Since the onset of July, institutional investors have exhibited a heightened interest in conducting research on publicly listed companies, with approximately 400 firms having welcomed such visits by July 16. Numerous companies that anticipate earnings growth in the first half of the year have garnered substantial attention, particularly Guocheng Mining, *ST Chengchang, and Haopeng Technology. These companies are expected to witness year-over-year increases in net profit attributable to shareholders exceeding 100% or achieve a significant turnaround during the first half of 2025. The pharmaceutical and biological products sector, machinery and equipment industry, as well as the electronics industry, have all been the focus of considerable institutional attention. Within these sectors, investment trends such as CXO services, humanoid robotics, and the NVIDIA industry chain have emerged as prominent hotspots.