Core Viewpoint - The A-share market has seen active institutional research activities since December, with a focus on technology sectors, particularly semiconductor and storage chip companies, as brokers conduct extensive field visits and discussions to identify investment opportunities for the year-end [1][2][3]. Group 1: Institutional Research Activities - Over 200 A-share listed companies have been surveyed by brokers this month, with high interest in the electronics and machinery equipment sectors [2][3]. - The technology sector, especially the semiconductor and storage chip segments, is viewed as a key investment focus for 2026, according to multiple broker reports [2][8]. Group 2: Popular Industries and Companies - The electronics and machinery equipment industries have the highest number of surveyed companies, with 31 companies in each sector receiving attention from brokers [3]. - Notable companies in the electronics sector include Weicai Technology (688372.SH) and Canxin Technology (688691.SH), both of which have attracted significant broker interest [4][6]. - In the machinery equipment sector, Jie Rui Co. (002353.SZ) has been the most researched company, receiving visits from 47 brokers, focusing on its overseas business and natural gas equipment orders [4][5]. Group 3: Storage Chip Focus - Storage chip companies, such as Weicai Technology and Jiangbolong (301308.SZ), have been under intense scrutiny, with discussions centered on storage price trends and technological advantages [6][7]. - East Core Co. has also gained attention for its strong performance in the storage chip market, with a nearly 400% increase in stock price this year [7]. Group 4: 2026 Market Outlook - Brokers, including Guojin Securities and Zhongtai Securities, predict that the technology sector will remain a strong investment theme in 2026, focusing on AI and key manufacturing sectors [8][9]. - Analysts emphasize the importance of aligning with national policies and trends, particularly in AI and technology innovation, as well as the potential for structural market shifts in the coming year [9].