券商中国·2025-12-31 02:12Core Viewpoint - The article highlights the impressive performance of brokerage firms' recommended stocks, with 10 firms achieving over 50% returns in 2025, showcasing their ability to identify and recommend high-performing stocks early in the market cycle [1][4]. Brokerage Performance - As of December 29, 2025, 10 brokerage firms reported stock portfolios with returns exceeding 50%, with Guoyuan Securities leading at 83.73%, followed by Northeast Securities at 67.47% and Kaiyuan Securities at 67% [4][5]. - Other firms such as Dongxing Securities, Huaxin Securities, and China Merchants Securities also reported returns above 60%, while Everbright Securities, Dongguan Securities, Guotai Junan, and Great Wall Securities had returns over 50% [4][5]. Investment Strategies - Successful brokerage firms have focused on early identification of high-growth stocks and consistent recommendations, which has contributed to their exceptional performance [7]. - For instance, Kaiyuan Securities recommended Xinyi Technology at a low point in May, leading to a 440% increase by September [7][8]. - Guoyuan Securities concentrated its recommendations in sectors like media, pharmaceuticals, and machinery, achieving significant gains with stocks like Giant Network and JiBit [8]. Popular Stocks - Tencent Holdings emerged as the most recommended stock, being featured by nearly 7 brokerage firms monthly throughout 2025, indicating its status as a favored investment choice [2][10]. - The most popular stocks varied by quarter, with large tech companies dominating in Q1, consumer firms in Q2, financial stocks in Q3, and tech stocks again in Q4 [10]. Monthly Stock Performance - The article provides a summary of the most popular A-share stocks each month, noting that less than 40% of these stocks increased in value during the month they were recommended, highlighting the volatility and unpredictability of stock performance [10][11].