Huadong Heavy Machinery main force aggressively accumulates 90 million shares, gains "post-war reconstruction + asset reorganization" dual catalysts / Yesterday's judgment: index finds bottom

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First praise, then watch, daily income of millions!**[Taogu Ba]

To help everyone analyze the market, all content is based on simulated trading, purely personal sandbox thinking, and does not constitute any real trading advice. As market volatility intensifies, only with clear logic can we stay steady and go far. Remember: the market always puts risk first. Only by surviving can we wait for the bloom.

The three major A-share indices rose collectively today. By the close, the Shanghai Composite Index increased by 1.78%, closing at 3,881.28 points; the Shenzhen Component Index rose by 1.43%, closing at 13,536.56 points; the ChiNext Index gained 0.50%, closing at 3,251.55 points. The combined turnover of Shanghai, Shenzhen, and Beijing markets was 209.62 billion yuan, shrinking by 35.23 billion from yesterday, with net main capital inflow of 10.1 billion+.

Industry sectors saw rare all-round gains, with ground-based military equipment, electricity, trade, environmental protection, medical services, decoration and building materials, industrial metals, utilities, professional engineering, power grid equipment, and textiles and apparel leading the gains.

In individual stocks, over 5,100 stocks rose, with hundreds hitting daily limit-ups. The power sector exploded, with more than ten constituent stocks hitting the limit-up. China Power LiaoNeng hit 7 consecutive limit-ups, ShaoNeng Shares hit 4 limit-ups in 5 days, Liaoning Energy hit 2 consecutive limit-ups, and Huaneng Power, Jinkai New Energy, and Disen Shares all hit the limit-up. The military industry sector strengthened, with Great Wall Military Industry, Hunan Tianyan, and Construction Industrial hitting the limit-up. The optical fiber concept continued to rise in the afternoon, with Long Fiber Optical and Tongding Interconnection hitting the limit-up. The space photovoltaic concept was active again, with Zhongli Group hitting 3 consecutive limit-ups, and Tuori New Energy hitting 2.

The shipping sector fluctuated and surged, with China Merchants South Oil hitting the limit-up.

In terms of industry capital flow, by the close, net inflows were prominent in telecommunications equipment, electricity, and industrial metals, with telecommunications equipment leading at 4.28 billion yuan. Net outflows were mainly in photovoltaic equipment, consumer electronics, and passenger vehicles, with photovoltaic equipment experiencing a net outflow of 3.229 billion yuan.

【Market Review: 3860, I said yesterday that the bottom is basically in】

Yesterday during trading and clearly in VB, I mentioned that around 3860 is very likely a phase bottom. The basis is simple—panic selling volume concentrated to clear out positions, with big funds continuously bottom-fishing for three days. Although the index briefly broke below, from the capital behavior, there’s no need to push further at this level.

This morning, there was ongoing tug-of-war, with the market fluctuating between red and green, testing selling pressure. By the afternoon, all the necessary moves were made, and the volume shrank by over 3,000 billion, indicating panic selling has mostly exited, and the market naturally rebounded above 3860. On the news front, signals of “possible reconciliation” in geopolitical tensions emerged in the afternoon, and external news swings stimulated risk appetite recovery. But the fundamental reason is: the bottom was bought, not shouted out. Funds have been adding positions here for three days.

The close at 3881 just above the previous support at 3860 confirms the bottom is valid. Continuing to hold above 3860 could lead to a big rally—this is the first step in recovery. Next, we need to see if it can hold the 5-day moving average. The trend reversal isn’t complete yet, but the short-term outlook remains bullish. Yesterday I dared to say “don’t sell,” because fund movements are transparent—few players can see the top and bottom clearly. I can almost always grasp the timing and openly discuss it throughout the year. So everyone should pay attention. My efforts are free, but I hope to help everyone.

【On coping: What the decline teaches us】

In this round of decline, over 90% of stocks broke support, and technical patterns collectively failed. Someone asked me: “Since the technicals are broken, what’s the outlook?”

My answer is: When panic dominates the market, technical analysis is like measuring ocean waves with a ruler—when the wave comes, the ruler is useless. At this point, more important are a few simple things:

First, observe capital flow, not account figures. Accounts amplify emotions; capital reveals the truth. Big funds bottom-fished for three days in a row, this signal is more real than any candlestick pattern.

Second, admit when you’re wrong. There are no gods in the market—only people who keep adjusting. If your holdings are proven wrong, accept it, and exit when necessary. Holding some cash for clearer signals is more proactive than stubbornly waiting for a rebound.

