Core Viewpoint - In October, the A-share market experienced increased differentiation, yet institutional research activities remained robust, with over 600 listed companies undergoing institutional investigations [1] Group 1: Institutional Research Activities - Over 600 A-share listed companies were investigated by institutions in October, despite the overall market's mixed performance [1] - The Shanghai Composite Index rose by 1.85% in October, while the Shenzhen Component Index and the ChiNext Index fell by 1.10% and 1.56%, respectively [1] - Okoyi was the most frequently researched company, with over 10 institutional investigations throughout the month [1] Group 2: Company-Specific Insights - Okoyi reported low channel inventory and a transition to a restocking phase, with product prices on the rise, indicating a simultaneous increase in volume and price [2] - Okoyi is experiencing accelerated domestic substitution in the high-end market due to the rising capabilities of local leading tool manufacturers [2] - The company is expanding its application fields, including aerospace, new energy vehicles, and robotics, significantly increasing market capacity [2] Group 3: Stock Performance - Okoyi's stock price increased by over 30% in October [3] - Boshi Jie also had a high frequency of institutional investigations, focusing on its project construction and business expansion [3] - Fangyuan Co. has shifted to using recycled materials, leading to a stock price increase of over 26% in October [3] Group 4: Industry Trends - Companies in the power equipment, electronics, and automotive sectors received significant attention from institutions in October [4] - New Yi Sheng and Zhongji Xuchuang both reported strong demand in the AI and data center hardware sectors, with stock prices rising significantly since May [6][7] - Haiguang Information emphasized its commitment to R&D and product iteration in response to the rapid evolution of the AI computing industry, despite a stock price decline of over 9% in October [8]
这些大牛股，机构高度关注
Zheng Quan Shi Bao·2025-11-02 08:28