Since February, institutions have focused on emerging industries, and research enthusiasm has continued to heat up. Wind Information data shows that as of February 23, 466 listed companies in the A-share market have accepted institutional research.
Among them, electronic components and equipment, healthcare, and application software industries have become key research areas for institutions. From the perspective of single company research, Shanghai United Imaging Healthcare Co., Ltd. (hereinafter referred to as "United Imaging Healthcare") ranks first with 342 institutional research visits, and Beijing Yuxin Technology Group Co., Ltd., Obbec Technology Group Co., Ltd. (hereinafter referred to as "Obbec-UW") and other sub-sector leaders have also attracted more than 100 institutional research visits.
Ye Yindan, a researcher at the China Banking Research Institute, told the Securities Daily reporter: "As the new round of technological revolution continues to develop in depth, the direction of institutional research has clearly shifted to intelligent industries with core technology barriers, especially upstream and downstream companies in the artificial intelligence and robotics industry chain, including both basic layer hardware equipment suppliers and application layer solution providers. Their technological breakthroughs and commercialization process are becoming a key indicator of value discovery in the capital market."
In the field of financial technology, the research mainly focuses on the space for AI to transform the IT system architecture of banks. The relevant person in charge of Beijing North Information Technology Co., Ltd. revealed to the research organization that as the big models of various companies are gradually open sourced, the deployment cost is gradually reduced, and the demand for AI by banks is showing an upward trend. At present, the company focuses on the application research and trial of big models in smart investment consulting, smart risk control, smart operation and maintenance, smart office and smart customer service, and has been implemented in some banks.
The medical AI track also shows a development trend of multiple breakthroughs. The relevant person in charge of United Imaging Healthcare said that the application demand for AI technology in the field of medical imaging and radiotherapy is mainly reflected in greatly improving the diagnosis and treatment efficiency of clinical users, optimizing clinical decision-making, effectively improving the intelligence level of existing medical imaging and radiotherapy equipment, and making old equipment "rejuvenated".
The industrialization process of AR display technology has also attracted the attention of institutions. The person in charge of Zhejiang Crystal Optoelectronics Technology Co., Ltd. said that the interaction between people and real scenes through near-eye display has huge market potential. For different users and application scenarios, AR glasses will match different hardware and ecology, and each path has its market space. At present, the company has a good technology and customer positioning in the reflective light waveguide solution.
Research reports from multiple institutions show that current AI investment has entered the "scenario verification period". With the continuous emergence of open source AI big models, the application side will benefit from cost reduction in all aspects, and is expected to accelerate maturity and penetration. At that time, companies that can achieve dual-wheel drive of technology cost reduction and commercial realization are expected to obtain valuation premiums.
The robot industry chain has also attracted much attention from the market. According to Wind Information data, the humanoid robot sector has accumulated a monthly increase of 24.89%, outperforming the Shanghai and Shenzhen 300 Index during the same period. Individual stocks in the sector performed actively, and Obi Zhongguang-UW hit a historical high of 75.50 yuan per share during the intraday trading session. Googol Technology Co., Ltd. has attracted market attention because the cumulative deviation of the closing price increase for three consecutive trading days exceeded 30%.
When accepting institutional surveys, many companies in the industry chain stated that they are accelerating the global strategic layout and seeking new business growth space. The person in charge of Guangdong Optech Technology Co., Ltd. said that the company's overseas localized sales and service team has grown significantly. At present, the company is meeting the needs of global customers through global localized sales teams, global technical service teams, and global product application centers, and continues to expand overseas markets.
A relevant person in charge of Orbbec-UW revealed that the company has occupied a considerable market share in the Chinese service robot 3D vision sensor market. In the past two years, the company has also been actively expanding the field of industrial robots to cultivate a second growth point. So far, the company's industrial robot business cooperation has covered multiple application scenarios such as smart factories, warehousing and logistics, and smart inspections.
Zhang Xiaorong, director of the Deep Technology Research Institute, told the Securities Daily reporter: "The strong performance of the humanoid robot sector is essentially a reflection of the accelerated industrialization of artificial intelligence. The current industry is in a valuation reconstruction period on the eve of industrialization. Domestic companies are carrying out forward-looking layouts through technology exports and scene extension, and are expected to form strategic advantages in the global supply chain."