超5000次调研！公募扎堆调研线路图曝光，这三大行业受关注

Core Viewpoint - The public fund research roadmap for 2026 reveals heightened enthusiasm among public funds for A-share market research, with over 5,000 research activities covering more than 1,000 stocks since the beginning of the year [2]. Group 1: Key Companies Under Research - Tian Shun Wind Power and Da Jin Heavy Industry have emerged as the most researched companies, with 68 and 66 fund companies participating in their respective research activities [3]. - Tian Shun Wind Power's stock price has increased by over 37% in 2026, attracting significant institutional interest due to its offshore wind power shipment expectations and capacity layout [3]. - Da Jin Heavy Industry is transitioning from a basic equipment supplier to a one-stop solution provider, with a projected net profit doubling in 2025, leading to a stock price increase of over 154% [4]. - Other companies like Hai Tian Rui Sheng, Nai Pu Mining, and Sheng Hui Integration have also garnered attention from multiple fund companies, with Sheng Hui Integration's revenue growth reaching 46% in the first three quarters of 2025 [4]. Group 2: Investment Focus Areas - The technology, cyclical, and dividend sectors are the primary focus areas for public funds, with strategic emerging industries in technology being a core interest [5][6]. - Companies in the semiconductor and AI sectors, such as Hai Tian Rui Sheng and Zhong Ji Xu Chuang, are receiving significant attention due to their long-term growth potential [6]. - Regional banks like Shanghai Bank and Nanjing Bank are highlighted as key representatives in the dividend sector, with multiple fund companies conducting research on them [7]. - In the cyclical sector, companies like He Steel Resources and Bao Wu Magnesium Industry are being closely monitored, with Bao Wu reporting a 10% increase in magnesium alloy sales since October [7][8]. Group 3: Market Trends and Predictions - Fund managers are focusing on sectors with supply constraints and recovering demand, such as chemicals and industrial metals, while also considering opportunities in real estate [8]. - Despite the strong performance of the technology sector, the dividend investment logic remains relevant, with consumer dividend assets expected to become a high-potential direction as domestic demand recovers [8].