Since December, institutional research activities in the A-share market have been on the rise, with securities analysts taking the lead in actively conducting on-site visits to listed companies to identify promising investment avenues. Data from Choice reveals that securities firms have surveyed over 200 A-share companies this month. Industries like electronics and mechanical equipment continue to enjoy high popularity among researchers. In addition, companies associated with the recently burgeoning concept of memory chips have also emerged as a focal point of securities firms' research endeavors.

As the year draws to a close, a number of securities firms, including Sinolink Securities and Zhongtai Securities, have sequentially unveiled their 2026 annual investment strategies this week. These firms generally concur that the technology sector will stand out as one of the most promising investment themes in 2026.