Nearly 350 listed companies received institutional research within the month

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Reporter Wang Jingru

Wind Information data shows that since March, nearly 350 listed companies have been surveyed by institutions, covering popular sectors such as semiconductors, new energy, and information technology. Specifically, 10 listed companies have received over 100 institutional visits each, with companies like Daikin Heavy Industries Co., Ltd., Lanfan Medical Co., Ltd., and Shengmei Semiconductor Equipment (Shanghai) Co., Ltd. becoming key targets of institutional attention.

Regarding the content of these surveys, the focus mainly centers on the companies’ 2025 operating performance, potential development opportunities in 2026, and industry outlook assessments. Taking Daikin Heavy Industries as an example, its main business focuses on the production and sales of wind turbine towers and thermal power boiler steel structures. In 2025, it achieved a total revenue of 6.174 billion yuan, up 63.34% year-over-year; net profit attributable to shareholders was 1.103 billion yuan, up 132.82%, setting a record for best operating performance in history.

A company executive stated that in 2025, the company will achieve leapfrog development, with products and services expanding from offshore wind foundation equipment manufacturing to fields such as deep-sea special transportation, ship design and construction, and wind power port operations. The company will further develop new energy development and operation businesses, transforming from a product supplier to a system service provider.

Meanwhile, against the backdrop of rising interest in cutting-edge fields like embodied intelligence, benefiting from expanding demand in the smart terminal market and accelerated capacity release, Aobo Zhongguang Technology Group Co., Ltd. is expected to reach a total revenue of 941 million yuan in 2025, up 66.66%, with a net profit of 127 million yuan.

A company executive said that by continuously improving R&D efficiency and optimizing operational models, and relying on rapid development in AI edge applications (including 3D scanning, robotics, etc.), the company has formed a positive cycle of “technological iteration—mass production acceleration—cost optimization.” The strategic advantages generated by technological edge and scale effects are expected to drive future profitability and business structure upgrades, opening long-term value growth potential.

Some companies are actively cultivating a second growth curve. A relevant person from Desay SV Automotive Electronics Co., Ltd. in Huizhou said that they are currently deepening cooperation with multiple embodied intelligence companies and successfully securing fixed orders for robot domain controllers. The related products are planned for mass production and delivery in 2026, further expanding the company’s domain control technology into the emerging embodied intelligence sector and improving its smart industry layout.

在半导体设备领域，行业景气度持续回升成为机构调研的重要关注点。光力科技股份有限公司相关负责人表示，2026年第一季度半导体业务的出货量较去年同期实现明显增长，客户提货速度和提货量延续2025年下半年的良好趋势。

盛美半导体设备（上海）股份有限公司也对行业前景保持乐观。该公司相关负责人表示，在现有设备持续完善的基础上，公司正加快推进新产品的市场导入。未来2到3年，存储和逻辑领域仍处于建设周期，公司对未来行业发展趋势保持乐观预期，持续看好中国半导体消费市场的前景。

北京科方得科技发展有限公司研究负责人张新原表示：“机构在筛选调研标的时，通常会综合考量企业基本面、行业发展前景以及市场情绪等多重因素。投资者也可以通过观察机构关注的行业动向，进一步把握市场趋势。”

深度科技研究院院长张孝荣对《证券日报》记者表示：“从机构调研方向来看，半导体、新能源及人工智能等领域成为机构关注的重点，反映出产业趋势与资本偏好的共振。一方面，相关行业受益于技术进步与政策支持，景气度持续提升；另一方面，上市公司通过业绩兑现与业务拓展，逐步验证成长逻辑，增强了机构配置意愿。”

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Editor: Gao Jia