Group 1: Market Performance and Institutional Research - A total of 117 listed companies received institutional research from December 22 to December 26, with over 70% of these companies achieving positive returns [1] - Notable performers included Chaojie Co., Ltd. (301005) with a 41.6% increase, Guanglian Aerospace (300900) at 32.44%, and Demingli (001309) with a 24.97% rise [1] - Leading the research interest was Lingyi Zhi Zao (002600), which received over 100 institutional inquiries, while several other companies, including Pulite (002324) and Guangdian Measurement (002967), attracted more than 50 inquiries [1] Group 2: Lingyi Zhi Zao Acquisition - Lingyi Zhi Zao announced a significant acquisition, purchasing a 35% stake in Dongguan Limin Da Electronics Technology Co., Ltd. for 875 million yuan, gaining control over 52.78% of voting rights [3] - The acquisition is notable for its high premium, with a valuation of 2.51 billion yuan for Limin Da, representing a 3421.81% increase over its audited equity of 71.27 million yuan [3] - Limin Da specializes in thermal management products, including liquid cooling connectors and manifolds, and is recognized as a certified supplier for NVIDIA [3][4] Group 3: Pulite's Breakthroughs - Pulite received attention from 76 institutions this week, highlighting its advancements in modified materials and humanoid robotics [5] - The company has developed modified PEEK, PPS, and PA materials for use in humanoid robot components, and is collaborating with leading clients in the industry [7] - Pulite's LCP fibers have entered the supply chain for low-orbit satellites, with significant potential for growth as demand for flexible solar wings increases [7] Group 4: Guangting Information's Strategic Focus - Guangting Information engaged with 66 institutions, emphasizing its role as a "Digital Architect" in the automotive software industry [8] - The company is implementing a Super Software Workshop (SDW) model to enhance productivity and revenue stability through AI-driven software development [10] - Guangting's international strategy includes supporting domestic manufacturers in expanding abroad and providing technical services to foreign clients, aiming to alleviate domestic margin pressures [10]

本周（12月22日—12月26日）共有117家上市公司接待机构调研。从赚钱效应看，超七成机构调研公司实现正收益，超捷股份涨幅41.6%，广联航空涨 32.44%，德明利涨24.97%，万向钱潮、信科移动-U、普利特、兆驰股份等涨超15%，钧达股份实现3日2板，涨14.19%。 热门调研标的方面，本周仅领益智造（002600）接受百家以上机构调研，普利特、光庭信息、广电计量、诺德股份等4家公司接受超50家机构调研。 领益智造以超过34倍的溢价，取得了一家热管理公司控制权，引发机构关注。12月22日晚，领益智造发布公告称拟以8.75亿元收购东莞市立敏达电子科技 有限公司（下称：立敏达）35%股权，合计控制52.78%表决权，并取得对立敏达的控制权。 本次交易最让机构关注的在于其高评估溢价。根据公告，截至2025年9月30日，立敏达经审计的所有者权益仅为7127.02万元。然而，以同日为基准日、采 用收益法进行的评估，其股东全部权益价值高达25.1亿元，增值率达3421.81%，意味着溢价率逾34倍。 立敏达主要产品包括服务器液冷快拆连接器、液冷歧管等热管理关键硬件，以及母线排和服务器机架等相关组件，多家媒体报道称 ...

重要新闻提示 全国人大常委会会议12月27日表决通过新修订的对外贸易法，自2026年3月1日起施行 国家统计局：1—11月份，全国规模以上工业企业实现利润总额66268.6亿元，同比增长0.1%，自今年8 月份以来累计增速连续四个月保持增长 灵巧手"四小龙"傲意科技与雷迪克签订战略合作 财经新闻 1. 新华社消息，全国人大常委会会议12月27日表决通过新修订的对外贸易法，自2026年3月1日起施行。 法律的修订进一步强化了立法宗旨，进一步体现党中央关于对外贸易高质量发展的部署和要求，明确写 入"维护国家主权、安全、发展利益"，同时增加"对外贸易工作应当坚持服务国家经济社会发展，推进 贸易强国建设"等规定。 3. Wind数据显示，截至12月26日，境内ETF总规模达到6.03万亿元，创历史新纪录。近年来，境内ETF 发展按下"快进键"。境内ETF规模于2020年10月首度突破1万亿元，2023年8月突破2万亿元，2024年9月 突破3万亿元，2025年4月突破4万亿元，2025年8月突破5万亿元，2025年12月突破6万亿元。详见新纪 录！ETF规模突破6万亿元 2. 国家统计局12月27日发布数据显示，1— ...

