🌀 China Subsector Rotation中国子行业轮动

An A-share rotation map, read like the US desk. Toggle between Subsectors — the 同花顺 (Tonghuashun) concept boards, filtered to the ~233 reliable ones — and Themes — our curated A-share thematic baskets. It plots relative strength (vs the median basket) against its velocity, screens for baskets heating up early, and shows what leaders are rotating into and out of. Relative strength is cross-sectional (not vs CSI 300 directly); it measures the velocity of relative strength, not nominal return. A breadth/rotation lens, not a buy list.A股轮动图,读法与美国台相同。可在「子行业」——同花顺概念板块(筛选出约 233 个可靠概念)——与「主题」——我们精选的 A 股主题篮子——之间切换。它以相对强度(相对中位数篮子)对其变化速度作图,筛选早期升温的篮子,并展示龙头资金正在轮入/轮出的方向。相对强度为横截面口径(非直接对沪深300);衡量的是相对强度的变化速度,而非名义涨跌幅。这是广度/轮动视角,并非买入清单。

China Rotation Events中国轮动事件

First-class leadership handoffs across curated A-share baskets: blowoff-crash on one basket leg + fresh-low turn on a peer leg + pair ratio confirming. Port of the US Rotation Command detector (RC-R14). Display-tier context with receipts — ledgered, expected-NULL, never a buy list. Binding kills: no cycle-position confluence, no A-share reversal gating by rotation state, no Connect flow as a detector input.精选A股篮子间的领导权交接事件:某篮子冲顶崩落 + 同类篮子自新低回升 + 两者比值确认。美国 Rotation Command 检测器的 A 股移植(RC-R14)。展示层上下文(含依据)——已入账、预期无效应声明,绝非买入清单。约束条款:不做周期位置叠加,不以轮动状态门控A股反转信号,沪深港通资金不作为检测器输入。

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Subsectors are the 同花顺 concept boards (reliable set ≥ 6 priced members); Themes are our curated A-share thematic baskets — both equal-weighted, refreshed nightly. Relative strength is measured cross-sectionally vs the median basket. On the rotation map the horizontal axis is strength vs. the market (right = stronger) and the vertical axis is whether that strength is heating up or cooling (up = heating); each trail traces where a basket has been and the arrow points where it is heading, so a longer trail is a faster mover. Click a quadrant to zoom in. Benchmark context is CSI 300. Research context only — not investment advice.「子行业」为同花顺概念板块(可靠集 ≥ 6 只可定价成分);「主题」为我们精选的 A 股主题篮子——均为等权,每晚刷新。相对强度以横截面方式相对中位数篮子衡量。轮动图中,横轴为相对大盘的强弱(越靠右越强),纵轴为该强度在升温还是降温(越靠上越热);每条轨迹描绘篮子的来路,箭头指向去向,轨迹越长移动越快。点击象限可放大。基准参考为沪深300。仅供研究参考,非投资建议。