[Red Envelope] March 2 Pre-Market Strategy: With frequent conflicts and major global changes, how will the stock market trend? Can the Pingtan closure expectation be exploited? Review of Friday.

First like, then watch: daily income of millions, congratulations and good fortune! Like, tip, and support—one-stop service. May 2026 bring you constant good luck!

February 27 Personal Investment Ideas:
The rising strength of Shenghui Technology during the auction phase, then gradually building positions to heavy holdings.
Thursday: Haixia Innovation closed with a positive line, indicating a potential upward move; Pingtan Development closed with a negative line, also indicating a potential upward move. On Friday, both stocks opened lower, dropping about four points at one point. I initially thought Friday would be a slip, but in the afternoon, Pingtan Development and Haixia Innovation rebounded. Pingtan Development hit the daily limit, Haixia Innovation surged, and I added to positions when the market was down three to four points. The timing was perfect.
Commercial Aerospace Hongyuan Electronics opened high and fell back in the afternoon, so I bought on dips. Commercial Aerospace Shaoyang Hydraulic continues to stay on my watchlist.

February 27 Review:

1. Market Overview
   Main Index: Shanghai Composite up 0.82%, closing at 4168 points; Shenzhen Component +1.15%; ChiNext +1.38%; trading volume 2.52 trillion yuan, with increased volume and upward movement.
   Sentiment: Peak enthusiasm; 75 stocks hit daily limit (excluding ST), 10 stocks hit daily limit down; break-through rate 6.7%; 19.7% of stocks upgraded from previous limits.
   Consecutive limit-up stocks: 7 boards: Yunnan Energy Holdings (computing power/electricity); 4 boards: Jinjingda; 3 boards: Gannan Energy, Hongxing Shares, Zhangyuan Tungsten.
2. Core Limit-up Teams
   7 boards: Yunnan Energy Holdings (computing power leasing + electricity + energy storage)
   4 boards: Jinjingda (chemical)
   3 boards: Gannan Energy (electricity), Hongxing Shares, Zhangyuan Tungsten (small metals/tungsten)
   2 boards (core follow-through):
   Taijia Shares, Changyuan Donggu, Shena Power, Beijing Keli, Huayin Electric Power.
   First limit-up on 20CM (popularity):
   Puyuan Information, Yuntian Lifei, Xiangming Intelligent, Jindai Modern, Wolder, Jiwei New Energy.
3. Main Sector Themes (Capital Focus)
4. Small Metals / Rare Earths (strongest main theme)
   Core: Tungsten, Molybdenum, Tin, Zirconium; sector +6.39%, 15 stocks hit limit-up.
   Leader: Zhangyuan Tungsten (3 boards, 5 limit-ups in 7 days), Xianglu Tungsten, Zhongxi Rare Metals, Northern Rare Earth.
   Logic: Tungsten prices soared 470%, reaching historic highs; tight supply-demand, strategic resource revaluation.
5. Electricity / Computing Power Leasing (secondary main theme)
   Electricity: Huayin Electric Power, Beijing Keli, Shena Power (2 limit-ups); Gannan Energy 3 boards.
   Computing Power: Yunnan Energy Holdings 7 boards; Hanggang Shares, Tuowei Information, Puyuan Information first limit-up.
   Logic: Explosive demand for AI computing power + policy catalysts for new power systems.
6. Other Strong Sectors
   Chemicals: Jinjingda 4 boards; China Tianying, Hemei Group first limit-up.
   AI Applications: Xinjuy Network, Tuowei Information, Puyuan Information first limit-up.
7. Declining / Weak Sectors
   AI hardware (PCB/CPO/Optical Modules): New Easy Sheng, Zhongji Xuchuang fell over 5%; capital outflows.
   Lithium batteries / Photovoltaics: CATL, Sunshine Power weakened; net outflows from main funds.
8. Short-term Key Data
   Upgrade rate: 2 to 3 = 60% (3/5); high-position continuation possible.
   Capital flow: net inflow in small metals and IT services; net outflow of 10.78 billion in communication equipment.
   Hot money movements: Zhangmengzhu bought Xiangming Intelligent (4.096 million), Yuntian Lifei (8.712 million).
9. Today (3.2) Forecast
   Sentiment: Disagreement after 7-limit for Yunnan Energy; leading small metals like Zhangyuan Tungsten may see increased turnover.
   Strategy: Focus on strengthening sectors amid divergence; prioritize high targets + sector leaders; avoid high-level AI hardware.
   Pre-market thoughts and reflections (homework: actively think and respond efficiently and with high quality):
10. The closure of Pingtan in 2026 is a major national event. The hype is gradually fermenting. In March, official visits are unlikely; sovereignty integrity is the primary condition for bilateral relations. Recognizing territorial integrity is a century-long expectation and a shared hope.

