9月券商金股谁家强？宁德时代、药明康德成“人气王”，“潜力股”怎么挑？

华夏时报网09-03

随着中报披露收官，A股上市公司上半年业绩图景已清晰浮现。同花顺iFinD数据显示，截至9月3日，已有超30家券商陆续披露9月金股组合，覆盖二百余只A股标的。　　从行业分布来看，电子行业在9月备受券商青睐；从个股来看，中际旭创、宁德时代、药明康德等7只个股热度较高。　　信达证券资深投资顾问林智向《华夏时报》记者表示，中报全部披露完毕，机构的投资思路也随之调整：不再光靠题材故事炒远期预期，而是要锚定...

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CATL and WuXi AppTec have become the \"most popular stocks,\" so how do you choose \"potential stocks\"?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300750":1.94,"603259":1.93,"LIT":0.6,"02359":1.93,"CXSE":0.6,"03750":1.94,"EVS.SI":0.6},"content_text":"随着中报披露收官，A股上市公司上半年业绩图景已清晰浮现。同花顺iFinD数据显示，截至9月3日，已有超30家券商陆续披露9月金股组合，覆盖二百余只A股标的。　　从行业分布来看，电子行业在9月备受券商青睐；从个股来看，中际旭创、宁德时代、药明康德等7只个股热度较高。　　信达证券资深投资顾问林智向《华夏时报》记者表示，中报全部披露完毕，机构的投资思路也随之调整：不再光靠题材故事炒远期预期，而是要锚定上市公司实打实的盈利成色，同时掂量当前估值水平是否合理。　　电子行业稳居榜首　　从行业分布来看，9月券商金股共覆盖29个申万一级行业，科技与制造赛道仍是机构布局的核心方向。　　电子行业以35只推荐个股数量居全行业首位，行业成分股占比6.76%。在细分赛道中，AI算力芯片、半导体产业链是机构关注的核心，中微公司、北方华创、寒武纪、兆易创新等细分龙头均被多家券商纳入金股。　　太平洋证券分析师张冬冬在9月金股研报中提到，受益AI持续发展，算力相关IC及服务器电源类IC、存储类IC持续高景气，带动封测厂大幅扩产。国内模拟IC设计厂商基于快速迭代需求，自建测试产能为行业带来增量需求。　　机械设备行业以23个推荐个股数量位居行业第二，推荐数量环比大幅增长35.29%，杰瑞股份、华锐精密、大族激光、联讯仪器等备受机构青睐。基础化工和医药生物并列第三，各有16只个股入围9月金股。随着创新药出海管线进展顺利，CXO行业订单边际回暖，行业底部反转趋势逐步明确，叠加中报业绩验证，板块配置价值持续凸显。其中药明康德、恒瑞医药、凯莱英、迈瑞医疗、荣昌生物等创新药产业链及医疗器械龙头获集中推荐。　　此外，电力设备和有色金属虽然以12只、9只的推荐个股数量排名靠前，但与8月相比，整体配置力度有所回落。　　在林智看来，电子板块中不少公司的中报业绩确实出现回暖，叠加前期板块回调和行业国产替代的加强，机构自然愿意多配；机械设备行业主要是机器人、高端制造需求提升，业绩看得见；创新药部分药企营收也在慢慢修复，属于低位博弈修复行情。　　电力设备与有色金属板块推荐热度降温，本质并非行业景气度反转，而是前期行情已提前消化了大部分利好。机构正从板块普配转向个股精选，带动整体推荐数量回落。“业绩可兑现、估值不偏离”已是当前机构选股的核心逻辑。　　盘古智库高级研究员江瀚在接受记者采访时表示，机构配置思路调整本质是产业景气度的阶段性再匹配。电子、机械设备赛道AI订单落地、国产替代加速，中报业绩兑现度高，资金自然向确定性方向迁移。其次，电力设备前期拥挤度偏高，有色金属受金价短期波动、商品定价错位影响，机构主动降低推荐力度，规避交易层面的回调风险。　　龙头股获扎堆推荐　　从个股推荐频次来看，中际旭创、宁德时代、药明康德、中国巨石、紫金矿业、天孚通信、石头科技7只个股均获5家券商联合推荐，并列成为全市场最受关注的金股标的。　　其中，中际旭创、宁德时代、药明康德近三个月累计推荐频次均超20次，获得机构的长期认可。　　光大证券、开源证券、平安证券三家机构同时推荐了宁德时代与药明康德。从中报业绩来看，宁德时代上半年分别实现营业收入2769.17亿元、归属于上市公司股东的净利润432.84亿元，同比分别增长54.8%、41.98%。截至9月3日收盘，宁德时代报收349.5亿元，市值1.62万亿元，近三个月股价回撤约19%。　　药明康德上半年实现营收288.97亿元，同比增长38.93%；实现归母净利润110.80亿元，同比增长29.43%。截至9月3日收盘，药明康德报收156.63元/股，市值4694.8亿元，近三个月内股价涨幅超50%。　　江瀚表示，像宁德时代、药明康德这类核心资产，当前配置性价比已经回到合理区间，前期充分调整后估值泡沫基本消化。其次，后续股价催化，一方面来自三季报业绩的边际修复，另一方面是外资、长线资金对核心资产的回流加仓。第三，不能简单把“连续上榜”等同于必涨标的，核心资产的超额收益，更多来自产业周期拐点而非单纯的机构推荐背书。　　市场或延续震荡修复　　中报业绩正式落地后，9月A股整体将呈现怎样的运行格局？　　林智认为，9月A股难现单边大涨大跌行情，大概率维持震荡格局，机会以结构性为主，板块分化特征显著。　　行情驱动层面，核心支撑来自中报兑现的盈利改善，企业真实盈利是市场行情的底气。后续稳增长政策若释放积极信号，将提振市场风险偏好。此外，AI硬件、高端制造等产业景气度变化，也会带动板块轮动。在风险层面，海外美联储加息预期反复、美债收益率走高扰动北向资金，地缘冲突加剧外围波动；其次，国内经济修复力度不及预期将压制做多情绪；前期涨幅较大的板块积累获利盘，存在回调压力。　　在江瀚看来，9月A股整体会延续震荡上行的结构性修复格局，难走极端单边行情，中上旬主线延续，临近国庆资金会向低估值防御方向小幅切换。　　回顾8月券商金股表现，开源证券、中航证券、华源证券收益排名前三，月度收益分别为17.08%、15.54%、13.91%。　　对于券商金股的参考价值，林智认为其并非直接买入的清单，核心作用是帮助普通投资者把握机构研究方向，理解主流选股逻辑。他提醒投资者切忌拿到名单直接买入，部分标的推荐前已累计上涨，追高风险较高，建议优先参考赛道方向，结合财报验证推荐逻辑，多家券商共推标的可重点关注，同时结合自身风险承受力控制仓位。　　江瀚也表示，券商金股可帮助投资者快速锁定高景气方向，降低选股成本。但不可无脑跟风买入，需先剔除短期炒作、预期透支的标的，更适合作为赛道观察池，结合自身风险偏好在板块回调时分批布局。（文章来源：华夏时报网）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2664820202","isCrawlerRequest":true}