60 Hot Sectors: Which Ones Still Have Low Congestion Levels?

Crowding is a proprietary indicator developed by the Xingye Securities Strategy Team to reflect trading sentiment in popular sectors. It is synthesized from four major dimensions—volume, price, capital, and analyst forecasts—comprising seven specific indicators to quantitatively track market sentiment changes, offering strong indicative value for short-term stock price movements.

Note: The time period covered is January 5, 2026 - January 9, 2026.

Note: The time period covered is December 12, 2025 - January 9, 2026. I. TMT 1. Optical Modules: Congestion level is medium-low.

2. Servers: Congestion level is medium-high.

3. Base Stations: Congestion level is medium.

4. Optical Fiber & Cable: Congestion level is medium-high.

5. IDC: Congestion level is medium-high.

6. Computer Equipment: Congestion level is relatively high.

7. Optical Components: Congestion level is relatively high.

8. RF Components: Congestion level is relatively high.

9. PCB: Congestion level is medium.

10. State-owned Cloud: Congestion level is medium-high.

11. IT Services: Congestion level is medium-high.

12. FinTech IT: Congestion level is medium-high.

13. Internet of Things: Congestion level is medium-high.

14. Semiconductor Materials: Congestion level is relatively high.

15. Semiconductor Equipment: Congestion level is relatively high.

16. Semiconductor Packaging & Testing: Congestion level is medium-high.

17. Semiconductor Design: Congestion level is medium-high.

18. Semiconductor Manufacturing: Congestion level is medium-high.

19. Semiconductor Discrete Devices: Congestion level is medium-high.

20. Memory: Congestion level is medium-high.

21. Consumer Electronics: Congestion level is medium-low.

22. Autonomous Driving: Congestion level is relatively high.

23. Gaming: Congestion level is relatively high.

24. Digital Media: Congestion level is relatively high.

25. Telecom Operators: Congestion level is relatively high.

II. Manufacturing 26. Auto Parts: Congestion level is relatively high.

27. Passenger Vehicles: Congestion level is medium.

28. Lithium Batteries: Congestion level is medium.

29. Hydrogen Energy: Congestion level is low.

30. Energy Storage: Congestion level is medium.

31. Wind Power: Congestion level is medium-low.

32. Smart Grid: Congestion level is medium-low.

33. PV Inverters: Congestion level is medium-low.

34. PV Cells: Congestion level is relatively high.

35. PV Modules: Congestion level is relatively high.

36. Silicon Materials & Wafers: Congestion level is medium-high.

37. Industrial Robots: Congestion level is relatively high.

38. Shipbuilding: Congestion level is medium.

39. Drones: Congestion level is relatively high.

40. Aircraft Engines: Congestion level is relatively high.

III. Consumer & Healthcare 41. White Goods: Congestion level is low.

42. Baijiu: Congestion level is medium-low.

43. Textiles & Apparel: Congestion level is medium-high.

44. Hotels & Catering: Congestion level is medium-high.

45. Tourism & Scenic Spots: Congestion level is medium-high.

46. Air Transport: Congestion level is relatively high.

47. Pork Industry: Congestion level is medium.

48. Traditional Chinese Medicine: Congestion level is medium-low.

49. Innovative Drugs: Congestion level is medium-low.

50. Medical Services: Congestion level is medium-high.

IV. Finance & Real Estate 51. Real Estate: Congestion level is medium.

52. Banking: Congestion level is low.

53. Insurance: Congestion level is relatively high.

54. Securities: Congestion level is medium-high.

V. Cyclicals 55. Coal: Congestion level is medium-low.

56. Oil & Petrochemicals: Congestion level is relatively high.

57. Steel: Congestion level is medium-high.

58. Thermal Power: Congestion level is low.

59. Industrial Metals: Congestion level is relatively high.

60. Chemical Raw Materials: Congestion level is medium-high.

Risk Warning 1. This analysis is based solely on publicly available information and does not constitute investment advice or research views. 2. Historical experience and indicators may carry risks of becoming ineffective. 3. There is a risk of discrepancies between calculated results and actual outcomes due to incomplete data.

Disclaimer All market investments carry risks; caution is advised when investing.