业绩预增+热门赛道概念股，机构最关注

Group 1: A-Share Market Overview - A-shares experienced a steady rise from January 19 to 23, with many companies announcing impressive earnings forecasts for 2025, leading to increased stock prices [1] - The market saw rapid rotation among various sectors, including commercial aerospace, AI applications, precious metals, electrical grids, and storage [1] - Over 150 A-share companies disclosed their institutional research reception, with the highest number of institutional visits going to Daikin Heavy Industries, which attracted over 200 institutions due to its overseas offshore wind power business [1] Group 2: Daikin Heavy Industries - Daikin Heavy Industries projected a net profit of 1.05 billion to 1.2 billion yuan for 2025, representing a significant year-on-year growth of 121.58% to 153.23%, driven by rapid growth in the delivery volume and revenue of its overseas wind projects [2] - The company reported a stock price increase of 17.43% since the beginning of 2026 and over 200% in the past year [3] Group 3: Nepean Mining - Nepean Mining received attention from 132 institutions this week, with ongoing construction of factories in Chile and Peru, the Chilean factory nearing completion and awaiting final permits for production [3][4] - The company anticipates a global production capacity of 2.5 billion to 3 billion yuan once both factories are fully operational [4] - Nepean Mining's new product, a forged composite liner, is positioned as a disruptive innovation in the industry, with plans for global promotion in 2026 [5] Group 4: Controlled Nuclear Fusion and Storage - CIMC Enric received nearly 60 institutional visits, highlighting its involvement in the controlled nuclear fusion project, which has broad commercial application prospects and a potentially large market size [6][8] - The storage sector is also gaining traction, with companies like Baiwei Storage, Demingli, and Zhaoyi Innovation forecasting significant profit increases due to rising storage product prices, with Baiwei Storage expecting a net profit of 850 million to 1 billion yuan for 2025, a year-on-year increase of 427.19% to 520.22% [8][10] - Baiwei Storage is actively securing long-term supply agreements with major global storage wafer manufacturers to ensure stable supply of key raw materials [10]