Since June, the research heat of A-shares has significantly increased. The semiconductor and optoelectronics, and other high-growth sectors have attracted a lot of research.

Since June, the research intensity of A-share institutions has significantly increased, and funds are actively positioning themselves in high-quality targets in the market. In terms of research trends, institutions have been conducting research in sectors such as semiconductors and optoelectronics, which are in high demand. According to Securities TimesData Treasure statistics, since June, a total of 338 listed companies have been surveyed by institutions, among which 15 companies, including Jerui shares, Dajin Heavy Industry, Shanghai Hanxun, TCL Technology, and Rongda Photosensitive, have been surveyed by 50 or more institutions. In terms of research content, institutions are paying close attention to the global layout of listed companies. In terms of industry distribution, the electronic industry is the most focused on by institutions, with a total of 52 companies surveyed since June. In addition, the machinery equipment and basic chemical industries are among the top in terms of the number of companies surveyed by institutions, with 39 and 30 respectively; the power equipment, pharmaceutical and biotechnology, and computer industries also have over 20 companies surveyed by institutions. Looking further at specific sectors, research in the electronic industry by institutions mainly focuses on the two hot areas of semiconductors and optoelectronics. In terms of funds, among the stocks surveyed by institutions, a total of 105 stocks have had net purchases since June, with 16 stocks having net purchases of over 1 billion yuan, with Xinyisheng, Hudiangufen, and Hongxing Development leading the way, reaching 3.819 billion yuan, 1.087 billion yuan, and 705 million yuan respectively.