格隆汇2月25日丨大金重工(002487.SZ)涨1.88%，报66.560元，股价创历史新高，总市值424.49亿元。 ...

Group 1 - Institutional research has historically been an important market indicator [1] - Since January, 35 companies have been frequently researched by institutions, indicating strong fundamental support [1] - Dajin Heavy Industry received the highest number of institutional research with 318 institutions involved [1] Group 2 - Among the companies, Zhongji Xuchuang received the highest number of ratings from 34 institutions [1]

【环球网财经综合报道】年初至今，已有800余家上市公司公布了机构投资者调研记录。其中，大金重工成为机构调研的热门对象，共吸引了300 余家机构前来调研。仅2月份，天顺风能就获得了200余家机构的调研。 从行业分布来看，机构对机械设备、汽车、基础化工等行业的关注度较高。源达信息证券研究所的数据显示，节前近一个月，机械设备、电子、 医药生物、基础化工等行业备受机构青睐。而在节前一周，机械设备、汽车、基础化工、电子等行业则成为机构调研的重点。 比如海天瑞声、耐普矿机、翔宇医疗开年来获超过200家机构调研。此外，环旭电子、国能日新近一个月获超百家机构调研。 大金重工在调研中透露，2026年主要交付在手的海外海风单桩项目，以及少部分出口海塔项目，并以DAP模式为主要交付模式。天顺风能表示， 2025—2026年，国内海风招标和开工加速，尤其是广东区域，叠加欧洲、东南亚、日韩等全球海风需求共振，未来市场需求将持续增长，预计会 迎来2021年抢装后的新一轮机遇。 值得注意的是，今年以来，众多机构纷纷对A股上市公司展开调研，其中中信证券的调研次数最多，超过了200次。此外，基金公司对银行股的调 研也表现出较高的热情。（闻辉） ...

Wind数据显示，今年以来（截至2月22日），846家上市公司披露了机构投资者调研记录。其中，大金 重工获机构调研家数最多，达318家。2月以来，天顺风能获237家机构调研，是2月接受机构调研家数最 多的上市公司。 今年以来机构调研家数居前十A股上市公司 | 开始日期: | 2026-01-01 | T | 截止日期: | 2026-02-22 | I 证券检索: | 请输入代码或简称 | | --- | --- | --- | --- | --- | --- | --- | | 序号 | | | | 调研机构家数 | | | | | 证券代码 | 证券简称 | | | J合计 所属Wind行业 | | | 1 | 002487.SZ | 大金重工 | | | 318 重型电气设备 | | | 2 | 688787.SH | 海天瑞声 | | | 242 应用软件 | | | 3 | 002531.SZ | 天顺风能 | | | 237 重型电气设备 | | | 4 | 300818.SZ | 耐普矿机 | | | 211 工业机械 | | | 5 | 688626.SH | 翔宇医疗 | | | 208 医 ...

每经AI快讯，据证券时报·数据宝统计，1月以来，调研机构数在50家及以上且评级机构数在10家及以上 的公司，合计有35家。其中，大金重工获得318家机构调研居首。从评级机构数来看，中际旭创获34家 机构评级居首。江苏银行、上海银行、南京银行3只银行股进入榜单，其中江苏银行有多达133家机构调 研。数据显示，上榜个股今年以来平均涨幅超过16%，远超大盘同期表现。其中，帝科股份、菜百股 份、洁美科技、美好医疗等个股均涨超40%。 ...

节后行情怎么走？机构扎堆调研情况或提供一些线索。 随着春节假期进入尾声，市场即将重新开市，投资者关注度逐渐升温，机构资金的动向尤为引人瞩目。 其中，大金重工获得318家机构调研居首。公司在近期的调研中表示，英国AR7拍卖了8.4GW的海风项 目，超出前期市场预计数量，项目规模和补贴金额均创历史新高，固定式和漂浮式项目的执行电价相较 上一轮均实现同比上升，补贴年限也从15年延长至20年，提高了开发商的参与热情。另外，AR8预计在 今年也将拍出一定体量的项目量。本轮AR7中标的业主是公司已合作的重要客户，公司对本年市场订单 的获取很有信心。 从评级机构数来看，中际旭创获34家机构评级居首。国泰海通证券认为，公司业绩符合预期。从行业情 况看，1.6T有望在2026年快速上量，2027年需求有望进一步大幅提升。公司为云数据中心客户提供 400G、800G和1.6T等高速光模块，赢得了海内外客户的广泛认可，并保持了市场份额的持续成长，有 望大幅受益。 江苏银行、上海银行、南京银行3只银行股进入榜单，其中江苏银行有多达133家机构调研。 在众多的市场参与主体中，机构投资者凭借其专业的研究能力和信息优势，往往能率先布局具备 ...