近一周（12月19日至12月25日）机构调研个股有160多只，领益智造调研机构数最多。 6股获超50家机构调研 近一周，6股获超50家机构调研。其中，领益智造（002600）有107家机构调研，其中包括33家基金公 司、9家证券公司、19家私募、9家保险公司等。近日公司发布公告称，将以8.75亿元取得对东莞市立敏 达电子科技有限公司（以下简称"立敏达"）的控制权。 公开资料显示，立敏达为英伟达AVL/RVL认证供应商。另外，今年8月，立敏达加入由英特尔牵头的通 用快接头互插互换联盟，与其他品牌的产品实现"互插互换"，为数据中心客户提供了更大的灵活性和选 择空间。 此前，领益智造曾在互动易回复称，公司已成功晋升为AMD核心供应商，以及是谷歌供应商。通过取 得立敏达控制权，领益智造一跃成为覆盖"英伟达+谷歌+英特尔+AMD"散热+电源的公司。 值得一提的是，领益智造还是苹果公司的重要供应商。华安证券近期发布研报称，公司作为苹果多个零 部件的主要供应商之一，有望持续受益于客户创新。 | 复权 叠加 多股 统计 画线 | F10 简框 | 标记 +自选 | | 领益智造 002600R300 | | | | | -- ...

人民财讯12月28日电，近一周，6股获超50家机构调研。其中，领益智造（002600）有107家机构调研， 其中包括33家基金公司、9家证券公司、19家私募、9家保险公司等。近日公司发布公告称，将以8.75亿 元取得对东莞市立敏达电子科技有限公司的控制权。 从市场表现来看，近一周机构调研股平均上涨近5%，超捷股份（301005）、广联航空（300900）、华 盛锂电、德明利（001309）等个股均涨逾20%。 ...

Group 1 - Nearly 150 listed companies disclosed institutional investor research records this week, with Lingyi iTech leading with over 100 inquiries due to its acquisition announcement, which has attracted significant market attention [2][3] - In December, approximately 800 companies received institutional research, with Zhongke Shuguang being the most researched, totaling 365 inquiries [3][5] Group 2 - Lingyi iTech announced it will acquire a 35% stake in Dongguan Liminda Electronics Technology Co., Ltd. for 875 million yuan, gaining control of 52.78% of voting rights through a voting rights entrustment [3][4] - During the research period, Lingyi iTech was asked about Liminda's business in server segments and its client base, which includes major overseas clients like NVIDIA and Google [4] Group 3 - The top ten A-share companies by the number of institutional inquiries this week include Lingyi iTech with 106 inquiries, followed by Pulite with 76 and Guangting Information with 66 [5][7] - In December, the most active institutional research was conducted by CITIC Securities, with a total of 115 inquiries, focusing on companies like Jinfatech, Lian Micro, and Zhongke Shuguang [8] Group 4 - Companies' development plans for 2026 have been a focal point during the inquiries, with Minxin Co. indicating a diversification of pressure products into the smartphone sector and Wave Optoelectronics emphasizing growth in semiconductor and laser businesses [10]

