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Yongding Yongding, always the best! But has this fated person been discovered by their wife? Do you secretly hide from your family while trading stocks? [Hehe][Hehe][Hehe] Account canceled

Today's likes are few, I want to test the activity quality of my followers, currently 200 out of 178, target to be achieved by taking off in the afternoon.

Many friends asked me if the solar cable has left! Please like this if you see it and leave 178!

New Year's Market Fully Unleashed: Hot Themes Take Turns Leading
On Monday, all three major A-share indexes strengthened, with the Shanghai Composite Index breaking through the 3900-point mark and launching an assault towards 4000 points, firmly establishing a strong market pattern for the New Year. Looking back at last week, as the market reversed its downward trend with a long bullish engulfing pattern, we had already clearly indicated the layout window. With over a hundred points of index gains, investors who mastered the winning pattern have already reaped substantial rewards.
The year-end market's fluctuating operating tone remains unchanged, with the Shanghai Composite Index likely continuing to engage in box trading within the 3800-4000 point range. Although the index's fluctuation space is limited, structural opportunities are emerging one after another. Rather than getting entangled in the ups and downs of the index, it is better to focus on the rhythm of thematic rotation—short-term speculation and swing trading operating in parallel, accurately hitting the main line to grasp the New Year's dividends.
Currently, the main direction of market funds is clear, with four major themes—consumption, internet finance, commercial aerospace, and autonomous driving—taking turns to be active. Regional themes have sparked a joint market trend in Hainan and Fujian. The Hainan sector has benefited from favorable policies and, after sufficient adjustment, has launched a second wave of offensive, simultaneously boosting the Fujian sector to strengthen collaboratively, as the speculation logic of regional economic dividends continues to heat up.
From the perspective of fund preferences, short-term funds are anchored in low-start stocks and second-wave trend stocks: the autonomous driving sector has forcefully broken through with a low-position rebound, while previous popular stocks have become the focus of fund clustering; the Hainan sector has also relied on policy tailwinds to regain momentum after building strength at relatively low levels, attracting continuous fund inflows due to the expectations of a second wave market. In addition, the internet finance and technology hardware sectors have continued to perform strongly under the sustained increase of institutional funds.
The window period for profiting from the New Year's market has already opened, and operations must abandon 'index anxiety' and closely align with the main lines of thematic stocks. Short-term trading should adhere to the principle of avoiding high and seeking low, keeping the strong and discarding the weak, prioritizing the capture of low-position rebound opportunities; trend investment should focus on core assets, anchoring layout directions based on earnings certainty. Targets where institutions and retail investors resonate and cluster require special attention to seize explosive opportunities under the combined force of funds.

The strong main rising wave of the久之洋 trend shared in the morning[威武][威武][威武]

Hainan Development 002163 Acceleration Trend [Mighty]

With multiple favorable factors, the A-shares opened high in the morning, and stocks in the red flourished everywhere. The market finally shook off the previous gloom, and everyone's confidence in buying has returned, with more people entering the market to trade. The sectors are experiencing a "turn of fortune": previously adjusted tech stocks are now thriving, with AI, robotics, and motors leading the charge, while non-ferrous and resource stocks are joining the fun; conversely, the sectors that surged last week are taking a breather. In just 15 minutes after the market opened, transactions reached 180 billion, significantly higher than last week, and the index steadily stood above 3900 points, indicating that the rebound momentum has stabilized!

In the popular sectors fermenting over the weekend, consumption and retail remain mainstream!
It’s a new week again, last week showed a pattern of initial decline followed by a rise, especially in the last three days, with consecutive increases, giving more people confidence and courage! How this week unfolds is crucial, and whether we can hold the 3900 mark is vital! From the news over the weekend, there are many popular sectors, and here I will provide some sorting and analysis, hoping to assist everyone in watching the market and selecting stocks! Of course, this is just my personal opinion, for reference only!
1. Consumption and Retail! Over the weekend, I believe the heat of consumption and retail is the highest. On one hand, the policy side is continuously making efforts, and on the other hand, there is ongoing catalytic news, such as new concepts and new models regarding consumption. Over the weekend, new terms started to emerge again, such as emotional economy, self-consumption, and new forms of consumption. Previously, the higher-ups also made it clear that stimulating consumption is a strategic choice, so the logic regarding the consumption and retail sector is strengthening, and I suggest further attention to related sectors. For example, the recently strong Happy Home has become a leader, along with the old leader Yonghui and others!
2. Robotics: There are also many news regarding robots. On one hand, the video of Yushu Robot dancing at a star concert went viral and reached Elon Musk in the U.S., with high heat over the weekend. Additionally, as the year ends, various robot companies will intensively release new products and new models, including performance and order situations, so the robotics track is worth paying attention to, and I suggest further focus on Wuzhou and Sanhua, which have been validated by performance!
3. Military Industry: The core logic remains unchanged. The surrounding area is currently very unstable, and recently Thailand and Cambodia have been fighting fiercely, including the situation in Russia and Ukraine, which shows no signs of stopping. The U.S. has also indicated the possibility of military action against Venezuela, as well as recent situations in Japan and Taiwan, including a new round of arms sales, etc. All these factors are strengthening the military industry logic. Recently, the military sector has been very strong, and I suggest continuing to pay attention to core leaders, such as Jiuzhiyang and Yaguang, etc.!

