Group 1 - During the period from December 1 to December 27, a total of 745 listed companies in Shanghai, Shenzhen, and Beijing received institutional research, indicating active efforts by institutional investors to seek investment opportunities and uncover potential value in the current market environment [1] - Among the companies, Boying Special Welding stood out with the highest number of institutional visits, totaling 14 times, followed by Ice Wheel Environment with 9 visits, and Jerry Shares and Weili Transmission with 8 and 7 visits respectively [3] - The top ten companies by institutional visit volume included Zhongke Shuguang and Haiguang Information, both receiving 365 visits, while Chang'an Automobile ranked third with 258 visits [3] Group 2 - Recent research indicates a surge in interest in commercial aerospace and robotics sectors, with stocks like Guangting Information, Nord Shares, and others receiving significant attention from institutions [3] - The net inflow of funds on December 26 showed that the top ten stocks with institutional net inflow included Aerospace Development, Demingli, and others, highlighting the growing interest in these sectors [3] - Guosheng Securities suggests that "space computing power" has commercial value potential, with related projects already underway, emphasizing the importance of early positioning in the industry [4] - According to Zhongtai Securities, "space computing power" is transitioning from concept to commercial reality, driving growth in the commercial aerospace industry, particularly as it integrates with artificial intelligence [4]
12月机构调研活跃,两大题材受关注