细分领域看，半导体、通用设备和汽车零部件板块位列机构关注度前三名。此外，化学制药、家居用品等行业机构关注度大幅提升。Zhejiang Medicine stated during institutional research on Tuesday that the vitamin E export order situation in the first half of this year has improved compared to last year. The company's stock price closed at the daily limit that day. This week, the focus of institutions was on the following global sectors (see table), listed companies (see stocks), and the latest research on the vitamin industry.
According to Choice's statistics, as of Sunday, a total of 203 listed companies in the Shanghai and Shenzhen stock markets accepted institution research this week. Among them, the electronic, machinery equipment, and medical biology industries have the highest frequency of institution research. In addition, attention has increased in industries such as non-ferrous metals, light manufacturing, and building decoration.
In terms of sub-sectors, the semiconductor, general equipment, and auto parts sectors are the top three institutional focuses. In addition, the institutional focus of industries such as chemical pharmaceuticals and home furnishings has greatly increased.
In terms of specific listed companies, according to Choice's statistics, Yantai Jereh Oilfield Services Group and Amphelon have the most research acceptances, both reaching 4 times. In terms of the number of institutional visits received, Fuchuang Precision, Shennan Circuits, and Rongzhi Rixin ranked the top three, with 108, 91, and 69 institutional visits respectively.
Among the listed companies that accepted research this week, the top three stocks with the most northbound fund inflows are Ganfeng Lithium, Weichai Power, and Shennan Circuits, with net purchases of 175 million yuan, 96 million yuan, and 64 million yuan respectively.
In terms of market performance, vitamin concept stocks and copper cable high-speed connection concept stocks were active this week. Zhejiang Medicine stated during an institutional research on Tuesday that the export orders for vitamin E in the first half of this year have improved compared to last year. In terms of market demand, the downstream demand dominated by vitamin E is farming, which is the demand for feed. The profit expectations of farming are gradually improving, and the short- to medium-term demand has been repaired compared to before.
On the secondary market, Zhejiang Medicine closed up limit that day.
In terms of copper cable high-speed connection concept stocks, Shenzhen Woer Heat-Shrinkable Material released institutional research minutes on Wednesday, showing that the demand for orders for the LeTing Zhilian high-speed communication line of its subsidiary has continued to grow, and the company has arranged the production capacity of the high-speed communication line, which has been greatly improved. The expansion of the company's high-speed communication line production capacity mainly depends on the procurement of key equipment, which requires a certain period of time. In the future, the company will reasonably match production capacity according to market demand to meet the needs of different customers. In addition, LeTing Zhilian has completed the development of some single-channel 224G high-speed communication line samples, and the internal test results are good. The feedback from the customers who received the samples was positive. On the secondary market, Shenzhen Woer Heat-Shrinkable Material closed up limit on Friday.