Third, diversify. Don’t put all eggs in one basket. During this round, you’ll find that when most stocks weaken, a few will stabilize first—like Jingxing Paper, which only had 305 red stocks yesterday but rose 7%. Or Huadong Heavy Machinery, which hit the limit today. Diversification prevents being trapped by a single stock and leaves room for adjustment.

Fourth, learn to choose. The market’s winners aren’t the smartest, but those who know when to stop. The ability to choose and cut is the real skill to navigate volatility.

This decline teaches us: technicals can fail, but logic won’t; emotions fade, but capital remains.

【Long-term position in the old script】 Personally, I hold very few except some basics:

1. YiXintang: I said yesterday that regardless of the stock, if you have positions, don’t sell. Big funds have bottom-fished for three days, so this is undoubtedly a bottom. Today, it’s bottomed out, and in two or three days, a big bullish move will likely recover the previous low of 13.3. The trend may differ, but the target of 15+ remains.

2. Daye Shares (recent strong stock): One of the least affected in this round. Two consecutive big bullish days (12cm, 7.6cm), with some T+0 arbitrage of 8-15%. The trend remains bullish above the 5-day line, and today continued with a small bullish candle. Keep bullish, wait for a break above 31+, and another big bullish move may come. Once this breakout completes, I’ll stop following it, just for some friends.

3. Qi Ming Xing Chen: Slightly affected, trend was knocked down, but a short-term rebound to previous highs is possible. Waiting for a big bullish move in the next two days, aiming to break through around 14.2. No need to worry about this type of stock—most can recover soon. The only concern is geopolitical clarity, and whether the market can rally after this move.

4. Longtou Shares: I warned a few days ago to watch out, and it indeed declined. Today, it rebounded 4 points with a medium-sized bullish candle. Continue to wait for a big bullish move to bring it back above 8.36. Recovery is quick, but the pattern is different from before. The 10+ target is still there, just with an extra cycle. Today, it’s fully capable of outperforming the average stock price.

5. Goer Shares: The box pattern is nearly complete; watch for a rebound, but the 26-level resistance isn’t easy to break. To reach higher, it needs more time. Some can hold long-term, waiting for a better entry point. I’ve always advised against new entries here; no need to chase. For those still holding, continue tracking patiently.

6. A certain health stock: After breaking support, wait for a bottom rebound, first returning to the previous platform. If slow, it may need two bottoms to reach previous highs. Continue holding today; no need to move on rebound.

【New script and short-term game】 The wild stocks have been surprising every day recently, and today Huadong hit the limit again!

1. Yidao Information: This round has seen significant declines, a bit unfortunate since the first two days’ big bullish moves already had good premiums. Influenced by sentiment, it broke support. Currently, it’s retracing to the bottom, which needs time. Watch the 43 resistance level; if it breaks through 54+, it might pause around 48. Hold and wait. If the trend stalls, consider cutting when it surpasses cost.

2. Beimei: Recently, it reversed and surged 7 points with a big bullish candle. Only 305 stocks were red in the market that day, showing strong capital interest. I said last Friday that a pullback was likely; it hit support yesterday, and today the bottom is basically formed. Not yet fully capped, possibly funds are still accumulating chips. After the market closes, watch for another big bullish move. No need to unfollow.

3. Jingxing Paper: Yesterday, only 305 stocks were red, yet it surged 7 points with a big bullish candle. In this environment, outperforming 99% of stocks indicates strength. Today’s pattern is good for a pullback to support, trend remains intact. It’s one of the few stocks that didn’t break support recently and is the only one making a big bullish move against the trend. Hold and expect more gains, target around 7.

4. Huadong Heavy Machinery (a certain heavy machinery and military stock): Hit the limit today. Although its core business is container handling equipment (port machinery), with the ceasefire and post-war reconstruction expectations rising, the recovery of logistics channels (ports, railways) is often the first step. The company’s products cover the Belt and Road routes and major international ports, with experience in international reconstruction projects. Recently, it secured 1.25 billion yuan in smart equipment orders and divested some loss-making units, showing clear fundamental improvement. Let’s see if it can gain another boost tomorrow before I stop following. Believers tend to endure less hardship; I’ll keep watching tomorrow.

5. Beidou Star: I mentioned this stock because Goer was difficult to rebound short-term. It has dropped over ten points recently. Now, it’s consolidating, and a big bullish move could push it to around 45. Practice position splitting; when encountering a 15-point retracement, everyone feels uncomfortable. I suggested last Friday to T+0, and today’s decline could have been avoided. Wait for a rebound, then consider opportunities.

