Recently, the A-share market has maintained a volatile trend, and structural opportunities have been highlighted. Generally speaking, intensive institutional research is an important reference for screening high-quality targets and laying out future market conditions. Individual stocks visited by institutions are expected to become the focus and potential allocation direction of institutions after the holiday season. According to statistics, the number of stocks surveyed by institutions in September exceeded 600. Among them, Obi Zhongguang-W became the stock with the largest number of research institutions, with a total of 225 institutions surveyed the company. Individual stocks such as Anji Technology, Fenghua Hi-Tech, and Wald have all been surveyed by more than 100 institutions. Among them, individual stock institutions such as Wold and Hengyunchang had the highest research intensity. Star Fund Manager's stock research is worth focusing on. Fu Guo Fund manager Zhu Shaoxing investigated Zhongmi Holdings; Xiao Nan of Yifangda Fund investigated Xugong Machinery; Tan Li of Harvest Fund investigated Zangge Mining; and Chen Xuanmiao of Penghua Fund investigated TCL Smart Home. In terms of private equity funds, Gao Yi Asset Deng Xiaofeng also investigated Zangge Mining; Gao Yi Asset Sun Qingrui investigated Huafeng Measurement and Control; Qinchen Asset Cui Ying investigated Weichai Power and Yi'an Technology; and Shibei Investment's Hu Jianping investigated BOE A. After the holiday season, we will soon enter the three-quarter report disclosure period, and stocks with high growth performance in semi-annual reports investigated by institutions are worth paying attention to. According to statistics, the net profit of 17 institutions, including Steam Turbine Technology, Jiang Bolong, and Fuchuang Precision, all recently increased more than tenfold year-on-year in the first half of the year.

Zhitongcaijing · 2d ago
Recently, the A-share market has maintained a volatile trend, and structural opportunities have been highlighted. Generally speaking, intensive institutional research is an important reference for screening high-quality targets and laying out future market conditions. Individual stocks visited by institutions are expected to become the focus and potential allocation direction of institutions after the holiday season. According to statistics, the number of stocks surveyed by institutions in September exceeded 600. Among them, Obi Zhongguang-W became the stock with the largest number of research institutions, with a total of 225 institutions surveyed the company. Individual stocks such as Anji Technology, Fenghua Hi-Tech, and Wald have all been surveyed by more than 100 institutions. Among them, individual stock institutions such as Wold and Hengyunchang had the highest research intensity. Star Fund Manager's stock research is worth focusing on. Fu Guo Fund manager Zhu Shaoxing investigated Zhongmi Holdings; Xiao Nan of Yifangda Fund investigated Xugong Machinery; Tan Li of Harvest Fund investigated Zangge Mining; and Chen Xuanmiao of Penghua Fund investigated TCL Smart Home. In terms of private equity funds, Gao Yi Asset Deng Xiaofeng also investigated Zangge Mining; Gao Yi Asset Sun Qingrui investigated Huafeng Measurement and Control; Qinchen Asset Cui Ying investigated Weichai Power and Yi'an Technology; and Shibei Investment's Hu Jianping investigated BOE A. After the holiday season, we will soon enter the three-quarter report disclosure period, and stocks with high growth performance in semi-annual reports investigated by institutions are worth paying attention to. According to statistics, the net profit of 17 institutions, including Steam Turbine Technology, Jiang Bolong, and Fuchuang Precision, all recently increased more than tenfold year-on-year in the first half of the year.