Research favors the electric power and machinery equipment industry; institutions actively explore market opportunities in October

According to Wind data, as of October 16, nearly 160 companies have received institutional research since October, with Ronbay Technology and DKEM in the power equipment industry both hosting over 100 institutional research visits, indicating high attention; from the overall industry distribution, the machinery equipment sector is the most focused on, with 24 targets receiving institutional research. Regarding investment opportunities in the aforementioned sectors, brokerage analysts stated that the continuous advancement of solid-state battery industrialization is bringing certain incremental demand for iterative upgrades in the material system and equipment segments of the supply chain; the engineering machinery sector is expected to see a dual enhancement in performance and valuation, with optimism for leading engineering machinery manufacturers and core component leaders in various sub-segments