Zhong Guo Zheng Quan Bao·2025-10-16 20:12Group 1: Industry Overview - In October, nearly 160 companies have received institutional research, with the machinery equipment sector being the most focused, having 24 companies under investigation [1] - The solid-state battery industrialization process is driving incremental demand for materials and equipment in the industry, while the engineering machinery sector is expected to see both performance and valuation improvements [1][3] - The electric power equipment sector has shown significant interest, with 15 companies receiving institutional research, ranking second after the machinery equipment sector [2] Group 2: Company Highlights - Rongbai Technology has received attention from 162 institutions, including 34 securities companies, focusing on its lithium iron phosphate product development and the impact of export control policies on overseas raw material procurement [1][2] - Dike Co., another electric power equipment company, has received 107 institutional visits, with discussions centered on its acquisition of Jiangsu Jingkai and future revenue plans for its storage business [2] - Liugong has received 61 institutional visits, with a focus on its loader business performance and strategies to achieve its "14th Five-Year" plan [3][4] Group 3: Market Performance - The electric power equipment sector has seen a nearly 40% increase year-to-date, ranking fourth among 31 Shenwan primary industries as of October 16 [2] - The engineering machinery sector is expected to benefit from a dual uplift in performance and valuation, driven by the need for equipment replacement and upgrades due to aging machinery [4]