According to Caixin on November 30 (Editor: Li Chen), as of the time of publication, a total of 1,295 listed companies in the Shanghai, Shenzhen, and Beijing markets have accepted institutional research in the past month (November 1-30). Specifically, the company with the most institutional research visits is Centre Testing International Group with 14 visits, Han's Laser Technology Industry Group is second with 11 visits; Shenzhen Inovance Technology is third with 10 visits. Additionally, Zhejiang Supcon Technology Co., Ltd., Hymson Laser Technology Group, Chongqing Changan Automobile, Chow Tai Seng Jewellery, Fujian Forecam Optics, Shnwai Mountain, Tianma Microelectronics, Shanghai Beite Technology, and Sichuan Guoguang Agrochemical each had 9 visits; see the figure below for details:

In terms of institutional visit reception statistics, Jiangsu Cnano Technology Co., Ltd., Wingtech Technology, Shenzhen Capchem Technology, Hymson Laser Technology Group, Huizhou Desay SV Automotive, Anji Microelectronics Technology, Shenyin Electronic, Zhejiang Jinke Tom Culture Industry, Haitian Ruisheng, and Centre Testing International Group ranked in the top ten for reception volume. The top three, Jiangsu Cnano Technology Co., Ltd., Wingtech Technology, and Shenzhen Capchem Technology had reception volumes of 323, 275, and 250 institutions respectively; see the figure below for details.

According to the data observed from the bull and bear stocks compiled weekly by Caixin between November 4 and November 29, several bull stocks that emerged that month, including Yidian Tianxia, Nakanoel, Haoaubao, Shenzhen H&T Intelligent Control, Inno Laser, Guangbo Group Stock, Wuhan Landian, Electric Wind Power, and Zhicheng Information had institutional visit receptions of 176, 127, 13, 11, 10, 9, 7, 2, and 1 respectively during the period from November 1 to November 30.

The AI marketing concept stock Yidian Tianxia has seen a maximum cumulative increase of 123% since the low point in November. On November 12, Yidian Tianxia issued an announcement on the record of investor relations activities, stating that e-commerce is a trillion-yuan market. The scale and potential of the entire e-commerce sector is much larger than that of other fields, which is why Applovin, after validating its model through leisure games, will further enter the e-commerce market. Before Applovin's growth, it was hard to imagine so much growth in the leisure gaming field, and such a large potential. Currently, the e-commerce sector where Yidian Tianxia operates is under very fierce competition, but still has a lot of potential. In the future, by combining the latest AI technology and vast data accumulation in specific fields, Yidian Tianxia will have more possibilities. Subsequently, Yidian Tianxia will gradually split its business into advertising technology and overseas marketing services.

Nakanoel, primarily engaged in the production of roller presses and rollers, has seen a maximum cumulative increase of 227% since the low point in November. On November 19, Nakanoel released an announcement on the record of investor relations activities, stating that the company is one of the earliest enterprises in the country to lay out dry electrode equipment, having a first-mover advantage. To accelerate the pace from research and development to mass production of dry electrode equipment, in July 2023, Nakanoel established a joint venture with Shenzhen Qinghua University Research Institute, a national high-tech enterprise, to create Qingyan Nakano Intelligent Equipment Technology (Shenzhen) Co., Ltd., leveraging Shenzhen Qingyan Electronics' strengths in material research and Nakanoel's professional capabilities in lithium battery equipment manufacturing, to jointly develop new processes and products for dry electrodes. This in-depth cooperation will enhance the understanding of new materials and processes related to dry electrode technology, accelerating the industrialization demand for new materials and processes, and enabling rapid improvements and upgrades to equipment based on customer test feedback. Nakanoel’s 2023 annual report disclosed that its main business includes roller or forming equipment for new processes and new materials applied in new energy batteries (such as production equipment used for sodium-ion batteries, semi-solid batteries, solid state batteries, etc.).

