近一周机构调研个股有190多只，大金重工调研机构数最多。大金重工有209家机构调研，其中包括46家 基金公司、44家证券公司、41家私募、12家保险公司等。公司在调研中称，对现有能源进行存量替代、 以及新增用电需求，叠加独特的自然资源禀赋，使得欧洲发展海风成为"必选项"。北海、波罗的海以及 英法西部沿岸的大西洋海域具有风速高、水浅的特征，海上风能资源丰富，当前渗透率非常低，当地现 有海风装机量无法满足需求，未来海上风电还有很好的增长空间。从业绩角度来看，近一周机构调研股 中，有9股2025年净利润预增上限超过100%，分别是佰维存储、英联股份、国力电子、富特科技、润丰 股份、大金重工、豪鹏科技、震裕科技和长缆科技。其中，佰维存储净利润预增上限超过5倍，居首。 从市场表现来看，近一周机构调研股平均上涨超5%，龙芯中科、帝科股份、齐翔腾达等个股均涨逾 20%。（人民财讯） ...

原标题：《无脑看好？股价创历史新高，逻辑全兑现仍低估，出海龙头稳了！》 来源：价值事务所 大金重工是《所长会客厅》一直以来重点关注的公司，从去年6月中旬开始列入价值30指数，到现在已 经创了新高，大金重工的大逻辑是俄乌冲突后欧洲需要摆脱对于俄罗斯的能源依赖，因此急需提高本土 的新能源比例，然而欧洲本土的原材料、人工和生产成本高企，要实现新能源转型就不得不依赖中国的 优质产能。 海上风电的基础设施包括塔筒、单桩基础、过渡段等，因为对于场地、码头、运输等要求极高，在全球 都是稀缺资产，而大金恰恰就是为数不多有这些资源禀赋的公司，大金已经成为了欧洲海风基础设施的 No.1，未来也将继续受益于欧洲海风建设的不断推进。 自月初所长把金风科技加入价值30备选以后，公司市值至今已经提升30%，其中12.11和12.25这两天都 收了涨停，金风科技这段时间表现的那么好，和他的业绩其实关系不大，主要是因为金风投资了商业火 箭行业的当红炸子鸡蓝箭航天，持有其10%的股份。 大金并没有披露这起诉讼的具体详情，到底会不会败诉现在肯定下不了结论，但是大金胜诉的概率并不 小，大金历史上也有过和施工方的合同纠纷，今年上半年就披露了一起，公 ...

Core Viewpoint - The article highlights that Daikin Heavy Industries has attracted the most institutional research interest, with 209 institutions conducting research on the company, indicating strong market interest and potential growth in the offshore wind energy sector in Europe [1] Group 1: Institutional Research - Daikin Heavy Industries has been researched by 209 institutions, including 46 fund companies, 44 securities firms, 41 private equity firms, and 12 insurance companies [1] - The company emphasizes the necessity of replacing existing energy sources and meeting new electricity demands, particularly in the context of Europe's unique natural resource endowments [1] Group 2: Offshore Wind Energy Potential - The North Sea, Baltic Sea, and the Atlantic waters off the coasts of England and France are characterized by high wind speeds and shallow waters, making them rich in offshore wind energy resources [1] - The current penetration rate of offshore wind energy in these regions is very low, indicating significant growth potential for offshore wind power in the future [1] Group 3: Performance of Research Stocks - Among the stocks researched by institutions, nine are projected to have a net profit increase exceeding 100% by 2025, including companies like Baiwei Storage and Daikin Heavy Industries [1] - Baiwei Storage leads with a projected net profit increase of over five times, showcasing exceptional growth potential [1] - The average stock price of the researched companies has risen by over 5% in the past week, with individual stocks like Longxin Zhongke and Dike Co. seeing increases of over 20% [1]

