This week, the A-share market showed a clear profit-making effect. The list of leading stocks includes 15 industries such as basic chemicals, environmental protection, electronics, and media. Individual stocks surged from over 30% up to 60%. Hotspots are quite dispersed, and rotation is quite fast, indicating very active market sentiment. Funds are both chasing solid performance in niche leaders and favoring flexible targets with thematic concepts. Small and mid-cap stocks have become the main attack battleground. However, to be honest—some stocks have experienced short-term gains that are too outrageous, and the risk of profit-taking indeed warrants caution.



**Let's take a look at what these top-gaining targets are doing:**

Bofei Electric leads the basic chemicals sector, focusing on insulation materials. The demand in the new energy industry chain is rising, capacity release expectations are also emerging, and institutional interest is high. The short-term gains are indeed fierce, but profit-taking pressure is also building.

Tongyuan Environment focuses on soil remediation and solid waste treatment, with environmental policies continuously strengthening and project orders steadily landing. Driven by funds, the stock price has soared rapidly, with substantial flexibility.

Lanjian Electronics belongs to the electronics sector, mainly engaged in semiconductor discrete devices. The main logic is domestic substitution, with a recovery in consumer electronics. Technical barriers are in place, industry prosperity is upward, so a surge in stock price is not surprising.

Yidian Tianxia is a cross-border marketing service provider in the media sector. Growing demand from outbound e-commerce and AI marketing technology iterations have attracted considerable capital attention, ranking high in short-term gains.

Baolait operates in medical equipment, with demand for upgrading grassroots medical devices releasing and overseas orders increasing. The positive performance outlook naturally attracts funds, and the significant rise in stock price makes perfect sense.

Buwei Storage is a leading domestic storage chip company in the electronics sector. Growing demand for AI computing power has driven up storage chip prices, and domestic substitution is accelerating. The pursuit by funds has caused the stock to spike in the short term, with considerable volatility.

Dike Co., Ltd. mainly produces photovoltaic silver paste. Growth in photovoltaic installations and iterative improvements in silver paste technology, combined with capacity release expectations and industry prosperity, have led to rapid stock price increases.

Tianyin Electromechanical, mainly in household appliance components, is most attractive for its satellite communication layout. As appliance exports recover and commercial space topics are hot, driven by funds, the stock price has surged.

Hunan Silver operates in the non-ferrous metals sector, mainly engaged in silver smelting and deep processing. Rising precious metal prices and warming downstream demand have led investors to favor performance elasticity, resulting in significant short-term gains.

Aikelan produces automotive exhaust treatment devices. The upgrade to China VI standards and the recovery of commercial vehicles, along with technological advantages and increasing orders, have driven the stock price sharply higher.

Tongda Hainan specializes in judicial information systems. Policy boosts in government informatization and project orders landing have driven the stock price higher with fund support.

Lio Co., Ltd. is involved in pump manufacturing, digital marketing, and photovoltaic businesses. The dual themes of new energy and digital economy have propelled the stock price upward with fund support.

Jiaoyun Co., Ltd. operates in automotive parts and logistics. The recovery of the automotive industry chain and increasing logistics demand have attracted funds with positive performance expectations.

Lvdao Feng specializes in ventilation equipment. Infrastructure investment increases, consumption upgrades drive demand, and capacity release expectations add to the upward trend, with steady stock price growth.

Decai Co., Ltd. focuses on building decoration and design. The real estate recovery and urban renewal policies support growth in orders, attracting funds, and leading to a significant rise in stock price.

Xinhua Department Store is a regional retail leader. The main logic is the recovery of consumption and the rebound of offline foot traffic, with expectations of state-owned enterprise reforms also supporting, pushing the stock price higher.

Debon Logistics focuses on express delivery and logistics. Growing demand during the e-commerce peak season and stabilized courier prices have attracted funds with improved performance expectations.

Hualan Co., Ltd. mainly produces medicinal stoppers. Growing vaccine demand, accelerated domestic substitution, technological advantages, and capacity release have driven the stock price upward.

Jiayu Technology is a dual-player in photovoltaic curtain walls and energy-saving doors and windows. Favorable policies for photovoltaic building integration and order growth expectations have attracted capital, leading to a big jump in stock price.

Sega Technology produces communication towers and base station equipment. The recovery of 5G construction, the release of computing power infrastructure demand, and technological advantages with order growth have driven the stock price higher.

People’s Daily is a leading mainstream media. Catalyzed by AI + media themes, content ecosystem upgrades, policy support, and capital attention have caused a significant increase in stock price.

Xinfengguang Energy Storage and SVG equipment manufacturers benefit from new power system construction and growing energy storage demand. Technological advantages and order implementation have driven the stock price upward.

Yuhan Deep Power Engineering and Equipment benefit from increased grid investment and the release of new energy infrastructure demand. Growing orders attract capital.

Yaxiang Integrated Clean Room Engineering specializes in semiconductor and photovoltaic industry expansion. The combination of order growth expectations and industry prosperity has pushed the stock price higher.

