Wind data reveals nearly 200 A-share companies have received institutional research since June, with Baili Tianheng attracting the most attention (136 institutions). Other heavily surveyed firms include Zhongke Chuangda, Zhongqi New Materials, Fulai New Materials, and Yanjing Beer. Sector-wise, electronics, machinery, and pharmaceuticals/biotech dominated institutional interest.
Over 70% of researched companies have seen share price gains in June, led by Jinling Sports with a 90% surge. The company cautioned investors about potential irrational trading volatility, advising prudent decision-making.
The electronics and machinery sectors continue to benefit from policy tailwinds and supply chain upgrades, while pharmaceuticals show resilience amid market rotations. Institutional activity appears well-correlated with recent outperformance, suggesting research-driven positioning ahead of earnings season.
Related topics：
