As trading activity in the capital market surged at the start of 2026, securities firms have embarked on a vigorous investigation campaign, scrutinizing 440 A-share companies to date. The electronics and machinery equipment sectors have emerged as the focal points of this investigative wave, with a notable uptick in interest within the power equipment and chemical industries. Against this backdrop, over 1,000 A-share companies have unveiled their 2025 earnings forecasts or preliminary financial results. This influx of financial data has spurred securities firms to recalibrate their ratings on numerous individual stocks. Reflecting on the current market landscape, several asset management institutions affiliated with securities firms are optimistic about the plethora of structural opportunities available in the stock market this year. They advise investors to concentrate on sectors such as technology growth and resource commodities, which are poised for potential growth.
