Data sourced from Wind Information reveals that since March, close to 350 listed companies have been the subject of institutional visits, spanning sectors such as semiconductors, new energy, and information technology. Notably, 10 of these listed companies have attracted visits from over a hundred institutions, with firms like Daikin Heavy Industries, Bluesail Medical, and ACM Research emerging as the centers of attention. Institutions are delving into the companies' projected performance for 2025, development opportunities for 2026, and broader industry outlooks.
For instance, Daikin Heavy Industries reported a revenue of 6.174 billion yuan in 2025, marking a year-on-year surge of 63.34%. Its net profit soared to 1.103 billion yuan, up by 132.82% from the previous year. The company has expanded its business into areas such as ocean shipping, ship design and construction, and is also venturing into new energy development and operations.
Orbbec, on the other hand, reported a revenue of 941 million yuan in 2025, a year-on-year increase of 66.66%. Its net profit reached 127 million yuan, propelled by a positive paradigm shift through AI edge applications.
Huizhou Desay SV Automotive Electronics is forging ahead with collaborations with embodied intelligence companies, securing designated orders for robot domain control projects, with the related products slated for mass production in 2026.
In the semiconductor equipment sector, Guangli Technology witnessed a rise in shipments during the first quarter of 2026. Meanwhile, ACM Research remains bullish on the industry's prospects and is expediting the market introduction of its new products.