Core Insights - In the past five trading days, a total of 239 companies were investigated by institutions, with significant interest in companies like Ding Tai Gao Ke, Nine Company, and Jing Chen Shares [1][2] - The majority of the investigations were conducted by securities companies, accounting for 90.38% of the total, followed by fund companies and private equity firms [1] - Among the companies investigated, 39 received attention from more than 20 institutions, with Ding Tai Gao Ke being the most scrutinized, attracting 239 institutions [1][2] Group 1: Institutional Research Activity - A total of 239 companies were investigated by institutions from November 18 to November 24 [1] - Securities companies conducted research on 216 companies, while fund companies and private equity firms investigated 150 and 80 companies, respectively [1] - Ding Tai Gao Ke received the highest number of institutional inquiries, with 239 institutions participating [1] Group 2: Financial Performance and Market Movement - In the past five days, six stocks among those investigated saw an increase in funds, with Jing Chen Shares receiving a net inflow of 449 million yuan [1][2] - The stocks that increased in value included Jing Chen Shares, which rose by 15.68%, and others like Hua Xi You Se and Si Ling Shares, which increased by 3.33% and 3.20%, respectively [2] - Conversely, 31 stocks experienced declines, with Ying Lian Shares, Rong Qi Ke Ji, and Hai You Xin Cai seeing the largest drops of 18.48%, 17.41%, and 14.83% [2] Group 3: Company-Specific Insights - Ding Tai Gao Ke's latest closing price was 100.50 yuan, with a decline of 8.30% [3] - Jing Chen Shares closed at 92.72 yuan, marking a significant increase of 15.68% [3] - Ying Lian Shares, on the other hand, closed at 17.11 yuan, reflecting a substantial decrease of 18.48% [3]

今日（11月25日）科技成长方向强势进攻，创业板指涨超2.5%，科创综指涨逾1.7%，覆盖创业板+科创板高成长龙头的硬 科技宽基——双创龙头ETF（588330）场内涨幅盘中上探3.45%，现涨2.5%，实时成交额超3200万元，交投较为活跃！ 细分方向来看，光模块三巨头王者归来，中际旭创、新易盛涨超6%，天孚通信涨逾4%；PCB（印制电路板）方面，胜宏 科技涨超6%；光伏方面，阳光电源涨超5%，阿特斯涨逾2%。 【掘金新质生产力，投资中国版"纳斯达克"】 关注双创龙头ETF（588330）及其场外联接基金（A类：013317 / C类：013318）的三大特征： 1、跨市场多元配置，百分百战略新兴：标的指数从科创板和创业板中选取市值较大的50只战略新兴产业上市公司作为指 数样本，汇集高成长龙头，囊括新能源、光伏、光模块、半导体、医疗设备等热门主题； 2、成长风格"战斗基"，一键配置中国顶尖科技：全球科技博弈背景下，科技自立自强和产业链自主可控的重要性提升至 新高度，"中国版纳斯达克"呼之欲出； 3、高弹性工具捕捉科技行情，低门槛布局突围力量：标的指数20%涨跌幅限制，抢反弹更快，有能力担当"反弹先锋"。 相 ...

每经AI快讯，蓝思科技(06613.HK)涨近5%，截至发稿，涨4.34%，报24.04港元，成交额4665.51万港 元。 ...

期数： 2 0 2 5年11月刊 分类： 会员服务—触控技术月度市场发展趋势概况 主题： 2 0 2 5年三季度消费电子市场持续回暖，触控显示上市公司业绩整体向好 概要： 内容涵盖全球主要触控显示行业上市公司2 0 2 5年三季度营收以及营业利润数据变化情 况，并对其关键业务进行概括说明。 2 . Q3 ' 2 5触控显示行业上市公司营收及营业利润情况对比 3 . Q1 ' 2 3 -Q3 ' 2 5长信科技营收、营业利润趋势及主营业务构成 4 . Q1 ' 2 3 -Q3 ' 2 5联创电子营收、营业利润趋势及主营业务构成 5 . Q1 ' 2 3 -Q3 ' 2 5业成光电营收、营业利润趋势及主营业务构成 6 . Q1 ' 2 3 -Q3 ' 2 5宸鸿科技营收、营业利润趋势及主营业务构成 7 . Q1 ' 2 3 -Q3 ' 2 5莱宝高科营收、营业利润趋势及主营业务构成 8 . Q1 ' 2 3 -Q3 ' 2 5蓝黛科技营收、营业利润趋势及主营业务构成 9 . Q1 ' 2 3 -Q3 ' 2 5蓝思科技营收、营业利润趋势及主营构成 1 0 . Q1 ' 2 3 -Q3 ' 2 5信濠光电营收、营业 ...

