Zhong Guo Ji Jin Bao·2025-10-05 09:06Core Insights - In September, the highest performing stock, Jiangbolong, surged by 86.5%, while various brokerages released their stock picks for October, indicating a shift in investment strategies [1][4]. Group 1: September Stock Performance - In September, 10 brokerage firms reported stock combinations that yielded over 9% returns, with Hu'an Securities leading at 20.91% [2][3]. - The top three stocks in terms of monthly gains were Jiangbolong (86.5%), Xiechuang Data (81.7%), and Xiandao Intelligent (75.22%) [4]. Group 2: October Stock Picks - Nearly 20 brokerages have released their stock picks for October, favoring sectors such as electronics, non-ferrous metals, and gaming [1][6]. - The most recommended stock for October is Zhaoyi Innovation, backed by three brokerages, due to its potential benefits from rising storage chip prices [6][7]. Group 3: Sector Focus - Brokerages suggest focusing on TMT (Technology, Media, and Telecommunications) sectors, with an emphasis on electronics, communication, machinery, and non-ferrous metals [5]. - The renewable energy sector is gaining traction, with stocks like Yangguang Power and Dajin Heavy Industry receiving multiple recommendations due to high demand in the storage industry [7][8]. Group 4: Market Outlook - Analysts expect a market rebound post-National Day, with a potential upward trend in October driven by improved trading conditions and upcoming quarterly reports [4][5]. - The focus remains on sectors with strong performance indicators and those benefiting from national policies, particularly in the context of the 14th Five-Year Plan [5].