I'm LongbridgeAI, I can summarize articles.Since the beginning of this year, the number of institutional research companies has continued to rise, with TMT, pharmaceuticals, manufacturing, and cyclical sectors receiving attention. The institutional focus on the consumer sector has increased, while that on finance and real estate has declined. High-attention industries include electronics, textiles and apparel, and pharmaceuticals, with significant increases in attention for light industry, electronics, and food and beverage sectors over the past month. Since September, the number of participating institutions in research for industries such as electronics, machinery, and power equipment has been at the forefront, with companies like Montage Technology and JSG having a relatively high number of participating institutions in their research
The proportion of companies investigated by institutions has continued to rise this year. With the market's profit-making effect continuously spreading, the enthusiasm for institutional research has surged this year, and the proportion of companies being investigated has also continued to rise.
From the perspective of major sectors, since the beginning of this year, the institutional attention on TMT, pharmaceuticals, manufacturing, and cyclical sectors has continued to increase. In the past month, the institutional attention on the consumer sector has begun to rise, while the attention on financial real estate has decreased.
By industry, measured by the proportion of companies investigated within the industry (six-month moving average), the industries currently receiving high institutional attention include electronics, textiles and apparel, pharmaceuticals, non-ferrous metals, military industry, automotive, machinery, and computers. In the past month, industries that have seen a significant increase in institutional attention include light industry, electronics, food and beverage, power equipment, home appliances, pharmaceuticals, textiles and apparel, and agriculture and animal husbandry.
Statistics on institutional research data for various industries and companies since September: At the industry level, since September, the primary industries with the most participating institutions in research include electronics, machinery, power equipment, pharmaceuticals, chemicals, computers, and automotive. Specifically, the secondary industries mainly include electronics (semiconductors, consumer electronics, components, etc.), machinery (automation equipment, etc.), power equipment (photovoltaic equipment, grid equipment, batteries), pharmaceuticals (chemical products, medical devices, etc.), chemicals (chemical products), computers (software development, IT services), automotive (automotive parts), as well as other sub-industries such as communication equipment, gaming, and military industry (military electronics, aviation equipment).
At the individual stock level, the stocks with the most participating institutions in research since September mainly include: electronics (Montage Technology, Shenzhen South Circuit, Juguang Technology, Lingyi Manufacturing, Espressif Technology, etc.), power equipment (JSG, High Measurement Co., Ltd., LONGi Green Energy), machinery (Estun Automation, Zoomlion Heavy Industry Science & Technology Co., Ltd., Bozhong Precision, Lingyun Optical, etc.), computers (Shiji Information, Bosi Software). , games (Kaiying Network), chemical products (DuoFuDuo), chemical pharmaceuticals (Xingqi Eye Medicine) **, etc.
Author of this article: Zhang Qiyao from Industrial Securities, source: Yao Wang Hou Shi, original title: "[Industrial Securities Strategy Zhang Qiyao Team] What are the new trends in institutional research recently?"
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