由创新高个股看市场投资热点

Group 1: Market Trends and Highs - The report tracks stocks, industries, and sectors reaching new highs, serving as market indicators and highlighting the effectiveness of momentum and trend-following strategies [1][4] - As of November 28, 2025, the distance to the 250-day new highs for major indices are: Shanghai Composite Index at 3.50%, Shenzhen Component Index at 5.40%, CSI 300 at 4.66%, CSI 500 at 6.85%, CSI 1000 at 4.10%, CSI 2000 at 2.78%, ChiNext Index at 8.17%, and STAR Market 50 Index at 13.77% [6][24] Group 2: High-Performing Sectors - Among the CITIC first-level industry indices, the sectors closest to their 250-day new highs include home appliances, textiles and apparel, light industry manufacturing, basic chemicals, and communications [9][24] - Conversely, the sectors furthest from their 250-day new highs include food and beverage, comprehensive finance, non-bank finance, pharmaceuticals, and real estate [9][24] Group 3: New High Stocks Overview - A total of 1,043 stocks reached 250-day new highs in the past 20 trading days, with the highest numbers in the basic chemicals, electric equipment and new energy, and machinery sectors [2][14] - The highest proportion of new high stocks is found in textiles and apparel, electric equipment and new energy, and coal industries, with respective proportions of 39.39%, 36.45%, and 36.11% [14][24] Group 4: Stable New High Stocks - The report identifies 26 stable new high stocks, including Zhongji Xuchuang, Guangku Technology, and Zhongkuang Resources, selected based on analyst attention, relative strength, price path stability, and continuity of new highs [3][20] - The sectors with the most stable new high stocks are cyclical and manufacturing, with 10 and 8 stocks respectively, and the highest number in the cyclical sector is in non-ferrous metals [20][24]