Core Insights - The article highlights the recent institutional research activities focusing on various companies, with a particular emphasis on the significant interest in Daikin Heavy Industries, which had the highest number of institutional inquiries. Group 1: Daikin Heavy Industries - Daikin Heavy Industries received attention from 209 institutions, including 46 fund companies and 44 securities firms, indicating strong market interest [1] - The company emphasized the necessity of offshore wind energy development in Europe due to existing energy replacement needs and unique natural resource advantages, particularly in the North Sea and Baltic Sea regions [1] - The recent AR7 auction in the UK awarded 8.4GW of offshore wind projects, exceeding market expectations, with increased execution prices compared to previous rounds, boosting developer participation [1] Group 2: Nepean Mining - Nepean Mining disclosed plans to invest $45 million in the Alacran copper-gold-silver mine in Colombia, acquiring a 22.5% stake in the project [3] - The mine is estimated to contain approximately 402,900 tons of copper, 23.5 tons of gold, and 260 tons of silver, with a total value of around 50 billion yuan based on current market prices [3] Group 3: Meihua Medical - Meihua Medical discussed its advancements in brain-machine interface technology and humanoid robotics, highlighting its long-term collaboration in cochlear implant components [5] - The company is actively exploring technology partnerships in the brain-machine interface sector to facilitate efficient commercialization from R&D to mass production [5] - In the robotics field, Meihua Medical is leveraging its expertise in materials and components to develop humanoid robots and has begun small-scale supply to domestic and international clients in surgical robotics [5] Group 4: Performance Insights - Among the companies researched, nine are projected to have net profit growth exceeding 100% for 2025, with Baiwei Storage leading with a projected increase of over five times [7] - The average stock price of the companies under institutional research rose by over 5% in the past week, with notable increases of over 20% for companies like Longxin Zhongke and Dike Co [7] - Longxin Zhongke plans to launch its 3C6000 series servers by June 2025, which are expected to significantly enhance performance and market competitiveness [7] Group 5: Industry Trends - Dike Co reported advantages in its storage business, including a strong integrated design capability and unique technology barriers in wafer testing equipment [8] - Qixiang Tengda noted a market supply-demand gap leading to price increases for several products, including acetone and propylene oxide, due to various external factors [8]

Group 1: A-Share Market Overview - A-shares experienced a steady rise from January 19 to 23, with many companies announcing impressive earnings forecasts for 2025, leading to increased stock prices [1] - The market saw rapid rotation among various sectors, including commercial aerospace, AI applications, precious metals, electrical grids, and storage [1] - Over 150 A-share companies disclosed their institutional research reception, with the highest number of institutional visits going to Daikin Heavy Industries, which attracted over 200 institutions due to its overseas offshore wind power business [1] Group 2: Daikin Heavy Industries - Daikin Heavy Industries projected a net profit of 1.05 billion to 1.2 billion yuan for 2025, representing a significant year-on-year growth of 121.58% to 153.23%, driven by rapid growth in the delivery volume and revenue of its overseas wind projects [2] - The company reported a stock price increase of 17.43% since the beginning of 2026 and over 200% in the past year [3] Group 3: Nepean Mining - Nepean Mining received attention from 132 institutions this week, with ongoing construction of factories in Chile and Peru, the Chilean factory nearing completion and awaiting final permits for production [3][4] - The company anticipates a global production capacity of 2.5 billion to 3 billion yuan once both factories are fully operational [4] - Nepean Mining's new product, a forged composite liner, is positioned as a disruptive innovation in the industry, with plans for global promotion in 2026 [5] Group 4: Controlled Nuclear Fusion and Storage - CIMC Enric received nearly 60 institutional visits, highlighting its involvement in the controlled nuclear fusion project, which has broad commercial application prospects and a potentially large market size [6][8] - The storage sector is also gaining traction, with companies like Baiwei Storage, Demingli, and Zhaoyi Innovation forecasting significant profit increases due to rising storage product prices, with Baiwei Storage expecting a net profit of 850 million to 1 billion yuan for 2025, a year-on-year increase of 427.19% to 520.22% [8][10] - Baiwei Storage is actively securing long-term supply agreements with major global storage wafer manufacturers to ensure stable supply of key raw materials [10]

金融市场犹如变幻莫测的海洋，时刻涌动着投资与经济政策的波澜，深刻影响着全球经济的走向。在 此，喜娜AI为您呈上昨夜今晨的财经热点新闻，全方位覆盖股市动态、经济数据、企业财务状况以及 政策更新等关键领域，助您精准洞察金融世界的风云变幻，把握市场脉搏。 外资公募聚焦中国科技赛道，看好A股市场配置价值 随着公募基金2025年四季报披露收官，贝莱德、富达等外商独资公募基金持仓浮出水面。多只产品重点 布局中国科技赛道，在2025年取得亮眼成绩。如贝莱德先进制造一年持有期混合等产品净值涨幅超 50%。基金经理表示持续布局成长机会，涉及高端制造、AI等领域。展望2026年，外资公募认为中国股 票配置价值显著，优质科技资产有望获超额收益。详情>> 美债遭多国抛售，市场担忧美国财政与债务问题 来源：喜娜AI 多只A股公司业绩预增，风电行业表现亮眼 1月23日晚间，新强联、永创智能等多家A股公司发布业绩大幅预增公告。新强联预计2025年净利润增 长1093.07% - 1307.21%，受益于风电行业需求回暖；大金重工预计净利润增长121.58% - 153.23%，海外 海上风电市场贡献增大。我国风电行业规模扩张、价值提升，创 ...

