Since early February, institutions have been actively conducting surveys among listed companies. Data from Wind indicates that as of February 26, institutions have surveyed close to 240 companies. During this same timeframe, the A-share market exhibited significant fluctuations at elevated levels, with over half of the surveyed companies registering positive returns. Certain companies witnessed their stock prices surge by more than 80%, significantly outperforming the broader market indices. From an industry standpoint, the machinery and equipment, as well as electronics sectors, continue to be the primary focus of institutional surveys. Meanwhile, cyclical sectors such as basic chemicals also attracted substantial attention. Looking ahead at potential investment opportunities, institutions are bullish on humanoid robots, core upstream AI infrastructure sectors, and select chemical sector stocks that boast both high growth potential and attractive dividend yields.
