Core Insights - The article highlights the continued high level of institutional research activity, with 254 listed companies disclosing investor research records as of November 28 [2] - Over 80% of the companies that were researched by institutions achieved positive returns, with notable performances from Hai Xin Food, Tongyu Communication, and others [3] Group 1: Institutional Research Highlights - Jerry Holdings received attention from 168 institutions, focusing on its gas power generation business and recent oil and gas engineering orders [7] - Fu Lai New Materials was researched by 106 institutions, showcasing its third-generation electronic skin technology that integrates flexible materials, chips, algorithms, and large models [6][11] - Popular gaming companies Century Huatong and Kaiying Network were also under institutional scrutiny, with Century Huatong receiving 96 institutional inquiries [13][14] Group 2: Company-Specific Developments - Jerry Holdings has secured over $100 million in sales orders for generator sets for North American data centers, emphasizing its competitive edge in power generation equipment [9] - Fu Lai New Materials has transitioned from a material supplier to a smart sensing solution provider, achieving breakthroughs in tactile sensing technology [12] - Century Huatong's chairman emphasized the importance of the gaming industry in driving AI development and its strategic direction towards connecting the digital world through gaming [13][14] - Kaiying Network clarified its strategic investment in Century Huatong, indicating that the financial impact of its stock holdings will not affect current profits but will enhance its market competitiveness [15]

多图速览>> 本周（11月24日至28日）沪指累涨1.4%，深成指、创指更为强势，周涨3.56%、4.54%，三大指数集体终结周线两连阴。板块方面，本周通信设备、教育、 半导体、电池板块涨幅居前。 | 指数 | 周五涨跌幅 | | 周五收盘点数 周五成交额（亿元） 近一周涨跌幅 | | | --- | --- | --- | --- | --- | | 上证指数 | 0.34% | 3889 | 6458 | 1.40% | | 深证成指 | 0.85% | 12984 | 9400 | 3.56% | | 北证50 | 0.39% | 1388 | 121 | 0.75% | | 科创20 | 1.25% | 1327 | 496 | 3.21% | | 创业板指 | 0.70% | 3053 | 4567 | 4.54% | | 下班50 | -0.09% | 2970 | 850 | 0.47% | | 沪深300 | 0.25% | 4527 | 3418 | 1.64% | | 证券简称 | 周涨跌幅 | 切毛, 简称 | 后用线喷 | | --- | --- | --- | --- | | 品高股 ...

Group 1 - A total of 263 listed companies were researched by institutions this week, with Jerry Holdings receiving the most attention from 168 participating institutions [1] - Other companies such as Amlogic and Fulaixin Materials also attracted over 100 institutional research engagements [1] - In terms of total research frequency, Haixia Holdings and Weisheng Information were researched 4 times, while companies like Slin, Baiyun Airport, and Weixing Holdings were researched 2 times each [1] Group 2 - Institutions are continuously focusing on sectors such as industrial machinery, electronic components, chemicals, and electrical equipment [2]

Group 1 - A total of 263 listed companies were investigated by institutions this week, with Jerry Holdings receiving the most attention from 168 participating institutions [1] - Other companies such as Jingchen Co. and Fulei New Materials also attracted over 100 institutional investigations [1] - In terms of total investigation frequency, Haixia Co. and Weisheng Information were investigated 4 times, while 14 companies including Siling Co., Baiyun Airport, and Weixing Co. were investigated 2 times each [1] Group 2 - Institutions continue to focus on sectors such as industrial machinery, electronic components, chemicals, and electrical equipment [1]

