十月机构调研路线图浮现：需与科技成后市配置焦点

Core Viewpoint - Institutional research has focused on companies' fundamentals and future strategic planning, with a notable interest in sectors such as machinery, automotive, basic chemicals, and power equipment [1][2]. Group 1: Institutional Research Highlights - A total of 46 stocks have been researched by institutions, with Rongbai Technology receiving the most attention from 162 institutions, followed by Huicheng Environmental and Julite Sockets [2]. - The researched stocks span 18 industry sectors, with the machinery sector leading with 8 stocks, followed by the automotive sector with 7 stocks, and both basic chemicals and power equipment with 6 stocks each [2]. - Institutions are particularly interested in the impact of external policy environments on companies like Rongbai Technology, the commercialization progress of waste plastic recycling projects at Huicheng Environmental, and the financial health and deep-sea strategy of Julite Sockets [2]. Group 2: Market Performance - As of October 13, three stocks have seen a cumulative increase of over 10% since the beginning of October, with Xuguang Electronics leading at 24.60%, followed by Xinguang Optoelectronics at 14.83%, and Sifangda at 12.94% [3]. - Other stocks with cumulative increases exceeding 5% include Guangda Special Materials, Weili Transmission, Qide New Materials, Julite Sockets, and ST Keli Da [3]. Group 3: Investment Strategy Insights - Short-term market fluctuations are expected, but the outlook for corporate profit improvement remains positive, supported by favorable policies [4]. - Defensive sectors such as public utilities and banking are recommended for short-term investment, while mid-term focus should be on strategic areas like nuclear fusion, artificial intelligence, chip manufacturing, solid-state batteries, and marine economy [4]. - The technology growth sector is identified as the main investment theme, with potential opportunities arising from significant market corrections [5].