晓数点丨券商1月金股出炉：这些股获力挺，看好商业航天等方向

Core Viewpoint - Multiple brokerages believe that the A-share market may continue its "spring excitement" trend, with a strong upward movement expected in January 2025 [1]. Group 1: Market Performance - In December 2025, the A-share market showed overall strength, with the Shanghai Composite Index rising by 2.06%, the Shenzhen Component Index increasing by 4.17%, and the ChiNext Index gaining 4.93% [1]. Group 2: Recommended Stocks - Various brokerages have released their January investment portfolios, covering sectors such as finance, information technology, and consumer goods. Notable stocks recommended include: - Donghai Securities: Yekodi, Hengli Petrochemical, Hengxuan Technology, and others [2]. - Everbright Securities: Industrial and Commercial Bank of China, Haier Smart Home, and others [2]. - Guotai Junan: Hengli Hydraulic, Lante Optics, and others [2]. - Guosen Securities: Industrial Fulian, Guangwei Composite, and others [2]. - Guoxin Securities: Lante Optics, Shenghui Integration, and others [2]. Group 3: Most Recommended Stocks - The stock most frequently recommended by brokerages is Zhongji Xuchuang, receiving endorsements from five brokerages. China Duty Free and Zijin Mining were recommended by four brokerages each. Zijin Mining had the highest increase in December, rising over 20% to a closing price of 34.47 yuan [4]. Group 4: Preferred Sectors - Brokerages suggest focusing on sectors likely to benefit from the "spring excitement" trend, including: - Commercial aerospace, non-ferrous metals, and semiconductors [8]. - Financial reports indicate a preference for stocks with strong offensive characteristics and recent thematic attributes, such as non-ferrous metals and high-end manufacturing [8]. - Cyclical sectors and thematic rotation opportunities are also highlighted, with a focus on AI industry chains and commercial aerospace [8]. - Continued policy support and liquidity are expected to provide favorable conditions for the market [8].