11月券商金股名单出炉！27股被多家券商共同看好！32股被基金、外资持股超20亿！

Core Viewpoint - The A-share market is expected to continue a "slow bull" trend in November, with increased focus on high-dividend sectors such as banking and coal, while technology stocks undergo a correction [2][3]. Group 1: Market Outlook - The Shanghai Composite Index briefly surpassed 4000 points but has since retreated, with total trading volume in the A-share market shrinking [2]. - The market is entering a performance vacuum period following the release of Q3 reports, leading to increased divergence among investors as the year-end approaches [2]. - Longjiang Securities anticipates that the resolution of trade issues between China and the U.S. may help restore market valuations affected by tariff disruptions [2]. Group 2: Investment Themes - Longjiang Securities identifies three main investment themes for November: 1. Technology growth sectors, focusing on AI hardware like storage and optical modules, as well as high-demand areas in renewable energy such as energy storage and power grids. 2. Market hotspots influenced by policy guidance and fundamental improvements, particularly in military and gaming sectors. 3. Industries benefiting from "anti-involution" policies, such as chemicals and photovoltaics [3]. Group 3: Stock Recommendations - As of November 4, 2025, 41 brokerages have disclosed their stock picks for November, covering 264 A-share companies, with several stocks being recommended by multiple brokerages [3]. - The electronic industry remains the most recommended sector, with 50 companies included in the November stock picks, despite a decrease from the previous month [7][8]. - Notable increases in stock recommendations were observed in the coal, automotive, and banking sectors, with respective increases of 7, 6, and 5 stocks [7][9]. Group 4: High-Performing Stocks - Among the stocks recommended by multiple brokerages, 27 stocks are favored by three or more brokerages, with 中际旭创 (Zhongji Xuchuang) and 拓普集团 (Top Group) receiving the most attention, each recommended by six brokerages [10][12]. - 中际旭创 has seen a significant price increase of approximately 285% from January to October 2025, benefiting from high demand for optical modules [10][12]. Group 5: Performance Metrics - 27 companies in the November stock picks reported over 30% growth in revenue and net profit for the first three quarters of 2025, with 13 of these stocks doubling in price this year [16][17]. - 阳光电源 (Sungrow Power Supply) is highlighted for its impressive performance, with a revenue increase of nearly 33% and a stock price increase of over 163% [16].