下半年以来，中际旭创上涨218.45%，排在涨幅榜首位；阳光电源上涨149.35%居次席；亿纬锂能、盐 湖股份涨逾50%；宁德时代、中微公司、我武生物、兆易创新、达仁堂涨逾40%；澜起科技、科沃斯、 药明康德、长白山、以岭药业涨逾30%；中国中免、中芯国际、信立泰、国瓷材料、泸州老窖、安集科 技涨逾20%；芒果超媒、北方华创、中兴通讯、恒瑞医药、双汇发展、海尔智家、锦江酒店等多只成分 股涨逾10%。 上周市场震荡调整，中证新华社民族品牌工程指数报1938.09点。伊利股份、苏泊尔、双汇发展等成分 股上周逆市上涨；下半年以来，中际旭创、阳光电源、亿纬锂能等成分股涨幅居前。 展望后市，机构认为，短期市场或震荡调整，后续大幅下行的概率较小，12月有望迎来震荡修复行情， 短期需兼顾防御性与结构性机会。 多只成分股逆市上涨 上周市场震荡调整，上证指数下跌3.90%，深证成指下跌5.13%，创业板指下跌6.15%，沪深300指数下 跌3.77%，品牌工程指数下跌4.04%，报1938.09点。 上周品牌工程指数多只成分股逆市上涨。具体来说，伊利股份上涨2.65%，排在涨幅榜首位；苏泊尔上 涨1.48%，居次席；双汇发展和 ...

上周市场震荡调整，上证指数下跌0.18%，深证成指下跌1.40%，创业板指下跌3.01%，沪深300指数下 跌1.08%，品牌工程指数下跌0.11%，报2019.62点。 上周品牌工程指数多只成分股逆市上涨。具体来说，锦江酒店上涨13.13%，排在涨幅榜首位；以岭药 业上涨12.45%，居次席；中国中免上涨11.76%；信立泰和泸州老窖分别上涨6.11%和6.05%；石头科 技、爱美客、安琪酵母、步长制药、通策医疗、山西汾酒涨逾5%；光明乳业、同仁堂涨逾4%；美的集 团、三全食品、伊利股份、王府井、长白山、三只松鼠、贝泰妮等多只成分股涨逾3%。 下半年以来，中际旭创上涨217.63%，排在涨幅榜首位；阳光电源上涨174.76%，居次席；亿纬锂能上 涨80.90%；我武生物、兆易创新、中微公司、宁德时代涨逾60%；达仁堂、盐湖股份、以岭药业涨逾 50%；澜起科技、中国中免、国瓷材料涨逾40%；科沃斯、药明康德、中芯国际、安集科技、长白山、 信立泰涨逾30%；泸州老窖、北方华创、芒果超媒、中兴通讯、恒瑞医药涨逾20%；盾安环境、锦江酒 店、沪硅产业、复星医药等多只成分股涨逾10%。 □本报记者 王宇露 上周市场震 ...

Market Overview - The market experienced fluctuations last week, with the China Securities Xinhua National Brand Index closing at 2029.92 points [1] - The Shanghai Composite Index rose by 0.11%, the Shenzhen Component Index increased by 0.67%, and the ChiNext Index went up by 0.50%, while the CSI 300 Index fell by 0.43% and the brand index decreased by 0.38% [2] Strong Performers - Several constituent stocks showed strong performance last week, with Kingsoft Office rising by 18.09%, Sunshine Power increasing by 15.03%, and Tigermed, Xilitai, and China National Pharmaceutical Group rising by 13.93%, 10.80%, and 7.87% respectively [2] - Other notable performers included Salt Lake Industry, Guocera Materials, and iFlytek, which all saw increases of over 6% [2] Year-to-Date Performance - Since the beginning of the second half of the year, Zhongji Xuchuang has surged by 224.62%, followed by Sunshine Power at 181.89%, and Yiwei Lithium Energy and Zhaoyi Innovation with increases of 82.17% and 74.36% respectively [3] - Other companies such as Lanke Technology and Wuwei Biological have also shown significant gains of over 60% [3] Market Sentiment and Future Outlook - Market volatility has increased significantly since October, with major growth sectors experiencing corrections [4] - Investment perspectives suggest that despite previous gains, quality companies' fluctuations may present buying opportunities [4] - The market is expected to transition from liquidity-driven growth to fundamentals-driven growth, with a strong likelihood of economic recovery supported by ongoing policy efforts [4]

