--- title: "Morning Trend | China Smarter Energy Group sees two consecutive gains, are there rotation opportunities in the energy sector?" type: "News" locale: "en" url: "https://longbridge.com/en/news/266328574.md" description: "China Smarter Energy Group (1004.HK) has risen for two consecutive days, as recent funds show increased interest in new energy and clean energy-related themes. The carbon neutrality theme has strongly returned, and the new energy storage policy plan released by industry associations enhances the medium to long-term growth potential of enterprises, prompting funds to enter in batches, gradually strengthening the bullish atmosphere. Technically, the daily MACD formed a golden cross structure this week, with the stock price stabilizing above the medium and short-term moving averages, showing clear support and an overall bullish trend. Although yesterday's trading volume has not yet reached extreme highs, the sector rotation characteristics are evident, with high activity levels. During the trading session, fund preferences were differentiated, with mainstream order stocks and low-priced rebound stocks both receiving funding favor. In the short term, if today's trading volume continues to expand and breaks through previous highs, the mid-term bullish pattern can be further consolidated; if the trading volume cannot sustain, caution is needed against rapid cooling of funds after a rebound. Investors are advised to pay attention to industry policies, sector linkage, and intraday fund movements, flexibly adjust positions, and selectively choose varieties supported by fundamentals and policies. Overall, China Smarter Energy Group is expected to benefit from sector rotation and policy promotion, becoming a strong target in the energy theme market, but it is still necessary to maintain a dynamic response to high volatility risks" datetime: "2025-11-19T01:00:00.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/266328574.md) - [en](https://longbridge.com/en/news/266328574.md) - [zh-HK](https://longbridge.com/zh-HK/news/266328574.md) --- > Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/266328574.md) | [繁體中文](https://longbridge.com/zh-HK/news/266328574.md) # Morning Trend | China Smarter Energy Group sees two consecutive gains, are there rotation opportunities in the energy sector? China Smarter Energy Group (1004.HK) has risen for two consecutive days, with recent capital interest in new energy and clean energy-related themes increasing. The carbon neutrality theme has made a strong comeback, and the new energy storage policy plan released by industry associations enhances the medium to long-term growth potential of enterprises, prompting capital to enter in batches and gradually strengthening the bullish atmosphere. On the technical side, the daily MACD formed a golden cross structure this week, and the stock price has stabilized above the medium and short-term moving averages, showing clear support and an overall bullish trend. Although the trading volume yesterday did not reach extreme high levels, the sector rotation characteristics are evident, with high activity. During the trading session, capital preferences were differentiated, with mainstream order stocks and low-position rebound stocks both receiving capital favor. In the short term, if today's trading volume continues to expand and breaks through the previous high, the mid-term bullish pattern can be further consolidated; if the trading volume cannot sustain, caution is needed for a rapid cooling of capital after a rebound. Investors are advised to pay attention to industry policies, sector linkage, and intraday capital fluctuations, flexibly adjust positions, and prioritize stocks supported by fundamentals and policies. Overall, China Smarter Energy Group is expected to benefit from sector rotation and policy promotion, becoming a strong target in the energy theme market, but it is still necessary to maintain a dynamic response to high volatility risks ### Related Stocks - [China Smarter Energy Group (01004.HK)](https://longbridge.com/en/quote/01004.HK.md) ## Related News & Research - [Energy Down Despite Oil Gain -- Energy Roundup](https://longbridge.com/en/news/281076956.md) - [Sincere Watch (Hong Kong) Turns to Clean Energy as Core Luxury Business Stalls](https://longbridge.com/en/news/281190440.md) - [Soma Gold’s Colombian Unit Renews Carbon Neutrality Certification for Second Year](https://longbridge.com/en/news/281180126.md) - [UniCredit - as of YE25 group MREL equal to 30.6% of RWA, 10% of LRE](https://longbridge.com/en/news/281399909.md) - [GCL New Energy’s 2025 Loss Deepens on Heavy Impairments](https://longbridge.com/en/news/281049836.md)