On October 1st, Caixin reported that with the bullish atmosphere in September boosting, investors are eagerly anticipating the upcoming October market, with the recently launched gold stock combinations by brokerages serving as an important reference for assessing the future market.

According to Wind data, as of now, at least more than 10 brokerages have released the October gold stock list (including Hong Kong stocks), with industries mainly covering non-banking finance, new energy, pharmaceuticals, semiconductors, etc. In terms of individual stocks, contemporary amperex technology, sany heavy industry, hkex, sungrow power supply, east money information, bestechnic (shanghai) co., ltd., xiamen amoytop biotech are recommended more frequently.

Looking at the individual stocks recommended by various brokerages, contemporary amperex technology is recommended the most, included in the gold stock combinations by 5 institutions. Contemporary amperex technology's stock price broke through the 200 yuan mark this week, reaching as high as 255 yuan at one point, with a rise of over 33% in the past 5 trading days, and nearly 60% increase year-to-date. Notably, on Friday, contemporary amperex technology's trading volume exceeded 20 billion, second only to east money information and kweichow moutai, ranking third on the A-share market.

In contemporary amperex technology's previously released semi-annual report, the company achieved total revenue of 166.77 billion yuan in the first half of the year, a year-on-year decrease of 11.9%; net income attributable to shareholders was 22.87 billion yuan, a year-on-year increase of 10.4%, with the second quarter net income attributable to shareholders at 12.36 billion yuan.

Sany heavy industry, recommended by 3 institutions, has been included in the gold stock combinations only second to contemporary amperex technology. Sany heavy industry has seen a modest increase of only 16% in the past 5 trading days, lagging behind in terms of growth, with a nearly 40% rise in the stock price so far this year.

Sany Heavy Industry's interim report released earlier showed that the company's revenue for the first half of the year was 38.738 billion yuan, a year-on-year decrease of 1.95%; net income attributable to the parent company was 3.573 billion yuan, a year-on-year increase of 4.80%. It is worth noting that Sany Heavy Industry announced in early September that shareholders and senior executives planned to shareholding no more than a cumulative 7.5491 million shares of the company's stock.

Hkex has also been included in the gold stock portfolio by three institutions. Influenced by the warming trading in the Hong Kong market, the stock has shown strong performance recently, rising by over 35% in the past 5 trading days, and the current stock price has stabilized at 300 Hong Kong dollars. However, the stock's price increase for this year is less than 26%.