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]

本周（1月19日-1月23日），机构调研上市公司热情不减。出海概念成为市场焦点，相关上市公司获调研频率较高，大金重工获超200家机构调研。 今年以来近500家公司获机构调研 截至发稿，今年以来共有近500家上市公司披露机构投资者调研记录。其中，大金重工获机构调研次数最多，达209家。 今年以来调研机构家数排名前十A股上市公司 | 开始日期: | 2026-01-01 | T 截止日期: | 2026-01-23 | T | 证券检索: | 请输入什 | | --- | --- | --- | --- | --- | --- | --- | | 序号 | | | 调研机构家数 | | | | | | 证券代码 | 证券简称 | | ↓ 合计 · 所属Wind行业 | | | | 1 | 002487.SZ | 大金重工 | | 209 重型电气设备 | | | | 2 | 688626.SH | 翔宇医疗 | | 208 医疗保健设备 | | | | 3 | 688787.SH | 海天瑞声 | | 207 : 应用软件 | | | | 4 | 300753.SZ | 爱朋医疗 | | 177 · 医疗保健设备 ...

今年以来近500家公司获机构调研 截至发稿，今年以来共有近500家上市公司披露机构投资者调研记录。其中，大金重工获机构调研次数最多，达209家。 今年以来调研机构家数排名前十A股上市公司 | 开始日期: | 2026-01-01 | 亚 截止日期: | 2026-01-23 | 亚 证券检索: | 请输入什 | | --- | --- | --- | --- | --- | --- | | 序号 | | | 调研机构家数 | | | | | 证券代码 | 证券简称 | | ↓ 合计 | | | 1 | 002487.SZ | 大金重工 | | 209 重型电气设备 | | | 2 | 688626.SH | 翔宇医疗 | | 208 医疗保健设备 | | | 3 | 688787.SH | 海天瑞声 | | 207 : 应用软件 | | | ব | 300753.SZ | 爱朋医疗 | | 177 : 医疗保健设备 | | | 5 | 301005.SZ | 超捷股份 | | 138 · 汽车零配件与设备 | | | 6 | 300818.SZ | 耐普矿机 | | 132 : 工业机械 | | | 7 | ...