Market Overview - The A-share market experienced a slight pullback during the week of November 10-14, with the Shanghai Composite Index down 0.18% to 3990.49 points, the Shenzhen Component Index down 1.4%, and the ChiNext Index down 3.01% [1] - Institutional research enthusiasm remained high, with 344 listed companies disclosing institutional investor research summaries during the week, and approximately 50% of the researched stocks achieved positive returns [1] Company Highlights Huasheng Lithium Battery - Huasheng Lithium Battery led the gains with a 79.6% increase, marking a cumulative deviation of 200% over 30 consecutive trading days [1] Boying Special Welding - Boying Special Welding (301468) was one of the most researched companies, receiving 4 institutional visits with 79 participating investors, focusing on its capacity expansion for HRSG (Heat Recovery Steam Generator) and progress on its Vietnam production base [2][3] - The company has officially launched the first phase of its Vietnam base with 4 HRSG production lines and plans to build a total of 12 lines by 2026 to enhance overseas supply capabilities [2] Anbotong - Anbotong received the highest number of institutional visits, with 95 participating investors, focusing on its AI + intelligent computing business, which is a core future direction for the company [4] - The company is actively seeking common scenarios with strong demand in sectors like water conservancy and real estate leasing, and has established subsidiaries in Shanghai and Nanjing for GPU resource management [4][5] Opto - Opto hosted 75 institutional visits, discussing machine vision technology applications and industry opportunities, emphasizing its collaboration with Yujiang Technology to enhance logistics automation solutions [6][7] - The collaboration achieved a sorting capacity of over 1500 items per hour with an accuracy rate exceeding 99% [7] Obi Zhongguang - Obi Zhongguang received 64 institutional visits, focusing on its self-developed chips and 3D vision sensor technology for robotics and AI applications, having completed over 10 chip tape-outs [8] - The company aims to integrate more visual ecological products into NVIDIA's platform as a partner in its global digital ecosystem [8]
301468突然火了，一周4次机构调研，79家机构参与