Group 1 - Multiple popular stocks have been recommended by at least two brokerages, particularly those related to domestic consumption, such as Dongpeng Beverage and Kweichow Moutai [2] - Dongpeng Beverage is favored for its stable energy drink business and rapid growth in electrolyte drinks as the beverage season approaches [2] - Kweichow Moutai is highlighted for signs of improvement in the liquor industry and a reduction in channel leverage [2] Group 2 - The skincare and medical beauty sector is also seeing high interest, with stocks like Proya and Aimeike receiving recommendations due to market trends favoring domestic brands and new product launches [2] - Analysts expect the market to remain volatile in May, with some expressing optimism for a potential upward trend, suggesting that adjustments present good investment opportunities [2][4] Group 3 - The A-share market is currently valued near its average since 2010, with expectations of continued inflows of medium to long-term capital due to supportive policies [3] - Suggested asset allocation includes stable assets like high-dividend stocks and gold, as well as sectors focused on domestic consumption and technology [4] Group 4 - Analysts recommend focusing on three main lines in May: consumption, technology, and dividend stocks, with an emphasis on domestic technology and consumer sectors benefiting from policy support [6] - The market is expected to experience a structural recovery, with cautious optimism regarding the potential for core sectors to attract renewed investment focus post-earnings reports [6][8] Group 5 - The recommended investment strategy includes a "barbell" approach, balancing growth technology investments with stable dividend assets, reflecting the current market environment [9] - The focus on new technologies and industry themes, as well as the implementation of policies to boost domestic demand, is crucial for investment decisions in May [7]

Core Viewpoint - The article highlights the strong performance of recommended stocks by brokerages in April, with the best-performing stock rising by 83%, and anticipates a volatile market in May with a focus on consumer demand, dividends, and technology sectors [2][4][10]. Summary by Sections April Stock Performance - In April, the A-share market indices collectively declined, with the ChiNext index dropping over 7%. However, brokerage-recommended stocks showed strong excess returns, with the top stock, Wancheng Group, rising 83% [4]. - The second-best performer was Xianda Co., which surged 61%, while Kexing Pharmaceutical and Minshida both saw increases of nearly 55% [4]. - Approximately 37% of the 46 brokerage stocks recorded positive returns in April, with Northeast Securities leading with a monthly return of 13.28% [4][5]. May Stock Recommendations - Brokerages are increasingly recommending stocks in the consumer demand sector for May, with East Peng Beverage and Guizhou Moutai among the highlighted stocks [6][10]. - The skincare and medical beauty sectors are also gaining attention, with stocks like Proya and Aimeike receiving multiple recommendations due to market trends favoring domestic brands and new product launches [6]. Market Outlook for May - Analysts expect the market to remain volatile in May, with some expressing optimism about potential upward movement. The consensus is that adjustments in the market present good opportunities for investment [10][11]. - Key sectors to watch include consumer demand, technology, and dividend-paying stocks, with a focus on stable assets and self-sufficient supply chains [11][12].

Core Viewpoint - The article highlights the strong performance of recommended stocks by brokerages in April, with significant gains observed, particularly in consumer and technology sectors, as analysts anticipate a volatile market in May, viewing adjustments as potential buying opportunities [2][3][9]. Summary by Sections April Stock Performance - In April, the top-performing stock was Wancheng Group, which surged by 83%, recommended by three brokerages [3]. - Other notable stocks included Xianda Co., which rose by 61%, and Kexing Pharmaceutical, which increased by 55% [3]. - Approximately 37% of the 46 brokerages' recommended stocks achieved positive returns in April [4]. Brokerage Performance - Northeast Securities led with a monthly return of 13.28%, driven by strong recommendations like Wancheng Group and Xianda Co. [5]. - Huaxi Securities followed with a return of 10.57%, while Dongxing Securities, Huaxin Securities, and Huayuan Securities all exceeded 7% returns [5]. - Conversely, Guotou Securities reported a negative return of -8% for its recommended stocks [5]. May Stock Recommendations - Brokerages are focusing on consumer and domestic demand stocks for May, with East Peng Beverage and Guizhou Moutai among the favorites [6]. - The skincare and beauty sector is also gaining attention, with stocks like Proya and Aimeike receiving multiple recommendations [6]. Market Outlook for May - Analysts expect the market to remain volatile in May, with some expressing optimism about potential upward movement [9][10]. - Key sectors to watch include consumer, technology, and dividend-paying stocks, with a focus on domestic consumption and self-sufficiency in technology [9][10].