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机构调研周跟踪:机构关注度环比回升:计算机、传媒、有色金属
KAIYUAN SECURITIES·2025-09-18 09:12

Group 1: Industry Insights - The overall attention on the computer, media, and non-ferrous metal industries has increased on a week-on-week basis [3][12][17] - In the last week, the total number of research engagements across all A-shares was 833, which is lower than the 1,412 engagements in the same period of 2024 [13] - The monthly total for August was 1,828 engagements, still below the 2,050 engagements recorded in August 2024 [19][22] Group 2: Individual Company Insights - Companies such as Jingsheng Electromechanical and Nandu Energy have received significant market attention, with both being researched twice in the last week [28][4] - Jingsheng Electromechanical has made progress in semiconductor substrate materials and has secured orders from international clients, indicating a strong market position [28] - Nandu Energy focuses on new energy storage applications and data centers, with a significant portion of its products aimed at the North American market, highlighting its international reach [4][28] Group 3: Research Engagement Trends - The computer, media, and non-ferrous metal sectors saw a week-on-week increase in research attention, with specific numbers indicating a rise in engagements [3][17] - In the last month, companies like Yunnan Copper and Ice Wheel Environment were among those with high research engagement, reflecting their growing market interest [30][25] - The report emphasizes the importance of institutional research as a timely and multidimensional source of information for investors, supplementing traditional financial data [10][11]