KAIYUAN SECURITIES·2025-08-18 09:14Group 1: Industry Overview - The overall attention on the communication, food and beverage, public utilities, and beauty care industries has increased year-on-year [2][3][13] - In the past week, the total number of companies surveyed in the A-share market decreased to 136, lower than 200 in the same period of 2024, indicating a cooling in survey activity [12][21] - The top industries by survey frequency include electric power equipment, machinery, pharmaceutical biology, electronics, and computers [12][21] Group 2: Monthly Trends - In July, the total number of companies surveyed in the A-share market was 1,373, down from 1,505 in the same month of 2024, continuing a downward trend [21][22] - The most surveyed industries in the last month were electronics, machinery, pharmaceutical biology, electric power equipment, and automobiles [21][23] Group 3: Individual Company Focus - Companies such as Huaming Equipment, Weisheng Information, Xinqianglian, and Zhongke Sanhuan received significant market attention, with high survey counts and institutional participation [27][33] - Weisheng Information is focusing on AI large models to drive the intelligent transformation of energy products, with three surveys conducted in the past week [32] - Sanxin Medical is expanding its overseas market presence, enhancing its global competitiveness in blood purification, with two surveys conducted recently [32]