Core Viewpoint - The A-share market is experiencing high volatility, yet institutional interest in listed companies remains strong, particularly in popular sectors such as mechanical, electronic, automotive, and basic chemicals [1][2]. Group 1: Institutional Research and Company Focus - Over 520 listed companies have been researched by institutions since December, with Zhongke Shuguang and Haiguang Information being the most notable, each receiving 341 institutional visits [2]. - Zhongke Shuguang aims to integrate the domestic computing power industry chain, focusing on a full-stack layout from chips to software [2]. - Haiguang Information emphasizes independent market operations and professional development despite the failed merger, aiming for collaborative development across the computing service chain [2]. Group 2: Sector Investment Opportunities - The mechanical industry leads institutional interest with 72 companies, followed by electronics with 62, and automotive, basic chemicals, pharmaceuticals, and power equipment each having over 30 companies researched [4]. - The humanoid robot sector is highlighted as a key investment opportunity, with expectations for mass application starting in 2025 [4]. Group 3: Commercial Aerospace and Technology - Chaojie Co. has seen a 53.21% increase in stock price since December, driven by its commercial aerospace business, which is expected to achieve stable small-batch deliveries by 2025 [3]. - The successful test flight of the reusable Zhuque-3 rocket marks a significant turning point for the commercial aerospace sector, potentially resolving capacity issues and enhancing satellite networking capabilities [5]. Group 4: AI Hardware and Supply Chain - The AI hardware sector is gaining attention, particularly the TPU supply chain, with a focus on light modules, PCBs, OCS, and optical fiber suppliers [6]. - There is an anticipated shortage of optical communication chips and rising storage prices, creating investment opportunities for domestic storage manufacturers [6].

包括前述两家公司在内，Wind数据显示，截至12月15日记者发稿时，12月以来已有超过520家上市公司 接待机构调研。从单家公司情况看，杰瑞股份、伟创电气、广联航空3家公司同时期均接待了超100家机 构调研，关注度相对较高；天华新能、伟测科技、三峡旅游、灿芯股份等公司成12月机构调研较为青睐 的标的，涵盖汽车、电子、社会服务等多个行业。 ● 本报记者 胡雨 近期A股市场高位震荡之际，机构调研上市公司热情不减，部分市场热门板块公司尤其受到关注。Wind 数据显示，截至12月15日中国证券报记者发稿时，12月以来已有超过520家上市公司获得机构调研，合 并告吹的中科曙光、海光信息以及商业航天概念股超捷股份等关注度居前，机械、电子、汽车、基础化 工等行业标的也受到机构密集调研。 对于后市相关领域投资机遇，业内人士认为，2025年是人形机器人批量应用元年，建议关注核心供应 商；可回收火箭的发射试验突破，给行业底层逻辑带来明确拐点；AI硬件尤其值得关注，重点配置TPU 产业链特别是光模块、PCB、OCS、光纤供应商等，此外关注硬件端紧缺环节的存储芯片、AI电力等。 多家热门公司受机构青睐 从机构12月调研上市公司路径看 ...