July saw a flurry of institutional research targeting companies with expected increases in performance.

Since July, institutions have shown continued enthusiasm in researching listed companies, coinciding with the release of mid-year performance forecasts and reports. Many companies with expected increases in first-half performance have become "favorites" of institutional research. Wind data shows that as of July 16 when the journalist wrote the article, nearly 400 listed companies have hosted institutional research. Looking at the fundamentals, many companies such as Guocheng Mining, *ST Chengchang, Haopeng Technology, Zhongrun Resources, Dongrui Shares, and Morning Light Biology are expected to see their net profits attributable to shareholders in the first half of 2025 increase by over 100% year-on-year or turn losses into profits. In terms of overall industry distribution, since July, the listed companies being researched by institutions are concentrated in the pharmaceutical and biotechnology, machinery and equipment, and electronics industries. In terms of investment opportunities in the future, sectors such as CXO, humanoid robots, and the NVIDIA industrial chain have attracted the attention of institutions.