2 1 Shi Ji Jing Ji Bao Dao·2025-10-09 09:15Market Overview - On the first trading day of October, the Shanghai Composite Index opened high and broke through the 3900-point mark, reaching the highest level since August 2015, closing up 1.32% [1] - In September, the A-share market saw a fluctuating upward trend, with the Shanghai Composite Index rising 0.64%, the Shenzhen Component Index up 6.54%, and the ChiNext Index up 12.04% [2] Earnings Season and Market Sentiment - The third-quarter earnings report window is approaching, with over 30 brokerage firms releasing their October investment portfolios and market views [3] - Multiple institutions are optimistic about the market's continued upward trend, emphasizing the importance of third-quarter earnings trading [4] - The market is expected to maintain a "slow bull" trend due to the dual catalysts of the earnings season and significant meetings in October [5] Sector Performance - In September, 13 out of 31 primary industries saw gains, with the top three performing sectors being Power Equipment (up 21.17%), Nonferrous Metals (up 12.79%), and Electronics (up 10.96%) [2] - The sectors expected to benefit from the earnings report include AI, innovative pharmaceuticals, new energy, communications, nonferrous metals, gaming, and Hong Kong internet stocks [5] Recommended Stocks - The top recommended stocks for October include: - Kying Network (002517.SZ): Recognized for its stable fundamentals and successful expansion into new game categories [7][8] - Luxshare Precision (002475.SZ): Anticipated to benefit from the traditional peak season for consumer electronics and AI hardware demand [11][12] - GigaDevice (603986.SH): Expected to see growth due to rising storage chip prices and increased product development [13][15] - Luoyang Molybdenum (603993.SH): Positioned for growth with rising prices in copper and cobalt, and strong performance in gold [17][19] - Haiguang Information (688041.SH): Projected to maintain significant growth with expanding market share in CPU products [21][23] - Muyuan Foods (002714.SZ): Anticipated to benefit from favorable policies and improving industry fundamentals [25][27]