February 6, 2026, the dying Big A suddenly sat up in shock, and while sitting up in illness, he was again on the verge of death.

February 6, 2026, Friday.

Yesterday I didn’t open any positions, but today I took a quick look at yesterday’s top gainer during the bidding. It was truly miserable. The Xinhuadu stock that I was eager to buy yesterday opened with a gap down and hit the limit down, and there are others like Sanjiang Shopping, which are just as bad. It’s really hard to watch.

Today, the strongest sector during the bidding was pharmaceuticals, mainly traditional Chinese medicine. Last night’s news triggered a rally, and the Chinese medicine sector opened high today. I picked Teyi Pharmaceutical, Panlong Pharmaceutical, Huasen Pharmaceutical, Kangyuan Pharmaceutical, Jiuzhitang, Teyi Pharmaceutical, and Panlong Pharmaceutical, all hitting the daily limit open. The main focus was on observation and whether there would be a chance for a rebound after a shakeout. However, after the open, the sector gradually weakened, and overall market conditions today were very poor. Panlong Pharmaceutical also experienced a sharp decline, so I mainly stayed on the sidelines, with the expectation that if there was a suitable entry point, I would take a small position.

Later, the power sector strengthened (this market’s traditional Chinese medicine treatment was ineffective, and now there’s another electric therapy), driven by news about increased electricity demand due to computing power. I selected Xinhongtai, Huijin Tong, Chint Power, Jinbei Electric, but not long after, the power sector also started to weaken.

Next, the chemical sector gained strength, mainly driven by price increases across various areas. I picked Tianci Materials, Tianji Shares, Fluorine Chemical, Cangzhou Dahua, Wanhua Chemical, Beihua Shares. When it comes to chemical price hikes, my impression is that it mainly involves electrolyte for batteries (which was the first to rally), similar to the price transmission process seen in non-ferrous metals, such as precious metals, copper, tin, etc. So, I understand that electrolyte’s position should be similar to that of non-ferrous metals, being a core part of the price increase. TDI’s recent price hike was mainly driven by Cangzhou Dahua and others. Of course, the key is which stocks can meet the volume requirements to hit the limit. Cangzhou Dahua was the first to surge, but due to insufficient volume, I didn’t buy. Then Tianji Shares and Fluorine Chemical looked like they might hit the limit, and Tianji Shares did, so I went all in on Tianji Shares.

Recently, the market has been very cold. Today’s attempt to rally from a low open was quite weak, mainly due to low volume. The external markets are also performing poorly. Next week is the Lunar New Year holiday.

Have a great weekend, and we’ll see what next week brings!