Zheng Quan Shi Bao Wang·2026-01-27 01:12Group 1: Natural Gas Market Dynamics - The U.S. natural gas prices surged over 70% in a week, with futures exceeding $6 per million British thermal units for the first time since 2022, reaching a peak of $6.293 on January 26 [2] - The increase in prices is attributed to a winter storm affecting much of the U.S., marking the largest weekly gain since records began in 1990 [2] - In contrast, domestic natural gas prices have remained stable, with liquefied natural gas quoted at 3,492 yuan per ton, reflecting a 20% decline over the past three months [2] Group 2: Overseas Institutional Research - A total of 92 stocks have been researched by overseas institutions since the beginning of the year, with 14 stocks receiving attention from 11 or more institutions [3] - Companies like Huaming Equipment and Huichuan Technology are leading in terms of the number of overseas institutional inquiries, with 59 and 53 institutions respectively [3][5] - The focus of overseas institutional research is primarily on the electronics, power equipment, and machinery sectors, with significant interest in robotics, semiconductors, batteries, and grid equipment [6] Group 3: Earnings Forecasts - Among the stocks researched by overseas institutions, 23 have announced earnings forecasts for 2025, with 16 expecting a year-on-year increase in net profit, including 7 stocks projecting over 100% growth [7] - Qianfang Technology anticipates a turnaround with a projected net profit of 250 million to 320 million yuan, driven by recovery in its main business and market expansion [7] - Baiwei Storage expects a staggering net profit increase of 427.19% to 520.22%, with significant growth anticipated from its advanced packaging projects [7] Group 4: Power Equipment Sector Insights - The power equipment sector has the highest number of stocks with expected profit increases, supported by a projected 40% rise in fixed asset investment by the State Grid during the 14th Five-Year Plan [8] - The demand for grid upgrades in overseas markets is also strong, with the EU's recent plan to enhance grid infrastructure expected to benefit Chinese power equipment companies [8] - Domestic transformer exports reached $8.08 billion from January to November 2025, reflecting a year-on-year growth of 35.19% [8]