机构密集调研存储芯片，券商展望2026年：科技仍是最强主线

Core Insights - The A-share market has seen active institutional research since December, with over 200 companies being visited by broker analysts, particularly in the electronics and machinery sectors [3][4] - The technology sector is expected to remain a key investment focus for 2026, with brokers highlighting the importance of the AI industry and related fields [8][9] Group 1: Company Research - 47 brokerages have conducted research on Zhenrui Co., which has seen a stock price increase of 101.20% this year [1] - Weicai Technology has attracted 24 brokerages and has experienced a stock price rise of 135.14% [1] - Kefu Medical and Heyuan Bio have been researched by 21 and 20 brokerages respectively, with stock price increases of 36.81% and 40.28% [1] - Shenghong Technology has seen the highest stock price increase of 623.28% and has been researched by 11 brokerages [1] - The focus of research on companies like Weicai Technology and Jiangbolong is on storage chip technologies, with Weicai's stock price increasing by over 135% this year [6][7] Group 2: Industry Trends - The electronics and machinery sectors are the most researched, with 31 companies in each sector being visited by brokerages [4] - The semiconductor, optical electronics, and consumer electronics segments are highlighted within the electronics industry, with companies like Weicai Technology and Shenghong Technology being key focuses [4][5] - The machinery sector also shows strong interest, with companies like Jereh and Wald receiving significant attention from multiple brokerages [4] - The storage chip sector is identified as a critical area of focus, with companies like Dongxin Co. reporting a stock price increase of nearly 400% this year [7] Group 3: Future Investment Strategies - Brokers are optimistic about the A-share market in 2026, emphasizing the importance of focusing on profit recovery rather than relying solely on global financial expansion [9] - Key investment themes for 2026 include AI technology, traditional industry upgrades through AI, and consumer value recovery [9] - Analysts suggest that the technology sector will continue to be the strongest investment theme, with a focus on critical segments like storage chips and new consumer trends [8][9]