375 Companies Receive Institutional Research Visits Since July, Electronics Sector Becomes Key Focus

Earnings

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Since July, institutional research activity in the A-share market has heated up significantly, with a total of 375 listed companies receiving institutional research visits. Among them, 22 companies, including Eoptolink Technology and BOE Technology, were visited by more than 50 institutions. Eoptolink Technology topped the list with 417 institutional visits. The company stated that its second-quarter performance forecast is in line with expectations at the start of the year, and the core drivers of profit growth include increased order delivery demand, easing supply chain constraints, and a narrowing impact of exchange losses. BOE Technology received 243 institutional visits. The company disclosed that its total depreciation amount will begin to decline from the 2025 level, and capital expenditure will also gradually decrease. The average share price of these 22 companies has fallen by 22.86% since July, while Yanjing Beer, Tianhao Energy, Huaqin Technology, and Lizhong Group bucked the trend with gains. Among the 112 companies that have released semi-annual performance-related announcements, over 70% reported positive news. Hengyi Petrochemical expects its net profit attributable to the parent company to increase by 2,326.31% to 2,546.88% year-on-year, and it has received 40 institutional visits since July. The electronics sector has become a key focus for institutional research, with the highest number of companies both receiving research visits and reporting positive performance expectations, totaling 20. Omdia data shows that the projected year-on-year growth rate of China's semiconductor market in 2026 has been significantly revised upward to 92.9%, reaching 812.08 billion US dollars. In addition, 67 companies received research visits from foreign institutions, with the electronics sector again having the highest number. Foreign institutions focused on the companies' global expansion progress. Delton Technology's Thailand factory is ramping up production capacity well, and Wus Printed Circuit's Thailand base achieved a monthly output value exceeding 150 million yuan in a single month during the second quarter.