Group 1: Industry Overview - The overall attention on the automotive, electric power equipment, and basic chemicals industries has increased year-on-year [3][11][20] - In the weekly report, the total number of companies surveyed in the A-share market decreased, indicating a cooling interest, likely due to some companies entering their earnings blackout period [12][20] - In July, the total number of companies surveyed in the A-share market decreased significantly compared to the previous month and was lower than the same period in 2024, with a total of 1,313 surveys conducted [20][21] Group 2: Individual Company Insights - Companies such as InSai Group, JieYa Co., TianLong Co., JiangBoLong, and BeiTe Technology received significant market attention, with high survey counts and institutional interest [26][30] - TianLong Co. has a clear development strategy, actively promoting new products and enhancing its product matrix, with three surveys conducted in the last week [28][29] - WeiLi Transmission has made progress in wind power gearboxes and is actively advancing capacity construction, also receiving three surveys in the last week [28][29]
机构调研周跟踪:机构关注度提升:汽车、电力设备、基础化工
KAIYUAN SECURITIES·2025-08-05 08:41