本周（1月19日-1月23日），机构调研上市公司热情不减。出海概念成为市场焦点，相关上市公司获调研频率较高，大金重工获超200家机构调研。 今年以来近500家公司获机构调研 截至发稿，今年以来共有近500家上市公司披露机构投资者调研记录。其中，大金重工获机构调研次数最多，达209家。 今年以来调研机构家数排名前十A股上市公司 | 开始日期: | 2026-01-01 | T 截止日期: | 2026-01-23 | T | 证券检索: | 请输入什 | | --- | --- | --- | --- | --- | --- | --- | | 序号 | | | 调研机构家数 | | | | | | 证券代码 | 证券简称 | | ↓ 合计 · 所属Wind行业 | | | | 1 | 002487.SZ | 大金重工 | | 209 重型电气设备 | | | | 2 | 688626.SH | 翔宇医疗 | | 208 医疗保健设备 | | | | 3 | 688787.SH | 海天瑞声 | | 207 : 应用软件 | | | | 4 | 300753.SZ | 爱朋医疗 | | 177 · 医疗保健设备 ...

今年以来近500家公司获机构调研 截至发稿，今年以来共有近500家上市公司披露机构投资者调研记录。其中，大金重工获机构调研次数最多，达209家。 今年以来调研机构家数排名前十A股上市公司 | 开始日期: | 2026-01-01 | 亚 截止日期: | 2026-01-23 | 亚 证券检索: | 请输入什 | | --- | --- | --- | --- | --- | --- | | 序号 | | | 调研机构家数 | | | | | 证券代码 | 证券简称 | | ↓ 合计 | | | 1 | 002487.SZ | 大金重工 | | 209 重型电气设备 | | | 2 | 688626.SH | 翔宇医疗 | | 208 医疗保健设备 | | | 3 | 688787.SH | 海天瑞声 | | 207 : 应用软件 | | | ব | 300753.SZ | 爱朋医疗 | | 177 : 医疗保健设备 | | | 5 | 301005.SZ | 超捷股份 | | 138 · 汽车零配件与设备 | | | 6 | 300818.SZ | 耐普矿机 | | 132 : 工业机械 | | | 7 | ...

根据大金重工披露的业绩预告，2025年度，公司预计实现归母净利润10.5亿元至12亿元，同比大幅增长 121.58%至153.23%，海外海风项目的交付量和交付金额快速增长是核心原因。 大金重工表示，目前公司海外项目产线排产节奏紧凑，今年预计有多个海外新项目安排发运。一段时间 以来，大金重工的股价也与业绩同步上涨，2026年年初至今，其已上涨17.43%，近一年来上涨逾 200%。 随着贵金属、有色金属价格不断攀升，矿机企业也成为机构调研的热门标的。耐普矿机本周披露，公司 接待132家机构调研。 耐普矿机表示，公司目前在建的有智利和秘鲁工厂，智利工厂已基本建设完成，待拿到竣工许可后即可 进行投产；秘鲁工厂有序建设，预计2027年可具备生产能力。在智利和秘鲁工厂完全投产后，公司将形 成覆盖全球的生产及服务能力，预计全球产能可达25亿元至30亿元。 耐普矿机表示，海外生产基地逐步投产，将带来产能与订单持续释放，而公司的新产品锻造复合衬板为 行业颠覆性创新，目前处于从试用到放量的初期，2026年将向全球推广。另外，矿业合作具备高确定 性，叠加铜、金等资源的战略投入，公司的长期成长空间明确。 本周（1月19日至23日 ...

大金重工 20260122 摘要 大金重工预计 2025 年净利润显著增长，主要得益于海外海上风电项目 交付量和金额的快速增长，以及产品建造标准提高带来的附加值提升， 系统化服务如运输和本地化安装也进一步提升了项目价值。 全球海上风电累计发电量已达 84.4GW，未来规划新增大量固定式和浮 式项目，但现有规划可能无法满足包括 AI 数据中心在内的新兴用电需求， 谷歌在丹麦的数据中心耗电量巨大，需要大量海上风电支持。 英国第七轮 CFD 结果远超市场预期，政府大幅提高预算，显示出对海上 风电发展的积极态度，并调整了过去的反补贴政策，固定式和浮式基础 设施的补贴价格均大幅提高，刺激了开发商的投资积极性。 大金重工积极布局欧洲市场，与莱茵能源、JAR-BP 合资公司、道达尔等 主要业主保持紧密合作，并自 2024 年以来布局欧洲码头服务，包括波 罗的海奥登塞码头以及德国库克斯芬码头，以支持其欧洲市场的发展。 库克斯芬码头是德国唯一规划为海上风电母港的码头，大金重工锁定该 码头资源，意味着在德国所有海上风电项目中处于第一梯队，这种合作 基于对整个海上风电发展的推动，达成了长期合作协议。 2025 年业绩显著增长的主要 ...