Since July, the heat of institutional research has significantly increased, with 67 companies being researched by foreign institutions.

Since July, A-share listed companies have successively disclosed their performance forecasts for the first half of 2026, and institutional research activities have significantly heated up. The growth advantage of the electronic industry empowered by AI has become a key research focus for institutions. According to Securities Times Data, 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 has been researched by 417 institutions, ranking first. New Yisheng stated that overall, the second quarter performance forecast is basically in line with the company's expectations for the full year, with core drivers of profit growth including increased demand for order delivery, alleviation of supply chain tensions, and narrowing of foreign exchange losses. According to statistics, among the researched companies mentioned above, 112 have already published announcements related to their performance in the first half of 2026. When calculating based on the order of net profit in the performance report and the lower limit of the profit forecast, 13 are expected to turn losses into profits, 2 are expected to reduce losses year-on-year, and 67 have achieved year-on-year growth in net profit attributable to shareholders, with more than 70% reporting positive results. According to Data Treasure statistics, among the aforementioned 375 companies, 67 have been researched by foreign institutions, with the largest number of companies in the electronic industry at 19, followed by the machinery equipment industry with 10 companies. Guanghe Technology, Shanghai Electric Power, Huqin Technology, and other 4 electronic industry companies have been researched by a significant number of foreign institutions, achieving year-on-year growth in net profit for the first half of the year.