聚焦基本面和战略布局 内需与科技成后市配置焦点

Group 1 - The core viewpoint of the articles highlights that institutional investors are focusing on companies with strong fundamentals and future strategic plans, with a total of 46 stocks being researched in October, including Rongbai Technology, Huicheng Environmental Protection, and Juliyou [1][2] - The sectors attracting institutional interest include machinery equipment, automotive, basic chemicals, and power equipment, with machinery equipment having the highest representation [2] - Institutions are particularly interested in the impact of external policy environments on companies' operations, such as Rongbai Technology's lithium battery materials and Huicheng Environmental Protection's waste plastic resource project [2] Group 2 - Among the researched stocks, three have seen a cumulative increase of over 10% since October, with Xuguang Electronics leading at 24.60%, followed by Xinguang Optoelectronics at 14.83%, and Sifangda at 12.94% [3] - The domestic demand sector is expected to outperform in the short term, supported by clear expectations of corporate profit improvement and positive policy signals [4] - Investment strategies suggest increasing allocations to defensive sectors like public utilities and banks in the short term, while focusing on frontier technology fields such as nuclear fusion and artificial intelligence in the medium term [4][5]