Since November, some stocks withlow prices,high recognition and popular themes have emerged. For example, theaverage monthly increase of stocks in the "Ma" generation was close to 2%, significantly exceeding the increase in the Shanghai Composite Index over the same period. Many stocks have increased by more than 10%.
According to historical data, from November to January of each year, the average monthly trading volume and average monthly turnover in the A-share market exceed the average level in the first 10 months of the year most of the time. For example, from February 2024 to October 2024, the average monthly trading volume of A shares reached 1.72 trillion shares, with an average monthly turnover of 18.26 trillion yuan. From November 2024 to January of the following year, the average monthly trading volume of A shares was 2.84 trillion shares, and the average monthly turnover was 32.82 trillion yuan.
Some individual stocks also changed significantly during the same period.For example, from November 2022 to January of the following year, the increase in the range of Xi'an Catering and Tongrun Equipment (rights protection) was nearly 200%; from November 2021 to January of the following year, Jiuan Medical increased by more than 900%, and Aben Chemical increased by more than 400%;From November 2023 to January of the following year, the range of individual stocks such as Kaihua Materials and China Textile Standards increased by more than 300%.
According to statistics from Securities Times Datatreasure, based on individual stocks that have increased by more than 100% from November to January of the following year (referred to as "strong stocks across the year", each individual stock has a listing time of no less than 3 months compared with the first day of the range), There are 25 strong stocks across the year in 2020, and more than 30 strong stocks across the year in 2023 and 2024.
Judging from the strong stocks in the New Year in 2024, the 6-share range rose by more than 150%. The top gainers areEvert-U,Changsheng Bearing,Opto-Light Technology, andNanjing Chemical Fiber. Among them, Evert-U and Changsheng Bearing range rose by more than 200%, and 2 stocks involved popular concepts such as embodied intelligence and humanoidrobots.
According to 2025 data, nearly 30 stocks have increased by more than 30% since November, and five stocks including Zhongneng Electric, Huasheng Lithium Battery, and Hefu China have increased by no less than 50% during the month. At the same time,many stocks in the "Ma" generation such as Haima Automobile and Shenma Electric Power performed strongly. Haima Automobile recorded 4 daily limits during the month, with a cumulative increase of 50%. Individual stocks involved hot topics such as Hainan Free Trade Port and hydrogen energy.
What are the characteristics of these strong stocks across the New Year? Based on data analysis from 2020 to 2024, the author found that strong stocks in the New Year usually have five characteristics before the market starts:
First, the market value is small. Based on the market value on October 31 of the calendar year, the median market value of strong stocks across the New Year since 2020 is lower than the median market value of A-shares as a whole. In 2023, the median market value of strong stocks in the New Year will be less than 1.8 billion yuan, and the median market value of A shares will exceed 5.2 billion yuan; in 2024, the median market value of strong stocks in the New Year will be less than 3.4 billion yuan, and the median overall market value of A shares will exceed 5 billion yuan.
Second, the stock price is low. Based on the closing price (no reinstatement) on October 31 of the calendar year, from 2020 to 2023, the median stock price of strong stocks in the New Year is lower than the overall median level of A shares. The median stock price of strong stocks in the New Year in 2023 is lower than 6 yuan/share, and the overall median stock price of A shares is more than twice that. The median share price of strong stocks in the New Year in 2024 is 16.65 yuan/share, which is relatively close to the overall A-shares.
Third, the activity is high. Based on the average monthly turnover rate in October of the calendar year, the median monthly turnover rate of strong stocks across the year from 2020 to 2022 and 2024 exceeded the overall level of A shares. For example, the median monthly average turnover rate of strong stocks in the New Year in 2024 will exceed 9%, which is about 1.6 times the median monthly average turnover rate of the overall A shares.
Fourth, the valuation is low. Based on the P/E ratio on October 31 of the calendar year, the median P/E ratio of strong stocks in the New Year since 2020 is lower than the median P/E ratio of the overall A shares. In 2023, the median P/E ratio of strong stocks in the New Year is about 16 times. The overall A share The median P/E ratio exceeds 24 times. The P/E ratio of strong stocks in the New Year in 2024 slightly exceeds the median P/E ratio of the overall A shares.
Fifth, there are many popular concepts involved. For example, strong stocks in 2022 cover concepts such as "photovoltaic" and "energy storage"; strong stocks in 2024 cover popular concepts such as "robot","artificial intelligence" and "chip".
16 popular blue-chip potential stocks with low prices and low market capitalization were released
The end of the year is approaching. Which stocks have the potential of strong stocks in the New Year? The authorsorted out16potentialstocks from three dimensions: 1. As of November 7, the stock price is in the range of 5 yuan/share to 15 yuan/share, and the market value is less than 5 billion yuan;2. Institutions unanimously predict that 2025 and 2026 The annual net profit growth exceeds 30%;3. The company involves popular concepts such as quantum technology, AI, and lithium batteries.
In terms of stock prices, among the 16 stocks, 8 have their latest closing prices below 10 yuan/share, includingAlto Electronics,Jiuzhou Group, etc. Alto Electronics 'latest share price is less than 7 yuan/share. The company is one of the earliest in the industry to develop and launch XR/VP virtual shooting solutions. For three different markets from professional to general level, the company has completed the layout of the industrial ecology and built a complete one-stop solution. Agencies unanimously predict that the net profit growth of individual stocks in 2025 and 2026 will exceed 100%.
The latest closing priceof Anda Technology isbelow 8 yuan/share. Institutions unanimously predict that the net profit growth of individual stocks will exceed 50% in 2025 and exceed 100% in 2026. In May this year, the company stated in its research minutes that the company's current projects under construction include a 240,000-ton/year lithium iron phosphate project (land purchase has been completed and leveling work has been completed), a 15,000-ton/year lithium battery pole sheet recycling project (registered) and a 300,000-ton/year lithium iron phosphate precursor project (preliminary procedures are being processed), etc.
Zhite New Materials has beenunanimously predicted by institutions that the net profit growth of individual stocks in 2025 will exceed 100%, and the net profit growth in 2026 will exceed 45%.In March this year, the company signed a "Strategic Cooperation Agreement" with Quantum Technology Yangtze River Delta Industrial Innovation Center and Hefei Micro Era Digital Technology Co., Ltd., aiming to promote the industrial application and implementation of artificial intelligence and quantum technology in the field of new materials, based on their respective technologies, industry and resources and other advantages, and cooperate in the industrial application and implementation of quantum technology in the field of new materials.
In the New Year's market, a number of stocks often emerge in the market, but too high short-term gains can easily lead to significant valuation premiums for individual stocks.Investors need to maintain rational judgment amid the market heat.
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