According to the China Securities News, during the recent high level of turbulence in the A-share market, the enthusiasm for institutional research on listed companies continues unabated, and some popular sector companies in the market have received particular attention. According to Wind data, at the time of press release on December 15, more than 520 listed companies had received institutional research since December. Zhongke Shuguang, Haiguang Information, and the commercial aerospace concept stock Chaojie Co., Ltd., which had been announced as mergers, had received the most attention. Industry targets such as machinery, electronics, automobiles, and basic chemicals were also subject to intensive institutional research. Regarding investment opportunities in related fields in the future market, industry insiders believe that 2025 is the first year of mass application of humanoid robots, and it is recommended to focus on core suppliers; breakthroughs in launch tests of recyclable rockets have brought a clear inflection point to the underlying logic of the industry; AI hardware is particularly noteworthy, focusing on the TPU industry chain, especially optical modules, PCB, OCS, optical fiber suppliers, etc., in addition to focusing on storage chips, AI power, etc. in scarce parts of the hardware side.

According to the China Securities News, during the recent high level of turbulence in the A-share market, the enthusiasm for institutional research on listed companies continues unabated, and some popular sector companies in the market have received particular attention. According to Wind data, at the time of press release on December 15, more than 520 listed companies had received institutional research since December. Zhongke Shuguang, Haiguang Information, and the commercial aerospace concept stock Chaojie Co., Ltd., which had been announced as mergers, had received the most attention. Industry targets such as machinery, electronics, automobiles, and basic chemicals were also subject to intensive institutional research. Regarding investment opportunities in related fields in the future market, industry insiders believe that 2025 is the first year of mass application of humanoid robots, and it is recommended to focus on core suppliers; breakthroughs in launch tests of recyclable rockets have brought a clear inflection point to the underlying logic of the industry; AI hardware is particularly noteworthy, focusing on the TPU industry chain, especially optical modules, PCB, OCS, optical fiber suppliers, etc., in addition to focusing on storage chips, AI power, etc. in scarce parts of the hardware side.