Brokerage March Research Map Emerges: Technology and High-end Manufacturing Become Institutional Favorites

MetaMuskRat · 2026-03-25T03:31:18+00:00

Since March, the annual report disclosure period for A-shares has stimulated increased research enthusiasm among securities firms. Electronics, pharmaceutical and biological products, power equipment, and mechanical equipment have become focus areas. Meanwhile, subsegments such as memory chips, AI computing power, and robotics have attracted significant attention, aligning with policy direction. Technology and high-end manufacturing are expected to become market focal points.

MetaMuskRat

2026-03-25 03:31:18

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People’s Financial News, March 25 — Since March, as the A-share market enters a period of intensive annual report disclosures, securities firms’ research enthusiasm has continued to rise. In terms of research focus, electronics, pharmaceuticals and biotech, electrical equipment, and machinery are the four key sectors attracting institutional attention. Segmented tracks such as storage chips, AI computing power, and robotics stand out and are regarded by securities firms as their “favorites.” Analysts believe that in the first year of the 14th Five-Year Plan, the research directions of securities firms align closely with policy themes such as smart economy, computing and energy collaboration, and new productive forces. Under the resonance of industry trends and policy dividends, the technology and high-end manufacturing sectors are expected to remain market focal points. (China Securities Journal)

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