2026年伊始，A股市场迎来机构调研热潮。 截至1月26日，已有超过500家上市公司接受机构调研，其中工业机械、电子元件、电气设备、半导体及汽车零配件等行业成为关注重点。 其中，"硬科技"与"出海"主线尤为突出。 在个股层面，大金重工、翔宇医疗、海天瑞声等14家公司获得超百家机构扎堆调研，其中大金重工以209家机构调研数量位居第一。 格上基金研究员托合江指出，2026年以来机构调研总次数为801次，而2025年同期为953次，A股机构调研整体活跃度虽有所回落，但当前调研 活动更集中于高景气赛道，凸显机构布局的结构性特征。 从调研频率看，泰和新材以12次调研位居榜首，冰轮环境以10次紧随其后，汇川技术和天禄科技分别为9次，博盈特焊和太力科技分别为8次。 这些高频被调研公司主要集中在制造业和技术创新领域。 从行业分布来看，机构调研呈现出明显的硬科技与高端制造导向。工业机械行业以55家公司被调研位居第一，成为机构关注的焦点领域。 电子元件行业有35家公司获得调研，紧随其后。此外，电子设备和仪器、电气部件与设备、商品化工、汽车零配件与设备、集成电路等行业分 别有29家、27家、26家、22家和22家公司被调研。 值得 ...

翔宇医疗回复称，"星际穿越"等游戏应用在公司平衡功能训练及评估系统等产品中，在该互动中，儿童 需通过重心移动控制飞船躲避陨石，锻炼儿童动态平衡能力；"双人平衡对战"则通过实时数据比拼，培 养团队协作与竞争意识。平衡功能训练及评估系统将高精度传感技术与游戏化训练模式深度融合，打造 出集评估、训练、反馈于一体的智能康复系统，用科技与创意，把枯燥的平衡训练变成孩子抢着玩的游 戏，激发儿童主动参与意识，提高康复效果。 格隆汇1月27日｜有投资者在互动平台向翔宇医疗提问：可以介绍下公司的官微里提到的"星际穿越"游 戏吗？ ...

Core Viewpoint - The company acknowledges the long-term potential of the medical robotics market but indicates that large-scale commercialization will take time [1] Group 1: Product Development and Market Readiness - The company has developed exoskeleton robots (both medical and portable versions) with positive feedback from trial use in some scenic areas [1] - The portable version of the exoskeleton robot is currently being tested in select tourist locations [1] - The company is also focusing on brain-controlled exoskeleton products and companion robots, having established technical reserves for these developments [1] Group 2: Market Opportunities - The company believes that the market opportunities for its products are maturing, allowing for rapid advancement towards commercialization when the timing is right [1]

Core Viewpoint - The company acknowledges the long-term potential of the medical robotics market but indicates that large-scale commercialization will take time [1] Group 1: Product Development and Market Application - The company has developed exoskeleton robots, including medical and portable versions, with the portable version currently being trialed in some scenic areas, receiving positive feedback [1] - The company is also focusing on brain-controlled exoskeleton products and companion robots, having the technical reserves to quickly advance productization when market opportunities mature [1]

Group 1 - The core focus of the government work report is to enhance the advantages, momentum, vitality, and efficiency of the economy, aiming for qualitative improvement and reasonable quantitative growth [1] - The province is transitioning from a manufacturing powerhouse to a manufacturing stronghold, with emphasis on upgrading ten traditional industries including steel, coal, and non-ferrous metals [2] - Innovations in manufacturing are highlighted, such as the use of autonomous cranes in a new energy vehicle factory, showcasing a shift towards intelligent machinery [2] Group 2 - Emerging industries are gaining attention, particularly in the fields of brain-machine interfaces and embodied intelligence, which are transforming the rehabilitation sector [3] - The province is working to establish a billion-level aerospace industry chain, enhancing its high-quality development through advanced positioning capabilities and leading international standards in 5G positioning [3] - The integration of various sectors, including electronic information, artificial intelligence, and biomedicine, is expected to create new economic growth points [3] Group 3 - The healthy development of the real economy relies on multi-dimensional collaboration, with efforts to strengthen market circulation and financial support [4] - The importance of institutional innovation and full industry chain layout is emphasized to maximize the "multiplier effect" of the province's key hub role [4] - The synergy between the real economy and financial development is crucial for injecting strong momentum into high-quality economic growth [4] Group 4 - The Agricultural Bank of China in Henan is committed to supporting agricultural development, focusing on food security, rural industries, and urban-rural integration [5] - The bank aims to innovate financial products that cater to local needs and enhance the quality of financial services to empower the province's economic and social development [5]

