20260209, Locking Xinjiang, selling Hangzhou Electric

1. GCL-Poly’s bidding exceeded expectations, with a rapid sell-off in the early trading session to take volume, and the limit-up was locked in. The leading photovoltaic company confirmed, but subsequent fermentation was insufficient. [Taoguaba]
2. Hangdian exceeded expectations by 7 points, but Hengdian Films opened 9 points. After the company clarified, cable stocks lost recognition, focusing more on electricity, which did not ferment enough. Whether it is strong or not.
3. Bidding
   Shanshan Co., Ltd. 2 consecutive limit-ups restructuring provides energy for photovoltaics Zhejiang
   Jihua Group Chemical, dispersed dyes Runtu consumes energy

AI videos AI applications Many one-word mentions Hengdian Films benefits
Tomorrow, observe the divergence strength of AI applications to judge whether divergence will flow back. No expectation of continuation tomorrow.

Juli Deep Water Pivot, large volume, but under high sentiment opening, it is relatively weak.

Optimal solution: Runtu Co., Ltd. Others are a feast for holders.

4. Consecutive limit-ups

Hanjian Heshan 5 broke the 5-limit high at the end of the session, divergence yesterday, continued divergence today, funds fought for intra-day rebound, limit-up at the close. Weak to strong tomorrow is not a buying point (Jingtou Development pre-rebound).

Kailong Gaoke 20cm 4 consecutive limit-ups Jiangsu Robotics Chips
GCL-Poly Integration 4 headquartered in Jiangsu photovoltaics chips
Hangzhou Jiebai 3-4 was hit yesterday, no problem with withdrawal, strong continuation today, observe if there is consumer support for rebound tomorrow.

Jinfu Technology 3 Guangdong packaging restructuring bottle caps, observe divergence tomorrow.
Shenjian Co., Ltd. 2-3
Tianzhong Precision Machinery 2-3
Huangting International 2-3

2 consecutive limit-ups
Haixiang Pharmaceutical Zhejiang medicine
Shanshan Co., Ltd. Zhejiang photovoltaics
Perfect World Zhejiang AI applications
Baichuan Co., Ltd. Jiangsu chemical
Kosen Technology Jiangsu Fujian edge AI
Mingdiao Co., Ltd. AI applications 3 pushing Hengdian for shipment, observe if it self-destructs tomorrow.
Runtu Co., Ltd. Zhejiang chemical chips
Jinniu Chemical Hebei chemical
Demei Chemical Guangdong chemical
GCL Energy Science Jiangsu photovoltaics pushing GCL-Poly Integration

First board
Longyun Co., Ltd. film and television restructuring
Huaritai

Anomalies
Tianzhong Precision Machinery
Hangdian Co., Ltd. 8.55
Hengdian Films 9.47

Summary:

1. Observe the opening of Hanjian Hongkai, market reaction, whether the market will recognize chemical stocks, and monitor Jingtou Development’s support.
2. Observe Jiangsu’s support to expect GCL-Poly’s one-word move, watch if AI application divergence causes significant impact on photovoltaics, and observe if Hangzhou Jiebai’s main rise and rebound support.
3. Observe if Jinfu’s divergence exceeds expectations and rebounds, leading communication and computing power.
4. Observe whether Hengdian Films exceeds expectations and breaks anomalies, leading the sector to continue the climax.
5. Observe the divergence strength of Hangdian to judge if sentiment exceeds expectations, and whether Mingdiao self-destructs.
6. Observe whether Baichuan exceeds expectations with a one-word move, continuing to lead chemical fermentation and supporting Hanjian to break high.
7. Observe the group formation of Zhongchao, surpassing Juli’s lock-in.
8. Observe whether Fenglong’s regulatory sentiment is favorable, expecting a return flow.