Xin Lang Cai Jing·2026-02-21 23:47Core Viewpoint - The report highlights the increasing institutional interest in various sectors, particularly in electronics and automotive, with a significant number of stocks receiving "buy" ratings from analysts. Group 1: Institutional Ratings - A total of 63 institutions conducted 1,827 ratings since 2026, with 932 stocks receiving "buy" ratings, including buy, accumulate, strong recommendation, and recommendation [1][12]. - The electronics sector has the highest number of rated stocks, followed by machinery, power equipment, automotive, pharmaceuticals, basic chemicals, and computers, with each having over 50 rated stocks [2][13]. Group 2: Electronics Sector Performance - The electronics index has risen by 8.41% this year, significantly outperforming the Shanghai Composite Index, with the semiconductor index showing the highest increase of 13.93% [4][14]. - Key semiconductor companies like Baiwei Storage, Zhaoyi Innovation, SMIC, and Jiangfeng Electronics have received ratings from five or more institutions, indicating strong market interest [4][14]. Group 3: Notable Stocks - 67 stocks have received attention from five or more rating agencies, with Dongpeng Beverage, BYD, Wancheng Group, Kweichow Moutai, and China Duty Free leading the list [5][15]. - Dongpeng Beverage is projected to achieve revenue of 20.76 billion to 21.12 billion yuan in 2025, with a year-on-year growth of 31.07% to 33.34%, and a net profit of 4.34 billion to 4.59 billion yuan, reflecting a growth of 30.46% to 37.97% [5][15]. - BYD's sales in January were 210,100 units, a year-on-year decrease of 30.11%, attributed to inventory reduction and a transitional policy period [5][15]. Group 4: Future Growth Prospects - Baiwei Storage is expected to achieve revenue of 10 billion to 12 billion yuan in 2025, with a year-on-year growth of 49.36% to 79.23%, and a net profit of 850 million to 1 billion yuan, reflecting a growth of 427.19% to 520.22% [10][19]. - The company is focusing on AI storage solutions and has strong competitive advantages through self-developed chips and advanced packaging capabilities [11][19].