Group 1 - A total of 874 private equity firms have participated in A-share market research as of February 14, 2026, covering 28 Shenwan first-level industries and 501 stocks, with a cumulative research count of 2845 times, indicating an accelerated investment pace in the new year [1] - Major private equity firms such as Freshwater Spring, Gao Yi Asset, Panjing Investment, and Harmony Huiyi Asset are focusing their research on strategic emerging industries including new energy, high-end manufacturing, artificial intelligence, and semiconductors [1] Group 2 - Among the stocks that have received at least 10 private equity research visits this year, 84 stocks are identified, with Dajin Heavy Industry in the power equipment sector leading with 64 visits, making it the most researched stock [3] - Other notable stocks include Dike Co. and Tiensun Wind Power, which received 41 and 33 research visits respectively, attracting attention from multiple private equity firms [3] - The research focus is concentrated in sectors such as power equipment, computers, electronics, machinery, and automobiles, with a preference for leading companies and high-growth stocks [3] - A total of 61 private equity firms have conducted at least 10 research visits this year, including 20 billion-level private equity firms, with prominent names like Zhengyuan Investment, Freshwater Spring, and Gao Yi Asset leading the way [3]

Market Performance - On February 13, the three major A-share indices collectively declined, with the Shanghai Composite Index falling by 1.26% to 4082.07 points, the Shenzhen Component Index down by 1.28% to 14100.19 points, and the ChiNext Index decreasing by 1.57% to 3275.96 points [1] Fund Manager Changes - On February 13, a total of 37 fund managers experienced changes in their positions, with 18 fund products announcing departures of fund managers, involving 9 individuals. The reasons for these changes included personal reasons for 1 manager and job changes for 8 managers [3][4] - Over the past 30 days (January 14 to February 13), 728 fund products saw changes in their fund managers, indicating a significant turnover in the industry [3] New Fund Managers - On February 13, 49 fund products announced new fund manager appointments, involving 28 new managers. Notably, Zhao Yu from Harvest Fund manages assets totaling 30.72 billion yuan, with his highest-performing product being Harvest Frontier Technology Hong Kong-Shanghai Stock A, which achieved a return of 111.19% over 1 year and 168 days [5][6] Fund Research Activity - In the past month (January 14 to February 13), Bosera Fund conducted the most company research, engaging with 55 listed companies, followed by Huaxia Fund with 45, and Penghua Fund with 43 [7] - The most researched industry was general equipment, with 172 instances of fund company inquiries, followed by consumer electronics with 165 inquiries [7] Individual Stock Research - The most focused stock in the past month was Daikin Heavy Industries, with 78 fund management companies participating in its research. This company operates in the metal products industry, specializing in offshore wind power equipment [8][9] - In the past week (February 6 to February 13), the most researched company was Tian Shun Wind Energy, with 67 fund institutions conducting inquiries [8][9]

证券日报网讯 2月12日，大金重工在互动平台回答投资者提问时表示，截至2026年2月10日，公司股东 户数为35332户。 （文章来源：证券日报） ...

Group 1: Photovoltaic Industry - The photovoltaic industry is experiencing a clear upward trend due to supply-side clearing and demand-side support, with expectations of profitability recovery in 2026 as inefficient companies exit the market and leading firms enhance efficiency through technological upgrades [1][14] - In 2025, China's photovoltaic industry saw a significant increase in installed capacity, reaching 315.07 GW, with a year-on-year growth rate of 13.67%, despite a slowdown in the second half of the year [14][16] - The introduction of policies aimed at preventing "involution" in the industry has led to a recovery in prices, with polysilicon prices rising over 50% from June to November 2025, indicating a shift towards a more rational pricing environment [22][29] Group 2: Wind Power Industry - The wind power industry is expected to benefit from a favorable supply-demand structure, with significant growth anticipated in offshore wind projects and exports, particularly in 2025 [1][3] - The domestic wind power market is projected to continue its growth trajectory, with offshore wind becoming a key focus area, supported by increasing demand for domestic and international markets [1][3] - Investment recommendations include focusing on leading manufacturers in the wind turbine sector and companies involved in high-barrier components such as submarine cables, which are expected to see increased demand [3][3] Group 3: New Energy Vehicles - The new energy vehicle sector in China is projected to achieve sales of 16.49 million units in 2025, reflecting a year-on-year growth of 28.2%, driven by stable market demand and improved product structures [2][3] - The industry is witnessing a recovery in profitability as supply-side chaos is effectively managed, with significant price increases in key materials like lithium hexafluorophosphate and vinyl carbonate [2][3] - The transition to a high-quality development phase is expected in 2026, supported by technological innovations and enhanced supply chain capabilities [2][3] Group 4: Lithium Battery Industry - The lithium battery industry is experiencing a recovery in profitability as inefficient production capacity is eliminated, with key materials seeing price increases and demand from new energy vehicles and energy storage continuing to rise [8][8] - Recommendations include focusing on leading companies in the battery and structural components sectors, which are expected to benefit from the industry's recovery [8][8] - The commercialization of solid-state batteries is accelerating, with several companies making significant progress in this area [8][8]