[Real Trading Diary Day 1] 20260227 Yunnan Energy Holdings Upgraded to Level 7

【Foreword】[Taogu Ba]

Dear friends of Taogu Ba, long time no see!
I am San Cun Wei Guang. I’m very grateful for your attention and support. Thank you all!

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

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1. Trading Review (Showcasing only the performance of the contest accounts)

1.1 Contest Account (Small funds with concentrated positions, recorded since live trading. Interested friends can check it out themselves, thank you!)

Yesterday: Hanlan GF (Position 5C)
Today: Hangdian GF (Position 4C)

Brief summary: Hangdian’s performance today was quite notable…

Details can be viewed here:

1.2 Personal Account (Focus on diversified positions, mainly doing continuous board relay, exceeding expectations for partnerships, falling short for breakups)

Yesterday: Yunnan Energy Holdings (1), Farsight (1), Yunnan Geology (1), Zhangyuan Tungsten (1)
Today: Yunnan Energy Holdings (2), Zhangyuan Tungsten (1), Hunan Gold (1), Ganneng Co., Ltd. (1)

Brief summary: Farsight opened below expectations and exited immediately; Yunnan Energy Holdings exceeded expectations and increased closeness; Ganneng Co., Ltd. showed a willingness to partner, and at the end of the day, Hunan Gold’s persistent upward effort was impressive.

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2. Simple Sector Review (Small Metals, Power, Computing Power — the three pillars, with branches sprouting)

1. Small Metals (Since February 27, 2026, tungsten prices have been rising steadily, leading the rally)
   Core of continuous boards: Zhangyuan Tungsten (7 days 5 boards or 3 days 3 boards)
   Trend core: Jiang Tung Equipment (7 days 5 boards), Zhongwu High-tech (7 days 3 boards)
   Other recognizable stocks: Hunan Gold, Huaxi Colored Metals, Cens

2. Power (Policy support to improve the nationwide unified electricity market + North American transformer shortages)
   Core of continuous boards: Yunnan Energy Holdings (7 days 7 boards), Ganneng Co., Ltd. (3 days 3 boards)
   Trend core: Southern Power Grid Energy, GCL New Energy
   Other recognizable stocks: Hangdian Co., Ltd., Huayin Electric Power, Shama Electric

3. Computing Power (Related to fiber optic price increases earlier, no special stimulating news today, a sector with capital rotation)
   Core of continuous boards: Yunnan Energy Holdings (7 days 7 boards)
   Trend core: Hangdian Co., Ltd.
   Other recognizable stocks: Litong Electronics, Huasheng Tiancheng

4. Chemical Industry (One of the rotation directions, mainly driven by price increases, can be phosphorus chemicals or TDI)
   Core of continuous boards: Jinjingda (7 days 5 boards)
   Trend core: Cangzhou Dahua (3 days 2 boards)
   Other recognizable stocks: Baichuan Shares

5. Gas Turbines (Stimulated by performance news)
   Recognizable stocks: Changyuan Donggu (6 days 3 boards), Taihao Technology

6. Huawei Ascend (Positive news from Huawei Ascend 950PR launch)
   Recognizable stocks: Taijia Shares (5 days 3 boards), Tuowei Information, Yuntian Lihui

7. Robotics (Spring Festival Gala effect, one of the rotation directions)
   Recognizable stock: Yongzhen Shares (tentative)

8. Others

8.1 News-driven: Two sessions expected themes (Aerospace represented by Junda Shares and Gels Software; AI programming represented by Xinjun Network; Cultivated diamonds represented by World Diamond and Yellow River Cyclone)

8.2 Announcement-driven: Beijing Kerui (Winning bid), Limin Shares (Winning bid)

8.3 Third Board group: Hongxing Shares

8.4 Control rights change: Delong Huineng

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3. Tomorrow’s Reference Directions

1. US-Iran conflict: Oil + Gold

Oil (Driven by crude oil price rise): Tongyuan Petroleum, Intercontinental Oil & Gas
Gold (Global safe-haven demand): Hunan Gold, Xiaocheng Technology

2. Ultra-short relay: Power + Computing Power

Power (Policy-driven): Yunnan Energy Holdings, Ganneng Co., Ltd.
Computing Power (Rotation arbitrage): Tuowei Information

3. Trend arbitrage: Computing Power + AI

Computing Power: Huasheng Tiancheng, Taihao Technology
AI: Roman Shares, Capital Online

ps: Final trading results depend on 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!