Zhonggang Luonai Refractory Materials, a professional in the steel industry recovery and high-temperature materials demand, driven by technological advantages and capacity release, has seen its stock price rise.

**Overall:**

This week's list of leading stocks reflects rapid capital rotation across multiple sectors—driven by performance in growth tracks like new energy and semiconductors, as well as sentiment catalysts such as commercial space and AI applications. Small and mid-cap stocks, with their larger elasticity, have become the primary targets for funds. However, some stocks' short-term gains are indeed excessive, and whether they can sustain depends on future performance and continued thematic support. Investors should closely monitor sector rotation dynamics, prioritize stocks with both performance fundamentals and thematic catalysts, and remain vigilant about potential short-term risks.
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ImpermanentLossFanvip
· 5h ago
Once again, the market is full of hot stocks, dazzling to watch. This week's gains are ridiculously high, almost like it's going to the sky. Small and mid-cap stocks are so crazy, you really need to be careful about a pullback. The thematic catalysts are indeed strong, but earnings realization is the real key. Stock picking still depends on whether there's real value behind it; don't just follow the trend of hype. Semiconductors and new energy are indeed hot, but the risks are also there. The rotation is so fast that if you can't keep up, you'll easily get caught. I'm a bit skeptical whether these gains can really hold up. I'm worried that a sharp correction could start tomorrow; entering now might be a bit late.
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DeFiGraylingvip
· 5h ago
This wave of the market is quite intense, it feels like it's about to break out Wait, can those stocks that increased by 60% really hold on? I feel like it's all just paper wealth I've been following Baiwei Storage. Domestic chip replacement definitely has potential, but is it a bit late to get in now? The Tianyin Electromechanical combo is outrageous—home appliances plus satellite communication? Funds really love this combo Bofi Electric's surge is so fierce, institutions are involved too. Retail investors should be cautious about catching the falling knife I just want to know how long this rotation can last. The hot spots seem to change too quickly Should I choose themes or focus on performance? Honestly, it's a bit hard to decide in this environment Small and mid-cap stocks have indeed been lively this round, but the risks are quite high too
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SandwichDetectorvip
· 5h ago
A 60% increase is outrageous, risks are piling up... This round of rotation feels a bit fake; it depends on whether the performance can be realized. Both thematic catalysts and expected trading, easy to get caught holding the bag. Small and mid-cap stocks have high elasticity but also volatile, professional choppers of leeks. Stocks like Bofi and Baiwei, which surged aggressively, face significant retracement pressure. New energy and semiconductors have been hot for many rounds; is there still a story? 15 industry rotations so fast, what does that say about market confidence? Hotspots are scattered too widely, which instead indicates the market has no main theme; be cautious. More hype than fundamentals in thematic trading, this is a sign that something might go wrong. Seeing the gains is satisfying, but the pitfalls ahead are even bigger.
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VitalikFanboy42vip
· 5h ago
Damn, this round of movement is really fast, it feels like there will be a new theme tomorrow Chasing highs should be done cautiously, the pressure to pull back is there Everyone says performance is being realized, but who knows Small and mid-cap stocks are extremely volatile this wave, I'm a bit scared Once the profit-taking effect kicks in, the retail investors will rush in These targets seem to have a high level of hype, which feels a bit虚 The logic is quite clear, but I'm just afraid they can't be兑现 For stocks like Bofei Electric, it seems like institutions are also high-throwing There are quite a few ideas, choosing one is really confusing The short-term gains are so rapid, you really need to be careful What to do after the theme hype is over, that's the real question
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NFTRegrettervip
· 5h ago
Another wave of cutting leeks, this time it's mid and small caps There are too many flashy themes, but only a few can really make money Everyone is chasing the hot spots, and when the wind stops, they'll be the bagholders Baiwei Storage, Bofi, these have outrageous gains, I bet they will fall later They look tempting, but I just don't dare to get in After so long of domestic substitution hype, when will it really replace? This wave of market is a bit虚, the performance can't support this涨幅, right? It's all about capital driving, fundamentals are all nonsense Another AI+ concept catalyst, will peak sooner or later Readers of the articles must regret it now, these are all after-the-fact armchair strategists Short-term volatility risk, it's time to cut a wave Theme concept stocks are the easiest to fall into traps, I prefer to stay稳
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rekt_but_vibingvip
· 5h ago
The profit-taking effect is real, but the recent surge in prices is truly outrageous. Honestly, looking at this list makes me a bit dizzy, with jumps of 30% to 60%... unbelievable. This round is all about rotation, chasing one thing today and another tomorrow. New energy, chips, satellite communications... the themes are piling up to an increasingly absurd level. Small and mid-cap stocks are indeed very volatile, but the problem is, who will take over the position later? Performance realization is the hard truth; relying solely on hype will eventually lead to a crash. It feels like playing with fire; with such strong profit-taking pressure, why still chase? This week's market feels a bit like hot potato, be careful not to become the last bagholder. Tianyin Electromechanical is just rushing into the satellite concept all the way, this logic is really incredible. How long has the story of domestic substitution in semiconductors been told...
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