March brokerage research chart emerges: technology and high-end manufacturing become institutions' "favorite" industries.
Since March, as the A-share market has entered the intensive disclosure period of annual reports, the enthusiasm for brokerage research has continued to rise. In terms of research direction, the electronic, pharmaceutical biotechnology, electric power equipment, and mechanical equipment industries have become the four key areas of institutional attention. Sub-sectors such as storage chips, AI computing power, and robotics have stood out and become the "favorites" in the eyes of brokerages. Analysts believe that in the year of the start of the "15th Five-Year Plan", the direction of brokerage research is highly consistent with the policy themes of intelligent economy, collaborative computing and electricity, and new quality productivity. With the resonance of industrial trends and policy dividends, the technology and high-end manufacturing sectors are expected to continue to be the focus of the market.
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