2026年以来，海外机构调研A股热情高涨，聚焦优质标的布局全年投资机会，调研方向集中于电子、电 力设备和机械设备三大行业。 1月以来海外机构调研92只股 据证券时报·数据宝统计，1月以来，海外机构调研92只股。其中，14只股获11家及以上海外机构调研， 华明装备、汇川技术、奥普特的调研家数居前，分别达到59家、53家、51家。 多家公司透露了在海外市场发展的情况。 华明装备表示，公司目前主要在土耳其、印尼有装配及试验工厂。公司的产能布局已足以应对未来一段 时间的市场需求，在海外的工厂布局更多是为了拓展及巩固当地及周边的市场，获取更多的市场机会。 下一步计划推进在沙特的产能布局及完善土耳其本土供应链。 汇川技术表示，公司希望未来海外业务占比持续提升。基于国际化目标的设定，公司现阶段在海外市场 要着力推动以下几个方面工作：一是加大力度推动公司在国际市场的品牌建设；二是快速搭建包括销 售、研发、供应链在内的国际化平台；三是借助行业定制化解决方案以及与跨国企业在中国市场深度合 作的积累，坚定执行解决方案出海的策略。 2025年12月中旬以来，机器人概念持续火热，概念指数自12月低点累计上涨超15%。据中央广播电视总 ...

外资看好中国企业"出海"板块 1月份以来，A股上市公司迎来外资机构密集调研。Wind资讯数据显示，截至1月26日，年内累计164家外资机构调研324家 A股公司。从调研纪要来看，多家公司被问及2026年海外市场布局的情况。 高盛最新研报提到，中国出口已从"成本优势驱动"转向"技术与供应链效率驱动"，在新质生产力领域已经形成全球不可替 代的产能集群。 本报记者 毛艺融 在"出海"企业数量与布局范围扩张的背后，国际资本对中国企业全球化布局的认可正持续升温。2026年以来，外资机构 对"出海"板块的调研热度显著提升，反映出国际资本对中国企业全球化布局的深度认可。同时，多家国际知名机构也在2026年 展望中表示看好"出海"板块。 "出海"投资机遇受关注 从政策面来看，支持企业开展国际化经营等被多次强调。日前，商务部自贸区港建设协调司副司长、新闻发言人何咏前表 示，2026年是"十五五"规划的开局之年，商务部将坚决贯彻落实党中央、国务院决策部署，有效实施对外投资管理，健全海外 综合服务体系，促进贸易投资一体化发展，支持企业开展国际化经营。 政策支持、企业层面的盈利改善与产业层面的布局升级，让资本市场对"出海"主线的投资 ...

本报告导读： 1 月第 3 周 A 股市场指数表现分化，中小盘股票表现相对较优，沪深北三市交易活 跃度均有所下降，北证日均成交金额环比下降 34.33%至 264.07 亿元，北证 50 指数 单周上涨 2.60%。当周北交所 1 只新股招股，2 只新股上市，新股上市首日均价涨 幅仍维持 150%以上高位。 投资要点： 新股研究 /[Table_Date] 2026.01.26 北证日均成交金额有所回落，北证 50 指 数单周上涨 2.60% ——北交所周报（2026 年 1 月第 3 周） | [Table_Authors] | | | --- | --- | | | 王政之(分析师) | | | 021-38674944 | | | wangzhengzhi@gtht.com | | 登记编号 | S0880517060002 | | | 施怡昀(分析师) | | | 021-38032690 | | | shiyiyun@gtht.com | | 登记编号 | S0880522060002 | | | 王思琪(分析师) | | | 021-38038671 | | | wangsiqi3@gtht.co ...

机械设备承包商Finning周六晚些时候发表声明称，已经和罢工工人达成一项劳工协议，结束了对通往智利Escondida和Zaldiver矿的道路封锁。 Finning公司第二工会成员自本月初开始罢工，并在La Negra工业区和通往必和必拓（BHP）旗下Escondida和安托法加斯塔（Antofagasta）旗下的Zaldivar矿 的道路上断断续续实施封锁行动。 （文华综合） 作为全球最大的铜消费国，中国产业链面临三大挑战：上游资源对外依存度攀升、中游加工环节产能过剩、下游需求受高铜价抑制。为助力行业应对变局， 上海有色网携手铜产业链企业联合编制《2026中国铜产业链分布图》中英双语版，点击此链接即可免费领取铜产业链分布图： https://s.wcd.im/v/470opZ19l/。 刘明康 156 5309 0867 liumingkang@smm.cn SMM联合制作联系人 ...

转自：证券时报 | | | | 部分海外机构调研股 | H | | | --- | --- | --- | --- | --- | --- | | 代码 | i前杯 | 外资机构 | 2025年度归母净 | 年初以来融 | 总市值 | | | | 调研家数 | 利润预计同比增 | 资净买入 | (亿元) | | | | | 长下限 (%) | (亿元) | | | 002373 | 干方科技 | 1 | 扭亏 | 1.15 | 201.95 | | 688521 | 芯原股份 | 14 | 減5 | 4.86 | 1166.41 | | 605358 | 立昂微 | 2 | 減5 | 1.12 | 287.42 | | 688525 | 佰维存储 | 2 | 427.19 | 11.05 | 843.64 | | 300476 | 胜宏科技 | 2 | 260.35 | 0.83 | 2310.78 | | 600983 | 惠而浦 | 1 | 150.00 | 0.00 | 83.39 | | 688213 | 思特威-W | 26 | 149.00 | 2.06 | 404.20 | | 301035 | ...

