This week, institutional research enthusiasm remains high, with 170 institutions focusing on one company.

Since the beginning of this week, institutional research on listed companies remains enthusiastic. The research activity in industries such as machinery equipment and computers continues to be high, with electronics and machinery equipment industries leading in the number of institutions conducting research over the past five days. The related listed companies are frequently surveyed.

This week (January 26 – January 30), Jingzhida was researched by 170 institutions, making it the listed company with the most institutional research during the same period. The company recently signed a sales contract for semiconductor testing equipment worth 1.311 billion yuan, attracting market attention.

Over 600 Companies Have Been Researched by Institutions This Year

As of the time of writing, more than 600 listed companies have disclosed records of institutional investor research since the beginning of the year. Among them, Dajin Heavy Industry has been researched the most, with 209 instances.

Top ten A-share listed companies by number of research institutions this year

Jingzhida was researched by 170 institutions this week, the most among all.

Top ten A-share listed companies by number of research institutions this week

On January 23, Jingzhida announced that its controlling subsidiary, Hefei Jingzhida Integrated Circuit Technology Co., Ltd., signed a routine operational sales contract with a client, with the contract scope including semiconductor testing equipment and supporting fixtures, totaling 1.311 billion yuan (tax included).

During the research, Jingzhida explained the significance of this order. The order exceeding 1.3 billion yuan demonstrates high recognition from the market for the company’s long-term investments. This is not only a significant breakthrough in order size but also fully validates the correctness of the company’s technological route and the stability of its market position. Amid tight international supplier delivery schedules, this order highlights the company’s core competitiveness within the domestic supply chain.

High Attention in Industries such as Machinery Equipment

Data from Yuanda Information Securities Research Institute shows that from January 26 to January 30, in the primary industry categories, industries such as electronics, machinery equipment, basic chemicals, and biomedicine received high attention based on the total number of research instances by institutions. Among these, electronics and machinery equipment had the most research institutions over the past five days.

In the past 30 days (December 31, 2025 – January 30, 2026), the primary industries ranked by total research instances from high to low are machinery equipment, electronics, biomedicine, and basic chemicals, with machinery equipment and computers having the most research institutions in the past month.

Multiple Private Equity Firms Conduct Intensive Research on Ninebot-WD

Since the beginning of this week, over 800 institutions have researched A-share listed companies, with CITIC Securities conducting more than 30 research instances.

Top ten institutions by total research frequency this week

The enthusiasm for research by fund companies remains high. Among them, several private equity firms have conducted intensive research on Ninebot-WD.

Top ten private equity firms by total research instances since the beginning of this week

During the research on Ninebot-WD, institutions focused on three major issues: the company’s business outlook for Q1 2026, quarterly and annual plans for store expansion in 2026, and the subsequent market layout and latest developments of the E-bike business.

In response to the business outlook for Q1 2026, Ninebot-WD stated that, from a business segment perspective, the two-wheeled vehicle industry is currently in a transition phase following the full implementation of the new national standards. Thanks to the company’s product layout and first-mover advantage in electric motorcycles, since 2025, electric motorcycle sales have surpassed electric bicycles. In Q1 2026, the company will continue to focus on electric motorcycles as the core driving force to steadily grow the overall two-wheeled vehicle business. Based on current dealer order pace and terminal activation, electric motorcycles have become the dominant force with strong growth momentum. Overall, the company is well-prepared in product reserves, channel coordination, and compliance, confident in seizing opportunities amid industry structural adjustments for a stable start. Other business segments are also generally trending positively, with all categories maintaining steady development.

(Source: China Securities Journal)