Grasp the basic fundamentals to mine opportunities in the market. Two major sectors are most favored by institutions.

Wind data shows that as of April 14 when the journalist sent the article, over 120 A-share companies have disclosed their first quarter performance reports or forecasts for 2026. The vast majority of companies have reported positive results, with many companies with solid fundamentals receiving market attention and their stock prices rising significantly. According to industry analysts, with the large scale disclosure of first quarter and annual reports by listed companies in April, the focus of investors is now on whether the performance will be realized, and the weighting of profit factors has significantly increased. From the perspective of industry layout, investors should pay attention to sectors such as optical communication and energy metals.