由创新高个股看市场投资热点

Market Trends and Highs Tracking - The report aims to track stocks, industries, and sectors that are reaching new highs, serving as market indicators [1][4] - As of July 4, 2025, the distance to the 250-day new high for major indices is as follows: Shanghai Composite Index 0.50%, Shenzhen Component Index 8.58%, CSI 300 6.44%, CSI 500 6.62%, CSI 1000 4.53%, CSI 2000 1.33%, ChiNext Index 15.45%, and STAR Market 12.60% [5][27] High-Performing Sectors and Stocks - The sectors closest to their 250-day new highs include Power and Utilities, Banking, Non-ferrous Metals, Agriculture, Forestry, Animal Husbandry, and Pharmaceuticals, with distances of 0.00%, 0.00%, 1.49%, 1.65%, and 5.72% respectively [8][27] - Conversely, sectors further from their 250-day new highs include Coal, Food and Beverage, Real Estate, Consumer Services, and Oil and Petrochemicals [8][27] Monitoring New High Stocks - A total of 892 stocks reached a 250-day new high in the past 20 trading days, with the highest numbers in Basic Chemicals, Pharmaceuticals, and Machinery sectors, totaling 124, 115, and 95 stocks respectively [13][27] - The highest proportion of new high stocks is found in Banking, Comprehensive Finance, and National Defense industries, with respective proportions of 88.10%, 40.00%, and 33.61% [13][27] Stable New High Stocks Selection - The report identifies 33 stable new high stocks, with the majority from the Technology and Manufacturing sectors, specifically 9 and 8 stocks respectively [22][28] - The Electronics industry within the Technology sector and the Machinery industry within the Manufacturing sector have the most new high stocks [22][28] Concept Indices Performance - Concept indices such as Bank Selection, Innovative Drugs, and others are also close to their 250-day new highs, indicating strong performance in these areas [10][27]