Eastern Yihou Pavilion Master: 3.3 Operation Plan

StrawberryIce · 2026-03-03T01:14:14+00:00

The article discusses the current geopolitical conflicts and their impact on the oil and gas markets, highlighting that the shipping industry could become a new investment opportunity. It mentions that risk aversion will drive sectors such as gold, oil, and shipping, recommending timely position increases. At the same time, attention should be paid to the performance of commercial space and related stocks, emphasizing the importance of flexibility and adaptability.

StrawberryIce

2026-03-03 01:14:14

Abstract generation in progress

3.3 Homework/Logic/Operational Plan
Focus on core logic:
Geopolitical conflicts indeed exceeded expectations, but the fact that the high point remains unchanged, with oil and gas being the strongest, today we will see if other sectors can leverage oil and gas trading opportunities. Personally, I think shipping has potential because this blockade of the strait is a new catalyst that hasn’t been seen before.
Oil prices are unlikely to continue rising sharply, and alternative energy is also a key focus!

Space sector/Emotion stocks/Popular stocks
Sentiment rally/popularity/second wave
Yunnan Energy Holdings:
A space sector, holding Shengyan, can add some T when opening low
Risk aversion sentiment: gold, oil, shipping, resources, AI military industry, etc., focus on semi-open attention to sub-sectors, adapt as needed
Gold: Remember to take profits if it can’t continue to strengthen
Shipping: China Merchants South Oil, China Merchants Shipping
Buy on dips
Oil and gas: Intercontinental expected large single order, consider Tongyuan V New Jin Power—follow the strong
Natural gas: Futures surged, first watch China Minsheng Gas with 20CM
Price increase concept: keep an eye on it
Commercial aerospace
Jiangshun Co., Chaojie Co., Western Materials
Will commercial aerospace restart? March is a key time point. As long as it’s not weak, continue to hold positions.

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