0203 Review: Strengthening Grouping (Zhejiang Wenlian, BlueFocus, Aerospace Development, Zhongchao Holdings, Western Materials, Hunan Gold)

Closing Market Review and Tomorrow’s Strategy [Taogu Ba]
Yesterday’s article clearly stated that in a weak market, the trend is to cluster together, whether it’s in commercial aerospace, AI applications, or non-ferrous metals, chemicals, and liquor. In fact, the branch leaders have all given good feedback. After the emotional lows, today’s overall recovery was quite decent, and I believe everyone has probably recouped some losses.
The strongest opening during the bidding was in AI applications. The leading stocks, like Zhejiang Wenzhen Internet, also showed a breakout yesterday, opening with high volume and new highs, which is a very positive bullish signal. Yesterday’s large bearish candle tested the 10-day moving average, opening high for recovery. Zhejiang Wenzhen quickly hit the limit-up and led the sector rebound, with Huamei Holdings, Huasheng Tiancheng, and others assisting. However, the good times didn’t last long. After reaching a high, core stocks like Blue Label Lio and others experienced profit-taking and pulled back. Zhejiang Wenzhen also started to fill the weak boards with volume. This is actually quite healthy—these stocks turn over fully every day, and once their stock nature is activated, breaking through the platform is an opportunity for branch leaders to join the rally.
As for aerospace, I mentioned yesterday that three core stocks—Western, Aero-Engine, and China Super—performed well today. The space photovoltaic sector, which surged yesterday and then pulled back, opened quite well today. Companies like Junda Shares, Maiwei Shares, Shuangliang Energy Saving, Dongfang Risheng, and others all gapped up significantly and recovered. The sector truly strengthened after 10 a.m., with popular stocks like Julitec, Aero-Engine Control, and others leading the first wave. Then, the most core old leader, Aerospace Development, started a large order push upward. This stock has been mentioned several times; for a sector to truly rebound, this old leader must show its stance. After Aero-Engine expressed its position, stocks like Tongyu Communication, Western Materials, Zhide Technology, Xinwei Communication, China Super Holdings, and others also gained strength.
Looking at the top gainers and losers, the group is returning, and Aero-Engine Control is aggressively pushing higher. Big players are still big players—if they don’t act, they don’t; if they do, they focus on the most core leaders.
However, Aero-Engine Control experienced another limit-down in the afternoon. Such a level of order blocking indicates that traders’ confidence in holding is not very strong. At this point, core application stocks like Blue Cursor, Lio Shares, and others started to perform. Popular stocks like Shengguang Group, Tianlong Group, Tiandi Online, and others also contributed. Honestly, there’s no single main line here; it’s more of a multi-line rotation market, with some degree of seesawing. So, there’s no need to blindly be bullish or bearish. As long as you participate in core leaders, low-entry points during divergences remain the best strategy. Focus on recovery, avoid weak stocks, and prepare to take profits the next day.
Besides that, today was a day of emotional recovery, and leaders from other sectors also performed well. In chemicals, Hongbaoli and Baichuan Shares both recovered, with bullish chart structures. Liquor stocks like Huangtai Winery also rose to the 4B level. Even the worst-performing non-ferrous metals sector, after a continuous decline, saw a recovery today. Hunan Gold rebounded and hit the daily limit-up. This stock is a latecomer with a rally logic, and it also has restructuring themes. On the龙虎榜, there were various big players doing self-rescue plays, but at least it managed to recover. Also, Xiaocheng Technology, with a 20cm size, was the best rebound candidate, surging over 18%.
Tonight, gold and silver prices rebounded, so tomorrow’s stocks that hit the limit-down should all open up. The liquidity released is also good for sentiment. Moving forward, multi-line rotation will continue. This wave of emotional rhythm is very similar to the previous Hegelio tide retreat.
The same story is repeating, but the money lost still can’t be recovered…
It’s worth reflecting and summarizing carefully. Keep going!