近四成调研股上涨,商业航天与AI机器人成掘金焦点
Huan Qiu Wang·2025-12-13 03:05

Core Insights - The report highlights a significant increase in institutional research activity, with 164 companies hosting investor meetings during the week of December 8-12, leading to notable stock performance among these companies [1][3]. Group 1: Stock Performance - Nearly 40% of the companies that were researched experienced positive stock returns, with several stocks showing remarkable gains [1][3]. - Notable performers included Chaojie Co., which saw a weekly increase of 39.03% and reached its daily limit, while other companies like Holleywo, Sry New Materials, and Boying Special Welding also recorded gains exceeding 30% [3]. Group 2: Commercial Aerospace Focus - Chaojie Co. attracted significant attention, receiving inquiries from 73 institutions regarding its commercial aerospace business [4]. - The company announced the completion of its assembly line for aerospace structural components, capable of producing parts for 10 rockets annually, with a product range that includes shell segments and engine valves [4]. - Chaojie Co. has begun small-scale deliveries, estimating that the structural components for a mainstream commercial rocket are valued at approximately 15 million yuan [4]. Group 3: AI and Robotics Sector - The AI and robotics sectors remain focal points for institutional research, with Shenghong Technology and Fengli Intelligent both receiving attention from over 40 institutions [5][6]. - Shenghong Technology is leveraging opportunities from AI computing advancements and data center upgrades, emphasizing its technological leadership in the AI server domain [5][6]. - Fengli Intelligent has expanded its product line to include precision mechanical components and is focusing on humanoid robots and low-altitude economy sectors for 2024 [6].