精智达接受170家机构调研。 该笔订单是市场对公司长期投入的高度肯定。这不仅是订单金额的重要突破，更充分验证了公司技术路线的正确性和市场地位的稳固性；在国际供应商交 期紧张的当下，这份订单凸显了公司在国产供应链中的核心竞争力。 记者注意到，机构调研上市公司热情不减。机械设备、计算机等行业调研热度持续，电子、机械设备行业，近5天接受调研机构家数位居前列，相关上市 公司被调研频率较高。 扬子晚报网2月1日讯(记者范晓林薄云峰)1月份的最后一个工作周(1月26日—1月30日)，精智达接受170家机构调研，成为同期获机构调研家数最多的上市 公司。公司近期签订13.11亿元半导体测试设备销售合同备受市场关注。 精智达1月23日公告，公司控股子公司合肥精智达集成电路技术有限公司与客户签订日常经营性销售合同，合同标的为半导体测试设备及其配套治具，合 同总金额13.11亿元(含税)。 | 开始日期: | 2026-01-26 | រួ 截止日期: | 2026-01-31 | I 证券检索: 请输入代码或 | | --- | --- | --- | --- | --- | | 序号 | | | 调研机构家数 | | | | ...

盘面上，部分教育股逆势上涨，中国春来涨超22%，新东方绩后涨5.5%；贵金属集体跳水，现货黄金下 破5200美元关口，黄金、铝、铜等有色金属板块大幅回调，赤峰黄金、山东黄金跌超14%，赣锋锂业跌 近11%；应用软件板块持续走低，金蝶国际跌7.7%，金山软件跌近4%；香港本地零售股普跌，周大福 跌6.7%。长和跌4.6%，巴拿马最高法院裁定港口合同违宪。 1月最后一个交易日，港股三大指数表现低迷，截至收盘，恒指跌2.08%报27387.11点，国指跌2.47%， 恒生科技指数跌2.1%。就全月表现来看，恒指累涨6.85%，一度站上28000点创逾四年新高，国指累涨 4.53%，恒生科技指数累涨3.67%。 ...

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， ...

Group 1 - The core focus of the market this week is on companies with overseas expansion concepts, with a significant interest in Daikin Heavy Industries, which received over 200 institutional inquiries [1][2] - Since the beginning of the year, nearly 500 listed companies have disclosed institutional investor research records, with Daikin Heavy Industries leading with 209 inquiries [1][2] - The top ten A-share companies by the number of institutional inquiries include Daikin Heavy Industries, Xiangyu Medical, and Haitai Ruisheng, indicating a strong interest in sectors such as heavy electrical equipment and medical devices [1][2] Group 2 - Daikin Heavy Industries is focusing on its bidding progress in the European and other overseas markets for offshore wind projects, with significant expectations for Germany, Japan, the Netherlands, and Poland [3] - The company has a high market share in the German offshore wind foundation sector and has secured a port in Cuxhaven for localized services [3] - Xiangyu Medical is also exploring overseas business opportunities, prioritizing products that have obtained FDA and CE certifications for international markets [3] Group 3 - Haitai Ruisheng has integrated a data annotation base in Southeast Asia, which is expected to contribute millions in revenue by 2025, marking a new phase in its overseas delivery capabilities [4] - Over 800 institutions have conducted research on A-share listed companies this week, with CITIC Securities and Guotai Junan Securities leading in the number of inquiries [4] - Fund companies such as Bosera Fund and GF Fund have shown strong interest in Daikin Heavy Industries, indicating a robust demand for insights into the company [5] Group 4 - Daikin Heavy Industries has forecasted a net profit of 1.05 billion to 1.2 billion yuan for 2025, representing a year-on-year growth of 121.58% to 153.23% [5] - The company attributes its growth to a rapid increase in the number and value of projects delivered in the overseas offshore wind market, along with higher product construction standards [6] - The provision of systematic services for offshore wind equipment construction, transportation, and localized installation has further enhanced the company's profitability [6]

Group 1 - The core focus of the market this week is on companies involved in overseas expansion, with significant interest in Daikin Heavy Industries, which received inquiries from over 200 institutions [1][2] - A total of nearly 500 companies have disclosed institutional investor research records since the beginning of the year, with Daikin Heavy Industries leading at 209 inquiries [1][2] - The top ten A-share companies by the number of research institutions include Daikin Heavy Industries, Xiangyu Medical, and Haitan Ruisheng, indicating a strong interest in sectors such as heavy electrical equipment and medical devices [1][2] Group 2 - Daikin Heavy Industries is focusing on the European and other overseas markets for offshore wind bidding in 2026, with significant projects expected in Germany, Japan, the Netherlands, and Poland [3] - The company has a high market share in the German offshore wind foundation sector and has secured a port in Cuxhaven for localized services [3] - Xiangyu Medical is also exploring overseas business, prioritizing products with FDA and CE certifications for markets along the Belt and Road, and considering local manufacturing or acquisitions [3] Group 3 - Haitan Ruisheng plans to establish a second localized delivery base in Southeast Asia by 2026, which will enhance its capacity to handle large orders from major clients [4] - Over 800 institutions have conducted research on A-share companies this week, with notable interest from CITIC Securities and Guotai Junan Securities [4] - Fund companies such as Bosera and GF Fund have shown strong interest in Daikin Heavy Industries, indicating a positive outlook on the company's performance [5] Group 4 - Daikin Heavy Industries has forecasted a net profit of 1.05 billion to 1.2 billion yuan for 2025, representing a year-on-year growth of 121.58% to 153.23% [5][6] - The company's growth is attributed to a rapid increase in project deliveries and higher product construction standards, which enhance value [6] - The provision of systematic services for offshore wind equipment construction, transportation, and localized installation is expected to further boost the company's profitability [6]

