调研偏爱电力及机械设备行业 机构10月积极掘金市场机遇
Xin Lang Cai Jing·2025-10-16 21:26

Core Insights - Nearly 160 companies have received institutional research since October 1, indicating a high level of interest in the market [1] - The solid-state battery industry is experiencing a continuous industrialization process, leading to a certain incremental demand for materials and equipment in the supply chain [1] - The engineering machinery sector is expected to see both performance and valuation improvements, with a focus on leading manufacturers and core component leaders [1] Industry Focus - The power equipment sector, represented by companies like Rongbai Technology and Dike Co., has attracted over 100 institutional research visits, highlighting its popularity [1] - The machinery equipment industry is the most scrutinized, with 24 companies receiving institutional research, indicating strong investor interest [1]