November brokerage gold stock earnings list! The list of the best stocks soared nearly 60% in December.

SMM News: as the seller's institution that recommends stocks to buyers in the secondary market, the rise and fall of gold stocks recommended by brokers can directly reflect the strength of research and development capabilities of brokers, and can further affect the reputation of brokers in the market.

A reporter from the Financial Associated Press combed and found that the gold stocks recommended by many brokerages rose well in the past November exchange. Among them, Chuancai Securities won the top spot with 14.41% return on its gold stock portfolio in November, and at least 10 brokerages released more than 5% of its gold stock portfolio in November. In terms of individual stocks, stocks recommended by brokerages rose nearly 60%.

Looking forward to the future, what will be the trend of A-shares? Which stocks will become the focus of investor stock selection? The Financial Associated Press reporter combed and found that at present, a number of brokerages have studied and judged the future trend of A shares, and their recommended December gold stock portfolio has also surfaced, which is worthy of investors' follow-up attention.

In November, the dragon and tiger list of brokerage gold stock returns was released, and Sichuan Caiguoyuan Shen Wan won the top three.

Data show that in November 2020, 45 brokerages issued monthly gold stocks, recommending a total of 308 stocks (after weight removal).

By the close of 11.30 (market data), 308 gold stocks in the market had an average rise or fall of + 4.74%; over the same period, the Shanghai Composite Index rose by + 5.19%, the gem Index fell by-0.90%, and the CSI 300 Index rose by + 5.64%. The average gain of the top 50 gold stocks was + 27.68%, accounting for 61.36%, of which 96 rose more than 10%, accounting for 31.17%.

A reporter from the Financial Associated Press combed and found that among many brokerage institutions, the yield of the gold stock portfolio of Chuancai Securities ranked first in November, with an income of 14.41%; the second was Guoyuan Securities, with an income of 8.56%; the third was Shen Wanhongyuan, with an income of 8.31%; the fourth was Changjiang Securities, with a return of 7.86%; and Everbright Securities ranked fifth with an income of 7.54%.

In addition, Dongguan Securities, Zhejiang Merchants Securities, China Merchants Securities, Cinda Securities and Huatai Securities ranked sixth to 10th. The June returns of the gold stocks of these five brokerages were 7.47%, 7.07%, 6.47%, 5.86% and 5.17%, respectively.

From the perspective of individual stocks recommended by brokerages, some stocks rose nearly 60% to rank first on the list of individual stocks. This stock is Aoyang Shunchang, up 56.62% in a single month, and the brokerage is recommended as Sichuan Cai Securities.

Western Mining ranked second with a monthly increase of 54.49%, recommending brokers as Anxin Securities and Shenwan Hongyuan Securities.

Changan Automobile ranked third with a monthly increase of 52.91%, and recommended brokers were Guosheng Securities, Huaxi Securities, Hua'an Securities and Pacific Securities.

It is worth noting that in the list of gold stocks recommended by many brokerage institutions in November, the monthly decreases were relatively large as one net one, Big Housing, and Kangtai Bio, respectively, falling by-32.89%,-28.04% and-24.85%, respectively.

Brokerages are still optimistic about the future of A shares, and a number of brokerages have launched gold stock portfolios in December.

Looking forward to the future, what will be the trend of A-shares? Which stocks need to be the focus of investor stock selection? The Financial Associated Press reporter combed and found that at present, a number of brokerages have studied and judged the future trend of A shares, and their recommended 12-month gold stock portfolio has also surfaced.

Citic Securities pointed out that the 14th five-year Plan is an important stage for our army to accelerate the modernization of weapons and equipment after basically realizing mechanization, and it is expected that the military industry will usher in the economic inflection point of multiple industries in the first year of 2021. It is expected that this will also guide the market's investment preference for military industry to accelerate the switch from the perspective of valuation to the industrial trend from the end of 2020. Short-term stock selection strategy still recommends priority allocation of stocks with low valuation and clear industry trend: AVIC, Torch Electronics, Hongyuan Electronics, Aerospace Appliances, AVIC Optoelectronics, Lijun shares; long-term stock selection strategy recommends the layout around the "industrial inflection point".

Founder Securities said that December will usher in the market at the end of the year and the beginning of the year. On the one hand, the global economic recovery is accelerating, resonance is ushering in at home and abroad, industrial metals and energy prices are hitting new highs one after another, domestic economic production and consumption continues to improve in both directions, and early weak sectors such as consumption and services and manufacturing are accelerating their compensation, all of which are returning to pre-epidemic levels, and economic growth in the fourth quarter is expected to return to about 6%. On the other hand, the third-quarter cargo policy report confirmed that liquidity has entered a neutral environment, the current round of interest rate rise is not small, and the speed of subsequent rise will slow down. In terms of industry configuration, the recovery continued, buying value, and the preferred industries in December were insurance, banking and non-ferrous metals.

Guosheng Securities said that continue to be optimistic about the current to the first quarter of next year's New year market. Guosheng Securities believes that under the multiple forces of global economic resonance recovery, superimposed external uncertainty digestion, and increased risk appetite brought about by rising internal policy expectations, the market is expected to resonate upward, and the market will greatly exceed expectations. Active participation is recommended. It is suggested that we should actively participate in the New year's market along three fronts.

Galaxy Securities believes that the military industry shift speed inflection point to establish, grasp the main line to select high-quality stocks. In the short term, first of all, the overall pullback of the CSI military industry from the previous high point has reached 22%, which is relatively sufficient in terms of space and time. At present, the valuation quantile of the military industry plate is about 51.2%, and the upside space is still large.

Huatai strategy believes that pro-cyclical plate repair is expected to last both in time and space. Taking into account the interest rate level, vaccine news, etc., the style of A shares in December may further move towards value balance, our ranking of financial real estate stocks is bank > insurance > brokerage > real estate: this round is different from the historical credit cycle, banks and real estate logic differentiation; compared with the end of last year, the bank index PB still has a lot of room to repair, and the insurance index has been restored to the corresponding level. The repair sequence within the bank is matched with the market style, first repairing growth banks, and then repairing low-valued banks; the certainty of economic fundamental repair is higher than that of A-shares continuing to go bull, and bancassurance is logically better than brokerages.

In December, it is also recommended to pay attention to the short-term opportunities brought about by timely factors such as exports, cold winters and vaccine news, such as gas\ coal\ aviation / airports and so on. Following global re-inflation and a rebound in manufacturing investment in 2021, we propose to use bulk as the shield and manufacturing as the spear.

In terms of individual stocks, the gold stock portfolio of brokers in December has also surfaced, with a total of more than 100 recommended stocks covering dozens of subdivisions, such as food and beverage, electronics, automobiles, home appliances, communications, media, medicine, non-bank finance, banks and so on.