Group 1: Market Trends and Company Performance - A total of 173 listed companies received institutional research during the week of October 13 to 17, with approximately 20% of the researched stocks achieving positive returns, led by Huicheng Environmental Protection with a 20.08% increase [2] - The technology sector remains a focus for institutional research despite recent adjustments, with companies like Dike Co., Nengke Technology, and Aipeng Medical attracting around 100 institutional inquiries [2] - The banking sector has seen an increase in research interest, with Shanghai Bank rising over 6% during the week and planning to maintain a stable dividend policy with a cash dividend ratio of no less than 30% over the next three years [10][16] Group 2: Semiconductor and Storage Industry Insights - The storage industry is experiencing continuous price increases, attracting institutional interest, with Dike Co. indicating a positive outlook for its storage business revenue growth and plans to acquire Jiangsu Jingkai [4] - Deep Technology stated that its semiconductor packaging and testing business is progressing steadily, with capacity utilization meeting order demands, while also monitoring market opportunities for potential expansion [6] - Demingli predicts a favorable trend for the storage industry cycle, driven by advancements in NAND technology and increasing demand for high-speed storage due to AI applications [6] Group 3: Policy Impact on Companies - The recent policy changes from the Central Cyberspace Administration and the National Development and Reform Commission are seen as a guiding framework for the intelligent transformation of government services, benefiting companies like Nanwei Software [8] - Zhongjin Radiation plans to strengthen communication with existing cobalt suppliers to mitigate costs following the implementation of the cobalt export quota system in the Democratic Republic of the Congo [11] - Zhongji United has prepared sufficient inventory overseas to mitigate potential impacts from tariff changes, ensuring stable operations and maintaining communication with clients for price adjustments [12]