1个月调研100次,机构盯上热门股
Zhong Guo Zheng Quan Bao·2026-01-11 23:25

Group 1 - The A-share market is experiencing a year-end rally with accelerated rotation of hot sectors, including commercial aerospace, brain-computer interfaces, storage chips, controllable nuclear fusion, and photolithography [1] - In December 2025, a total of 155 public fund institutions participated in A-share research, with Huaxia Fund leading with 100 research sessions [1][5] - As of January 11, 2026, stocks with multiple hot concepts have shown significant price increases, resulting in several "double stocks," while some stocks have experienced rapid declines due to short-term speculation [1] Group 2 - The brain-computer interface concept stock, Entropy Technology, was the most researched in early 2026, with 132 institutions participating in three research sessions [2] - Entropy Technology received a warning letter from the Guangdong Securities Regulatory Commission for five major violations, including inaccurate revenue recognition and related party transaction disclosures [2] - Superjet Co., involved in commercial aerospace, attracted 109 institutions for three research sessions in January, discussing its rocket structure component production line [3] - Guanglian Aviation, a leading private enterprise in aerospace equipment, also attracted significant attention with 79 institutions participating in two research sessions [3] - Dineike, focusing on smart home and medical communication devices, engaged 60 institutions in research, with a focus on its brainwave interaction technology [4] Group 3 - In December 2025, public fund institutions conducted over 3,400 research sessions across 451 stocks in 29 primary industries [5] - Notable strong stocks since December 2025 include Superjet Co. and Hualing Cable, with price increases exceeding 150%, while others like Guanglian Aviation and Haoshi Electromechanical saw increases over 120% [6] - Some popular stocks, such as Tianming Technology, experienced significant price corrections due to clarifications regarding their business focus [6]