Group 1 - In the past month (from December 27, 2025, to January 26, 2026), a total of 18 companies listed on the Beijing Stock Exchange (BSE) received institutional research, with Xingchen Technology being the most notable, attracting 31 participating institutions [1] - Among the 18 companies, 16 were researched by brokerages, 11 by funds, 5 by private equity, and 4 by insurance companies [1] - The companies that received the most attention from institutions include Tietuo Machinery, Wuxin Tunnel Equipment, and Jikang Technology, with 27, 23, and 16 participating institutions respectively [1] Group 2 - The average market capitalization of all companies on the BSE as of January 26 was 3.327 billion yuan, while the average market capitalization of the companies that received research was 4.205 billion yuan [2] - The companies with the highest market capitalization among those researched include Kaifa Technology, Fujida, and Jinhua New Materials [2] - The average stock price increase for the researched companies over the past month was 5.46%, with notable gainers including Tianrun Technology, Tairis, and Fujida, which saw increases of 24.61%, 18.46%, and 13.52% respectively [1][2]

（文章来源：证券时报网） Choice统计显示，1月26日，沪深两市可交易A股中，上涨个股有1538只，下跌个股有3547只，平盘个 股有88只。不含当日上市新股，共有79只个股涨停，42只个股跌停。从所属行业来看，涨停个股主要集 中在有色金属、医药生物、机械设备、电力设备、计算机等行业。 ...

Group 1 - The Low Volatility Dividend Index (H30269.CSI) selects 50 securities with good liquidity, continuous dividends, moderate payout ratios, positive growth in dividends per share, high dividend yields, and low volatility, with a dividend yield of 4.91% as of January 23 [1] - The Low Volatility Dividend ETF (华夏 159547) is the ETF with the lowest comprehensive fee tracking this index, with quarterly evaluations for dividends [1] - The Quality Dividend Index (931468.CSI) selects 50 listed companies with continuous cash dividends, high payout ratios, and strong profitability, with a dividend yield of 3.06% as of January 23 [1] Group 2 - Luzhou Laojiao announced a cash dividend of 1.358 yuan per share (tax included), with the record date on January 29, 2026, and the ex-dividend date on January 30, 2026 [1] - Tianyuan Intelligent announced a cash dividend of 0.02 yuan per share (tax included), with the record date on January 29, 2026, and the ex-dividend date on January 30, 2026 [2]

Core Viewpoint - The number of shareholders in 294 ChiNext stocks has decreased, with 160 stocks showing a decline compared to the previous period, and 13 stocks experiencing a drop of over 10% [1] Group 1: Shareholder Changes - Among the 294 ChiNext stocks, 160 reported a decrease in shareholder numbers, while 107 saw an increase [1] - The stock with the largest decline in shareholder numbers is Meihai Medical, which decreased by 30.08% to 29,576 shareholders, with a cumulative drop of 9.35% in stock price [1] - Jiuzhiyang reported a 24.15% decrease in shareholders, totaling 29,872, with a cumulative stock price drop of 12.94% [1] - Dineke's shareholder count fell by 18.13% to 27,686, with a stock price decline of 5.53% [1] Group 2: Continuous Concentration of Shareholders - A total of 21 ChiNext stocks have shown a continuous concentration of shareholders, with some experiencing a decline for more than three consecutive periods, and one stock has seen a decrease for seven consecutive periods [1] Group 3: Performance of Concentrated Stocks - The average increase for concentrated stocks since January 11 is 3.94%, with notable performers including Jiangtian Chemical, Ruixin Technology, and Green Island Wind, which increased by 39.33%, 31.32%, and 26.56% respectively [2] - In terms of industry concentration, the mechanical equipment, computer, and electronics sectors have the highest number of concentrated stocks, with 31, 17, and 16 stocks respectively [2] Group 4: Shareholder Count Declines - Hongming Co. has seen its shareholder count decrease by 22.01% to 3,905, marking a continuous decline for seven periods [2] - Anuoqi's shareholder count has dropped by 12.79% to 43,995, also reflecting a seven-period decline [2] - ST Qingyan's shareholder count decreased by 15.20% to 3,091, with a six-period decline [2] Group 5: Earnings Forecasts - Among the concentrated stocks, 18 have released earnings forecasts for the full year of 2025, with five expecting profit increases and one expecting a profit [3] - Huachen Equipment is projected to have the highest net profit growth at 217.84%, followed by Boteng Co. and Kaisheng New Materials with expected growth rates of 132.15% and 123.27% respectively [3]

Group 1 - The A-share market showed a mixed performance on January 26, with the free cash flow strategy demonstrating resilience, leading to an increase in related indices, with the cash flow index rising over 1.6% and the free cash flow index up over 1.3% [1] - The largest free cash flow ETF (159201) attracted significant capital, with a total net inflow of 1.402 billion yuan over the past six days, while the cash flow 500 ETF (560120) saw over 55.66 million yuan in inflows in the last ten days [1] - Despite short-term external policy disturbances, the domestic equity market pricing remains self-driven, supported by a relatively loose liquidity environment, which continues to favor the spring market trend [1] Group 2 - The free cash flow ETF (159201) and its linked funds focus on the domestic growth potential, emphasizing financial health and sustainability, which aligns with the long-term growth and capital appreciation needs of investors [2] - The cash flow 500 ETF (560120) closely tracks the CSI 500 free cash flow index, selecting 50 stocks with positive and high free cash flow, characterized by small to mid-cap market value, lower valuations, and higher ROE [2] - The industry distribution of the index is balanced, primarily featuring non-financial sectors such as metals, basic chemicals, steel, pharmaceuticals, and machinery, with no allocation to the financial and real estate sectors [2]