券商最新调研路径曝光！这些个股受关注

Core Viewpoint - The electronic industry has become a focal point for broker research, with significant interest from institutions in sectors such as domestic storage, PCB, and semiconductors [3][10]. Group 1: Broker Research and Market Performance - As of June 15, 2023, 330 listed companies have received broker research, with the electronic industry being the most favored, accounting for 50 companies [1][5]. - Over half of the electronic companies that received broker research have seen their stock prices rise since June, with Shengyi Electronics leading with a nearly 48% increase [2][8]. Group 2: Key Companies and Their Developments - Hongjing Optoelectronics has been the most researched electronic company, receiving 21 broker inquiries, focusing on its collaboration with Yingstone Innovation and future product plans in smart automotive and home sectors [6]. - Yangjie Technology has received 13 broker inquiries, with institutions interested in its gross margin trends and downstream application developments, expecting stable growth due to favorable economic conditions and new policies [7]. Group 3: Investment Opportunities - Institutions are particularly optimistic about investment opportunities in domestic storage, PCB, and semiconductor sectors [3][10]. - The transition to DDR5 products is expected to create structural growth opportunities for domestic storage manufacturers, while the PCB sector is anticipated to maintain high revenue levels [11]. - The global semiconductor sales are projected to grow by 11.2% year-on-year by 2025, driven by AI and other technological advancements [11].