Group 1: Popular Industry Research - The most researched industries from January 12 to January 16, 2026, are mechanical equipment, computers, electronics, and power equipment, with mechanical equipment and computers receiving the highest attention in the past five days [9][11]. - Over the past 30 days (December 17, 2025, to January 16, 2026), the most researched industries are mechanical equipment, electronics, automobiles, power equipment, basic chemicals, and computers, with mechanical equipment and computers again leading in the number of research institutions [11]. Group 2: Popular Company Research - In the past five days, the companies with the most research occurrences and more than 10 institutional ratings include Ice Wheel Environment, Ningbo Bank, and Zhou Dasheng [14]. - Companies with the highest number of research institutions in the past five days, each with more than 10 institutional ratings, include SF Holding, Aobi Zhongguang-UW, and Qianwei Central Kitchen [15]. - Over the past 30 days, the companies with the most research occurrences and more than 10 institutional ratings include Ice Wheel Environment, Kebo Da, and Jiangbolong [18]. Group 3: Key Company Research Insights 1. **Ice Wheel Environment**: The focus of research is on its three high-growth sectors: data center liquid cooling, nuclear power and heating, and thermal management. The company is the only supplier of cooling systems for the entire nuclear island area in China and has successfully implemented liquid cooling solutions in several benchmark projects domestically and internationally [21][22]. 2. **SF Holding**: The research highlights its strategic shareholding agreement with Jitu Express, where both companies will invest approximately HKD 8.299 billion in each other. This partnership aims to integrate SF's advantages in cross-border logistics with Jitu's local delivery capabilities in Southeast Asia, the Middle East, and Latin America [23][24]. 3. **Aobi Zhongguang-UW**: The research focuses on the rapid growth of its performance, attributed to the penetration of 3D vision technology in various applications. The company reported a revenue of CNY 714 million for the first three quarters of 2025, a year-on-year increase of 103.50%, and a net profit of CNY 108 million, up 279.12% [25][26].

来源：观点地产网 观点网讯：1月15日，极兔速递与顺丰控股宣布83亿元战略性相互持股，里昂研报指出该交易将强化双 方海外物流网络。 根据协议，极兔以折让14%向顺丰发行8.22亿股B类股份，顺丰则以溢价3.9%向极兔增发2.26亿股H股股 份，交易完成后顺丰持有极兔10%股权，极兔持有顺丰4.29%股权。 里昂测算，按发行价计，极兔2025/2026年预测市盈率分别为29倍及20倍，顺丰为16倍及14倍。股权摊 薄虽影响现有股东权益，但双方可借此共享东南亚与中国的干线、清关及末端配送资源，海外业务增速 有望提升。 维持极兔目标价11.9港元、顺丰47.4港元，评级均为"跑赢大市"。 免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 ...