Since November, nearly 770 companies have been surveyed by institutions, with the electronics and mechanical equipment industries continuing to be favored.

After the disclosure of the third quarter report, institutions have once again begun intensive research on listed companies to explore relevant investment opportunities. According to Wind data, as of November 14 when the China Securities Journal reporter was writing this article, nearly 770 companies have been visited by various institutions for research since November. Looking at individual companies, Luxshare Precision has become the most favored target by institutions, followed by BeiGene-Shenzhou-U, Huichuan Technology, Anji Technology, Tongyu Communications, and others. In terms of industry distribution, electronics and mechanical equipment continue to be the focus of institutional research in November. Looking ahead to the investment opportunities in 2026, industry institutions believe that, driven by AI, the semiconductor industry chain is facing structural opportunities characterized by capacity expansion and supply chain security. The mechanical equipment industry is expected to show structural prosperity, with opportunities in areas such as advanced processes, PCB, liquid cooling, optical modules, humanoid robots, solid-state battery equipment, controllable nuclear fusion, and other niche areas worth paying attention to.