4股年内获龙虎榜机构席位大额加仓

Core Viewpoint - The article highlights the strong institutional interest in certain stocks, particularly focusing on New Yi Sheng, which has shown significant net buying and positive growth projections from analysts [1] Group 1: Institutional Investment - Among the 30 stocks favored by institutions, four stocks including Runze Technology, New Yi Sheng, Chifeng Gold, and Tianfu Communication have seen substantial net buying, each exceeding 30 million yuan [1] - New Yi Sheng has been consistently favored by institutions for two consecutive years, with a net buying amount of 999.53 million yuan in 2024 and 1.56 billion yuan since 2025 [1] Group 2: Growth Projections - Analysts predict a remarkable net profit growth rate of 114.28% for New Yi Sheng in 2025, supported by its advancements in various optical module projects [1] - Zhongyuan Securities notes that New Yi Sheng's breakthroughs in silicon optical modules and related technologies are benefiting from the high demand for optical modules driven by global AI infrastructure development [1] Group 3: Market Performance - New Yi Sheng's stock has performed well in the secondary market, achieving a three-year consecutive annual increase, with a year-to-date rise of 17.85% [1]