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Core Viewpoint - In October, the A-share market experienced increased differentiation, yet institutional research activities remained robust, with over 600 listed companies undergoing institutional surveys [1][5]. Summary by Sections Institutional Research Activities - Over 600 A-share listed companies were surveyed by institutions in October, indicating sustained interest despite market fluctuations [3][5]. - Popular companies continued to attract significant institutional attention, with many undergoing multiple rounds of research [2][9]. Market Performance - The overall market showed mixed results, with the Shanghai Composite Index rising by 1.85%, while the Shenzhen Component Index and the ChiNext Index fell by 1.10% and 1.56%, respectively [4]. Company-Specific Insights - Okoyi: The company reported a low channel inventory and is entering a restocking phase, with product prices on the rise. The domestic high-end market's import substitution is accelerating, enhancing the company's competitive edge [5][6]. - Bosch: The company is actively advancing its fundraising project construction to meet business expansion needs, despite a slight stock price decline of 1.13% in October [7]. - Fangyuan: The company has shifted to using recycled materials for production, achieving breakthroughs in nickel and lithium separation technology, leading to a stock price increase of over 26% in October [7]. - Feilong: The company reported a self-manufacturing rate of over 90% for its electronic pump products, with ongoing R&D projects in various advanced fields, although its stock price fell by nearly 8% in October [8]. - Xinyisheng: The company anticipates a continuous increase in the shipment of its 1.6T optical modules, despite a stock price decline of about 6% in October [10]. - Zhongji Xuchuang: The company is preparing for increased demand driven by AI and data center hardware, with a stock price increase of over 17% in October [11]. - Haiguang Information: The company is focusing on a product development strategy aligned with AI computing needs, although its stock price has seen a decline of over 9% in October [12]. Industry Trends - The electronics, power equipment, automotive, and pharmaceutical sectors are particularly favored by institutions, with a higher frequency of surveys in these industries [8].