2025 年 11 月 30 日 总量研究 量能决定短期反弹高度 ——金融工程市场跟踪周报 20251130 本周（2025.11.24-2025.11.28，下同）A 股市场震荡反弹，创业板指领涨主要 宽基指数。量能表现方面，本周主要宽基指数量能逆势收缩，当前量能状态与市 场反弹表现不匹配，后续反弹力度或受量能压制收窄。资金面方面，本周融资增 加额转正，股票型 ETF 资金延续净流出，资金方面仍有分歧。 结合本周市场反弹高度、量能表现以及资金分歧状态，后市反弹力度或减弱，市 场再度进入震荡区间。中长线仍看好"红利+科技"主线，红利或在波动方面占 优。 本周上证综指上涨 1.40%，上证 50 上涨 0.47%，沪深 300 上涨 1.64%，中证 500 上涨 3.14%，中证 1000 上涨 3.77%，创业板指上涨 4.54%，北证 50 指数 上涨 0.75%。 截至 2025 年 11 月 28 日，宽基指数来看，上证指数和上证 50 指数处于估值分 位数"危险"等级，沪深 300、中证 500、中证 1000 和创业板指处于估值分位 数"适中"等级。 中信一级行业分类来看，煤炭、钢铁、建材、轻工制 ...

Core Insights - Over 80% of stocks researched by institutions achieved positive returns, with Hai Xin Food gaining 45.4% and Tongyu Communication rising by 39.1% [1] - Popular stocks under research included Jereh Petroleum Equipment, which received attention from over 168 institutions, and Fule New Materials, which was researched by 106 institutions [3][4] Jereh Petroleum Equipment - Jereh Petroleum Equipment received 168 institutional visits due to numerous oil and gas engineering orders, leading to a stock price surge [5] - The company has developed a comprehensive gas power generation product system, including gas turbine generator sets and energy storage devices, catering to various applications [7] - Jereh has secured over $100 million in sales orders for generator sets for North American data centers, highlighting its competitive edge in reliability and responsiveness [7] Fule New Materials - Fule New Materials launched its third-generation electronic skin, integrating flexible materials, chips, algorithms, and large models, attracting significant institutional interest [9] - The company has transitioned from a material supplier to a smart sensing solution provider, achieving breakthroughs in tactile sensing technology [11] - Fule's electronic skin addresses the limitations of robotic touch, enhancing the interaction capabilities of humanoid robots [11] Century Huatong and Kaiying Network - Century Huatong was researched by 96 institutions, focusing on its outlook for the gaming industry and core competitiveness [12] - The company emphasizes the importance of gaming in driving technological advancements, particularly in AI [12] - Kaiying Network received attention from 87 institutions, with investors inquiring about its strategic investment in Century Huatong and its impact on financial statements [13][14] - Kaiying Network plans to retain its shares in Century Huatong for strategic collaboration, enhancing market competitiveness [14]

Core Viewpoint - The article highlights the continued high level of institutional research activity in the stock market, with a focus on companies like Jie Rui Co., Fu Lai New Materials, and gaming companies such as Century Huatong and Kaiying Network, showcasing their recent developments and investor interest [3][9][13][17][19]. Group 1: Institutional Research Activity - During the week of November 24-28, 254 listed companies disclosed institutional investor research records, with over 80% of the researched stocks achieving positive returns [3]. - Notable performers included Hai Xin Food with a 45.4% increase, Tong Yu Communications with a 39.1% increase, and several others exceeding 20% [3]. Group 2: Jie Rui Co. - Jie Rui Co. received attention from 168 institutions, focusing on its gas power generation business and recent oil and gas engineering orders [9][11]. - The company has developed a comprehensive gas power product system and secured over $100 million in sales orders for generator sets in North America [11]. - Jie Rui Co. aims to expand its power generation applications and meet diverse global energy demands [11]. Group 3: Fu Lai New Materials - Fu Lai New Materials attracted 106 institutional inquiries regarding its third-generation electronic skin, which integrates flexible materials, chips, algorithms, and large models [13][15]. - The company has transitioned from a material supplier to a provider of intelligent sensing solutions, achieving significant advancements in tactile sensing technology [15]. - Fu Lai's electronic skin addresses key challenges in robotics, enhancing the tactile capabilities necessary for effective tool manipulation [15]. Group 4: Gaming Companies - Century Huatong was researched by 96 institutions, with a focus on its outlook for the gaming industry and core competitiveness [17]. - The company emphasizes the role of gaming in advancing AI infrastructure and aims to diversify its product offerings across various gaming genres [17]. - Kaiying Network received inquiries from 87 institutions, with investors interested in its strategic investment in Century Huatong and its impact on financial reporting [19]. - Kaiying Network plans to retain its shares in Century Huatong for strategic collaboration, enhancing market competitiveness without immediate plans for sale [19].

