本次发布的展会活动名单是政策落地的关键抓手。名单共包含200场重点支持的境内外展会，覆盖全球 47个国家和地区的超60个行业类别，首次创新采用"20+80+100"的分层分类模式进行管理，按照不同类 别差异化予以参展企业费用支持，为企业提供了一份详实的"出海导航图"。 其中，20场知名展会，包括拉斯维加斯消费电子展、德国汉诺威工业博览会、欧洲制药原料展等全球顶 级行业盛会，是企业融入全球产业链供应链核心环节、了解前沿趋势的高端平台。80场重点展会，深度 契合四川省电子信息、工业机械、汽车及零配件、能源化工等优势产业的发展需求，是企业开拓目标区 域市场、深度对接行业客户的主力平台。100场推荐展会，包含90场境外展和10场境内国际性展会，聚 焦更多细分领域和新兴市场，如医药器械、人工智能、安防劳保、矿业设备、宠物用品、线缆线材等， 为不同类型和阶段的企业提供了多元参展选择。 下一步，四川省商务厅将加强政策宣传解读和培训指导，并通过设立"外贸全生命周期服务专栏"、按季 度发布《四川省重点国别市场贸易指南》、举办产销对接会等方式，强化信息引导和产业融合，确保政 策红利直达企业，助力四川外贸高质量发展。 同时，更突出 ...

本报记者 杨笑寒 作为A股长期资金的重要代表，险资的调研动向受到市场普遍关注。Wind资讯数据显示，截至1月28日 记者发稿，年内险资机构（包括保险公司和保险资管公司）调研A股公司次数达592次，对科创板和创 业板标的关注度明显增加。 具体来看，在今年以来的592次调研中，保险公司调研次数合计达281次，其中，太平养老保险股份有限 公司、中国人民养老保险有限责任公司和长江养老保险股份有限公司的调研次数位居前三；保险资管公 司调研次数合计达311次，其中，泰康资产管理有限责任公司、华泰资产管理有限公司和大家资产管理 有限责任公司的调研次数位居前三。 登录新浪财经APP 搜索【信披】查看更多考评等级 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！ 近年来，险资调研频次持续下降，2023年、2024年和2025年，险资调研A股公司次数分别为3.03万次、 2.23万次和1.84万次。 南开大学金融学教授田利辉对《证券日报》记者表示，近年来，险资调研次数持续下降，实为"提质增 效"的理性选择。一方面，险资投资策略从"广撒网"转向"深挖井"，依托大数据与内部研究体系，对已 深度覆盖的硬科技、高 ...

南开大学金融学教授田利辉对《证券日报》记者表示，近年来，险资调研次数持续下降，实为"提质增 效"的理性选择。一方面，险资投资策略从"广撒网"转向"深挖井"，依托大数据与内部研究体系，对已 深度覆盖的硬科技、高端制造等领域减少重复调研，聚焦核心标的持续跟踪；另一方面，A股信息披露 质量提升与机构化深化，使基础研判效率提高。同时，监管倡导"长期主义"，险资主动规避短期博弈式 调研，将资源集中于投后管理与战略配置，体现专业机构成熟度。 作为A股长期资金的重要代表，险资的调研动向受到市场普遍关注。数据显示，截至1月28日记者发 稿，年内险资机构（包括保险公司和保险资管公司）调研A股公司次数达592次，对科创板和创业板标 的关注度明显增加。 具体来看，在今年以来的592次调研中，保险公司调研次数合计达281次，其中，太平养老保险股份有限 公司、中国人民养老保险有限责任公司和长江养老保险股份有限公司的调研次数位居前三；保险资管公 司调研次数合计达311次，其中，泰康资产管理有限责任公司、华泰资产管理有限公司和大家资产管理 有限责任公司的调研次数位居前三。 近年来，险资调研频次持续下降，2023年、2024年和2025年， ...

2026年伊始，A股市场迎来机构调研热潮。 机构调研热潮 新年伊始，机构调研活跃。Wind数据显示，截至1月26日，开年以来共有512家A股上市公司接受了机构调研，调研总次数达801次。这一数据 保持了较高的市场热度。 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。 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 ...

Core Insights - The A-share market has seen a surge in institutional research activities at the beginning of 2026, with over 500 listed companies undergoing institutional investigations, particularly in sectors like industrial machinery, electronic components, electrical equipment, semiconductors, and automotive parts [1][3][10] - The main themes of focus are "hard technology" and "going global," with a notable concentration on high-growth sectors [5][11] Institutional Research Activity - As of January 26, 2026, a total of 512 A-share companies have been researched by institutions, with 801 total research instances, indicating a high level of market engagement [3][4] - The frequency of research is led by Taihe New Materials with 12 instances, followed by Ice Wheel Environment with 10, and several others with 9 or 8 instances, primarily in manufacturing and technology innovation [3][4] Industry Focus - The industrial machinery sector has the highest number of researched companies at 55, followed by electronic components with 35, and various other sectors including electrical equipment, automotive parts, and integrated circuits [3][4] - Notable companies receiving significant attention include Dajin Heavy Industry with 209 institutions, Xiangyu Medical with 208, and others in the medical and technology sectors [4][6] Stock Performance - The 14 companies that attracted over 100 institutional research instances have generally seen significant stock price increases, with Dajin Heavy Industry rising by 18.43% and the highest increase being 80.19% for Dike Shares in the photovoltaic equipment sector [4][6] Institutional Preferences - Institutions are focusing on companies with technological breakthroughs, capacity expansion, international strategies, and commercialization progress [5][10] - Different types of institutions show varied preferences, with public funds tracking companies like Huichuan Technology and Taihe New Materials, while insurance asset management focuses on value and dividend-oriented companies [9][10] Future Trends - The trend for institutional research is expected to continue focusing on "hard technology" and globalization, particularly in AI computing power, semiconductors, and high-end manufacturing [11][12] - Institutions are likely to adopt a more refined approach, concentrating on leading companies in specific sectors and assessing their performance and long-term growth potential [12]