Market Performance - The market experienced fluctuations last week, with the China Securities Index closing at 2029.92 points, a decrease of 0.38% [1] - The Shanghai Composite Index rose by 0.11%, while the Shenzhen Component Index increased by 0.67% and the ChiNext Index went up by 0.50% [1] Strong Performing Stocks - Several constituent stocks performed strongly last week, with Kingsoft Office leading with an increase of 18.09%, followed by Sungrow Power with 15.03% [1] - Other notable performers included Tigermed, Sinopharm, and China Duty Free, which rose by 13.93%, 10.80%, and 7.87% respectively [1] Year-to-Date Performance - Since the beginning of the second half of the year, Zhongji Xuchuang has surged by 224.62%, ranking first in terms of growth, while Sungrow Power has increased by 181.89% [2] - Other significant gainers include Yiwei Lithium Energy and Zhaoyi Innovation, which rose by 82.17% and 74.36% respectively [2] Market Outlook - The market is expected to face continued fluctuations and structural adjustments in the short term, but the medium-term outlook remains positive, transitioning from liquidity-driven to fundamentals-driven growth [1][3] - The release of macroeconomic policies and the completion of Q3 earnings reports may lead to a temporary lack of new driving forces, resulting in increased sector rotation [3] Investment Perspective - Despite recent volatility, high-quality companies' fluctuations are viewed as buying opportunities, indicating that Chinese assets still hold significant investment potential [2] - The ongoing policy support is likely to drive economic recovery, which could further strengthen the stock market as corporate earnings improve [3]

Core Viewpoint - The market experienced a correction last week, but certain stocks within the brand index showed resilience, indicating potential investment opportunities in sectors like electronics, new energy, new consumption, and real estate as uncertainties ease [1][4]. Market Performance - The market indices saw declines: Shanghai Composite Index down 1.47%, Shenzhen Component down 4.99%, ChiNext down 5.71%, and CSI 300 down 2.22%. The brand index fell 3.58% to 1956.62 points [2]. - Notable gainers in the brand index included Shanghai Jahwa up 9.42%, Changbai Mountain up 7.19%, and Darentang up 5.34%. Other stocks like Luzhou Laojiao and Yiling Pharmaceutical also saw gains exceeding 4% [2]. Stock Performance Since H2 - Since the beginning of the second half of the year, Zhongji Xuchuang has surged 156.40%, leading the gains, followed by Sunshine Power at 114.27%. Other significant performers include Lanke Technology and Yiwei Lithium Energy, both up over 60% [3]. Market Outlook - Looking ahead, the market is expected to maintain upward momentum as uncertainties gradually diminish. Liquidity is anticipated to remain supportive, with domestic interest rates low and overseas liquidity remaining loose, encouraging investment in Chinese equity assets [4][5]. - The current market environment is characterized by a shift in investment styles, with a focus on sectors that offer higher investment certainty, particularly in electronics, new energy, new consumption, and real estate [5].

Market Performance - The market saw an increase last week, with the China Securities Xinhua National Brand Index rising by 1.10% to 2019.88 points [1] - The Shanghai Composite Index rose by 0.21%, the Shenzhen Component Index by 1.06%, the ChiNext Index by 1.96%, and the CSI 300 Index by 1.07% [1] Strong Performing Stocks - Notable strong performers included Hu Silicon Industry, which increased by 19.75%, and Anji Technology, which rose by 19.05% [1] - Other significant gainers included Xinlitai (up 15.81%), Yangguang Power, and Zhongwei Company (both over 14%) [1] Year-to-Date Performance - Since the beginning of the second half of the year, Zhongji Xuchuang has surged by 183.63%, leading the gains [2] - Yangguang Power and Kewo Si have also shown substantial increases of 132.40% and 82.81%, respectively [2] Market Outlook - Starstone Investment suggests that the market's trading sentiment has declined due to risk aversion ahead of the long holiday, but this may indicate that funds are waiting for clearer policy and fundamental information [2] - The overall market remains strong, with no systemic risks identified, and various sectors are expected to present opportunities [2] Sector Rotation - Source Le Sheng Asset notes a clear rotation pattern this year, with sectors such as new consumption, innovative pharmaceuticals, technology, and high-dividend stocks experiencing alternating rises [3] - The investment strategy has been adjusted to reduce the proportion of technology stocks while increasing exposure to the manufacturing sector, focusing on technology, non-ferrous metals, manufacturing, and innovative pharmaceuticals [3]

