In recent market movements,the actions of institutional investors have provided a glimpse into investment strategies and areas of growing interest.Data sourced from sporadic announcements made by listed companies indicates a notable uptick in institutional investments in advanced manufacturing sectors.Over the past month,the frequency of institutional research efforts has skyrocketed,surpassing an impressive 50,000 inquiries.This surge in activity underscores a proactive approach taken by institutions as they seek potential investment opportunities in a shifting economic landscape.

One prime example of this trend can be seen in Jinlei Co.,a leading player in the wind power main shaft market.According to the company's announcement concerning stock repurchases and shareholder positions,significant investments have been made as of November 5th.Notably,E Fund's Environmental Theme fund,managed by Qi He,has entered the top ten shareholders list with a stake of approximately 3.93 million shares.Similarly,the East Hong Kong-Shenzhen fund managed by Qin Xuwen has also made significant acquisitions,earning a spot among the top shareholders with 2.5 million shares.

Jack Co.,a leader in the industrial sewing machine sector,has similarly caught the attention of institutional investors.Again,as of November 5th,Guangfa's Steady Growth fund,managed by Fu Youxing,entered the ranks of Jack Co.'s top ten circulating shareholders with an investment of 5 million shares.Additionally,the National Social Security Fund's combination 115 has also positioned itself among the top shareholders,indicating a keen interest in the company's growth potential.

Furthermore,Zhenjiang Co.has experienced a notable increase in institutional backing.Since the third quarter,and up until October 30th,Jianxin's New Energy Industry Stock fund,managed by Tao Can,has accumulated 1.77 million shares of Zhenjiang Co.Other significant players,including the National Social Security Fund's combination 403 and two insurance products managed by TaiKang Life Insurance Co.,have also entered the list of major shareholders.Zhenjiang’s primary business focuses on the design,processing,and sales of components for wind energy and photovoltaic equipment,marking it as a critical player in the ongoing green energy transition.

In the landscape of lithium-ion battery materials,Shentai Technology stands out,yet institutional perspectives seem split.As of October 24th,compared to the end of the third quarter,Xie Zhiyu's Xingquan Hetun fund has increased positions by 1.1959 million shares.Conversely,the East New Energy Vehicle Theme fund,led by Li Rui,has made its new entry among Shentai’s top ten circulating shareholders.In stark contrast,Chen Tao's Zhonggeng Value Pioneer fund has reduced its stake by more than 1 million shares,indicating differing strategies even within the same investment category.

The data regarding frequently accumulated stocks shows that numerous listed firms are prioritizing international expansion in their growth strategies.For instance,Zhenjiang Co.aims to enhance its competitive edge and fulfill the growing demand for its products in the European new energy market.A report from Great Wall Securities highlights the company’s investment of 600,000 euros towards establishing a wholly-owned subsidiary in Germany,representing a strategic move to consolidate its market positioning in Europe.Furthermore,Zhenjiang is also expanding its footprint by setting up photovoltaic manufacturing facilities in the United States and Saudi Arabia.

Current investment strategies favor high equity levels,indicating institutional confidence in market recovery.According to Southwest Securities,by November 15th,the average equity positions of active funds were recorded at 82.18%.Among them,active equity funds with assets ranging from 5 billion to 8 billion yuan displayed an even higher average occupancy rate exceeding 85%,reflecting a robust bullish sentiment.

The intensity of institutional research has also notably increased.Recent data from Choice reveals that inquiries from institutions have vastly progressed,with numbers exceeding 50,000 in the past month alone.Notably,sectors such as medical equipment,electronics manufacturing,and semiconductors have witnessed over 3,000 inquiries each,while sectors including computer software and both specialized and general equipment have surpassed 2,000 inquiries.

High-profile fund managers have also made their presence felt in recent institutional research endeavors.For instance,on November 14th,prominent figures such as Xu Xiaoyong from Chang'an Fund and Lao Jian from Huatai-PineBridge Fund,alongside Dai Lujing from Guangdong Zhengyuan Private Fund,conducted a research study on Focus Technology.Likewise,Lao Jian and Liu Changchang from Huaxin Fund were seen participating in a study facilitated by Daoshih Technology,indicating a collaborative focus on growing sectors.

Regarding future investment avenues,the fund manager of Jiao Yin Qi He Mixed Fund,Gao Yang,expressed optimism towards innovations in AI devices.The rapid global development of AI-related sectors positions data center technology innovation and investment as key battlegrounds for competition.The fusion of AI with electronic devices is poised to be a pivotal development that could determine whether the AI industry can establish a commercially sustainable model.Besides AI,areas such as offshore wind power and energy storage solutions are also deemed worthy of investor attention.