Industrial: What new trends are there in recent institutional research?

Industrial released a research report stating that with the continuous spread of market profitability, institutional research enthusiasm has been on the rise since the beginning of this year. The data on institutional research participation for various industries and companies since September compiled by the bank shows that, at the industry level, the number of institutions participating in research in industries such as electronics, machinery, electrical equipment, medicine, chemicals, computers, and automobiles has been at the forefront since September. Specifically, the main industries at the secondary level include electronics (semiconductors, consumer electronics, components, etc.), machinery (automation equipment, etc.), electrical equipment (photovoltaic equipment, power grid equipment, batteries), medicine (chemical products, medical devices, etc.), chemicals (chemical products), computers (software development, IT services), automobiles (automobile parts), as well as communication equipment, games, military industry (military electronics, aviation equipment), and other sub-industries. Key points from Industrial include: The proportion of companies researched by institutions since the beginning of this year has continued to increase. With the continuous spread of market profitability, institutional research enthusiasm has been on the rise this year, and the proportion of companies researched by institutions has also been steadily increasing. Looking at the major sectors, the attention of institutions to TMT, medicine, manufacturing, and cyclical sectors has been increasing steadily since the beginning of this year. Over the past month, the attention of institutions to the consumer sector has begun to rise, while the attention to the financial and real estate sectors has decreased somewhat. In terms of industries, based on the proportion of companies researched within each industry (six-month moving average), the industries with high institutional attention currently include electronics, textiles and clothing, medicine, non-ferrous metals, military industry, automobiles, machinery, and computers, among others. Industries that have seen a significant increase in institutional attention over the past month include light industry, electronics, food and beverage, electrical equipment, home appliances, medicine, textiles and clothing, and agriculture and animal husbandry, among others. The bank has compiled institutional research data for various industries and companies since September: At the industry level, the number of institutions participating in research in primary industries such as electronics, machinery, electrical equipment, medicine, chemicals, computers, and automobiles has been at the forefront since September. At the secondary level, this mainly includes electronics (semiconductors, consumer electronics, components, etc.), machinery (automation equipment, etc.), electrical equipment (photovoltaic equipment, power grid equipment, batteries), medicine (chemical products, medical devices, etc.), chemicals (chemical products), computers (software development, IT services), automobiles (automobile parts), as well as communication equipment, games, and military industry (military electronics, aviation equipment), among other sub-industries. At the individual stock level, the stocks that have had a high number of participating institutions in research since September include: electronics companies such as Montage Technology (688008.SH), Shennan Circuits (002916.SZ), Focuslight Technologies Inc. (688167.SH), Lingyi Manufacturing (002600.SZ), Espressif Systems (688018.SH), electrical equipment companies such as Zhejiang Jingsheng Mechanical & Electrical (300316.SZ), Qingdao Gaoce Technology (688556.SH), LONGi Green Energy Technology (601012.SH), machinery companies such as Estun Automation (002747.SZ), ZOOMLION (000157.SZ), Bozhon Precision Industry Technology (688097.SH), LUSTER LightTech (688400.SH), computer companies such as Beijing Shiji Information Technology (002153.SZ), Fujian Boss Software Corp., games (Kingnet Network), chemical products (Do-Fluoride New Materials), chemical pharmaceuticals (Shenyang Xingqi Pharmaceutical), among others. Risk Warning: This information is based on publicly available materials and does not involve research opinions or investment advice.