【Market outlook for the future】

Today’s big rise with volume shrinking by 3,523 billion indicates it’s not a breakout but a bottom test—simply a retest of support. The volume decline is normal. The index hasn’t yet crossed the 5-day moving average, so the trend isn’t reversed. But I remain bullish, waiting for it to stabilize above the 5-day line. The short-term rebound continues, but the real test lies ahead—whether geopolitical tensions will fluctuate again, and whether capital can keep flowing in.

One thing is certain: panic selling has been cleared, the worst is over.

【Performance review】

Since the beginning of the year, our identified limit-ups and major trends:

Before New Year: Caihong Group, Caihong Shares (both limit-up), Ningbo Ocean (limit-up), Zhongrui Shares (3-4 days limit-up), Zhongshui Fishery (second wave after 11 points), GCL System Integration (after re-accumulation, became a speculative stock)

After New Year: Huayin Power (28 consecutive limit-ups), Intelligent Control (28 consecutive limit-ups), Chuanfa Longmang (double limit-up), Yidao Information (big bullish move in two days), Jiangnan High Fiber (limit-up, 15 points profit-taking), Huaneng International (red +2), Gansu Energy Chemical, Orchid Science and Technology (2-3 points), Daye Shares (arbitrage with 12cm, 7.6cm), Hengtian Hailong (20 points in three days), Shunna Shares (one-day limit-up), Beimei (big bullish move during stock disaster, 7 points), Jingxing Paper (during stock disaster, only 305 red stocks, 7 points), Huadong Heavy Machinery (limit-up).

Just a few examples can double your gains. Especially my wild stocks, which in this market can still make big bullish moves and rebound, even hit boards at will—far better than 99% of stocks out there.

Of course, in chaotic times, no one is immune. We must maintain respect for the market, stay humble, and solve problems as they come. Playing in this market means always having endless worries. The best we can do is share effective logic, some things take time, and what’s meant to come will come.

【Conclusion】

Reviewing is a habit and a form of cultivation. Spending half an hour daily to analyze the market and review holdings can lead to surprising long-term compound growth.

This period is tough, but opportunities are never lacking. What’s missing is the eye to find them and patience to wait. Learning to choose and cut is the real skill to navigate fluctuations. The market changes constantly; we can’t escape it, only face it squarely.

If you find reviewing helpful, please like, comment, and interact. A simple like makes a million-dollar daily income possible! See you tomorrow!

The market is unpredictable; take care of yourselves. Wishing everyone calm and steady. — Da Yun.

Gold powder has risen to the 18th position recently, silver powder to the 25th, more and more enthusiasts, enthusiasm is soaring!!! We are moving together~
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Thanks to all old friends for your companionship and support. If you’re interested in spending a little time daily to comment, like, and interact, it’s all fate.
Thanks to the reward榜 friends@@ZZDragons@Anzi Wen@StarWeili@All the same@Immature HaKusang@Junhui8888@Okunohosomit@langziyekai@Pacingi@Flower-planting Rosi@Qingfeng Jiu Yizun@Honey-loving Cat@Lideqiang86@Cyansscc@npc1899@Duck@Winter Melon and Pumpkin@I am Xiao Ming@Dream Chaser1990@Tianya84@From now on, become an artist@User11111a@Choose cost reduction and wait to sell@Zhangbuzhi006@Meiru Li Ming 1126@Buy first, then study@Blueberry Cake@Scorpion Eleven@Magical Two and a Half@Jinxi2006@Smile at the World68@Bobo Bobo Bobo Bobo Bobo Player@Immature HaKusang@Cold999@@ZZDragons@Tianya84@Blueberry Cake@TracyLee@StarWeili@Feihua Qingli@Scanterbury@TracyLee@Insect@Ningning Xia66 choose cost reduction and wait to sell

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Limited review time, just a few screenshots, keep liking, commenting, and interacting daily. Believing that this is also a kind of growth accumulation, and it will get better and better!

“Open a fan benefit: in future review posts, everyone can leave their favorite stocks below. My energy is limited, I can’t reply to every comment, but I will select some based on volume-price relations, industry logic, and other objective dimensions to discuss with everyone. Of course, you can also bring your own logic, I’ll add the rest. Usually reply before the market opens!!!

Note: My replies aim to offer different perspectives, not buy or hype stocks, purely logical exchanges. Hope everyone treats this as a discussion area to improve together, but do not blindly follow.”