February 25, 2026, Ding Tai High Technology and China Tungsten High-tech, Electronic Fabric Series still receive very good feedback

StrawberryIce · 2026-02-28T07:40:33+00:00

The article reviews stock market trends, analyzes the performance of mainstream sectors and individual stocks, and highlights the strong momentum in phosphate chemical and electronic fabric sectors. It points out that market trading volume has increased, the three major indices have risen, and suggests paying attention to related arbitrage opportunities. The article forecasts market movements for tomorrow and encourages investors to participate in interactions and show support.

StrawberryIce

2026-02-28 07:40:33

Abstract generation in progress

2026.2.25[Taoguba]
Pre-market Review and Ideas

Whenever the index reverses, the direction I write about usually runs for a long time. Yesterday morning, I discussed various logic for price increases, and today it remains strong.

Personal Trading
Yesterday, I traded electronic textiles; today I continued with electronic textiles, reducing some positions.

Review
One-word Board
Chengxing Shares 1.152 billion, YueLing Shares 659 million, Meibang Shares 586 million. The largest single order was Chengxing Shares. Phosphorus chemical sector remains strong. Arbitrage related to phosphorus chemicals like Qing Shui Yuan, Chuan Jin Nuo, and YueLing Shares added a one-word board today. Last night, the surge in US stocks of indium phosphide stimulated the sector. Other concepts testing the market include Yunnan Germanium, which had the best bid today.

Major Market Events Today

Index: All three major indices showed volume-driven gains. The Shanghai Composite hit the previous high and pulled back slightly. Volume was 2,505.5 billion, up 303.4 billion. Continued volume-driven rise today, the index remains strong. Number of advancing/declining stocks: 3,540/1,529. Data shows recovery.
Top 10 by turnover: 9 green, 1 red. The only red was Tianfutong Communication, which surged yesterday, possibly due to performance anticipation. Overall healthy. Big gainers include Shenghong Technology, Hudian Shares, PCB, and overseas computing power stocks like Feilihua, which hit new volume highs. Internal rotation among electronic textiles, North Rare Earth, resource stocks, with top 50 stocks hitting limit-ups like Aerospace Development, Aerospace rotation arbitrage stocks, Yuntianhua, phosphorus chemicals, Baogang Shares, rare earths, Tungsten High-tech, metal tungsten, PCB needle drills. Overall, resource and overseas computing power sectors are strong.
Sectors: Chemical 11,000, continuing strength, with phosphorus chemicals the strongest. Chips 6,800, non-ferrous metals 6,700, with rotation between chips and non-ferrous metals. Non-ferrous mainly due to spillover from chemical price increases; chips driven by news stimuli.
Continuous limit-ups: 5 boards for Yunnan Energy Control, with high volume but overall high elevation, good performance. The 5-board Yunnan Energy Control crossed a key node.
Core recognition:
(1) Overseas AI, optical fiber price increases: Longfei Optical Fiber, Hengtong Optoelectronics, Tongding Interconnection; electronic textiles price increases: Shandong Glass Fiber, Honghe Technology, China Geology, China National Materials; elastic composite materials, Q-fabric, Dongcai Technology, Feilihua; copper foil price increases: Copper Crown Copper Foil, Defu Technology; PCB needle drills: Dingtai High-tech, Zhongwut High-tech; liquid cooling: Yingweike, Far East Transmission, Sixuan New Materials; component MLCC price increases: Fenghua High-Tech. Overall, price increases in optical fiber, needle drills, copper foil, and electronic textiles are rotating without negative feedback.
(2) Domestic AI: Recently strong segments include clean rooms—Bacheng Shares, Shenghui Integration, Yaxiang Integration, Huakang Clean. Computing power stocks like Runze Technology, Capital Online, Wangsu Technology, with some recent correction. After negative feedback, sentiment turns sour, possibly until stocks are ignored before recovery. Trading should avoid negative feedback zones and focus on positive feedback areas.
(3) Resource price increases: Jiang Tung Equipment, Zhangyuan Tungsten, Zhongwut High-tech. Yesterday, I highlighted Jiang Tung Equipment and Zhangyuan Tungsten, both hit limit-ups today.
(4) Chemical price increases: Phosphorus chemicals, with continuous limit-ups for Lianban Longyi, Chengxing Shares, and turnover boards for Liuguo Chemical, Yuntianhua. Elastic recognition: Qing Shui Yuan, Chuan Jin Nuo.
(5) Chips: Yueling Shares and Yunnan Germanium for indium phosphide; others include Jiangfeng Electronics and Ashi Chuang, related to display target material price logic. Further details to be explored later.
20cm: 9 stocks hit limit-ups; international composite materials continued strong after two limit-ups in four days. Approaching a key move, Chuangye Board is at a high, still red today, with good feedback. Will it move tomorrow?
30cm: No limit-ups; one convertible bond hit limit-up—Youcai Convertible Bond.
Limit-down: 3 stocks, all with two consecutive limit-downs but with open boards, likely to open tomorrow.
Top 10 gainers over 10 days: Topgu Jichuang, Yunnan Energy Control, Kairong High-Tech, Jiang Tung Equipment, International Composite Materials. Topgu Jichuang is approaching a move.
2026.2.24 Index recovery node: Tongyuan Petroleum, Chuan Jin Nuo, Mingyang Circuit, Feilihua, Potential Hengxin.

Best Post-market Strategy for Today

Largest single order Chengxing Shares, continued strength in phosphorus chemicals, arbitrage related to phosphorus chemicals like Qing Shui Yuan, Chuan Jin Nuo.
YueLing Shares added a one-word board; last night’s US stock surge in indium phosphide stimulated the sector. Other concepts testing the market include Yunnan Germanium, which had the best bid today.

Tomorrow’s Plan
Posted in comments tomorrow morning
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