第一财经·2026-01-02 10:07Core Viewpoint - The A-share market showed a strong performance in December 2025, with the Shanghai Composite Index rising by 2.06%, the Shenzhen Component Index by 4.17%, and the ChiNext Index by 4.93%. The article discusses how to identify investment opportunities in January 2026 based on recommendations from various brokerages [3]. Brokerage Recommendations - Multiple brokerages have released their investment portfolios for January, covering sectors such as finance, information technology, and consumer goods. Notable stocks recommended include: - Aikedi, Hengli Petrochemical, Hengxuan Technology, and others [4]. - Industrial Bank, Haier Smart Home, and China Petroleum among others [4]. - Zhongji Xuchuang received the highest recommendation from five brokerages, while China Zhongmian and Zijin Mining were recommended by four [7]. Stock Performance - Zhongji Xuchuang's stock price reached 610.00 yuan with a market capitalization of 67.78 billion yuan, showing an increase of 18.56% in December 2025. China Zhongmian's stock price was 94.56 yuan, with a market cap of 192.91 billion yuan, increasing by 20.03%. Zijin Mining's stock price was 34.47 yuan, with a market cap of 90.30 billion yuan, rising by 20.61% [9]. Preferred Sectors - Brokerages suggest that the A-share market may continue a "spring surge" trend, with a likely upward movement. Key sectors to focus on include: - Commercial aerospace, non-ferrous metals, and semiconductors [10]. - Financial securities recommend focusing on cyclical sectors and thematic investment opportunities such as AI and commercial aerospace [10][11]. - East China Securities emphasizes three directions: technology, domestic demand, and cyclical sectors benefiting from AI [12][13].