三月行情展望 长江证券研究所金融工程研究小组 2026-03-01 %% %% %% %% research.95579.com 1 分析师 覃川桃 SAC执业证书编号：S0490513030001 SFC执业证书编号：BUT353 分析师及联系人 证券研究报告 • 证券研究报告 • %% %% %% %% research.95579.com 2 本轮牛市以来各行业指数弹性回顾 以各行业指数至今为止高点出现的时间看，电信业务和金属材料及矿业仍未刷新一月底二月初出现的高点，但Wind全A 和Wind全A等权已在周五创下本轮行情以来的新高，同样在二月底创下新高的行业主要为周期行业，且均为本轮行情以 来涨幅位于中段或偏后的行业。 表：一级行业指数本轮牛市以来区间最大涨幅（2024年2月5日至2026年2月27日） | 名称 | 起涨日 | 高点 | 涨幅 | 名称 | 起涨日 | 高点 | 涨幅 | | --- | --- | --- | --- | --- | --- | --- | --- | | 电信业务 | 2024-02-05 | 2026-02-02 | 218% | 综合金融 | 2024-07-0 ...

Core Insights - The A-share market saw a total of 80 stocks hitting the daily limit up on September 17, with notable performances from automotive parts and real estate sectors [1] Group 1: Stock Performance - Shanzi Gaoke, a company in the automotive parts sector, achieved a four-day consecutive limit up [1] - Shoukai Co., a real estate company, also recorded a four-day consecutive limit up [1] - The stock *ST Yatai led with eight consecutive limit ups, associated with the Western Development concept [1] Group 2: Sector Highlights - Automotive parts sector had multiple stocks performing well, including Shanzi Gaoke and Wanxiang Qianchao, which achieved three consecutive limit ups [1] - The real estate sector was highlighted by Shoukai Co. and Xiangjiang Holdings, both achieving four consecutive limit ups [1] - Other sectors with notable performances included water conservancy (Shanghai Construction) and road and bridge engineering (*ST Zhengping), both achieving four consecutive limit ups [1]