今年7月份，A股市场整体进一步上行，机构调研活动保持了较高的热度，当月合计逾700家上市公 司接受机构调研。 除了上述公司，7月份机构对威力传动、中国重汽(000951)、亚普股份(603013)、中大力德 (002896)、江波龙、科博达、燕京啤酒(000729)等公司的调研次数也居于前列。 值得注意的是，7月份有多只热门股接受机构调研，包括多只近年股价涨幅超过10倍的股票。不 过，一些公司也频频对投资风险进行提示，投资者也需要密切留意相关风险。 7月份机构调研逾700家上市公司 今年7月份，A股市场整体表现较好，上证指数连续第三个月上涨，当月累计上涨3.74%，且涨幅较 之前的6月份和5月份进一步扩大。 在市场整体活跃的同时，机构调研活动保持了较高的热度，7月份合计逾700家上市公司接受机构调 研。 从调研次数上看，机构7月份对逾20家上市公司的调研次数达到5次或以上。 据Wind统计口径，机构在7月份调研冰轮环境(000811)次数超过10次，参与调研的机构涉及公募基 金、券商、私募基金等多种不同类型的机构，调研形式包括特定对象调研、路演活动等。比如在7月17 日以电话会议方式进行的特定对象调研中，冰轮 ...

Core Viewpoint - In July, the A-share market continued to rise, with over 700 listed companies undergoing institutional research, indicating a robust interest from institutional investors [1][5]. Group 1: Market Performance - The A-share market showed strong performance in July, with the Shanghai Composite Index rising for the third consecutive month, accumulating a growth of 3.74%, which is an increase compared to the previous months of June and May [4]. - Institutional research activities remained active, with a total of over 700 listed companies being researched in July [5]. Group 2: Institutional Research Highlights - More than 20 listed companies were researched five times or more by institutions in July, with Ice Wheel Environment being researched over 10 times [6]. - Ice Wheel Environment discussed its product layout in the marine economy during a specific research meeting, highlighting its traditional advantages in ship refrigeration systems and its commitment to low-carbon energy solutions [6][7]. - Northern Rare Earth also received over 10 research sessions, expressing optimism about future demand in the rare earth industry driven by new energy technologies and applications [8]. - Dazhu Laser was among the top companies researched, with participation from several foreign institutions, discussing its overseas expansion and the diversification of manufacturing supply chains [9]. Group 3: Popular Stocks Under Research - Several popular stocks underwent institutional research in July, including Xinyi Technology and Shenghong Technology, both of which have seen their stock prices increase over 10 times from their lows in recent years [12][13]. - Other companies like Changsheng Bearings and Zhaojin Gold also experienced significant stock price increases and were included in the research activities [13]. Group 4: Industry Trends - The automotive, machinery, electronics, and power equipment sectors had a relatively high number of companies undergoing institutional research in July, indicating strong interest in these industries [10].

Group 1: Company Overview and Product Offerings - The company focuses on providing advanced system solutions and lifecycle services in the energy and power sectors, with products including compressors and heat exchangers, covering a temperature range of -271°C to 200°C [2]. - Key products include various types of compressors (screw, centrifugal, absorption, piston, and scroll), industrial heat pumps, energy storage devices, vacuum freeze-drying equipment, and marine refrigeration equipment [2]. - The company has a mature supply of magnetic suspension compressors, which have been used in venues for the Beijing Winter Olympics [2]. Group 2: Applications in Nuclear Fusion and Data Centers - The company has developed helium compressors for superconducting magnets used in nuclear fusion devices, maintaining temperatures close to absolute zero (-269°C) [2]. - Since 2016, the company has supplied helium compressors for major scientific research projects, including a large low-temperature refrigeration system for the Chinese Academy of Sciences [2]. - Products from the company are utilized in data centers, including variable frequency centrifugal chillers and integrated natural cooling systems, which have been recognized in the Ministry of Industry and Information Technology's directory of advanced applicable technologies [3]. Group 3: Nuclear Power Industry Contributions - The company has developed technologies for nuclear island cooling and heat recovery, supporting the safe and efficient operation of nuclear power plants [3]. - It has provided services to multiple nuclear power stations in China, including Hongyanhe and Ningde, and is a key player in the nuclear cooling equipment market [3]. Group 4: Industrial Heat Management Solutions - The company promotes a comprehensive industrial heat control solution, integrating advanced technologies for energy recovery and utilization [4]. - Beijing Huayuan Taime Energy Equipment Co., a subsidiary, has been recognized as a national-level "little giant" enterprise, holding 96 patents and 33 software copyrights [4]. Group 5: Marine Economic Product Layout - The company is a leader in the refrigeration systems for marine applications, providing solutions for deep-sea fishing and seafood processing [5]. - It has developed a range of products for low-carbon energy systems in marine environments, including LNG cold energy recovery and VOC exhaust treatment systems [5].