Core Insights - The article highlights the increasing focus of institutional investors on high-performing stocks, with 2,534 listed companies receiving attention from various institutions in the first four months of the year [1][5]. Group 1: Institutional Research Focus - High-performing stocks remain the primary target for institutional research, with 69 companies receiving over 200 institutional visits, and 36 of these companies showing year-on-year net profit growth [2]. - For instance, Lanke Technology reported a 59.20% year-on-year increase in revenue for 2024, reaching 3.639 billion yuan, and a 213.10% increase in net profit to 1.412 billion yuan [2]. - In April alone, Lanke Technology attracted 332 institutional visits, driven by its strong financial performance [2]. Group 2: Value Discovery - Institutions are exploring companies from multiple dimensions, including product offerings and future growth prospects [4]. - Lixun Precision, a leader in precision manufacturing, reported a nearly 50% increase in automotive sales for 2024, amounting to 13.7 billion yuan, with first-quarter sales also showing over 50% growth [4]. - The company anticipates that its wiring harness business will contribute significantly to its revenue, potentially making it the top player in China's wiring harness market [4]. Group 3: Market Dynamics - The extensive institutional research reflects a growing emphasis on the development capabilities of listed companies amid a complex global economic environment [5]. - Future research directions may shift based on market conditions and policy changes, indicating the need for investors to stay informed [5].
前4个月机构调研A股2534家公司:聚焦绩优股 多维度挖掘价值