Zhong Guo Zheng Quan Bao·2025-10-13 20:56Group 1 - A total of 46 stocks have been investigated by institutions in October, with Rongbai Technology, Huicheng Environmental Protection, and Julite Rigging being the most favored [1][2] - The sectors attracting institutional interest include machinery equipment, automotive, basic chemicals, and power equipment [1] - Institutions are focusing on companies' fundamentals and future strategic plans during their investigations [2] Group 2 - Among the investigated stocks, Rongbai Technology received attention from 162 institutions, followed by Huicheng Environmental Protection with 78, and Julite Rigging with 58 [1] - The market performance of the investigated stocks shows that three stocks have increased by over 10% since October, with Xuguang Electronics leading at a 24.60% increase [2] - Short-term market trends indicate that domestic demand sectors are expected to outperform, despite some market volatility [2][3] Group 3 - Mid-term market opportunities are expected to become more pronounced, with a focus on domestic policies and potential easing measures [3] - Investment strategies suggest increasing allocations to defensive sectors like public utilities and banks in the short term, while monitoring key technology sectors for mid-term opportunities [3] - The manufacturing sector and upstream resources are anticipated to be favorable assets in the mid-term due to recovery and accelerated investment [3]