[Red Envelope] Space photovoltaic news resurfaces! Can Little Pony (Tencent's Pony Ma) still stir up trouble?

“The market is not gambling; it is a process of redistributing wealth based on each participant’s understanding of human nature.” “This is a market with no right or wrong, only winners and losers. Learning to accept loss is the prerequisite for enlightenment.” [Taogu Ba]
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What was the market like in March? Just look at the data—geopolitical impacts were way too significant!
Let’s not beat around the bush; our accounts are the first to bear the brunt.

Adding to Friday’s big correction with 4786 stocks, the 4000-point level was lost! The index has fallen back to January’s lows, and the difficulty of this market phase is starting to rank historically. Although it’s not a full-scale crash with thousands of stocks hitting the limit down, the money-losing effect is evident. Usually, during major downturns, there are safe-haven sectors with collective backing. This time, due to regulatory attitudes, the collective effect has weakened. Retail investors’ hopes—“to have a spacious house to shelter a small scatter”—have not been realized. Historically, during prolonged downturns, the emergence of “big妖龙” (major regulatory challenges) often signals a turning point. The market has been sluggish for a long time in March, but the bullish sentiment is still there. During spring, funds should be more willing to go long.

Under the influence of regulation and quantitative strategies, this phenomenon has not appeared. The result is a situation where even hot money has to surrender.

Long ago, I expressed a view: quantitative strategies diverge from long-term value investing, which is destined to become a pawn that will eventually be discarded. Time will prove this point. The role of a pawn is to fulfill its purpose; rushing is useless. Surviving this hellish period, perhaps the next generation of hot money is you. Keep going, friends. “When Heaven is about to confer a great responsibility, it will first afflict the mind, tire the body, starve the skin, impoverish the body, and disturb the actions, so as to test the resolve and strengthen the spirit.”

This is Su Su’s guiding principle, ingrained since high school. Whenever I feel stuck, I remind myself that it’s just a divine arrangement—everything is a necessary step on the path to enlightenment. Everything is for “tomorrow’s” enlightenment. I hope everyone can understand this.

Wealth Freedom Project

Just kidding, I’ll stop at ten million.

This week’s “Self-Reflection”

Monday
Noticed
Lanshi Heavy Equipment

Tuesday
Noticed
Jingtou Development

Wednesday
Noticed
Yabo Co., Ltd.

Thursday
Noticed
Yue Electric Power A

Friday
Noticed
Han Cable Co., Ltd.

This week, it’s just speechless—completely speechless. Rationally, I believe my market sense and rhythm are basically at their peak, but the problem is that the gap after hitting the limit-up stocks is too small.

The success rate of consecutive limit-ups has been persistently low, about 18% on average daily. The profit-making effect in such a market is beyond my control; catching the right opportunity is also beyond my control. The only thing I can do is maintain my state and wait for market sentiment to recover.

This week’s “Su Su Dragon Search” training plan is ready. Friends interested in learning can check it out. As I said, April’s earnings season is coming, and the market will be in a “five lows and six negatives” phase. Sentiment shifts take time, and next week is the last trading week of March. So, we need to prepare to navigate the theme rotation market. Don’t keep dreaming of a “main line.” If you don’t know how to protect yourself in a theme rotation market, maybe you’ll find your answer in “Su’s Dragon Search.”

Enlightenment Stage
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1. Market Analysis

We can accept losing the 4000-point level, but also accept that stocks waiting to rise are still there. Since March, we’ve had some expectations about what the market might do over the weekends, but the news released Thursday night and the final market trend just don’t match!

Well, the news on Thursday night—can’t really explain it! The early morning hype was manipulative. There’s nothing much to analyze; investors are worried about geopolitical tensions over the weekend, so this market is understandable. Next week, expect the index to oscillate around 4000 points.

2. Sentiment Analysis

The slight change in sentiment is that the 5-limit-up stocks are once again gaining ground. There are signs of collective backing, which is a good sign. Under the influence of many hot money surrendering, can the intensity of quantitative and regulatory measures be eased? For example, Pingtan Development started, but once in, it couldn’t get out. The behavior of Lio Co., Ltd. not reaching 100% before being restricted seems unreasonable—can this be improved?

