10月机构调研路线图！这些公司受关注

Core Insights - In October, nearly 160 companies have received institutional research visits, with a high focus on Rongbai Technology and Dike Co., both in the power equipment sector [1][3] - The machinery equipment sector has seen 24 companies receiving institutional visits, while the power equipment sector has had 15 companies, indicating significant investment interest in these areas [1][4] Company Highlights - Rongbai Technology has hosted 162 institutional visits, focusing on its lithium iron phosphate products, which are set to enter the market with new technology applicable to both power batteries and high-end energy storage [2] - Dike Co. has received 107 institutional visits, with attention on its storage business following the acquisition of Jiangsu Jingkai, positioning it as a competitive player in the DRAM chip application development and testing [2] Industry Trends - The power equipment sector has shown a nearly 40% increase this year, ranking fourth among 31 primary industries, driven by policies such as "anti-involution" [4] - The National Development and Reform Commission's recent action plan aims to establish 28 million charging facilities by 2027, significantly boosting the electric vehicle charging capacity and creating a favorable environment for the power equipment sector, particularly in the charging pile segment [4] - The machinery equipment sector is expected to benefit from a dual uplift in performance and valuation, with leading companies likely to see continued earnings elasticity due to both domestic and international demand [5]