Positive news accumulation, four major hotspots this weekend
After the market rose last week with a bullish trend, this weekend the market sentiment is quite strong, and everyone is filled with anticipation, leading to a bustling market atmosphere, mainly reflected in four major aspects:
1. Accumulation of positive news in technology stocks:
1. Two departments released guidelines for implementing the 'Opinions,' benefiting domestic alternatives such as indigenous software;
2. Chinese scientists achieved a breakthrough in the research of the next-generation optical computing chip, benefiting optical communication, CPO, and chip sectors;
3. Zhipu officially passed the Hong Kong Stock Exchange listing hearing. AI applications need to boost the market!
4. Moore Threads released support for intelligent computing clusters with over 100,000 cards, increasing computing density by 50% and improving energy efficiency by ten times, benefiting chips and computing sectors;
5. Wang Leehom used robot dancers at his concert, receiving praise and comments from Elon Musk, benefiting humanoid robots and related sectors;
6. Micron's first-quarter performance was strong, and the second-quarter guidance exceeded expectations. This led to a significant rise in U.S. technology stocks, with Micron Technology jumping nearly 8%, reaching a historic high, Oracle rising over 6%, and NVIDIA increasing nearly 4%, which positively affects the A-share market's tech sector.
In summary, the long-silent technology stocks in chips, computing, and robots are expected to dance today, but during this weekend of accumulated positive news, caution is still required regarding quantitative trading.
2. Commercial space industry getting a boost
1. President Biden signed an executive order, calling for increased R&D and attracting private sector investment to ensure America's 'space advantage';
2. The U.S. military awarded contracts worth $3.5 billion to four companies for the procurement of a total of 72 early warning and tracking satellites.
The U.S.-China competition is not just on Earth; it has now extended into space. We previously analyzed that the hotspots in commercial space are similar to those of robots at the beginning of the year; the market hasn't fully played out, but caution is needed when chasing after rises.
3. Consumer sector sees explosive enthusiasm
1. A certain state media continues to publish articles stimulating consumption, focusing on releasing 15 articles on service consumption in 7 days, which is historically rare.
2. Ministry of Commerce: Vigorously boost consumption, expand the supply of high-quality goods and services, and unleash the potential for service consumption;
3. Ministry of Finance: Starting from January 1, 2026, Shanxi Province and Qinghai Province will implement a tax refund policy for outbound travelers' shopping;
The end of each year is always a time to hype consumption. Last week, commercial retail and export tax refund sectors related to consumption already started, and this week, the major consumption direction is expected to spread.
4. 'Hainan's closure' trending positively
This weekend, Hainan once again topped the trending searches, 'A 1.2 million yuan Cayenne only costs 600,000 yuan,' 'An Apple phone can be reduced by up to 2,140 yuan,' Hainan is set to undertake a significant historical mission to become the world's largest free trade port.
Although Hainan's closure has little to do with most consumers, the hype around Hainan has not ended; today is a day for realizing the positive news or starting a second wave? Let's wait and see.
Overall, if blue-chip stocks take the stage, thematic stocks are expected to perform today. Among them, we are still optimistic about technology, as Hainan, consumption, and commercial space have all undergone significant hype earlier, and caution is still needed when chasing after rises. We must maintain the sensitivity of 'the duck knows the spring river's warmth first' while also cultivating the composure of 'calm amidst the chaotic clouds.'

Good morning! Fans and friends! Like and comment 888 to leave a footprint [heart]
A beautiful day has arrived as promised, and today's market will welcome new opportunities. I wish all fans abundant gains and look forward to the market being prosperous, with individual stocks climbing higher and higher!
Wisdom and good luck accompany us; the path of investment becomes broader. Remember: opportunities always favor those who are prepared. I wish everyone smooth operations today and a long rainbow of profits! Surprises keep coming!

The sectors that are sure to rise tomorrow!
There are quite a few messages over the weekend, including consumption aerospace, autonomous driving, carbon dioxide power generation, robotics, and a whole bunch of news.
Monday should see a faster rotation, with every direction getting a turn; the best choice is to do what you can understand.
From the perspective of the index, last week completed a second pullback, and the resonating sectors here are still consumption, while aerospace could be a breakthrough.
Here’s a rundown of popular stocks for reference.
Consumption: Baida Group, Luyan Pharmaceutical, Derby Group.
Aerospace: Shenjian Co., Western Materials, Aerospace Intelligence Manufacturing.
Autonomous Driving: Zhejiang Shibao, Wanjite Technology.