Light-hearted Moment
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Most handsome MVP: Huadian Liaoning**
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Loser MVP: Yue Electric Power A**
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Hot Sector Analysis**

Electric Power
News: “Electricity Collaboration” was included in the government work report for the first time, with AI-driven demand surging.

Electric power still dominates the scene. The last acceleration was driven by space photovoltaics; this time, the renewed strength of space photovoltaics might be an opportunity. I’ve always said that electricity is the “new noble” in the sector, and time is its friend. After the “earnings” season in April, the advantage will become more apparent.
Hot stocks: Huadian Liaoning (5), Shao Neng Co. (3), Dongfeng New Energy (2), Huadian Energy (2), Guangxi Energy (1)

Photovoltaics
News: Tesla plans to purchase PV equipment from China; European PV module prices rose month-on-month.

In this counter-trend rally, there’s good potential. These major theme stocks are based on order logic. Our own space photovoltaics are out of reach; domestic PV is a heavily localized sector, so sustainability is questionable.
Hot stocks: Zhongli Group (1), Chint Power (1), Guosheng Technology (1)

Misjudged the trend, everything is wasted!!!
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Downtrend Phase**

This crucial 4000-point level will not be easily abandoned. Expect high volatility around this level next week; the attitude of mysterious funds is very clear. Geopolitical impacts are significant, which could lead to extreme market movements. The 4000+ extreme trend will be quite frequent.

Tomorrow’s Plan

After losing 4000 points, the attitude on Monday must be clear—at least, the rallying cry should be raised. The market’s potential for thematic breakthroughs and tech rebounds will be higher. The core remains electric power, with safe-haven themes still centered on electric power expectations.

Quick Thinking Tips

1. Will 4000 points return tomorrow?
   A. No B. Yes

2. Will the market break through with a broad rally tomorrow?
   A. Yes B. No

No definitive answers. To improve everyone’s understanding of the market, think more and leave comments. I will carefully review your answers and give a little red flower as a reward. There are no right or wrong answers—just to encourage thinking and deepen your market understanding. Students who follow this daily are silent when they see the analysis!

Ancient Wisdom Summary
1. During the downtrend (better to kill 1000 than miss 1), focus on defense—this emotional stage’s defensive efficiency determines the attack efficiency in the main rising phase. Just like the whole market losing money, if we don’t, our starting line in the main rise is “new highs,” while others are “breaking even.” Don’t act recklessly, or you’ll die.
2. During oscillation (boring period), watch risk when rising, opportunities when falling; the next day after a peak, cut weak stocks and hold strong ones without opening new positions.
3. Chaos period (many green tea and scumbag stocks), quick rotation, small positions hunting, quick in and out.
4. Main rising period (unlimited potential, everyone can be a stock god), just go for it.
5. Other phases (uncertain, no solution), let the market decide.

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Follow me to learn how not to be a pawn, strategize flawlessly, see through the market’s changes, and determine the outcome with a single word—never be manipulated or drift with the tide. Wishing everyone to make big money every day and smile often. Follow, like, and add 100 points for check-in—your biggest support, the source of my continuous updates. More likes, active comments, and soon you’ll upgrade to Silver Fan; tipping 25,000 points turns you into a Gold Fan. 7 fuel coupons can push your post to the highlight.**

Why do I share?
Because I’ve experienced rain and want to hold an umbrella for others.
If I can help someone avoid a pitfall I once fell into, it’s worth it.
And teaching is the best way to learn.
Every review and Q&A helps me reorganize my logic.
You say I’m helping others, but I’m also helping myself.

What is the top-level aesthetic that often aligns with Xiaoqun Chen?

1. Stock Aesthetics

This year’s Mengwang Technology, Chongqing Three Gorges A, Hengbao Co., Longcheng Military Industry, Chengfei Integration, Pingtan Development, Hefei China, Aerospace Development, Luxin Venture Capital—all recognized by the market.

2. Mainline Prediction

The main themes this year have been predicted early, demonstrating strong ability to select the main line from many themes.

Check Su Shen’s predictions on sectors like DS, consumer goods, stablecoins, chemicals, Yashui, military industry, robotics, Fujian, aerospace.

(Disclaimer: All content and responses are personal reviews, trading records, and opinions only, for discussion purposes. Not investment advice or recommendations.)