The Year of the Horse Begins Anew! High-Quality Stocks Being Investigated by Institutions Revealed

How will the market perform after the holiday? The situation of institutional research may provide some clues.

As the Chinese New Year holiday comes to an end and the market prepares to reopen, investor attention is gradually increasing, and the movement of institutional funds is particularly noteworthy.

Among the many market participants, institutional investors rely on their professional research capabilities and information advantages to often be the first to deploy potential targets. Their allocation paths are worth a close look. A key clue to identifying stocks that may attract institutional funds is—institutional research.

Generally speaking, before establishing or increasing positions, institutions conduct on-site visits or conference calls with listed companies to understand their operational status, industry prospects, and growth logic. Therefore, research activities are often seen as leading signals of fund allocation.

Based on this, Data Treasure has systematically sorted and analyzed the listed companies that have been frequently researched by institutions since January, selecting a group of targets that are closely watched by many institutions. These companies often have strong fundamentals and are likely to become the focus of institutional allocation after the holiday.

According to Securities Times · Data Treasure statistics, since January, there are 35 companies researched by 50 or more institutions and rated by at least 10 rating agencies.

Among them, Dajin Heavy Industry received research from 318 institutions, ranking first. In recent research, the company stated that UK AR7 auctioned 8.4GW of offshore wind projects, exceeding previous market expectations. The project scale and subsidy amounts reached record highs, with fixed and floating projects achieving year-over-year increases in the realized electricity prices, and the subsidy period extended from 15 to 20 years, boosting developers’ enthusiasm. Additionally, AR8 is expected to auction a certain volume of projects this year. The owners of the AR7 projects won in this round are important clients the company has cooperated with, and the company is confident about securing market orders this year.

In terms of the number of rating agencies, Zhongji Xuchuang led with ratings from 34 agencies. Guotai Haitong Securities believes the company’s performance is in line with expectations. From an industry perspective, 1.6T is expected to rapidly increase in volume by 2026, with demand potentially further rising significantly in 2027. The company provides high-speed optical modules of 400G, 800G, and 1.6T for cloud data center clients, gaining widespread recognition from domestic and international customers, maintaining continuous market share growth, and is expected to benefit substantially.

Jiangsu Bank, Shanghai Bank, and Nanjing Bank are three banking stocks on the list, with Jiangsu Bank being researched by as many as 133 institutions.

Jiangsu Bank revealed during research that it attaches great importance to market value management. In 2025, senior executives and above in the bank increased their holdings of Jiangsu Bank stock by over 24 million yuan. Since the beginning of 2026, based on high recognition of the company’s development prospects and value growth, senior management including the president, board secretary, and chief information officer have continued to increase their holdings.

Some companies have significantly increased their 2025 performance forecasts, highlighting institutional attention to industry prosperity. Among them, Oupu Zhongguang-UW is expected to achieve a net profit attributable to shareholders of about 123 million yuan in 2025, turning losses into profits.

Sitwei-W projects a net profit attributable to shareholders of 976 million to 1.031 billion yuan in 2025, representing a year-over-year increase of 149% to 162%. Guohai Securities states that the company is a leading global CMOS image sensor manufacturer, adhering to a development strategy of “smart security + smartphones + automotive electronics,” and is expected to benefit from technological improvements in CMOS image sensors, emerging application scenarios, and growth in AI applications.

The stock price performance also indicates that institutional attention is not superficial. Data shows that the stocks on the list have averaged gains of over 16% this year, far exceeding the market’s performance during the same period. Stocks such as Dike Co., Caibai Co., Jiemei Technology, and Meihui Medical have all risen more than 40%.

(Source: Data Treasure)