The winter solstice brings blessings; wishing friends who like this good fortune arrives as expected.

Lin Yuan's latest view: This bull market will rise to 6000 points!\n \nThere is no doubt about the current bull market; this is a once-in-a-decade super opportunity. Seizing it can likely lead to financial freedom.\n \nThe most core investment opportunities in the next decade lie in the stock market. This is not only a super long-cycle bull market but also a steady and gradual bull.\n \nWe do not make specific point predictions, but 4000 points is by no means the endpoint of this market.\n \nThe key is to choose quality targets and hold on for the long term, planning for a 5-10 year period.\n \nThere is no need to worry excessively; this bull market is fundamentally different from any previous one.

Top ten stocks, stock price below 2 yuan
1. Shenhua Holdings,
Stock price 1.97 yuan
The company’s revenue from automotive retail in the first half of the year is 2.271 billion,
Rental income from buildings is 22.11 million
Real estate revenue is 12.97 million.
The company’s revenue in the first three quarters of this year is 3.23 billion, resulting in a loss.
2. Zhengzhou Bank
Stock price 1.96 yuan
Zhengzhou is the capital of Henan province, all top ten domestic banks have business in Zhengzhou,
Zhengzhou Bank is not as competitive as big banks,
Resulting in the company’s income, and net profit difficult to continue to grow significantly,
Making it hard for the stock price to rise significantly.
3. Kangmei Pharmaceutical
Stock price 1.95 yuan
The company’s revenue in the first three quarters is 3.96 billion, with a net profit of only 13.08 million.
4. Yatai Group
Stock price 1.91 yuan
The company’s registered and office address,
Are both in Jilin Province, Changchun City,
Last year, the company’s revenue from building materials was 3.2 billion,
Pharmaceutical revenue was 1.8 billion
Real estate revenue was 780 million.
5. Xiangjiang Holdings
Stock price 1.90 yuan
The company’s revenue from commercial circulation operations in the first half of the year is 389 million,
6. Rong'an Real Estate
Stock price 1.88 yuan
The company’s registered and office address are both in Zhejiang Province, Ningbo City,
In the first half of the year, the company’s revenue from home sales is 3.843 billion,
Rental income is 33.46 million.
The nationwide real estate market is sluggish, affecting the income and profit of real estate companies,
Making it hard for the company’s stock price to rise significantly.
7. Jinzhengda,
Stock price 1.79 yuan
8. Beichen Industry
Stock price 1.75 yuan
9. HNA Holdings
Stock price 1.73 yuan
10. Guangtian Group
Stock price 1.73 yuan
Summary: The stock market has high risks, retail investors should be very cautious.

SpaceX opens IPO silent period, domestic commercial aerospace concept stocks welcome opportunities
Global commercial aerospace leader SpaceX has officially entered the IPO pre-regulatory silent period, aiming to complete its listing in mid to late 2026, with a fundraising scale exceeding 30 billion USD and a target valuation of up to 800 billion - 1.5 trillion USD, expected to set a new global IPO record. This fundraising will focus on three major directions: high-frequency launches of the Starship, deployment of space AI data centers, and Mars missions, while Musk's stance has shifted from opposing the IPO to actively promoting it, primarily due to the trillion-level funding demand behind the 'space AI' vision. As an industry benchmark, the SpaceX IPO will set a valuation anchor for global commercial aerospace, and related domestic enterprises are expected to continue benefiting.
Direct suppliers: Core links with hardcore positions
Western Materials (002149): The only domestic niobium alloy supplier, exclusively supplying special niobium-tungsten alloys for the Starship Raptor engine combustion chamber, directly benefiting from engine mass production.
Zais Technology (603601): One of only three qualified manufacturers globally, supplying rocket insulation materials and Starlink thermal layers to SpaceX, with stable monthly supplies.
Sinovate Communication (300136): Exclusive supplier of ground terminal connectors for Starlink, with expected related revenue of 1.5 billion in 2025, 70% of which comes from SpaceX orders.
Parker New Materials (605123): NASA certified, providing core forging for Falcon 9 and Starship, expected to contribute 800-1,000 million in revenue in 2026.
Sry New Materials (688102): The only domestic entity mastering relevant technology, supplying thrust chamber materials for Starship engines, with a single rocket supporting value of 5-10 million.
Indirectly related: Curve-in into the track dividends
Leo Holdings (002131): One of the few companies in A-shares that clearly attempted to invest in SpaceX; although the investment was unsuccessful, it holds shares in multiple aerospace companies, with significant collaboration flexibility.
Jintuo Co., Ltd. (603211): Supplies Starlink base station amplifiers through Taiyang Technology, accounting for 30% of base station costs, benefiting from Starlink expansion.
Baotai Co., Ltd. (600456): Aerospace-grade titanium alloy certified by NASA, has entered SpaceX's upstream supply chain.
Beneficiaries of the industrial chain: Technical synergies and collaborative growth
China Satellite (600118): The only domestic publicly listed platform for satellite manufacturing, with an annual production of 300 satellites, having high technical homogeneity with SpaceX.
Aerospace Electronics (600879): Provides power management systems for Starlink, with revenue growth of 100% year-on-year in Q3 2025.
Guangqi Technology (002625): Provides metamaterial structural parts, reducing satellite weight by 30%, winning dual orders from both domestic and international markets.
Aerospace Development (000547): Provides satellite communication interference protection services, with expected related revenue exceeding 500 million in 2025.
The SpaceX IPO will reshape the industry landscape, strengthen the recognition of the 'reusable rockets - satellite constellations - data operations' business closed-loop, and drive the valuation enhancement of the A-share commercial aerospace sector. However, it should be noted that the IPO progress may be affected by market, technology, and other factors, and the performance of concept stocks relies on order fulfillment, with risks such as technical certification not meeting expectations.