Group 1 - Nearly 150 listed companies disclosed institutional investor research records this week, with Lingyi iTech leading with over 100 inquiries due to its acquisition announcement [2][3] - In December, around 800 companies received institutional research, with Zhongke Shuguang being the most researched, totaling 365 inquiries [3][5] - Lingyi iTech announced it will acquire 35% of Dongguan Liminda Electronic Technology Co., Ltd. for 875 million yuan, gaining control over 52.78% of voting rights [3] Group 2 - During the research period, Lingyi iTech was asked about Liminda's business in server segments and its client base, which includes major overseas clients like NVIDIA and Google [4] - Liminda specializes in thermal management solutions for enterprise-level servers, offering products such as liquid cooling connectors and heat management hardware [4] - The focus of institutional inquiries included companies' development plans for 2026, with attention on product diversification and market expansion strategies [6][7]

6股获超50家机构调研 近一周，6股获超50家机构调研。其中，领益智造（002600）有107家机构调研，其中包括33家基金公 司、9家证券公司、19家私募、9家保险公司等。近日公司发布公告称，将以8.75亿元取得对东莞市立敏 达电子科技有限公司（以下简称"立敏达"）的控制权。 公开资料显示，立敏达为英伟达AVL/RVL认证供应商。另外，今年8月，立敏达加入由英特尔牵头的通 用快接头互插互换联盟，与其他品牌的产品实现"互插互换"，为数据中心客户提供了更大的灵活性和选 择空间。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 此前，领益智造曾在互动易回复称，公司已成功晋升为AMD核心供应商，以及是谷歌供应商。通过取 得立敏达控制权，领益智造一跃成为覆盖"英伟达+谷歌+英特尔+AMD"散热+电源的公司。 近一周（12月19日至12月25日）机构调研个股有160多只，领益智造调研机构数最多。 上汽集团在调研中透露，公司下属华域汽车与清陶能源合资成立的清陶动力主要产品为半固态电池、全 固态电池，客户主要为上汽乘用车等整车企业。清陶动力的全固态电池产线已在上海安亭实现全线贯 通，今年年底将实现 ...

Group 1 - The 2026 National People's Congress will convene on March 4 and 5, with the agenda including the review of the 15th Five-Year Plan draft [3][4] - From January to November, profits of large-scale industrial enterprises reached 66,268.6 billion yuan, a year-on-year increase of 0.1%, while November saw a 13.1% decline in profits compared to the previous year [3] Group 2 - The National People's Congress passed a revised Foreign Trade Law, effective from March 1, 2026, which includes provisions for aligning with international trade rules and promoting new trade models [4] - The total number of ETFs in the market reached 1,391, with a total scale of 6.03 trillion yuan, marking a growth of 354.52 billion yuan [6] Group 3 - At least 10 commercial space companies have initiated IPO processes, with five focusing on launch vehicles [6] - Since November, 95 companies related to the satellite industry have disclosed significant financing activities, with an overall financing balance of 690.55 billion yuan, reflecting a growth of over 45% compared to the previous year [7] Group 4 - The robot industry index has increased by 33.5% this year, with a high concentration of humanoid robots in the index components [8] - The market for elderly care products in China is projected to grow from 2.6 trillion yuan in 2014 to 5.4 trillion yuan by 2024 [10] Group 5 - The State Tobacco Monopoly Administration reported that since the regulation of e-cigarettes, nearly 20,000 administrative cases have been handled, with over 15 billion yuan involved [11] - The establishment of a standardization committee for humanoid robots and embodied intelligence was announced, focusing on key technologies and safety standards [12]

每经AI快讯，Wind数据显示，机构本周共调研了144家上市公司，其中领益智造（002600）最获关注， 参与调研的机构达106家。此外，普利特（002324）、光庭信息（301221）、广电计量（002967）、诺 德股份（600110）等均获超50家机构调研。从被调研总次数来看，泰和新材（002254）、燕京啤酒 （000729）、博盈特焊（301468）等获机构调研3次，箭牌家居（001322）、联环药业（600513）、中 农立华（603970）等7股均获机构调研3次。从调研行业来看，机构持续聚焦电子元件、工业机械、医疗 保健等板块。 ...