China Sector Central Intelligence中国行业中枢情报 🇨🇳

Every China sector & theme, in one read每个中国行业与主题，一个研判

A simpler desk for China sectors and themes: what looks healthy, weak, early, or overheated.中国行业与主题的简化看板：哪些偏强、偏弱、偏早，哪些已经过热。

🧺 Thematic Baskets主题篮子 🌀 Subsector Rotation细分行业轮动 🔗 Subsector Confluence细分行业共振 🌡 Market Heatmap市场热力图

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Cycle map — every sector & theme on one clock周期图谱 — 各板块与主题同框

Real price (rebased / log) or a 0–100 cycle-position oscillator · auto-detected turns · tap a line to read its legs真实价格（再基准化／对数）或 0–100 周期位置振荡器 · 自动识别拐点 · 点击曲线查看区段

Sector rotation overlay板块轮动叠加

Low = washed-out · High = stretched低 = 超卖 · 高 = 拉伸

washed-out超卖 mid-cycle中段 stretched拉伸

Conviction board — one gated read per name信念研判 — 每个标的一个门控研判

One gated read per name — the cycle state leads, the validated credit/vol/margin regime gates it.每个标的一个门控研判——周期状态主导，经验证的信用/波动率/融资体制门控。