30余股评级获上调！红利、科技受青睐，这类股评级遭下调

Core Viewpoint - The recent surge in broker research activity has led to the identification of new investment opportunities, particularly in the electronics, machinery, pharmaceuticals, and power equipment sectors [1][2]. Group 1: Broker Research Activity - Over the past two weeks, brokers have conducted research on more than 870 listed companies, with the highest focus on electronics (119 companies), machinery (115 companies), and pharmaceuticals (106 companies) [2]. - The power equipment sector has seen a significant increase in research activity, with five companies from this sector appearing in the top 20 most-researched stocks [2][4]. Group 2: Notable Stocks and Ratings Adjustments - Among the most-researched stocks, Mindray Medical (300760.SZ) attracted 68 brokers' attention, focusing on its performance recovery and international business [2]. - Jinpan Technology (688676.SH) reported a backlog of orders amounting to 7.54 billion yuan, primarily driven by growth in wind power and energy storage [2]. - In the past two weeks, over 30 stocks had their ratings upgraded, particularly in high-dividend and technology sectors, including banks and public utilities [6][7]. Group 3: High-Dividend Stocks - Several high-dividend stocks have been upgraded, such as Chengdu Bank (601838.SH) and Changjiang Power (600900.SH), due to solid fundamentals and stable earnings [6][7]. - Analysts are optimistic about the mechanical equipment sector, with companies like Keli Sensor (603662.SH) and Anhui Heli (600761.SH) receiving upgrades based on their growth potential in robotics [7]. Group 4: Downgrades in the Beverage Sector - The food and beverage sector, particularly the liquor industry, has faced downgrades, with multiple stocks like Wuliangye (000858.SZ) and Jinhu Wine (603919.SH) being affected due to declining demand and industry adjustments [9][10]. - Analysts have cited the impact of alcohol bans and reduced consumer demand as reasons for the downgrades in liquor stocks [9].