February 4th, I didn't get to eat meat, but I didn't skip meals either.

1. Today’s Capital Attack Route Map (Hot Concept and Active Concept, and Some Strong Stocks): [Taogu Ba]
Morning Session: Photovoltaic (Limit Up: Shuangliang Eco-energy) => Coal (Limit Up: Shaanxi Black Cat) => Commercial Aerospace (Limit Up: Julii Sorgues) => Real Estate (Limit Up: Caixin Development)

Afternoon Session: Photovoltaic (Limit Up: TCL Zhonghuan) => Real Estate (Limit Up: Huafa Group) => Coal (Limit Up: Luan Environmental Energy)

2. Hot Sector and Stock Analysis (Red Text Part Involves Subjective Comments, Experts Please Skip)

Real Estate
000838 Caixin Development 10:17:15 Jiangxi Zhongjiu intends to take control + Real Estate
000517 Rong’an Real Estate 10:22:24 Real Estate
600325 Huafa Group 13:20:16 Real Estate
600683 Jingtou Development 13:20:27 Real Estate opened. Two consecutive limit-ups.
000560 I Love My Home 13:42:30 Real Estate Brokerage opened.
Comment: The rebound from oversold positions, popularity and momentum are relatively average.

Commercial Aerospace
000070 Tefa Information 9:30:00 Commercial Aerospace
002342 Julii Sorgues 9:49:54 Commercial Aerospace opened. Two consecutive limit-ups.
002278 Shenkai Co., Ltd. 10:05:03 Commercial Aerospace
000039 CIMC Group 13:35:09 Commercial Aerospace opened. Two consecutive limit-ups.
Comment: The core popular stocks did not hit the limit, but the rebound momentum is still there, probably will face some twists and turns.

Coal
601015 Shaanxi Black Cat 9:45:28 Coal
600188 Yankuang Energy 9:45:48 Coal opened.
601898 China Coal Energy 9:59:48 Coal
600792 Yunnan Coal Energy 10:00:23 Coal opened.
000723 Meijin Energy 10:04:27 Coal
601001 JinKong Coal 10:54:23 Coal opened.
600740 Shanxi Coking 11:08:35 Coking Coal opened.
601699 Lu’an Environmental Energy 13:39:09 Coal
000983 Shanxi Coking Coal 14:35:15 Coal
600546 Shanxi International Coal 14:36:00 Coal
600403 Dayou Energy 14:36:15 Coal
600971 Hengyuan Coal and Power 14:38:28 Coal
600997 Kailuan Group 14:42:54 Coal
Comment: Actually, it should be gold and non-ferrous metals rising, but the short-term rebound is hindered by too many trapped positions in gold, so other resource stocks were chosen as alternatives.

Photovoltaic
600481 Shuangliang Eco-energy 9:42:54 Photovoltaic opened. Two consecutive limit-ups.
600072 CSSC Technology 9:52:44 Wind Power opened.
002623 Yamaton 10:10:54 Photovoltaic
603778 Guosheng Technology 10:28:04 Photovoltaic two consecutive limit-ups.
300393 Zhonglai Co., Ltd. 10:30:21 Photovoltaic
002218 Tuori New Energy 10:31:15 Photovoltaic
002334 Yingweiteng 10:44:51 Photovoltaic
301636 Zerun New Energy 11:00:54 Photovoltaic two consecutive limit-ups.
002791 Jianlang Hardware 13:43:54 Photovoltaic brackets
688429 Shichuang Energy 13:49:22 Photovoltaic
603381 Yongzhen Co., Ltd. 13:54:57 Photovoltaic frame opened.
003038 Xinbo Co., Ltd. 14:06:48 Photovoltaic
002129 TCL Zhonghuan 14:12:54 Photovoltaic opened.
605376 Boxian New Materials 14:34:17 Photovoltaic
600330 Tiantong Group 14:35:43 Commercial Aerospace + Photovoltaic concept opened. Two consecutive limit-ups.
002506 Xiexin Integration 14:44:21 Photovoltaic opened.
601096 Hongsheng Huayuan 9:39:57 Ultra-high Voltage opened.
603618 Hangdian Co., Ltd. 13:40:24 Ultra-high Voltage opened. Four consecutive limit-ups.
Comment: Shuangliang Eco-energy exceeded expectations with a one-word limit-up, driving some photovoltaic stocks higher. In the afternoon, a wave of rebound was triggered again, seemingly a new round of hype, but sustainability needs further observation.

3. Announcement Board
603616 Hanjian Heshan 9:25:01 Resumption of trading after restructuring + PEEK intermediate two consecutive limit-ups.
300912 Kailong Gaoke 9:25:00 Planning to acquire Jinwangda + Robotics
301362 Minbao Optoelectronics 9:25:00 Restructuring + PCB drill needle three consecutive limit-ups.
002853 Piamo 11:11:54 Actual controller plans to change + AI design opened.

4. Other Limit-up Stocks and Concept Hype
002830 Mingdiao Co., Ltd. 9:44:21 AI Media + Residential Decoration opened. Four consecutive limit-ups.
600814 Hangzhou Jiebai 10:13:23 Department Store Retail
002355 Xingmin Zhitong 13:24:03 Vehicle Networking
002286 Baolingbao 13:05:42 Sugar Substitute Concept
002300 Sun Cable 9:51:36 Power Grid Equipment opened.
600115 Air China 10:21:06 Air Transport opened.
002928 Huaxia Airlines 11:09:54 Airport Shipping
600860 Jingcheng Co., Ltd. 9:51:26 Robotics
002441 Zhongyedda 10:05:18 Robotics
001223 Ouke Technology 11:25:21 Robotics
301119 Zhengqiang Co., Ltd. 13:20:48 Robotics
600778 Youhao Group 10:27:22 Retail
300423 Shenghui Technology 9:52:03 Hydrogen Energy
601011 Baotailong 13:00:39 Hydrogen Energy
601226 Huadian Science & Industry 15:00:00 Hydrogen Energy opened.
300985 Zhiyuan New Energy 10:05:39 Hydrogen Equipment
603334 Fengbei Biotech 9:54:03 Biodiesel
002970 Ruiming Technology 9:31:15 Data Center
000533 Shunna Co., Ltd. 9:36:54 Data Center opened. Three consecutive limit-ups.
688223 Jinko Energy 13:07:35 Space
603826 Kuncai Technology 13:33:58 Titanium Dioxide opened.
002810 Shandong Heda 10:30:30 Cellulose Ether
002126 Yinlun Co., Ltd. 14:21:06 Liquid-cooled Servers opened. Two consecutive limit-ups.
600759 Intercontinental Oil & Gas 14:40:14 Oil & Gas Exploration opened.

5. Data Speaks:
Number of stocks with a daily increase of 10% or more (including limit-up): 81, Number of stocks with a decrease of more than 10%: 17
Shanghai Composite Up: 1450, Shanghai Composite Down: 848. Turnover: 10635 billion
ChiNext Up: 665, ChiNext Down: 704. Turnover: 6808 billion
Beijing Stock Exchange Up: 113, Down: 170. Turnover: 225 billion
Stocks with a rise of more than 5%: 251, Stocks with a fall of more than 5%: 124

6. Market Popular Stocks:
002830 Mingdiao Co., Ltd. (AI Application Four Limit-ups)
603618 Hangdian Co., Ltd. (Ultra-high Voltage Four Limit-ups)

Comment: The market feels a bit tumultuous. Even though the indices rebounded and rose in the afternoon, market sentiment remains relatively subdued. AI applications and chips became the main casualties today, with the market more active in rotating among stocks with different statuses.