New Year, new beginnings. Wishing everyone smooth sailing and abundant wealth.

StrawberryIce · 2026-02-25T05:06:21+00:00

The article summarizes the stock market performance and individual stock movements on the first trading day after the holiday, noting that safe-haven sectors such as gold and oil strengthened, while AI applications and entertainment sectors underperformed. It recommends paying attention to chemical and fiberglass stocks driven by inflation expectations, emphasizing the importance of following market trends and dynamic forecasting.

StrawberryIce

2026-02-25 05:06:21

Abstract generation in progress

Today’s Focus

On the last day before the holiday, pay attention to Fengyu Zhu. Today’s bidding opened significantly higher, so I canceled my previous attention. At a low point today, I newly focused on Jiang Tung Equipment. The main logic is that the high open in bidding exceeded expectations, and the after-market support was strong. A normal high open is expected tomorrow. Wishing everyone a prosperous Year of the Horse, smooth sailing, and abundant wealth. Accounts will multiply tenfold, 66.

Today’s Market

The major index rose by 0.91%. There were 3,935 stocks in the red and 1,394 in the green. The total trading volume was 2.19 trillion yuan.

On the last day before the holiday, the market plunged sharply. During the Spring Festival, various news kept emerging. Today, the first trading day after the holiday, funds are digesting the news from the Spring Festival. Due to rising risks of US-Iran conflict, oil, gold, and non-ferrous metals, which are safe-haven sectors, performed the strongest. Several stocks in the oil sector, such as Tongyuan Oil, China Oil Engineering, Huai Oil, Zhongman Oil, China Oil Marine, and Beiken Energy, hit the daily limit up. Gold and non-ferrous metals rebounded, with Hunan Silver, Sichuan Gold, and Xiaocheng Technology leading the bounce, mainly driven by external gold and non-ferrous prices.

Other sectors today saw rotation and strength in optical modules, fiberglass, and chemicals. Tanfeng Communication and Shengke Communication surged in optical modules; Shandong Fiberglass, Honghe Technology, and China Conch hit the daily limit in fiberglass; International Composite Materials also hit the limit, mainly due to rising raw material prices. In chemicals, Meibang, Chitianhua, and Jinchengda also hit the limit, driven by raw material price increases.

During the Spring Festival, news about robots and AI applications kept emerging, but today these sectors underperformed expectations. Zhangyue Technology’s bidding was severely below expectations, opening with a limit-down. Light Media, Chinese Online, and Blue Ocean Happiness also fell sharply, serving as early warnings to avoid AI application sectors today.

In terms of strength, Yunnan Energy Holdings and Meibang both advanced to four consecutive limit-ups today. Zhangyue Technology failed to advance to five, while Hanlian Cable’s turnover allowed it to reach three limit-ups. Tomorrow, Yunnan Energy Holdings and Meibang are expected to compete for five consecutive limit-ups.

Overall, today, the first trading day after the holiday, was mainly about digesting news from the Spring Festival. The biggest influence remains the US-Iran conflict. Safe-haven sectors like gold, non-ferrous metals, and oil performed the strongest. Funds from the robot and AI sectors, which fermented during the holiday, are being cashed out.

Focusing on the long-term cycle, keep an eye on the core; in the short-term cycle, watch for the first limit-up. For disorderly rotation or trend stocks, stay in cash or respond with trend-following strategies. Daily review and static three-day pre-judgment, along with dynamic three-day pre-judgment during bidding, will improve prediction accuracy over time.

The stock market always values following the trend—align with the main market direction and sector momentum. During major declines, control retracement; during cycles, increase profit-taking and limit losses. Consistent small gains across cycles lead to stable compound growth. Never chase daily big gains; act according to the cycle’s stage. Repeatedly reviewing this advice will be beneficial. Wishing everyone to find the rhythm each week, reach new account highs, and improve a little every day. As the account blossoms like a sesame flower, it will rise steadily.

Stock Comments
Yunnan Energy Holdings and Meibang both hit the limit-up today, advancing to four consecutive limit-ups. Tomorrow, they will compete for five. Yunnan Energy represents the power sector; today, it was not sector-driven. Meibang represents the chemical sector; today, it led the sector with multiple first-limit stocks like Bangsheng Biology, Chitianhua, Chuanfa Longmang, Chengxing Shares, and Jinchengda. From the sector perspective, Meibang’s strength appears greater than Yunnan Energy. Tomorrow, Meibang is likely to continue advancing, depending on the strength of the buy orders.
Honghe Technology and Shandong Fiberglass, in the fiberglass sector, weakened before the holiday due to price increases. Today, many stocks in the sector rebounded to hit the limit-up, with the sector rising 8%. The sector is relatively strong today, similar to the chemical sector, both driven by rising prices. Compared to the safe-haven logic of oil and gold, the price-increase logic is more reliable. Tomorrow, the sector is expected to normalize, with some stocks weakening while others remain strong.
Changfei Optical Fiber, in the communications sector, is an institutional stock with a continuous upward trend. Today, Tanfeng Communication also surged within the sector. These are large-cap stocks favored by institutional funds because of their size, making them less volatile. Following the five-day moving average trend, low buying and high selling along this line offers good value for large-cap stocks.
Zhangyue Technology, in the AI application sector, opened sharply below expectations today, hitting the limit-down after the market opened. Chinese Online, Blue Ocean Happiness, and Light Media also fell sharply. The main reason is that this year’s Spring Festival movie box office was below expectations, leading funds to withdraw. This is a reminder to avoid AI and film sectors today, as underperformance is a normal exit point.
Tomorrow’s Direction

Today, the first trading day after the holiday, was mainly about digesting news from the Spring Festival. Safe-haven sectors like gold, non-ferrous metals, and oil performed strongly. Chemical and fiberglass sectors also rose due to rising prices, while film and AI sectors weakened.

Gold, non-ferrous metals, and oil are heavily influenced by external factors. Before the holiday, gold and non-ferrous metals experienced a transitional phase; another wave is unlikely. Oil sectors tend to rotate, so focus on raw material-driven sectors like chemicals and fiberglass. Funds are heavily cashing out of robotics and AI sectors, so short-term avoidance is advised.

Tomorrow will be a normal day for sectors to weaken or strengthen; focus on the sectors that remain strong.

Feel free to comment on how to participate tomorrow. More comments help refine market predictions. Wishing everyone big gains tomorrow, a prosperous new year, and continuous improvement. May your accounts grow tenfold by 2026.

If helpful, please like, support, and tip. Your support is the motivation for ongoing updates. Wishing everyone all the best—666.

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