3.3

Third Board

Shui Fa, unexpectedly weak at first but then turning strong, during the session, natural gas once surpassed oil in limit-up numbers. If there are no easing news, it will likely continue to be a one-word move. There is a later expectation that computing power will dominate and suppress oil and gas.

Hua Sheng Chang, with high volume, restructuring stocks being blocked to open themes, mainly related to oil and gas.

Ya Sheng, both times it opened with natural gas-related themes, which can only be attributed to Shui Fa.

He Shun, aggressively positioning, with gas station logic, which has computing power attributes, also hinting at Shui Fa’s potential identity.

Second Board

Oil one-word limit-up Sinopec Oilfield Services, Intercontinental Oil & Gas, Shandong Molong, Quanzhou Oil Shares

• Later targeted for being blocked

Oil turnover shrinking Taishan, downstream logic, difficult to block from Shandong perspective for Molong and Shui Fa. Zhongman, Shanghai Oilfield Services, high stock price. Bekon, Xinjiang Oilfield Services, highest turnover, small cap, but with order-splitting behavior, needs recognition through bidding to trigger buying points. China Oil Engineering, Xinjiang, upstream category, not enough recognition. CNOOC Services, Tianjin large-cap, mostly riding on volume.

Oil volume surge/explosion CNOOC Development, Ren Zhi, Huibo Pu, Shanghai Petrochemical. CNOOC Engineering, PetroChina, CNOOC, Bomaike, Guangju.

Shipping China Merchants South Oil, Long Yi, shrinking volume. COSCO Shipping, not enough recognition. China Merchants Shipping, from the perspective of name, accompanying South Oil.

Chemical Industry Jinrui, with volume increase… Jinniu, with bidding and order-canceling, not recognized. Guanhui, methanol + natural gas, explosive volume. Red Star, explosive volume.

Huaru Technology, no sector, open again if down more than 2%. Nanjing Port, what’s the relation to inland river ports… Awakening the memory of trade war tiers is the real point. Lanyan, natural gas second-tier, in the case of Shui Fa’s one-word move, the second-tier premium will reflect back to the first-tier recognition, for observation.

First Board

1. The missed opportunity in natural gas, oil shipping still has first boards.
2. New coal, new Shaanxi Medicine.

Theme Rhythm

1. Oil on the second day, extending natural gas missed lift, but Shui Fa with computing attributes became a position.
2. Energy storage and coal rotation, Heimao and GCL-Poly have been rising together for a long time.

Tomorrow’s Plan

1. Observe Tongyuan regulatory feedback to see if oil is overdrawn.
2. Watch Lanyan’s premium, Long Er’s premium to determine sector strength.
3. Oil from second to third, only Taishan, Zhongman, Bekon, China Oil have potential for turnover block positioning; watch for premiums.
4. First board expectation gap, Heimao / GCL-Poly’s old partners, Longzhou — the end of the old cycle.