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, indicating market trends and hotspots [1][4] - As of December 12, 2025, the distance to the 250-day new high for major indices is as follows: Shanghai Composite Index 3.48%, Shenzhen Component Index 3.40%, CSI 300 3.52%, CSI 500 5.02%, CSI 1000 3.62%, CSI 2000 2.46%, ChiNext Index 3.91%, and STAR Market 12.36% [6][26] - Among the CITIC first-level industry indices, the sectors closest to their 250-day new highs include telecommunications, non-ferrous metals, defense and military industry, home appliances, and light industry manufacturing [9][26] Group 2 - A total of 746 stocks reached a 250-day new high in the past 20 trading days, with the highest number of new highs in the basic chemicals, machinery, and electronics sectors [2][14] - The sectors with the highest proportion of new high stocks are non-ferrous metals (27.42%), textiles and apparel (25.25%), and agriculture, forestry, animal husbandry, and fishery (24.30%) [14][26] - The manufacturing and cyclical sectors had the most new high stocks this week, with respective counts of 228 and 202 [17] Group 3 - The report identifies 44 stocks that have shown stable new highs, with the most from the cyclical and technology sectors, each contributing 16 stocks [3][22] - The non-ferrous metals industry had the highest number of new highs within the cyclical sector, while the electronics industry led in the technology sector [22][27] - The selection criteria for stable new high stocks include analyst attention, relative strength of stock prices, price path stability, and continuity of new highs [20][21]