[Real Trading Diary Day 2] 20260302 Yunnan Energy Holdings hits the 7th limit up

【Foreword】[Taogu Ba]

Dear friends of Taogu Ba, long time no see!
I am San Cun Wei Guang, very happy to receive your attention and support, thank you all!

Please forgive my belated wishes. I wish everyone’s wishes in the new year 2026 come true, and we can enjoy a long rainbow stock investment journey together. If I am fortunate enough to walk alongside you among the vast crowd, it is also my honor. If you like my real trading posts, please give me more guidance. Thank you again!

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1. Trading Review (Only showing the performance of the participating account)

1.1 Participating account (small funds with concentrated positions, recorded since real trading, interested friends can check it out themselves, thank you!)

Yesterday: Hangdian GF (Position 4C)
Today: Yunei KG (Position 4C)

Brief summary: Yunei Holdings’ bidding exceeded expectations again, decisively increased the position, looking forward to better cooperation in the future…

Detailed viewing link:

1.2 Personal account (focused on diversified positions, mainly doing continuous board relay, exceeding expectations for hand-in-hand, below expectations for breaking up)

Yesterday: Yunei Holdings (2), Zhangyuan Tungsten (1), Hunan Gold (1), Ganneng Co. (1)
Today: Yunei Holdings (2), China Satellite (1), Leike Defense (1), Tongyuan Petroleum (1), Xianglu Tungsten (1), Jiang Tung Equipment (1), Litong Electronics (1)

Brief summary (see attached chart for details):

1. Regarding Yunei Holdings, the opening auction was much more than expected, so it’s better to observe more here. The intraday control was very strong, so I continued to hold it;
2. Regarding China Satellite, it was a super big push, and the game here is about expectations for the Two Sessions. After all, such a large push requires a lot of funds. From the K-line chart, it shows a bullish arrangement, so the hand-in-hand was done midway;
3. Regarding Leike Defense, it’s a logical hype (AI military concept), with strong intraday attack strength, so I decisively held at the ceiling;
4. Regarding Tongyuan Petroleum, it was a pre-plan from yesterday, and it was sold off during the opening auction. It was also good luck to get caught in the explosion;
5. Regarding Xianglu Tungsten and Jiang Tung Equipment, these are the tungsten trio’s mutual support, with higher gains for those breaking out and fewer gains for those holding, until the expectations are exhausted;
6. Regarding Litong Electronics and Shijia Technology, these are the second wave of computing power trends, taking some early positions, and lurking for tomorrow’s computing power rotation.

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2. Sector Review {Oil Services · Mineral Resources (including Gold) · Military Industry}

1. Oil Service Sector (February 28, 2026, after US and Israel attacked Iran, Iran announced closing the Strait of Hormuz, causing a sharp rise in international crude oil futures, risk aversion spreads)

Core theme: Intercontinental Oil & Gas
Main board: Heshun Petroleum
Trend core: Tongyuan Petroleum, COSCO Shipping
Other recognizable stocks: Zhongyuan Oil & Gas, Shandong Moly, COSCO Shipping Energy
Special note: The three major oil companies touched the daily limit in the late trading, which is a strong signal. Pay attention to their performance tomorrow (PetroChina, Sinopec, CNOOC)

2. Mineral Resources Sector (Since February 27, 2026, tungsten prices have been rising continuously, leading the rally; on March 2, 2026, affected by Middle East tensions, NY gold once surged above $5400/oz, increasing risk aversion)

Core theme: Xianglu Tungsten, Xiaocheng Technology
Main board: Huashi Nonferrous, Xinjinlu, Hunan Gold
Other recognizable stocks: Silver Nonferrous, Zhaojin Gold, Hunan Silver, etc.

3. Military Industry Sector (US and Israel’s military strikes on Iran triggered Iran’s “fierce” retaliation)

Core theme: Huaru Technology, Zhanpeng Technology
Other recognizable stocks: Guanshang Technology, Leike Defense, TeFai Information

4. AI Energy Sector (Policy support for establishing a nationwide unified power market + North American transformer shortages)

Core theme: Yunei Holdings (halted)
Main board: Changyuan Donggu (7 days 4 boards)
Other recognizable stocks: Fuling Electric (2 days 2 boards, with a rebound), Shui Fa Gas

5. Optical Communication Sector (LightCounting raised its forecast for 800G and 1.6T optical module shipments)

Core theme: Farsight (6 days 5 boards)
Main board: FiberHome Technologies, Taijing Technology
Trend core: Longfei Fiber (fell back after surge)

6. Chemical Sector (Iran’s methanol capacity about 17 million tons/year, ranking second globally, affected by war)

Core theme: Jinniu Chemical (11 days 5 boards)
Trend core: Chitianhua
Other recognizable stocks: None

7. Other Sub-sectors

7.1 Computing Power (one of the support directions): Taijia Shares, Litong Electronics
7.2 Liquid Cooling (branch of computing power): Jiangshun Technology, Feilong Shares, Chuanrun Shares
7.3 Two Sessions Expectations: Agriculture · Yasheng Group, Consumer · Hemei Group, Nuclear Fusion · HeDuan Intelligent

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3. Tomorrow’s Outlook

3.1 Yesterday’s Summary (see attached chart below)

3.1.1 US-Iran conflict (4 stocks, all hit the daily limit, 100% accuracy)
3.1.2 Ultra-short relay (3 stocks, 1 red, 2 green, Tuo Wei Information did not hit the limit, not counted, 50% accuracy)
3.1.3 Trend arbitrage (4 stocks, 3 bullish, 1 bearish, 75% accuracy)

3.2 Tomorrow’s Outlook

3.2.1 Continuous board relay (Yunei Holdings, COSCO Shipping, Intercontinental Oil & Gas, Changyuan Donggu)
3.2.2 Trend arbitrage (Tefai Information, Longfei Fiber, Farsight, Zhangyuan Tungsten)

P.S.: Final trading results depend on the bidding performance. Looking forward to your comments after 9:25 tomorrow.

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The above real trading diary is for record and reference only. Investment involves risks. Please trade cautiously!!!