节前调研，机构扎堆去哪儿？

Group 1 - Institutional research is actively seeking quality investment opportunities ahead of the National Day holiday, with around 200 listed companies receiving investor inquiries from September 22 to September 28, particularly in the technology and high-end manufacturing sectors [1] - Companies' fourth-quarter operational plans, order status, production capacity, and overseas expansion are key focus areas for institutional investors, indicating a positive outlook for several industries [1][4] Group 2 - The electronic, AI, and electrical equipment sectors are receiving significant attention from institutional investors, with companies like Jingzhida being the most favored, hosting nearly 150 institutional inquiries during the specified period [2] - Jingzhida is focusing on its computing chip testing business, emphasizing the integration of computing and storage chips in the AI era, and plans to collaborate closely with downstream clients to provide high-end testing solutions [2] Group 3 - Ant Group and Gaweida have established a strategic partnership aimed at leveraging AI big data services in the banking and fintech sectors, with a projected global fintech market size exceeding $450 billion by 2025 [3] - Companies like Xintai are exploring AI applications in biopharmaceuticals, while Jinggong Technology is advancing its exoskeleton robot development, aiming for mass production of its second-generation model [3] Group 4 - Many companies report a strong order backlog and saturated production capacity, reflecting robust business momentum and industry vitality [4][5] - For instance, ShenNan Circuit is expanding its PCB production capacity through new factories and technological upgrades, while Huatuo Cable is facing capacity constraints despite having ample orders [4][5] Group 5 - Companies like Dangsheng Technology are achieving significant breakthroughs in both production capacity and sales, with plans to increase lithium iron phosphate production capacity to 120,000 tons annually by the second half of 2025 [5] - Mingtai Aluminum is also expanding its overseas production capacity, with plans to invest in a new cold-rolled project to increase capacity by 30,000 to 40,000 tons [5] Group 6 - Huidian Co.'s production base in Thailand is set to enter small-scale production by the second quarter of 2025, with expectations of gradually releasing production capacity and achieving economic scale by the end of 2025 [6]