Zhong Guo Ji Jin Bao·2025-08-01 06:31Group 1 - The overall performance of brokerage "gold stocks" in July was positive, with all 30 brokerage combinations showing gains [2][4] - Ping An Securities' gold stock combination led with a return of 16.57%, followed by Kaiyuan Securities at 13.57% and Caitong Securities at 12.93% [4][5] - The top-performing individual stock was Kangchen Pharmaceutical, recommended by Ping An Securities, which saw a remarkable increase of 106.74% in July [2][3] Group 2 - Other notable stocks included Bori Pharmaceutical with an 82.05% increase and Kangfang Biotech with a 68.13% increase, both recommended by East Wu Securities and Northeast Securities respectively [2][3] - Stocks recommended by Ping An Securities, such as Yuandong Biological, also performed well, with increases exceeding 50% [2] - As of August 1, several brokerages, including Guojin Securities and Guohai Securities, have launched their gold stock combinations for August, focusing on technology growth stocks and cyclical stocks benefiting from mid-year performance [6] Group 3 - The most frequently recommended stocks for August included Dongfang Caifu, Muyuan Foods, and Wanhua Chemical, each receiving four recommendations from different brokerages [9][11] - Guohai Securities highlighted Dongfang Caifu's potential for a significant upward trend in the securities sector over the next two months [10] - Guojin Securities emphasized Muyuan Foods' leading position in pig farming, projecting stable profits amid rising pork prices [10]