Group 1 - Institutional research enthusiasm remains high, with nearly 500 companies disclosing investor research records this year, and Dajin Heavy Industry receiving the most attention with 209 institutional inquiries [3][4] - The top ten A-share companies by the number of institutional inquiries include Dajin Heavy Industry, Xiangyu Medical, and Haitai Ruisheng, indicating a strong interest in sectors such as heavy electrical equipment and medical devices [4][6] - The focus on overseas expansion is a key theme, with Dajin Heavy Industry highlighting its expectations for offshore wind project tenders in Europe and other markets, particularly in Germany, Japan, and Poland [7][8] Group 2 - Dajin Heavy Industry anticipates significant growth in its overseas offshore wind market, projecting a net profit of 1.05 billion to 1.2 billion yuan for 2025, representing a year-on-year increase of 121.58% to 153.23% [12][13] - The company attributes its profit growth to an increase in the number and value of projects delivered in the offshore wind sector, as well as enhanced service offerings that include construction, transportation, and localized installation [13] - Other companies, such as Xiangyu Medical, are also focusing on overseas strategies, prioritizing products with FDA and CE certifications for international markets, and exploring opportunities in cross-border e-commerce [7][8]

Group 1: Institutional Research Activity - A total of 316 listed companies have disclosed institutional investor research records this year [1][2] - Xiangyu Medical received the highest number of institutional inquiries, totaling 208 [2][3] - Multiple prominent institutions have intensively researched SF Holding, with 35 institutions focusing on it this year [4][6] Group 2: Key Companies and Their Focus Areas - The top ten A-share companies by the number of institutional inquiries include Xiangyu Medical, Haitan Ruisheng, and Aipeng Medical, with inquiries ranging from 132 to 208 [3] - SF Holding has been a focal point for several well-known fund companies, including Huaxia Fund and E Fund, indicating strong interest in its strategic partnership with Jitu Express [4][6] Group 3: Strategic Developments - SF Holding and Jitu Express announced a strategic mutual shareholding agreement with an investment amount of HKD 8.3 billion [8] - The collaboration between SF Holding and Jitu Express has expanded across various levels, enhancing service stability and customer satisfaction in both domestic and international markets [7] Group 4: Brain-Computer Interface Focus - The brain-computer interface sector has gained significant market attention, with companies like Xiangyu Medical and Aipeng Medical actively developing products in this area [10][11] - Xiangyu Medical plans to upgrade 27 core products by mid-2026 and launch nearly 100 brain-computer interface products by the end of 2026 [10] - Aipeng Medical is exploring investments in brain-computer interface technologies, focusing on clinical applications for various mental health conditions [11]

Core Insights - Institutional enthusiasm for researching listed companies remains high, with 316 companies disclosing investor research records this year [1][2] - The brain-computer interface sector has seen increased attention from institutional investors, with companies like Xiangyu Medical and Aipeng Medical leading in research inquiries [11][12] Group 1: Institutional Research Activity - A total of 316 listed companies have disclosed institutional investor research records this year, with Xiangyu Medical receiving the highest number of inquiries at 208 [2][3] - Other companies with significant institutional interest include Haitan Ruisheng (207 inquiries), Aipeng Medical (142 inquiries), and Shiji Technology (132 inquiries) [3] - Notably, multiple prominent funds have shown concentrated interest in SF Holding, with 35 institutions conducting research on the company [5][6] Group 2: SF Holding and Strategic Partnerships - SF Holding and Jitu Express announced a strategic mutual shareholding agreement on January 15, with an investment transaction amounting to HKD 8.3 billion [9] - The partnership aims to enhance operational synergies, utilizing SF's delivery network in domestic markets and Jitu's established networks in international markets like the Philippines and Saudi Arabia [8] - SF Holding's stock price was reported at CNY 38.81 per share, with a market capitalization of CNY 194.1 billion as of January 16 [10] Group 3: Brain-Computer Interface Developments - Xiangyu Medical plans to upgrade 27 core products by June 2026, integrating brain-computer interface technology to transform passive rehabilitation devices into active ones [11] - Aipeng Medical is focusing on exploring brain-computer interface investments aligned with its strategic direction, emphasizing research in sensors, electrodes, and clinical applications for mental health disorders [12]

Group 1 - The core sentiment in the market is driven by a resurgence in AI concepts, leading to a significant increase in the Hang Seng Technology Index by 3.1% and the Hang Seng Index and the Hang Seng China Enterprises Index rising by 1.44% and 1.9% respectively [1][2] - Major technology stocks showed strong performance, with Kuaishou rising over 7%, Meituan increasing by 6.6%, and both Baidu and Alibaba gaining over 5% [2][3] - The overall trading volume for the Hang Seng Index reached 306.22 billion HKD, marking a new high for the year and closing above 26,500 points [6] Group 2 - The AI sector has emerged as a strong short-term hotspot, with related semiconductor and computing stocks also experiencing gains, while traditional sectors like insurance, home appliances, aviation, and real estate saw declines [4][5] - The market is characterized by a strong bullish sentiment supported by favorable capital conditions, despite some sectors experiencing a high-low switch in performance [5][7] - Recent reports indicate that the Chinese technology giants' index is expected to see significant profit growth by 2026, potentially surpassing the "Big Seven" in the US for the first time since 2022 [9]

Group 1 - The Hong Kong stock market's application software sector is experiencing significant growth, with notable increases in stock prices for several companies [1] - Weimob Group (02013.HK) has seen a nearly 17% rise in its stock price [1] - China Youzan (08083.HK) has increased by over 10% [1] Group 2 - Other companies in the sector, such as Kingdee International (00268.HK) and Inspur Digital Enterprise (00596.HK), are also witnessing upward trends in their stock prices [1]