由创新高个股看市场投资热点

Group 1 - The report tracks stocks, industries, and sectors that are reaching new highs, indicating market trends and hotspots [1][4] - As of June 6, 2025, the distance to the 250-day new high for major indices is as follows: Shanghai Composite Index at 2.99%, Shenzhen Component Index at 11.41%, CSI 300 at 8.98%, CSI 500 at 8.98%, CSI 1000 at 6.94%, CSI 2000 at 4.25%, ChiNext Index at 20.03%, and STAR Market 50 Index at 12.00% [5][21] - Among the CITIC first-level industry indices, banking, pharmaceuticals, light manufacturing, electricity and public utilities, and agriculture-related industries are closest to their 250-day new highs, while coal, oil and petrochemicals, real estate, food and beverage, and electric equipment and new energy industries are further away [8][21] Group 2 - A total of 777 stocks reached a 250-day new high in the past 20 trading days, with the highest number in the basic chemicals, machinery, and pharmaceuticals sectors [2][22] - The highest proportion of new high stocks is found in the banking, textile and apparel, and light manufacturing sectors, with respective proportions of 71.43%, 27.27%, and 24.24% [22][23] - The manufacturing and cyclical sectors had the most new high stocks this week, with 266 and 195 stocks respectively, while the technology, pharmaceuticals, consumer, and financial sectors had 106, 91, 73, and 43 stocks respectively [15][23] Group 3 - The report identifies 38 stable new high stocks, including Sanofi, Wancheng Group, and Shijia Photon, based on criteria such as analyst attention, relative strength, price path stability, and continuity of new highs [3][19] - The manufacturing sector had the most stable new high stocks, with 11, while the consumer sector had 8, with the mechanical industry leading in manufacturing and the food and beverage industry leading in consumption [19][23]