Group 1: Institutional Research on Popular Companies - The top twenty companies with the highest number of institutional research visits in the last 30 days include United Imaging Healthcare, Lens Technology, Aibo Medical, Sanhua Intelligent Control, and Zhaoyi Innovation [2][13] - In the last 5 days, the most popular companies for institutional research include Ninebot Company-WD, Rongbai Technology, Lens Technology, Yintong Intelligent Control, and Yinglian Co., Ltd [2][15] - Among the top twenty companies in the last 30 days, 19 companies had 10 or more rating agencies involved, with significant profit growth expected for Jiao Cheng Ultrasound, Lanke Technology, and United Imaging Healthcare in Q1-Q3 of 2025 compared to the same period in 2024 [2][13][16] Group 2: Major Shareholder Increase in A-Share Listed Companies - From November 17 to November 21, 2025, five listed companies announced significant shareholder increases, with Changshu Bank increasing its shareholding by more than 1% of total equity, while Huangtai Liquor, Longlide, Fuguang Co., and Feiwo Technology planned to increase their holdings with an average of more than 1% of the market value on the announcement date [3][20] - From January 1 to November 21, 2025, a total of 295 companies announced significant shareholder increases, with 90 of them having 10 or more rating agencies involved. Among these, 23 companies had an average planned increase amount exceeding 1% of the market value on the announcement date, including Xianhe Co., Hubei Yihua, Xinji Energy, and Zhongju Gaoxin [5][22] Group 3: Share Buyback Situation in A-Share Listed Companies - From November 17 to November 21, 2025, 65 companies announced their buyback progress, with 16 companies having 10 or more rating agencies involved. Five companies had an average planned buyback amount exceeding 1% of the market value on the announcement date, with a focus on Jian Sheng Group, Trina Solar, and Prologis Pharmaceuticals [4][25] - From January 1 to November 21, 2025, a total of 1,805 companies announced their buyback progress, with 344 of them having 10 or more rating agencies involved. Among these, 88 companies had a significant buyback ratio, with two companies, Huaming Equipment and Prologis Pharmaceuticals, still in the board proposal stage [6][27]

新华财经上海11月24日电（林郑宏） 尽管近期A股市场整体表现承压，但公募机构依旧维持较高的调研 热情。据公募排排网数据显示，上周（2025年11月17日-11月23日）共有128家公募机构积极参与A股调 研活动，覆盖22个申万一级行业中的118只个股，合计调研次数达513次，展现出公募机构对市场结构性 机会的持续挖掘。 从个股调研热度来看，汽车行业个股九号公司被调研39次成上周最受公募青睐标的，博时基金、华夏基 金、汇添富基金等头部公募机构均出现在调研名单中。该行业另一只个股斯菱股份同样表现亮眼，以17 次被调研次数跻身前十，其与战略投资公司的产业合作方向成为公募机构关注焦点。 电力设备行业延续此前关注度，共有3只个股进入调研热度前十：容百科技、骄成超声、丰元股份分别 获得18次、16次和13次调研。具体来看，公募机构对容百科技重点询问钠电产品的未来前景，聚焦骄成 超声在功率半导体领域的竞争格局，同时关注丰元股份草酸业务的经营现状。 一直备受关注的电子行业，上周仅蓝思科技一只个股入围前十，被调研34次排名第二，公募机构对蓝思 科技的关注集中在其具身智能领域的布局与未来展望。 | 上周公募调研次数排名前十 A ...

11月24日A股三大指数集体收涨，截至收盘，沪指涨0.05%报3836.77点，深成指涨0.37%报12585.08点，创业板指涨0.31%报 2929.04点。从板块行情上来看，今日表现较好的是AI智能体、远程办公和Web3.0，而新型工业化、苹果概念和锂矿概念等 板块下跌。 近一个月（10月25日-11月24日），创金合信基金参与公司调研的数量最多，共调研214家上市公司，然后调研较为活跃的 还有博时基金、华夏基金和平安基金，分别调研117家、113家、112家上市公司；从调研行业上来看，基金公司对医疗器械 行业的上市公司调研次数最多，共有639次，其次是化学制品行业，基金公司调研了502次。 基金经理是一只基金产品最核心的成员，能决定一只基金的投资方向、投资策略以及投资风格，基金经理出色的择时选股 能力和调研预测能力是基金业绩的有力保证，所以基金经理是投资者在选择基金产品时的重要依据；基金经理的变动很大 程度上会影响到基金产品未来的表现，是一个需要特别关注的信息。 根据巨灵统计的数据显示，近30天（10.25-11.24）共有644只基金产品的基金经理发生离职变动。其中今天（11.24）有72只 基金产 ...