China has three tracks!
1.Light rail
2.Heavy rail
3.?
Does anyone know about the third track?

"Buy on Divergence, Sell on Consensus" is the main strategy of leading stocks, generally referring to buying at low positions when leading stocks appear to diverge and stabilize after a stop-loss, and selling after continuous volume reduction and acceleration. Most leading stocks usually have 2-3 divergence opportunities, and based on the confirmed leading stocks in the sector, it is likely to intervene during the first divergence to maximize profits.
What I want to propose here is the operational strategy of the main sector "Buy on Divergence, Sell on Consensus". The main sector also continuously diverges and converges; for example, the commercial aerospace sector had two significant divergences on December 10 and December 17, with leading stock Aerospace Development experiencing a sharp decline and adjustment on those days. Many stocks in the sector fell, but there were also strong performers. On December 10, during the sector's divergence, Aerospace Power still rose significantly, later achieving two consecutive limit-ups, while Western Materials transitioned from weak to strong and hit the limit-up, subsequently entering an upward trend. On December 17, during the sector's divergence, Western Materials still rose significantly, later achieving two consecutive limit-ups. During the main sector's divergence, strong supplementary stocks were selected for intervention, which is a typical example of the main line "Buy on Divergence", and afterward, selling at the peak of the main line at the right moment.

After the abnormal changes in volume and price, once it breaks through, follow up.

The arrows have undergone 8 months of震荡盘整; two breakthroughs have returned to the platform; on 12.19, there was again a large upward volume with a solid breakthrough.

Wang Leehom's concert in Chengdu has added more excitement to humanoid robots. Yushu Technology's humanoid robot provided clear accompaniment to Wang Leehom's performance, and ultimately executed a synchronized backflip to conclude, attracting the attention of the entire market and becoming a major highlight over the weekend. Even Elon Musk gave it a thumbs up. It seems Musk is always paying attention to the progress of Chinese robotics companies, as he has previously praised both Xiaopeng Robotics and Yushu Technology's robots.
Recently, there have been many impactful events related to robots, including Zhiyuan Robotics launching a robot rental platform, which opens up new application markets. Several robotics companies have announced their upcoming IPOs on the Hong Kong or A-shares, and the progress in this industry is moving forward at a rapid pace.
Tesla's robot supply chain audit has also concluded, and as 2025 approaches its end, many robotics companies are expected to enter mass production in the first half of 2026, including Tesla's Optimus 3 robot and Xiaopeng's iron03, among others.
Just from Changying Precision's 60,000 square meter robot park in Shenzhen's Baoan District, which will be operational in the fourth quarter, it can be inferred that the robot supply chain is expected to ramp up in the first quarter of next year.
Regarding the weekend stimulation of robots, Yushu Technology has contracted with Lingyi Zhi Zao, and Changying Precision indirectly holds 4.68% of Yushu Technology's shares, which should be the most among A-share companies. They are also the core supplier of Tesla robots, with a share reaching 70%! From joint gears, bearings to flexible versions of sensors, the company itself can supply over 800 types of components. There are already 50,000 intended orders. They are also the core supplier of Figuer AI robots, exclusively supplying dexterous hand modules, and are the sole supplier of NVIDIA's dual-arm structural components.
Overall, the expected uplift is quite high, and it remains to be seen how the market performs on Monday to ignite further interest, with longer cycles still ahead.