Group 1 - The core viewpoint of the article indicates that the market is showing resilience under the leadership of the technology sector, with a need to monitor certain sectors that are at a stage of high positions and increased volatility [1][4] - The China Securities News National Brand Engineering Index rose by 1.42% last week, closing at 1997.84 points, with strong performances from several constituent stocks [2][4] - Notable performers included Zhongwei Company, which increased by 20.09%, and Ningde Times, which rose by 13.38%, among others [2][3] Group 2 - Since the beginning of the second half of the year, Zhongji Xuchuang has surged by 188.98%, while Yangguang Power has increased by 102.45%, indicating significant growth in these stocks [3] - The technology sector is currently viewed as the market's main line, with expectations of increased volatility due to high positions and potential sector rotations [4] - The overall market is expected to experience fluctuations after a short-term rise, with a focus on policy-driven, performance-confirmed, and reasonably valued directions for investment [4]

Market Performance - The market rebounded last week, with the Shanghai Composite Index rising by 2.11%, the Shenzhen Component Index increasing by 1.25%, and the ChiNext Index up by 0.49% [2] - The China Securities Index rose by 0.28%, closing at 1717.63 points [2] Strong Stock Performances - Several constituent stocks performed strongly, with Lanke Technology rising by 11.16%, followed by Ecovacs with a 10.73% increase [2] - Other notable performers included Sunshine Power and Shield Environment, which rose by 8.37% and 8.07% respectively [2] - Stocks such as Marubi Biotechnology and Juewei Food also saw gains exceeding 5% [2] Year-to-Date Stock Gains - Since the beginning of the second half of the year, Ecovacs has surged by 49.61%, leading the gains [3] - Other significant gainers include Zhongji Xuchuang with a 43.49% increase and WuXi AppTec with a 30.35% rise [3] - Several stocks, including Iwabi Bio and Sunshine Power, have also increased by over 20% [3] Market Outlook - Short-term fluctuations are seen as a potential buildup for future market movements, with liquidity remaining relatively abundant [4] - The market is expected to enter a more stable and sustained phase, driven by improving domestic fundamentals and increasing earnings cycles [4] - The investment strategy should focus on "technology + consumption" for medium to long-term certainty, with a recommendation to accumulate on dips [5]

Market Performance - The market rebounded last week, with the China Securities Xinhua National Brand Index rising by 0.28% to 1717.63 points [1] - The Shanghai Composite Index increased by 2.11%, the Shenzhen Component Index by 1.25%, and the ChiNext Index by 0.49% [1] Strong Stock Performances - Notable strong performers included Lanke Technology, which rose by 11.16%, and Ecovacs, which increased by 10.73% [1] - Other significant gainers included Sunshine Power (up 8.37%), Shield Environment (up 8.07%), and Marubi Biotechnology (up 5.27%) [1] Year-to-Date Stock Gains - Since the beginning of the second half of the year, Ecovacs has surged by 49.61%, leading the gains [2] - Other top performers include Zhongji Xuchuang (up 43.49%) and Wu Biological (up 30.35%) [2] Market Outlook - Short-term fluctuations are seen as a potential buildup for future market movements, with liquidity remaining relatively ample [2] - The market is expected to enter a more stable and sustained phase, driven by improving domestic fundamentals and increasing earnings cycles [2] Investment Strategy - The investment strategy suggested by Zhishun Investment emphasizes maintaining a focus on long-term certainty, particularly in the "technology + consumption" sectors [3] - It is recommended to increase positions during market dips as a consistent investment approach [3]

Group 1 - The market continued to rise last week, with the China Securities Xinhua National Brand Index increasing by 2.03% to 1741.26 points [1] - Several constituent stocks performed strongly, including Zhifei Biological, which rose by 17.29%, and Zhongwei Company, which increased by 9.67% [1] - The Shanghai Composite Index rose by 1.67%, the Shenzhen Component Index by 2.33%, and the ChiNext Index by 2.76% [1] Group 2 - Since 2025, WuXi AppTec has increased by 64.98%, leading the gains, followed by Xinlitai at 59.44% [2] - The market is expected to maintain a profit-making effect, with increased trading sentiment likely to attract more funds into the market [2] - Starstone Investment indicates that the current market structure is relatively healthy, with alternating rises across sectors [2] Group 3 - Fengjing Capital anticipates a primarily structural market in the short term, with a focus on the effects of incremental fiscal policies in the medium to long term [3] - The investment strategy should include tracking high-frequency data for position management and identifying industries and companies with strong earnings support [3] - Attention should be paid to macroeconomic developments and geopolitical situations to find positive investment clues [3]