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, 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