Shanghai, June 10, 2025 — A-shares opened June with a robust performance, gaining over 1% in the first five trading days and reigniting investor interest. Data from Wind indicates that 42 brokerages have collectively recommended 272 A-share stocks across materials, consumer goods, finance, healthcare, and information technology as of June 9. Leading the list with five recommendations each are Asia Potash International, Haida Group, and Tsingtao Brewery, reflecting brokerages’ focus on economic recovery signals, technological self-sufficiency, and earnings stability.
Top Stocks Dominating Broker Recommendations
Eight stocks stand out with four or more recommendations, showcasing broad institutional confidence:
Asia Potash International(5x): The company’s rise in overseas potash mining is supported by rebounding industry prosperity, expanded production capacity, and favorable tax policies.
Haida Group(5x): Improved demand for aquatic feed, strong growth in pig feed, and significant overseas market opportunities drive its appeal.
Tsingtao Brewery(5x): Macro-economic recovery and returning catering demand are expected to boost both sales volume and pricing for the beer giant.
China Mobile, Yanjing Brewery, Hangzhou Bank, Dongpeng Beverage, SF Holdings(4x each): These recommendations span telecom, brewing, banking, beverages, and logistics, reflecting diversified sectoral optimism.
Sectoral Trends and Early Performance
The recommended stocks cover 11 sectors, with information technology, industrials, materials, and consumer discretionary sectors leading in popularity. As of June 9, 68% (187 stocks) have recorded positive returns in June, though monthly performance trends remain subject to market developments.、
Key Investment Themes in Broker Strategies
Angel investor Guo Tao identifies three primary themes guiding brokerage picks:
Consumer Recovery:
Staples like Tsingtao Brewery and Dongpeng Beverage are positioned to benefit from post-pandemic demand rebounds in food and beverage sectors.
Discretionary spenders such as Midea Group align with consumption upgrades and policy support for household appliances.
Resource Cycle Reversal:
Commodity-focused firms like Asia Potash International (potash supply-demand imbalances) and Zijin Mining (new energy metals) are seen capitalizing on global resource restructuring.
Technological and Manufacturing Leadership:
AI and hardware players like Foxconn Industrial Internet (AI servers), Sangfor (cybersecurity), and Unico Tech (semiconductors) emphasize domestic substitution and computing infrastructure growth.
Value Restoration:
High-dividend stocks like Hangzhou Bank and China Mobile attract risk-averse investors with stable cash flows and low valuations.
Brokerage Outlooks for June
Leading firms have outlined distinct strategies for the month:
CITIC Securities: Prioritizes AI supply chains (servers, ASIC chips, optical modules) from June to August, advocating a balanced approach between Hong Kong and A-share markets.
CSC (China Securities Construction Investment): Highlights high-dividend sectors (finance, utilities, energy) during June’s dividend peak, noting their appeal to long-term institutional investors.
Guosheng Securities: Maintains a bullish short-term outlook, viewing the current rally as the start of a broad-based bull market.
Shenwan Hongyuan: Supports short-term tech sector rebounds but warns of potential mid-term consolidation, emphasizing sector rotation around fund benchmark adjustments.
China Merchants Securities: Focuses on traditional capacity-clearing sectors (automobiles, nonferrous metals), new consumption (retail, beauty), and high-prosperity industries (defense, pharmaceuticals).
Market Risks and Outlook
With external tariff uncertainties and domestic policy support coexisting, brokerages stress the need for flexible sector rotation. While near-term sentiment remains positive, investors are advised to monitor fund flow shifts and industry-specific data, particularly in high-dividend and tech-driven segments. The balance between policy stimulus and global market dynamics will be critical in shaping June’s market trajectory.
Related topics：
