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this week (september 23 to 27), market activity increased significantly, and individual stocks also strengthened on a large scale. as of september 27, based on the highest price in the range, excluding new shares during the year, a total of 195 shares hit a new high this week this week, while 4 shares tied the high for the year. in terms of market capitalization, its average total market capitalization is nearly 79.6 billion yuan, and its median total market capitalization is nearly 19.2 billion yuan. among them, there are 134 large-cap stocks with more than 10 billion yuan, accounting for nearly 70%.

review of new high bull stocks during the week, non-bank finance accounts for a high proportion

in terms of industries (shenwan level 1), among the 195 stocks that hit new highs this week, non-bank financial stocks have the largest number, accounting for 22.1%, and the number of computer, banking, power equipment, real estate, and basic chemical stocks there are also relatively many, accounting for nearly 10.3%, 7.7%, 6.7%, 6.2%, and 6.2% respectively. there were no new high stocks for the year in the petroleum, petrochemical, and comprehensive sectors this week. at the same time, the number of stocks in public utilities, building materials, beauty care, agriculture, forestry, animal husbandry, fishery, and nonferrous metals was also relatively small.

note: industry distribution of individual stocks that hit new highs this week (data as of september 27)

if statistics are based on the securities sector, among these stocks that hit new highs during the year, main board stocks still account for the majority, accounting for nearly 78% overall. among them, shanghai main board stocks and shenzhen main board stocks account for nearly 44.1% and 33.8% respectively. at the same time, entrepreneurial stocks the stocks on the shanghai stock exchange, science and technology innovation board, and beijing stock exchange account for nearly 16.9%, 3.1%, and 1.5% respectively. in addition, there is also 1 st stock. in terms of the nature of the enterprises, there are more than 100 central state-owned enterprises, accounting for nearly 54.9% of the total. among them, local state-owned enterprises and central enterprises account for nearly 39% and 16% respectively.

in terms of specific stocks, many of the targets that hit new highs for the year this week have a "big mac" weight. among them, eight large-cap stocks with a total market value of more than 500 billion yuan are listed: china life, catl, ping an, china merchants bank, byd, china telecom, midea group, and postal savings bank. judging from the performance of these stocks during the week, catl, ping an, and china merchants bank have relatively led the gains, while china life, catl, and byd have achieved impressive gains this year, with their gains all exceeding 40%.

note: the stocks with the largest total market capitalization and hitting new highs this week (as of the close of september 27)

the market has rebounded sharply in recent days, with consumer etfs leading the gains

at present, the market has rebounded for several consecutive days. based on weekly market statistics, as of september 27, the chinext index was the top gainer, with a cumulative increase of nearly 22.7% this week. the bse 50 and shenzhen component index rose by nearly 18.2% respectively. , 17.8%. the shanghai composite index and the dividend index rose relatively slowly, nearly 12.8% and 11.8% respectively. based on the statistics of the whole year's market, currently, the shanghai composite index and the dividend index are both "red", the gem index and the shenzhen composite component index are close to turning positive, while the beixin 50 index is still falling deeply.

boosted by the overall warming of the market, many etf funds also rose significantly this week. screening etfs with a fund size exceeding 100 million yuan, excluding new etfs listed during the year, china merchants fund food and beverage etf, china asset management food and beverage etf, penghua fund wine etf, and harvest fund must-select consumption etf have significantly increased, with increases exceeding 10% during the week. 29%. etfs such as huabao fund food etf, boshi fund fintech etf, huabao fund fintech etf, tianhong fund food etf, and china fund consumption 30 etf also ranked among the top gainers.

note: etfs with top gainers this week and fund sizes exceeding 100 million yuan (data as of september 27)

regarding the market outlook, shenwan hongyuan securities’ recent research report pointed out that the structure of the index’s upward stage is procyclical + technology. procyclically focus on the real estate chain, real estate stocks, food and medical care, non-ferrous metals, and coal; for high technology flexibility, focus on science and technology innovation 50 and chuang 50. during the sector rotation stage, the focus is on the direction expected to have a boom inflection point in 2025, such as power batteries and special valuations. the second quarter report has resumed, and the improvement direction may continue in the third quarter, including power grid equipment, wind power equipment, and innovative drugs. subsequent high dividends may underperform relative returns, and the focus of high dividends has turned to net-breaking high dividends to use repurchases, increase holdings, and re-lending to create market value management.