33股获得10家以上海外机构密集调研 机器人概念获重点关注

Core Viewpoint - Multiple foreign institutions are optimistic about Chinese assets, with Deutsche Bank noting that the valuation of the Chinese stock market remains low compared to global markets, which is expected to support further market rebound through long-term foreign capital inflows [1] Group 1: Company Research - A total of 210 A-share listed companies have attracted attention from foreign institutions since March, with 33 companies receiving over 10 foreign institution inquiries, including 澜起科技, 汇川技术, 奥普特, 埃斯顿, and 三花智控, each receiving more than 30 inquiries [1] - 澜起科技 revealed that its product value in the DDR5 generation significantly increases compared to DDR4, with new chip demands expected to grow in the memory interconnect field, enhancing the company's market scale in the coming years [1] - 26 companies that were researched by foreign institutions reported their 2024 performance, with 百利天恒, 中微半导, and 英诺激光 turning profitable, while 13 companies, including 思特威-W and 移远通信, reported year-on-year net profit growth, resulting in an overall positive reporting ratio exceeding 65% [2] Group 2: Industry Focus - The majority of companies receiving attention from foreign institutions are concentrated in the technology sector, with 12 companies in the electronics industry, 9 in machinery, and 3 in computing, collectively accounting for over 70% of the total [5] - Among the five companies with over 30 foreign institution inquiries, four are related to the robotics sector, including 汇川技术 and 埃斯顿, which focus on industrial robots, while 奥普特 specializes in machine vision, and 三花智控 is involved in the development of electromechanical actuators for robots [9] - 汇川技术 indicated that its industrial robots are widely applied in various industries, including automotive and labor-intensive sectors, highlighting the growing demand for robotic products [9] - 三花智控 is expanding its bionic robot strategy, focusing on electromechanical actuators and collaborating with clients for product development and mass production [9]