Summary of Key Points Core Viewpoint - A total of 501 listed companies in the Shanghai and Shenzhen markets have undergone institutional research this week, with the machinery, electronics, and power equipment sectors receiving the highest frequency of attention from institutions [1]. Industry Analysis - The top three industries by the number of companies receiving institutional research are: - Machinery Equipment: 81 companies - Electronics: 53 companies - Power Equipment: 41 companies - Other notable industries include: - Basic Chemicals: 39 companies - Computers: 35 companies - Pharmaceuticals: 27 companies - Automotive: 27 companies - Non-ferrous Metals: 19 companies - Defense and Military: 19 companies - Food and Beverage: 14 companies [2]. Detailed Sector Insights - Within the secondary industry classification, the most researched sectors are: - Specialized Equipment: 31 companies - General Equipment: 26 companies - Semiconductors: 24 companies - Automotive Parts: 21 companies - Chemical Products: 20 companies - IT Services: 17 companies - Automation Equipment: 14 companies - Power: 11 companies - Military Electronics: 10 companies - Computer Equipment: 10 companies [3]. Company-Specific Highlights - Bo Shi Jie has the highest number of institutional research visits, totaling 4 times. - The top three companies by institutional visit reception are: - Jing Sheng Ji Dian: 237 visits - Lian Chuang Guang Dian: 66 visits - Wu Shang Group: 49 visits [3][5]. Market Performance - The domestic chip concept stocks have shown active performance this week, with Xin Yuan Co. announcing collaborations with several leading RISC-V companies. As of June 2025, the company’s semiconductor IP has been adopted by over 10 major chip suppliers and is entering mass production [5][6]. - Jiang Bo Long reported significant recognition for its enterprise-level storage products, ranking third in total capacity for enterprise-level SATA SSDs in China, and first among domestic brands [8]. - Zhong Wei Han has focused on developing automotive-grade resource chips and AI chips, with plans for market launch next year [10]. - Shanghai Xin Yang has become a baseline material provider for a significant number of integrated circuit production lines in China, with substantial production capacity planned [11]. - Longxin Zhongke is preparing to deliver its first GPGPU chip, which is expected to have a low cost and significant computing power [12].
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Xin Lang Cai Jing·2025-09-14 14:22