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 ...

【导读】光伏板块走高，工程机械多股涨停 一起来看下最新的市场情况及资讯。 1月23日早盘，A股三大指数集体高开，截至发稿，沪指涨0.27%，深成指涨0.40%，创业板指涨0.44%。 | 上证指数 | 深证成指 | | 北证50 | | --- | --- | --- | --- | | 4133.59 | 14383.86 | | 1566.12 | | +11.02 +0.27% | +56.81 +0.40% | | +35.88 +2.34% | | 科创50 | 创业板指 | | 万得全A | | 1535.00 | 3343.23 | | 6863.54 | | -6.63 -0.43% | +14.58 +0.44% | | +36.49 +0.53% | | 沪深300 | 中证500 | | 中证A500 | | 4728.33 | 8469.24 | | 5935.87 | | +4.62 +0.10% | +81.65 +0.97% | | +24.09 +0.41% | | 中证1000 | 深证100 | | 中证红利 | | 8389.97 | 5928.95 | | 5623.9 ...

Core Viewpoint - The industrial machinery sector in China is experiencing significant growth, particularly in the excavator market, with strong sales figures and a positive outlook for high-tech manufacturing and AI infrastructure. Group 1: Market Performance - As of January 14, 2026, the Shanghai Stock Exchange Sci-Tech Innovation Board Industrial Machinery Index rose by 1.12%, with notable increases in stocks such as Zhongkong Technology (up 10.04%), Aike Saibo (up 8.49%), and Xinqi Micro (up 8.43%) [1] - In December 2025, a total of 23,095 excavators were sold, marking a year-on-year increase of 19.2%, with domestic sales of 10,331 units (up 10.9%) and exports of 12,764 units (up 26.9%) [1] Group 2: Sales Data - For the entire year of 2025, a total of 235,257 excavators were sold, representing a year-on-year growth of 17%, with domestic sales of 118,518 units (up 17.9%) and exports of 116,739 units (up 16.1%) [1] Group 3: Manufacturing Insights - According to CICC analysis, the manufacturing PMI rose to 50.1% in December 2025, indicating an expansion phase, particularly in high-tech manufacturing (52.5%) and equipment manufacturing (50.4%) [1] - The AI infrastructure chain is expected to maintain high prosperity, with PCB equipment entering a new cycle of innovation and expansion, driven by increased computing power demand and the release of NVIDIA's Rubin series, which enhances the value of single-card PCBs [1] Group 4: ETF and Weighting - As of December 31, 2025, the top ten weighted stocks in the Sci-Tech Innovation Board Industrial Machinery Index accounted for 46.56%, including Zhongkong Technology, Green Harmonics, and others [2] - The Sci-Tech Machinery ETF (588850) closely tracks the Industrial Machinery Index, focusing on investment opportunities in urban rail equipment, industrial automation, and construction machinery [2]

Group 1 - The market focus stocks include Fenglong Co., which has a 11-day continuous rise, and Jia Mei Packaging, which has a 12-day continuous rise, both hitting the upper limit during the auction [2] - Tianpu Co. experienced a 4-day continuous decline, hitting the lower limit during the auction, while Guosheng Technology opened up by 7.98% after 5 days of trading [2] - The commercial aerospace concept stock Luxin Chuangtou has a 9-day continuous rise, hitting the upper limit during the auction, and Goldwind Technology opened up by 6.42% after 10 days of trading [2] Group 2 - China Satellite Communications opened up by 4.10% after 9 days of trading, indicating positive market sentiment [2] - AI application concept stocks such as Zhite New Materials and Kuaiyi Elevator both hit the upper limit during the auction, reflecting strong investor interest [2] - The nuclear power sector saw China First Heavy Industries open up by 5.36% after 3 days of trading, while Hongxun Technology remained flat [2]

Group 1 - A total of 134 listed companies were investigated by institutions from January 5 to January 9, with Shangji Technology receiving the most attention from 218 institutions [1] - Chaojie Co., Guanglian Aviation, and Chengdu Xian Dao were also notable, receiving inquiries from 109, 79, and 69 institutions respectively [1] - In terms of industry focus, institutions continued to concentrate on sectors such as industrial machinery, electronic equipment and instruments, and electronic components [1]