根据财联社3.3-3.28期间每周整理的图解牛熊股数据观察发现，1. The stock of Newcapec Electronics, related to the AI concept, has seen a maximum cumulative increase of 98% since the low point in March. 2. Compiled the top ten stocks that received institutional research visits from March 1 to March 29, along with the number of visits (attached table) and the latest institutional research situation of strong stocks in the past month.
According to a report from Financial Associated Press on March 29 (Editor: Li Chen), as of the time of publication, a total of 686 listed companies in Shanghai, Shenzhen, and Beijing accepted institutional research in March (from March 1 to March 29). Specifically, the companies with the most institutional research visits were Ningbo Zhongda Leader Intelligent Transmission and Han's Laser Technology Industry Group, both having 9 visits; Estun Automation ranked third with 8 visits; Shenzhen Inovance Technology followed closely with 7 visits. Details are shown in the figure below:
According to the statistics on the number of visits by institutions, Zhejiang Sanhua Intelligent Controls, Wingtech Technology, Shennan Circuits, Luxshare Precision Industry, Jinzai Food Group, Huizhou Desay SV Automotive, Guangdong Tapai Group, Henghui Security, Glodon, Hengdian Group DMEGC Magnetics, and Shanghai Bright Power Semiconductor Co., Ltd. ranked in the top ten. The top three were Zhejiang Sanhua Intelligent Controls, Wingtech Technology, and Shennan Circuits, with institutional visit numbers reaching 368, 248, and 209 respectively, as detailed in the figure below.
According to the data analyzed weekly by Financial Associated Press from March 3 to March 28, it was observed that among the multiple strong stocks that performed well that month, Newcapec Electronics, Yunding Technology, and Guomai Technologies, Inc. had institutional visit numbers of 42, 5, and 2 respectively during the period from March 1 to March 29.
The stock of Newcapec Electronics related to the AI concept has seen a maximum cumulative increase of 98% since the low point in March. On March 11, Newcapec Electronics announced the record of investor relations activities, stating that their "Little Mei classmate" AI agent explores the value of information technology services in areas such as new student onboarding, academic affairs, and employment, achieving smart guided learning; utilizing the Xinggongchang AI agent innovation platform and self-developed Xingpu series large models to support the construction of AI agents and subject model training, allowing students to grow in a more individualized manner and making smart campuses even smarter. Newcapec Electronics implements a dual-track matrix strategy of AI+ and +AI, launching products covering campus full-scenario AI assistants, AI agent innovation platforms, AI integrated machines, etc., adapting to mainstream large models in the industry as well as self-developed Xingpu large models. These support full private deployment, model custom training, and other services within the smart campus AI solutions matrix; on the other hand, led by the product division, AI capabilities are integrated into products such as intelligent Q&A, intelligent processing, and intelligent inquiry abilities to upgrade existing products intelligently, enhancing customer experience and addressing pain points, significantly increasing the overall value of the company's solutions.
The stock of Yunding Technology related to the AI concept has seen a maximum cumulative increase of 72% since the low point in March. On March 7, Yunding Technology announced the record of investor relations activities, stating that in terms of AI application business, the company continues to deepen cooperation with partners on large model technology in industrial applications, focusing on the NENGYUANHANGYE and addressing industry pain points and difficulties. So far, it has developed over 110 application scenarios covering various industries such as mining, chemicals, and Oil & Gas, and has completed large-scale promotion applications in over 70 institutions. Yunding Technology has over 900 experts including solution experts, industrial intelligence technology experts, mining business experts, and R&D key personnel, accounting for 79% of the company's total staff. The company integrates the advantages of energy industry technical personnel and IT technology personnel, utilizing rich practical experience from energy industry AI projects to develop products that better address pain points in the energy industry and have more application value.
The stock of Guomai Technologies, Inc., related to the DeepSeek concept, has seen a maximum cumulative increase of 101.52% since the low point in March. On March 26, Guomai Technologies, Inc. announced the record of investor relations activities, emphasizing the significant role of AI in the company's long-term development planning and ongoing research and implementation of relevant technologies in the fields of Retirement and Education. In the area of Retirement, the company has collaborated with mainstream large model service providers such as Doubao, owned by ByteDance, Hunyuan, owned by Tencent, and DeepSeek to build AI Agents focused on community and home-based retirement scenarios, helping users obtain a more personalized, efficient, and reassuring service experience; in Education, Guomai Technologies, Inc. is actively exploring the integration of AI with various majors and will make innovations on the platform of Fuzhou University of Technology, providing corresponding services and training talents that align more closely with future societal needs.
Today, after hitting the high near 24,000 in the early session and entering bearish positions, the index fell sharply by nearly over 600 points, immediately recouping yesterday's losses significantly.
Moreover, today it broke the new high again, reaching a maximum of 24,076, but by the end of the market, it fell back by about 70 points, producing a bearish candle. The current trend has not yet been broken, but from the previous low until now, it has risen close to 6,000 points. It is believed that those with positions can continue to hold until there is a clear trend reversal for profit-taking. Those without positions can wait for a pullback to get in. Actually, it is hoped for a quick pullback, as it allows for entry and also provides a healthy breath.
Currently, the outlook remains the same as before. It is believed that even if there is a pullback, it shouldn't be too deep. However, if Futures fail to stabilize and close below 22,350, there may still be room for decline. The chance of Futures falling below 21,400 in the short term should be low, so it is considered that if a significant pullback occurs, it presents a good opportunity to incrementally go long. Recently, there has been a consistent approach to not hold positions overnight, only focusing on immediate trades, as there is no high chasing and no casual short selling.
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