Zhong Guo Zheng Quan Bao·2025-10-30 21:12Group 1 - Nearly 400 A-share listed companies have received institutional research since October, with a focus on those showing year-on-year profit growth in the first three quarters [1][2] - Key sectors attracting attention include electronics, machinery, and biomedicine, with specific interest in communication equipment, semiconductors, consumer electronics, and renewable energy [1][3] - Companies like Lens Technology and Bojie Co. have seen significant institutional interest due to their strong performance, with Lens Technology's net profit expected to grow nearly 20% year-on-year [1][2] Group 2 - Bojie Co. reported a staggering 6760.54% increase in net profit for the first three quarters, leading to a stock price surge [2][3] - The electronic sector has regained momentum, supported by both fundamental performance and favorable policies, particularly benefiting the semiconductor industry [4] - The recent government planning emphasizes the importance of self-reliance in technology, which is expected to enhance collaboration across the semiconductor supply chain [4]