Zheng Quan Shi Bao·2025-06-06 17:41Market Overview - The A-share market has shown a continuous upward trend this week, with the Shanghai Composite Index rising by 1.13% to close at 3385.36 points, and the Shenzhen Component Index increasing by 1.42% [1] - All primary industries in the Shenwan index experienced gains, with the telecommunications sector leading at a 5.7% increase, followed by non-ferrous metals, light manufacturing, electronics, and computers [1] - The themes of light modules, optical communications, rare earths, and digital currencies have been particularly active this week [1] Institutional Research - Over 141 listed companies disclosed institutional research minutes this week, with more than 70% of these companies seeing positive stock performance [1] - Jinling Sports (300651) led with an 88.24% increase, while Lianhua Technology (002250) saw a 39.13% rise, and several other companies also reported gains exceeding 20% [1] Company Highlights - Baillie Tianheng received attention from 136 institutions this week, focusing on its innovative drug development, particularly the ADC drug iza-bren, which showed promising results in lung cancer treatment [2][3] - Zhongke Chuangda was investigated by 130 institutions, emphasizing its strategic focus on intelligent operating systems and robotics, with new product launches in the mobile robot sector [3][4] - Zhongqi New Materials is undergoing a control change and transitioning towards the semiconductor field, with a recent share transfer agreement completed with Starry Sky Technology, which now holds 23.74% of the company [4][5] Future Directions - Baillie Tianheng plans to conduct Phase III clinical trials for iza-bren in specific patient populations, particularly those who have previously received PD-(L)1 inhibitors [2][3] - Zhongke Chuangda aims to deepen its logistics and manufacturing sectors, integrating AI technology into its robotics products [3][4] - Starry Sky Technology will continue to develop high-end equipment focused on critical tools needed for AI application-specific chip manufacturing [5]