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, serving as market indicators and highlighting the effectiveness of momentum and trend-following strategies [1][4] - As of June 27, 2025, the distance to the 250-day new high for major indices is as follows: Shanghai Composite Index at 1.88%, Shenzhen Component Index at 9.71%, CSI 300 at 7.86%, CSI 500 at 7.38%, CSI 1000 at 5.07%, CSI 2000 at 1.91%, ChiNext Index at 16.70%, and STAR 50 Index at 12.30% [5][25] - The industry indices that are closest to their 250-day new highs include comprehensive finance, non-ferrous metals, banking, communication, and defense industries, while coal, food and beverage, real estate, oil and petrochemicals, and consumer services are further away [8][25] Group 2 - A total of 832 stocks reached a 250-day new high in the past 20 trading days, with the highest number of new highs in the pharmaceutical, basic chemicals, and machinery industries, totaling 122, 105, and 80 stocks respectively [2][13] - The highest proportion of new high stocks is found in the banking, comprehensive finance, and textile and apparel industries, with proportions of 92.86%, 36.36%, and 26.26% respectively [13][15] - The manufacturing and cyclical sectors had the most new high stocks this week, with 229 and 197 stocks respectively, while the proportions of new highs in various indices are: CSI 2000 at 15.20%, CSI 1000 at 11.80%, CSI 500 at 12.40%, CSI 300 at 14.33%, ChiNext at 6.00%, and STAR 50 at 8.00% [15] Group 3 - The report identifies 32 stocks that are considered stable new highs, including Shenghong Technology, Shijia Photon, and Giant Network, with the technology and large financial sectors having the most stocks selected, totaling 8 and 7 respectively [3][20][26] - The technology sector's highest number of new highs is in the electronics industry, while the banking industry leads in the large financial sector [20][26] - The selection criteria for stable new high stocks include analyst attention, relative strength of stock prices, price path stability, and continuity of new highs [18][19]