Haoaubao, whose main products are related to antibody detection in blood, has experienced a maximum cumulative increase of 258% since the low point in November. On November 26, Haoaubao released an announcement on the record of investor relations activities, stating that after the proposed transfer of control, Haoaubao will become the first publicly listed subsidiary controlled by Sino Biopharm in the A-share market after the completion of this equity transaction. As one of the leaders in the field of diagnostics in China, Haoaubao's in vitro diagnostic business will synergize with Sino Biopharm's pharmaceutical business. Sino Biopharm will also focus on empowering Haoaubao through innovation and research platforms to release the synergy effect and continue to expand.

Shenzhen H&T Intelligent Control, whose main products are smart controllers for household appliances, has seen a maximum cumulative increase of 111% since the low point in November. On November 7, Shenzhen H&T Intelligent Control released an announcement on the record of investor relations activities, stating that the company's automotive electronics business orders are being actively delivered according to customer needs, and the capacity utilization rate is gradually increasing; currently, most of the orders in hand for Shenzhen H&T Intelligent Control's automotive electronics business are long-term orders, while new customer acquisitions and new project orders are continuously being obtained. Therefore, under stable supply chain conditions, the company's revenue growth rate will remain high in the coming years. In the long term, as the revenue scale of the automotive electronics business continues to expand, the growth rate will gradually decrease; however, the absolute value of revenue will still increase. The numerous projects on hand at Shenzhen H&T Intelligent Control, and the continuous development of new customers and new projects provide strong assurance for the growth of the company's automotive electronics business.

On November 29, Inno Laser released the investor relations activity record announcement, stating that the company has launched a series of lasers and laser module products in the consumer electronics field. These include laser cutting for microcrystalline glass, wafer-level lens cutting for glass-plastic hybrid lenses, laser cutting for VCM, laser welding for folding screen hinges, and laser welding for VC heat dissipation components. Meanwhile, Inno Laser is developing the second generation of laser cutting technology for microcrystalline glass, laser cutting technology for UTG ultra-thin glass, sound film cutting technology for the next generation of acoustic devices, and laser precision coding technology for certain components. On November 20, Guangbo Group Stock released an investor relations activity record announcement, stating that the company continues to strengthen its traditional advantages in office stationery and student stationery, while also deepening its efforts in the cultural and creative sectors, enhancing IP discussions and introductions. In terms of product development, creative designs and productization are focused around IP characteristics, and the company is fully seizing the opportunity brought by the popularity of 2D culture to develop a series of uniquely characteristic cultural and creative stationery and 2D peripheral products. The products include medals, standees, pendants, stickers and other trendy items, combining concepts of fashion, light luxury and trendy play with the products, adding emotional value, social and entertainment attributes to them, and leveraging years of accumulated design innovation and sales operation capabilities to empower the company's sales.

On November 28, Wuhan Blue Electric released the investor relations activity record announcement, indicating that Wuhan Blue Electric has been committed to the research and innovation of battery testing technology. To enhance the company's R&D strength, the company is continually expanding its R&D team, recruiting R&D personnel, and adjusting the salaries of R&D staff based on market conditions, which will result in an increase in corresponding R&D expenses. On November 29, Electric Wind Power released the investor relations activity record announcement, stating that the company has gradually initiated negotiations for the core components pricing for 2025. The specific pricing results for components will need to be determined based on the delivery rhythm of the complete machines in 2025 and fluctuations in raw material prices. Meanwhile, the company will continue to strengthen its self-research and manufacturing of core components and the penetration of secondary raw materials, enhancing supply chain construction to achieve target costs. On November 25, Zhicheng Information released the investor relations activity record announcement, specifying that the contract signed with Urban Construction Intelligent Control marks the first cooperation between the two parties, mainly collaborating and coordinating on the construction of the data center project. This cooperation will have a positive impact on the company's operating performance, cross-regional market expansion, and brand effect, benefiting the company's long-term stable business development.