Group 1: Industry Perspective on Institutional Research - The research indicates an increase in the research heat for the power equipment, computer, and non-ferrous metals sectors, despite a general decline in total research counts across the A-share market [3][12] - In the week of January 12 to January 18, 2026, the total number of institutional research instances across the A-share market was 198, down from 290 in the same week of 2025, indicating a cooling trend in research activity [13][21] - The mechanical equipment, power equipment, electronics, computers, and non-ferrous metals sectors ranked highest in terms of research attention during this period [13][20] Group 2: Individual Stock Perspective on Institutional Research - The stocks of Taihe New Materials, Yunnan Copper, and Boying Special Welding received significant market attention, with Taihe New Materials being researched 6 times in the past week [28][32] - Over the past month, stocks such as Ice Wheel Environment, Boying Special Welding, Taihe New Materials, and others have also garnered considerable research interest, indicating a trend of increasing focus on these companies [33][34] - Taihe New Materials operates in the high-end chemical products sector, with applications in commercial aerospace and computing centers, and has been frequently researched due to its innovative product offerings [4][32]
机构调研周跟踪:机构关注度环比回升:电力设备、计算机、有色金属
KAIYUAN SECURITIES·2026-01-19 14:46