Conceptual sectors are in full bloom with institutional research focusing on hot topics.
In the high market sentiment, hot topics in A-shares emerge one after another. Among the 31 first-level industries ranked by Shen Wan, 27 industries have seen an increase this week, with the real estate, steel, and non-banking financial industries leading the way in terms of gains. In terms of concept sectors, themes like rare earths, real estate developers, innovative drugs, photovoltaic glass, securities, stable coins, etc. have successively triggered a surge in limit-up stocks. Against this backdrop, institutional visits have been on the rise, actively conducting research around hot topics. According to Wind statistics, a total of 160 listed companies disclosed institutional research summaries this week, with about a hundred of them achieving positive returns. For example, Lianhuan Pharmaceutical's weekly gain reached 38.58%, and there were also stocks like CSSC Hangao, Zhongyike Technology, Yuexiu Capital, Jingpin Tech, Zhenghai Magnetic Materials, Baolai Tech, Espressif Systems, Nanwei Technology, among others, with weekly gains of over 10%.
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