Core Insights - The overall institutional research activity remains high, with nearly 300 listed companies disclosing investor research records in the past week [1] - Foreign institutions, particularly Point72 Asset Management, have been actively researching A-share companies, indicating strong interest in the market [1][8] - Despite recent adjustments in the technology sector, hard technology fields like electronic components and integrated circuits continue to attract significant institutional research [1][17] Institutional Research Activity - In November, nearly 1,500 companies were researched by institutions, with Luxshare Precision being the most popular, attracting 600 research institutions [3][5] - The top ten companies by the number of research institutions in November include: - Luxshare Precision: 600 - Huichuan Technology: 353 - BeiGene: 202 - Jerry Holdings: 183 - Ninebot: 179 - Anji Technology: 174 - Zhongkong Technology: 166 - Orbbec: 165 - Tongyu Communication: 144 - Rongbai Technology: 137 [5] Recent Research Trends - In the past week, Jerry Holdings had the highest number of research institutions, reaching 168 [7] - The top ten companies by research institution count in the past week include: - Jerry Holdings: 168 - Fule New Materials: 106 - Century Huatong: 96 - Nacono: 91 - Kaiying Network: 87 - Slin Technology: 50 - Weili Transmission: 46 - Caise Information: 44 - LiuGong: 43 - Orbbec: 42 [7] Foreign Institutional Interest - Point72 Asset Management has been particularly active, conducting 15 research sessions, focusing on stocks like NuoPin, Longtu, and Ninebot [10] - Other foreign institutions such as IGWT Investment and Neuberger Berman have also shown interest in various A-share companies [10] Fund Company Research Activity - Fund companies have maintained high research activity, with Bosera Fund and Huaxia Fund conducting over 90 research sessions each in November [11] - The top ten fund companies by research activity include: - Bosera Fund: 98 sessions - Huaxia Fund: 95 sessions - Guotai Fund: 89 sessions - Southern Fund: 77 sessions - CMB Fund: 75 sessions [12] Sector Focus - The technology sector, particularly electronic components and integrated circuits, is viewed as a long-term mainstay in the A-share market despite recent market style shifts from growth to value [1][17] - Analysts suggest focusing on sectors like AI, innovative drugs, energy storage, and solid-state batteries, which are entering a favorable cycle [17]

Core Viewpoint - The company is expanding its production capacity in Houston, USA, focusing on natural gas equipment and integrated power generation equipment, with plans for these capacities to be operational by 2026 [2]. Group 1: Company Expansion - The company is conducting capacity expansion at its existing facility in Houston, USA, to gradually achieve a full industrial chain layout including research, production, supply, sales, and service [2]. - The Houston facility now has the production capability for various types of equipment, including electric-driven/turbine fracturing integrated equipment and gas turbine power generation equipment, effectively meeting production demands in North America [2].

Core Viewpoint - The company is actively securing new orders and maintaining orderly operations across various sectors, including a significant contract in the North American data center power supply market, with generator sales orders exceeding $100 million [1] Group 1: New Orders and Contracts - The company has received new orders, including a notable contract in the North American data center power supply sector, with a contract value surpassing $100 million for generator sales [1] Group 2: Project Updates - The company has indicated that the progress of the Algeria oil company's booster station project should be referenced in official company announcements [1] Group 3: Workforce and Operations - The company confirmed that its production and operations, including EPC projects, are proceeding in an orderly manner, and it is hiring sufficient manpower to execute its EPC business in November [1]