,

2. The US-Iran joint attack severely impacts Iran; Iran retaliates against US forces, closing the Strait of Hormuz. Will oil prices hit new highs again? Intercontinental oil and gas, CNOOC, COSCO Shipping Energy, and Tongyuan Petroleum are among the top trending stocks. Do you see opportunities or risks in the oil sector? How do you view the recent frequent conflicts and their impact on oil and gold? Can gold reach new highs again?
3. Commercial aerospace stocks have started rebounding since last week. I have been watching Shaoyang Hydraulic early on, Puni Testing, and since Friday, I’ve been paying attention to Shenghui Technology and Hongyuan Electronics. Shenghui Technology also involves photovoltaic concepts, controlled nuclear fusion, and other hot topics. Puni Testing has military, humanoid robots, commercial aerospace brain-machine interfaces, and more. Which of these stocks do you think have greater potential? Which commercial aerospace stocks are you optimistic about? How do you think the market will respond?
   Special thanks to last Friday’s Buffett Gold Fan Group, which added 7 new family members: @Shuijing1975, @DreamsOfWealth, @cFireFire, @PeachPeach, @GuardingBeauty, @Awhite676414, @SteadyProgress, and many others.
   The Buffett Gold Fan Group now has 130 members: @Unpredictable, @EarlyRecoverySuccess, @OnwardH, @dhz8888888, @linkeqiang, @CuteOrange, @NinePoints, @Sha88888, @FlowerSister, @Shenzhen123, @TenYearsSword, @Ambitious, @WolfTwo, @CloudLight8888888, @BullMarketJoy, @ShallowFish, @OnePingMaChuan, @Hsu, @FallenSoul, @WQFaraway258369, @MajorLiu, @ThousandPeopleKing, @LiuFrozenGoods, @987470, @TranquilNature, @SaluteSouthGod, @KunPengWater, @NorthSongAm, @PioneeringOx, @BigKingSoftCandy, @Swordman2025, @RainFENG, @FollowAndCapture, @QingFengQiuFeng, @Gun, @LoneCommander, @leilong, @ClearSnow1123, @BrokenPromise, @TangTangNoSugar, @CarefreeJianghu, @MeiHuiMei, @SlowHotQ, @WouldFar, @DoubleOxCar1, @FireMountain, @EmbracePureness, @KingdomOfStocks, @HappyDawn, @PeacefulZhangSan, @JoyfulDrop, @SunshineAfterRain, @Amirach, @RedMarketClose, @NingHaiGood, @JHjinhui, @Weasel123, @LiQY, @MZhnx, @fj0070419, @GuanLan, @WarmSunlight, @GuessAndThink, @BuffettFairy, @GoldComeFirst, @DominantG8, @CalmAndSerene653753, @CanLose, @BillionaireBuffettNotes, @GentleMoney, @BaiBu999, @WinterWinterStocks, @ZhangGe, @Slinzen, @Chives89757, @DailyHappinessElectrics, @OkEgg, @BigA, @MaoMaoYa, @XFlavor, @StockWaster, @MimiO, @TrendFollowKy, @BeautifulSister, @CraftsmanSnail, @XuanJun, @StockInvestor, @DailyRedDot, @AZhenShanghai, @JinDuoDuo, @MudIsSet, @PutiAn3, @TigerJumpGouGou, @8GoldBaby, @Future2025, @BlueberryOreo, @llkrkn, @CohesiveXiaoYuanShan, @ChenLianBao, @LittleFishFly, @BaShenGoldFanLittleHorse, @LuckyHeavenly, @KHILILDONG, @FangLaiWuShi, @HomeWhiteTreasure, @MonkeyOnMountainMyAccountIsRedest, @FengWuFengFei, @LazinessYingzi, @Bolibo, @Chris201318, @MuMuShuiMuMiao, @RedLeafYing, @HuiErLightBoatPassed, @MuZhiJie, @ForrestGump, @GoodLuck888L, @Shuijing1975, @DreamsOfWealth, @cFireFire, @PeachPeach, @GuardingBeauty, @Awhite676414, @SteadyProgress, @LoveInnovationDanyu, @DingJing, May you all be as prosperous as the golden symbols behind your names, with everlasting good fortune, shining bright, and full harvest in the stock market!

Fortune comes and goes, gathering wealth and the aroma of human life. People come and go, bringing auspicious signs and smooth daily life. Thanks to all family members and fans for yesterday’s tips and support. It’s because of you on the stock journey that we have the top Buffett Gold Fan Family.
Top rewards: @EarlyRecoverySuccess @TianBaoGe @SummerLong
Small rewards: @WenHui158 @QiaoQi @RedDevilMoon @Kangkang0124 @SlowHotQ @sgdenglianyu @Unpredictable @XiangYueGong @312617 @LiuSiyu @SuXiaoYang @t11889096 @ConfusedButHopeful @TomorrowWillBeBetter,

,

Keep going: @WaitingForDinner, @RedDevilMoon, @FriendshipReturnsKite, @YibianYanbin, @Unpredictable, @RedLeafYing, @ZitanZhu, @QingMeiLoveZhuMa, @WQFaraway258369, @HappyAlways, @FallenFlowers, @CoffeeWine77, @Reagon, @WaitingForBloomWZ, @XiaoGeOnBridge, @LittleFishFly, @GoodLuck888L,

There are also many family members who haven’t been active for a long time. Support, tips, and learning XI—rowing against the current. If you don’t advance, you fall behind. No wonder many are compounding, but some are suffering market blows. If this continues, some will gradually leave this top family. If possible, please give me quick support daily; it will boost the article’s popularity.
The above ideas and stocks are only for my personal investment record and do not constitute investment advice. Please be aware of investment risks. Thank you!