证券时报·2025-10-08 05:06Group 1: Market Overview - As of October 7, 26 brokerages have released their October "golden stock" lists, featuring 196 A-share companies, with a focus on semiconductor, innovative pharmaceuticals, and AI sectors [1] - The 196 golden stocks are distributed across 24 industries, with the electronics and power equipment sectors having 27 and 25 stocks respectively, while machinery, automotive, and biopharmaceuticals each have over 10 stocks [1] - The average year-to-date increase for the 196 golden stocks is nearly 64%, with 25 stocks having gains below 10% and 12 stocks showing a decline [1] Group 2: Sector Performance - The electronics industry index has risen over 50% in the first three quarters of the year, benefiting from the positive outlook in semiconductor and electronic component sectors [1] - The power equipment sector has also performed well, with a nearly 44% increase, driven by advancements in solid-state battery research, strong storage demand, and supportive policies [2] Group 3: Company Highlights - Zhaoyi Innovation: Year-to-date increase exceeds 100%, recommended by five institutions. The company is a leading domestic memory and MCU manufacturer, expected to benefit from new AI demands [3] - Hikvision: Year-to-date increase of only 5.23%, recommended by three institutions. The company is making progress in overseas markets and is expected to see profit acceleration [4] - Beda Pharmaceutical: Recommended by two institutions, with expectations for its core product to gain market share after entering insurance coverage by the end of 2024 [5] - Cambricon Technologies: Recommended by one institution, with the TMT sector expected to perform well due to ongoing industry trends and potential Federal Reserve interest rate cuts [6] Group 4: Stock Performance Summary - A table of selected stocks shows significant year-to-date performance, with Zhaoyi Innovation at 100.28%, WuXi AppTec at 108.64%, and Hikvision at 5.23% [7]