2月以来海外机构调研30股，重点关注三大行业

Core Insights - Since February 2026, overseas institutions have shown increased research activity in the A-share market, focusing on high-growth sectors, with companies demonstrating clear growth logic and solid performance potential becoming key targets for these institutions [2] Group 1: Company Research - A total of 30 stocks have been researched by overseas institutions since February, with 9 stocks receiving attention from 5 or more institutions. Notably, Aobo Zhongguang-UW, Dajin Heavy Industry, and Tiensun Wind Power led in the number of institutional inquiries, with 26, 9, and 8 respectively, both Dajin Heavy Industry and Tiensun Wind Power belong to the offshore wind equipment sector [3] - Aobo Zhongguang-UW revealed that it expects to turn a profit in 2025, projecting a net profit of approximately 123 million yuan, driven by enhanced R&D efficiency and operational model optimization, particularly in AI application fields [4] - Dajin Heavy Industry is actively participating in tenders for offshore wind projects in emerging markets like Japan and South Korea, positioning itself as a core supplier and comprehensive service provider in the offshore wind sector [4] - Tiensun Wind Power aims to capture a significant market share in the domestic offshore wind market, particularly in cities with existing offshore engineering bases, while also expanding into Zhejiang and Hainan provinces [4] Group 2: Industry Trends - Overseas institutional research is primarily concentrated in three sectors: electric power equipment, electronics, and machinery, with 7, 6, and 6 stocks respectively [5] - The electric power equipment sector is gaining attention due to global trends in energy transition and low-carbon development, with increasing interest in cutting-edge concepts like space photovoltaics, offshore wind power, and smart grids [5] - A report from Huaxi Securities indicates a positive outlook for the electric power equipment sector's overseas prospects, particularly in Europe, where investments in power grids are entering a high-growth cycle driven by energy transition and aging infrastructure [5] Group 3: Performance Metrics - Since February, stocks researched by overseas institutions in the electric power equipment sector have generally performed well, with an average increase of 8.37%, and several stocks, including Tiensun Wind Power, Keda Li, and Jiangsu Huachen, seeing gains of over 10% [6] - Among the 17 stocks that have released performance forecasts for 2025, over 70% are expected to report positive results, with 9 stocks anticipating year-on-year profit growth, 2 expecting to turn losses into profits, and 1 projecting reduced losses [6] - Jiangbolong is expected to achieve a net profit of between 1.25 billion and 1.55 billion yuan, representing a year-on-year increase of 150.66% to 210.82%, highlighting its unique capabilities in developing UFS4.1 products [6] - Huanxu Electronics has seen the highest increase since February, with a cumulative rise of 32.64%, and is projecting a net profit of 1.853 billion yuan for 2025, reflecting strong demand from CSP customers [6]