9月以来机构调研逾千家上市公司 三大行业投资机遇获青睐

Core Insights - Over 1,100 A-share listed companies in China have received institutional research since September, indicating a significant increase in institutional interest [1][2] - More than half of the listed companies have achieved positive returns since September, with notable performance in the machinery, electronics, and basic chemicals sectors [1][3] Company Highlights - Shannon Chip's stock has surged by 78.36% since September, reaching a historical high, driven by institutional interest in its electronic component distribution business [1][2] - Lanke Technology and Jing Sheng Machinery have each hosted over 200 institutional research sessions, reflecting strong market interest [2] - Fujida, a company listed on the Beijing Stock Exchange, has received 37 institutional research visits, focusing on its production capacity and low-altitude economy strategies [3][4] Industry Focus - The machinery sector has surpassed the electronics sector in institutional interest, with 153 companies in machinery and 121 in electronics receiving research [4] - The robotics sector has seen a surge in interest, particularly in dexterous hand technology, which is crucial for the mass production of humanoid robots [4] - The electronics sector is regaining momentum, with a focus on domestic computing power and related opportunities [5] Investment Opportunities - In the machinery sector, investment opportunities are highlighted in the robotics field, particularly in dexterous hand technology [4] - The electronics sector is advised to focus on the domestic computing power supply chain, including chips and ASICs [5] - For the basic chemicals sector, there is potential in supply-flexible segments like organic silicon and membrane materials, despite short-term uncertainties [5]