In July, institutional research has been conducted on 375 companies, and the performance of the electronic industry has been outstanding and highly favored.

Since July, A-share listed companies have successively disclosed their performance forecasts for the first half of 2026. Institutional research has seen a significant increase in activity, with the growth advantage of the electronics industry empowered by AI becoming a focus of institutional research. According to statistics, since July, a total of 375 listed companies have been researched by institutions, among which, 22 companies including New Yisheng, BOE A, Huacan Optoelectronics, and Huqin Technology have been researched by over 50 institutions. Specifically, New Yisheng received research from 417 institutions, ranking first. BOE A received research from 243 institutions, ranking second. The average stock price of the 22 companies that have been intensively researched by institutions since July has dropped by 22.86%. Among them, Yanjing Beer, Tianhao Energy, Huqin Technology, and Lizhong Group saw their stock prices rise, with cumulative increases of 24.49%, 9.77%, 7.31%, and 3.52% respectively. According to statistics, among the companies researched by institutions mentioned above, 112 have already released announcements related to their performance for the first half of 2026. Calculating based on the order of net profit in the performance report and the lower limit of net profit in the performance forecast, 13 companies are expected to turn losses into profits, 2 companies are expected to reduce losses compared to the same period last year, and 67 companies have achieved year-on-year growth in net profit attributable to the parent company, with over 70% reporting positive results.