券商中国·2025-08-15 02:15Core Viewpoint - The article highlights the active engagement of brokerage analysts in researching listed companies amid a bullish A-share market, with a focus on recent business changes and adjustments in stock ratings [1]. Group 1: Brokerage Research Activities - Since August, brokerages have collectively researched 162 listed companies across popular sectors such as electronics, biomedicine, machinery, and power equipment [2][3]. - The electronics sector has the highest representation, with 22 companies researched, followed by biomedicine (21 companies) and machinery (20 companies) [3]. - Notable companies attracting significant attention include Bawei Storage (佰维存储) with 37 brokerages, and Jereh (杰瑞股份) with 41 brokerages participating in their research [3][4]. Group 2: Popular Companies and Their Performance - Zhongchong Co., Ltd. (中宠股份) has emerged as the most popular company among brokerages, with its stock price increasing by 66% this year and attracting 61 brokerages for research [4][6]. - Other companies like Ninebot (九号公司) and Jereh (杰瑞股份) also garnered attention, with over 40 brokerages conducting research on them [4][5]. - Jereh reported a significant expansion in its overseas business, with operations in over 70 countries, and has increased its natural gas equipment production capacity by more than three times [5]. Group 3: Biomedicine Sector Insights - The biomedicine sector has seen a surge in interest, with over 65 research reports published by brokerages, indicating a strong focus on this industry [8]. - Companies like Jiuzhou Pharmaceutical (九洲药业) reported a net profit of 526 million yuan, a 10.7% year-on-year increase, highlighting their growth in customer acquisition and project pipeline [8][9]. - Sanxin Medical (三鑫医疗) is accelerating its internationalization efforts, successfully registering products in multiple countries [9]. Group 4: Rating Adjustments - Since the release of half-year reports, analysts have upgraded the ratings of seven companies, including Hai Guang Information (海光信息) and Huaneng International (华能国际), based on their strong performance [10]. - Hai Guang Information reported a net profit of 1.201 billion yuan for the first half of the year, a 40.78% increase, prompting a "buy" rating from analysts [10]. - Conversely, one company, Fuling Pickles (涪陵榨菜), had its rating downgraded due to slower sales recovery and increased cost pressures [11].