ZHONGJI INNOLIGHT(SZ:300308) Zhong Guo Zheng Quan Bao·2026-01-05 21:00Core Viewpoint - The A-share market is experiencing a positive start to 2026, with significant attention on Zhongji Xuchuang, which has been highly recommended by multiple brokerages as a key investment target for January 2026 [1][2]. Group 1: Market Performance and Trends - As of January 5, 2026, the A-share market indices collectively rose, marking a strong opening for the year, with the Shanghai Composite Index surpassing the 4000-point mark [5]. - The brokerages' "golden stocks" for January 2026 include over 255 A-share and Hong Kong stocks, indicating a strong investment interest [3][6]. - The performance of the brokerages' "golden stock" indices in 2025 was positive, with the Guoyuan Securities index achieving a cumulative increase of 106.15%, the highest among 34 indices [4]. Group 2: Key Investment Targets - Zhongji Xuchuang has been the most favored stock, receiving recommendations from 10 brokerages, and its stock price surged nearly 400% in the past year [2][3]. - Zijin Mining ranked second in recommendation frequency, with 9 brokerages endorsing it, while several other companies received recommendations from 4 brokerages each, covering various sectors including non-ferrous metals and financial services [3]. Group 3: Sector Focus and Recommendations - The electronics sector remains the most favored, with 31 stocks recommended, followed by machinery and power equipment sectors [3]. - Analysts suggest focusing on sectors with strong fundamentals, such as the AI industry, emerging industries mentioned in the 14th Five-Year Plan, and cyclical price increases in industrial metals [6][7].