Tianli Holdings Group rose by two to three points, Sanhua Intelligent Control saw a slight increase, while Decent Holding fell by three points instead—both are small-cap stocks leaning towards industry and chemicals, but they moved in two different directions today. Sanhua's thermal management follows the demand for heat dissipation in electric vehicles and data centers, with relatively solid logic; Tianli and Decent are more like small-cap stocks with thin liquidity, fluctuating with sentiment.

In this divergence, which one is more worth following? I would choose Sanhua—it has real demand scenarios and customer lock-in, while the other two lack sustainable fundamental catalysts, with their price movements driven more by capital.