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11月以来91只股获机构高频评级 汽车行业最被看好
Zheng Quan Shi Bao Wang·2025-11-11 01:19

Core Insights - The automotive industry is the most favored sector by institutions, with 11 stocks receiving ratings from 5 or more institutions [5] - A total of 91 stocks have received ratings from 5 or more institutions since November, with BYD, Shanxi Fenjiu, and Haier Zhijia leading the count [5][4] - The overall market sentiment is positive, with 59 institutions conducting 2150 "buy" ratings covering 1031 stocks [4] Company Summaries - BYD has received 13 ratings, with a total market value of 881.71 billion and a decline of 1.39% since November [3] - Shanxi Fenjiu has 12 ratings, a market value of 242.76 billion, and an increase of 4.46% [3] - Haier Zhijia has 11 ratings, a market value of 238.17 billion, and a rise of 2.10% [3] - The automotive sector shows strong performance, with production and sales in September reaching 3.276 million and 3.226 million units, respectively, marking year-on-year increases of 17.1% and 14.9% [5] Industry Trends - The automotive industry is expected to see significant growth, with projections indicating that total vehicle exports could exceed 6.5 million units in 2025, and cumulative sales of new energy vehicles may surpass 16 million units [5] - The food and beverage sector is also gaining attention, with a notable increase in the industry index by 3.22% as of November 10 [6] - Companies with growing profitability are attracting institutional interest, with 65.93% of the 91 stocks rated showing year-on-year profit growth [6][7]