Core Viewpoint - The long-term potential of the medical robotics market is significant, but large-scale commercialization will take time [1] Company Focus - The company is currently focusing on areas with clear application scenarios and has developed exoskeleton robots, including medical and portable versions [1] - The portable version of the exoskeleton robot is currently being trialed in certain scenic spots, receiving positive feedback [1] - The company is also exploring brain-controlled exoskeleton products and companion robots, having the technical reserves to quickly advance productization when market opportunities mature [1]

证券日报网讯 1月26日，翔宇医疗在互动平台回答投资者提问时表示，目前公司聚焦非侵入式康复全场 景布局，同时已启动侵入式领域的探索，与西安交大共建的康复器械实验室已开展侵入式相关实验，将 重点关注与公司现有渠道、市场应用范围高度契合的侵入式/半侵入式技术方向。公司将依据临床效果 验证，优先选择落地速度快、患者接受度高的细分方向。 （文章来源：证券日报） ...

近日，河南省科技厅发布了《关于同意建设河南省脑机接口康复设备技术创新中心等河南省技术创新中 心的通知》，翔宇医疗牵头申报的河南省脑机接口康复设备技术创新中心上榜，成为国内率先获批建设 的省级脑机接口技术创新平台。该中心由翔宇医疗牵头，联合郑州大学、郑州大学第一附属医院共同建 设，精准对接临床需求开展关键核心技术攻关，为推动我国脑机接口康复设备产业发展注入强劲动力。 ...

Core Viewpoint - The accessibility industry is emerging as a significant economic growth point in China, transitioning from a welfare-focused sector to a market-driven one, driven by the aging population and the increasing needs of disabled groups [1][2]. Group 1: Industry Definition and Service Objects - The accessibility industry aims to improve, compensate, or replace human functions for groups such as the disabled, elderly, patients, and pregnant women, enhancing their quality of life and promoting social inclusion [1][2]. Group 2: Current Development Status - The market size of China's accessibility industry is projected to grow from 78 billion yuan in 2020 to 140 billion yuan by 2025, with an expected increase to 163 billion yuan by 2026 [2]. Group 3: Industry Chain - The upstream of the accessibility industry includes raw materials like metals, plastics, and electronic components, while the midstream consists of software systems and hardware products, and the downstream applications are found in homes, public buildings, and rehabilitation institutions [3]. Group 4: Development History - The accessibility industry in China has undergone four stages: the embryonic stage (2001-2007), the regulatory stage (2008-2014), the smart transformation stage (2015-2023), and the service ecosystem stage (2024-present) [3]. Group 5: Policy Environment - Recent national policies, such as the "Barrier-Free Environment Construction Law," have established a legal framework for the development of the accessibility industry, enhancing the construction of urban accessibility facilities [4]. Group 6: Competitive Landscape - Major companies in the accessibility software sector include iFlytek, SenseTime, and Tencent, while hardware companies include Yuyue Medical, Kefu Medical, and Shanghai Construction Group, among others [5][6]. - Kefu Medical reported a revenue of 1.496 billion yuan in the first half of 2025, with rehabilitation aids contributing 563 million yuan, accounting for 37.63% of total revenue [7][8]. - Yuyue Medical is a leading supplier of medical consumables, with a focus on rehabilitation care products, generating 234 million yuan in revenue from these products in the first half of 2025 [6]. Group 7: Future Development Trends - The accessibility industry is expected to expand significantly due to the aging population, with a shift from physical accessibility standards to digital, cultural, and social service areas, indicating a trend towards high-value software services and integrated solutions [9][10].

Group 1 - The A-share market has seen a surge in institutional research interest, with nearly 500 listed companies disclosing investor research records this year, and over 800 institutions conducting research on A-share companies in just one week [1] - Daikin Heavy Industries has attracted significant attention, leading with 209 research institutions, due to its strong performance in the overseas offshore wind power market [3] - The company expects a substantial increase in net profit for 2025, projecting a range of 1.05 billion to 1.2 billion yuan, representing a year-on-year growth of 121.58% to 153.23% [3] Group 2 - Daikin Heavy Industries attributes its explosive growth to the rapid increase in the number and value of projects delivered in the overseas offshore wind market, along with enhanced product construction standards and systematic service models [3] - Institutions are particularly interested in the company's bidding progress for offshore wind projects in Europe and other overseas markets, with Germany, Japan, the Netherlands, and Poland identified as key markets [3] - In Germany, the company has a high market share in the offshore wind foundation sector and has secured port resources at Cuxhaven, providing a local service advantage [3] Group 3 - Xiangyu Medical is focusing on expanding into "Belt and Road" countries, prioritizing products with FDA and CE certifications, and exploring cross-border e-commerce for consumer-level therapy devices [4] - Haitan Ruisheng has announced plans to expand its overseas bases, having integrated a data annotation base in Southeast Asia, which is expected to contribute millions in revenue by 2025 [4] - The company plans to establish a second localized delivery base in Southeast Asia by 2026, anticipating an increase of around 500 personnel at its overseas bases by the end of 2026 [4]