Group 1 - The core viewpoint of the articles highlights significant changes in stock ratings and target prices for various companies, with notable increases for Wan Feng Ao Wei, Guang Xun Technology, and Tai Chen Guang [1] - Wan Feng Ao Wei's target price increased by 89.64%, Guang Xun Technology by 81.99%, and Tai Chen Guang by 71.51%, all within the automotive parts and communication equipment sectors [1] - A total of 408 companies received broker recommendations during the period, with Yili receiving 5 recommendations, and Top Group and United Imaging Medical receiving 4 each [1] Group 2 - Three companies had their ratings upgraded, including Huadong Heavy Machine from "Hold" to "Buy" by Caixin Securities, Sinopec from "Add" to "Buy" by Huatai Securities, and Hongyuan Electronics from "Add" to "Buy" by CITIC Securities [1] - Seven companies had their ratings downgraded, including Solar Energy from "Strong Buy" to "Recommended" by Huachuang Securities, Source Technology from "Buy" to "Add" by Western Securities, and Titan Technology from "Strong Buy" to "Recommended" by Huachuang Securities [1] - During the same period, 77 instances of first-time coverage were reported, with Delijia receiving an "Outperform" rating from Guosen Securities, and YTO Express, Yanjiang Co., and Far East Co. receiving "Add" or "Buy" ratings from various brokers [2]

机器人概念股获机构组团调研 11月22日，据智通财经，Choice数据显示，近一个月包括九号公司-WD、蓝思科技、中控技术、爱博医 疗、三花智控、兆易创新、骄成超声、金盘科技、奥普特、立讯精密、新强联、汇川技术、博盈特焊、 澜起科技、华明装备、百济神州-U、汉钟精机在内的17家上市公司机构来访接待量超200家。 九号公司-WD、蓝思科技、中控技术、三花智控、奥普特、立讯精密、汇川技术均拥有机器人概念，近 一个月机构来访接待量分别为365家、348家、342家、283家、224家、221家和214家。其中中控技术和 立讯精密在近期机构调研中未明确回复机器人业务相关情况。 Meta 推出 WorldGen：一句话即可生成可交互 3D 世界 11月23日消息，Meta 本周推出了 WorldGen，这是一种端到端系统，可仅凭单条文本提示词，自动生成 可交互、可导航的三维世界，不仅具备高度沉浸感，更支持用户真正步入其中、自由探索。 "灵光"App下载量突破100万 11月22日，据蚂蚁集团消息，灵光App上线4天，下载量突破100万。灵光是蚂蚁集团于2025年11月18日 发布的全模态通用AI助手，首批推出"灵光对话 ...

Group 1: Market Trends and Investment Opportunities - Multiple chip-related ETFs and AI-focused ETFs have been approved, indicating regulatory support for strategic emerging industries, which is expected to attract more capital into the market [1] - The 2026 A-share market outlook is optimistic, with expectations of a "confidence reassessment bull market" and a recovery in corporate earnings after a downward cycle from 2022 to 2024 [2][3] - Key sectors to watch include AI, semiconductor, and international cooperation, with potential for earnings to exceed expectations [2][3] Group 2: Robotics Industry Insights - 2026 is projected to be the year of mass production for domestic humanoid robots, with significant technological advancements and supply chain improvements [4][6] - Companies like Tesla and XPeng are making strides in humanoid robot development, with XPeng's new robot showcasing advanced technology and integration capabilities [5][6] - The IPO of Yushu, a notable player in the robotics sector, is expected to boost the industry and attract attention to its supply chain and strategic partnerships [6] Group 3: Electronic Skin Technology - Electronic skin technology is crucial for humanoid robots, enabling tactile perception and interaction, with various sensor types being explored [7][8] - The market for flexible tactile sensors is dominated by foreign companies, but domestic firms are rapidly closing the gap due to policy support and manufacturing capabilities [8][9] - Key companies in the electronic skin space include Fulei New Materials and Hanwei Technology, which are advancing their technologies and expanding production capabilities [9] Group 4: Solid-State Battery Development - The dry film formation process is becoming the mainstream method for solid-state battery production, offering advantages in cost and efficiency [10][11] - Various dry film formation technologies are being explored, each with unique benefits and suitable applications [11] - Investment recommendations focus on solid-state battery equipment suppliers and related technology firms, highlighting the growing importance of this sector [11]