. Whether the market can catch up or recover depends entirely on luck, so I didn’t participate in Sanfangxiang yesterday (which turned out well). Instead, Zhongnan Culture bought at low, but lost money. Think about it: since it’s a probability game, it’s better to stick with the model’s approach, leaving wins and losses to the market. Today, I focused on energy teams like Zhuolang Intelligent (single-character energy ladder) and Xinya Electronics (suspected quantitative arbitrage). Before the market opens high, lower expectations and avoid adding positions. Follow the quant moves when they hit, and return to normal thinking.
   Reflection: Although I can’t control the quant, relying on the model’s win rate is still viable. It’s much better than hesitating after the fact. Many people are still in the trend of low buying, and many can’t detach from the market—I’m no exception! So, the path to follow the light continues!

Sector Outlook:
New Energy Chain (Photovoltaic/Wind Power/Electricity) continues to lead, with continuous boards and first boards expanding, focus on core continuous boards;
Chemicals (Coal Chemicals) continue, Sanfangxiang aiming for 5 boards, low-position follow-up, focus on core continuous boards + low-position first boards;
Semiconductors (Storage/Equipment) institutional trend; focus on storage chips and semiconductor equipment, avoid high-position CPO;
Real estate/Finance: oscillating to stabilize, unlikely to sustain large gains; limited policy catalysts, mainly defensive;
AI computing power/CPO: ongoing correction, high-level funds retreating, Tianfu Communication broke down significantly, wait for stabilization.

As usual—see pre-market for tomorrow’s specific ideas.
Liking, supporting, and tipping with one click is the best support for Listening God Space. Wasting 7 support coupons on top posts is not worth it!
Support Leaderboard:

Tipping Top List: @camuikent @XiuShengLu @OsmanthusLittleSir @DesertCanghong @DioDIO @TenThousandSharesQing @Whaisheng @SilentGold609 @OneManInvincible @WhiteNotBrave @MidnightDreamRedCard @FallenLightLight @FangcunEastRoad
Special thanks to every brother and sister for your likes, support, and tips! Thanks for your strong support! I also see some new friends often appearing on the support list—they might soon wear golden armor and join the Listening Troupe. Hope we can walk together, exchange ideas, and not be alone on the trading journey!

Questions:
1. Do you think Sanfangxiang can break through 5 boards with a turnaround?
Is there a chance for new energy sectors like photovoltaic, wind, and storage to seize space boards? How to anchor both?
2. What do you think about the industries with good profit effects and recent new stocks?