High quality stocks with high research attention from institutions are being exposed.

How will the post-holiday market perform? The clustering of institutions for research may provide some clues. According to statistics, there are a total of 35 companies with 50 or more research institutions and 10 or more rating agencies since January. Among them, Da Jin Heavy Industry received the most research from 318 institutions. The company recently stated in its research that the UK AR7 auctioned a 8.4GW offshore wind project, exceeding market expectations in terms of project scale and subsidy amount, reaching historical highs. The prices for fixed and floating projects have increased compared to the previous round, and the subsidy period has been extended from 15 to 20 years, increasing developer enthusiasm. In addition, AR8 is expected to auction a certain volume of projects this year. The owner of the project awarded in this round of AR7 is an important customer with whom the company has cooperated. The company is very confident in obtaining market orders this year. In terms of the number of rating agencies, Zhongji Xuchuang received the highest rating from 34 institutions. Guotai Junan Securities believes that the company's performance is in line with expectations. In terms of the industry situation, the 1.6T is expected to rapidly increase in volume by 2026, and demand is expected to further increase significantly in 2027. The company provides 400G, 800G, and 1.6T high-speed optical modules to cloud data center customers, winning wide recognition from domestic and foreign customers and maintaining continuous market share growth, with significant benefits expected. Jiangsu Bank, Shanghai Bank, and Nanjing Bank are three banking stocks that have entered the list, with Jiangsu Bank being researched by as many as 133 institutions. Some companies are expected to have a significant increase in performance in 2025, highlighting the institutional focus on industry prosperity. Among them, Obichi Optical-UW is expected to achieve a net profit of around 123 million yuan in 2025, turning losses into profits. Stock performance also indicates that institutional attention is not just superficial. Data shows that the average increase in listed stocks this year is over 16%, far exceeding the performance of the broader market. Stocks such as Dike, Caibai, Jemei Technology, and Meihao Medical have all risen by more than 40%.