February 10, 2026 Morning Trading Strategy

1. Today’s Direction [Taogu Ba]
(1) Yesterday was the 5th day of the decline phase. Driven by weekend positive news, the market experienced a broad rally; today, the index and sentiment are expected to fluctuate slightly upward. The operational strategy is to go for the strong and leave the weak, avoiding opening new positions. However, there are structural exit opportunities, mainly focusing on the core recognition of AI media and space photovoltaic sectors.
(2) Restructuring has always been an underlying theme, and chaotic markets tend to produce group-style speculative stocks.
(3) During chaotic periods, structural rotational markets occur, with two main speculative themes intertwined: one is rotation among various hot sectors, and the other is core stocks within these sectors forming snake-like groupings (N+N). The market is never short of opportunities; speculation is an eternal theme.
2. Continuous Board Overview

300912 Kailong High-Tech 9:25 4 Asset Restructuring
002506 Xiexin Integration 9:31 4 Photovoltaics
603616 Hanjian Heshan 14:42 4 Asset Restructuring
003018 Jinfu Technology 9:25 3 Asset Restructuring
600884 Shanshan Shares 9:25 2 Asset Restructuring
002455 Baichuan Shares 9:30 2 Chemical Industry
002624 Perfect World 9:31 2 AI Applications
002830 Mingdiao Shares 9:31 2 AI Applications
002440 Runtu Shares 9:32 2 Dyes
603626 Kesen Technology 9:42 2 Robotics
600722 Jinniu Chemical 9:45 2 Chemical Industry
002015 Xiexin Energy Science 10:45 2 Photovoltaics
002054 Deme Chemical 11:15 2 Dyes
002099 Haixiang Pharmaceutical 13:13 2 Dyes
3. Today’s Stock Picks (Hengdian Film & TV, Xiexin Integration, Hanjian Heshan, Baichuan Shares, Kailong High-Tech, Hangzhou Jiebai)
(1) Hengdian Film & TV: Core of AI media, highly recognized in the market, N+N core. Yesterday, it was strongly weak-to-strong on positive news, with significant capital inflow. Fortunately, the sector was strong, and divergence turned into consensus; today, it needs to continue the weak-to-strong shift with a quick (within 8 minutes) upward surge to hit the limit-up, otherwise,
(2) Xiexin Integration: Core of space photovoltaics, N+N secondary core, recognized as the top in the market yesterday. Today, divergence is needed; a slightly higher open on bidding divergence is a buying point. But it’s mostly wishful thinking; today’s high open is likely, with no comfortable buying points.
(3) Hanjian Heshan: The first listed restructuring stock on the main board, benefited from chemical materials yesterday; today, it must open high and surge quickly (within 8 minutes), otherwise, no buying points, only selling points.
(4) Baichuan Shares: New core of chemical industry, mimicking N+N, with convertible bonds; today, there are selling points but no buying points.
(5) Kailong High-Tech: Highest recognition for restructuring; divergence in bidding today can be entered, with a chance for a one-word opening.
(6) Hangzhou Jiebai: Currently lacks recognition; beware of false signals of weak-to-strong today. If it successfully rebounds quickly from weak to strong, it only indicates that funds are not optimistic about today’s index and sentiment.
All above are personal pre-market judgments; errors and omissions are inevitable. Please exercise caution and consider intra-day stock movements carefully.