Recent institutional research reflects the market’s high level of attention to certain industries and companies. Over the period of January 5-9, 2026, and the past 30 days, the degree of attention received by various industries and companies exhibited certain characteristics.
From an industry perspective, this week (January 5-9, 2026), among the Shenwan Level 1 industries, ranked from highest to lowest by the total number of institutional surveys, machinery and equipment, computers, electronics, automobiles, and basic chemicals received the most attention. Among these, the computer and automobile sectors had the most institutions conducting research in the past 5 days.
In the past 30 days (December 9, 2025 – January 9, 2026), ranked by the total number of times institutions were surveyed from highest to lowest, the machinery and equipment, electronics, automobiles, pharmaceuticals and biotechnology, basic chemicals, and computers sectors received the most attention, with electronics and machinery and equipment sectors having the most surveyed institutions in the past 30 days. At the company level, this week’s institutional survey data shows that, ranked by the number of institutional surveys in the past 5 days, companies with more than 10 institutional ratings include Binglun Environment and BOE Technology Group Co., Ltd.; ranked by the number of institutional surveys in the past 5 days, companies with more than 10 institutional ratings include Nengke Technology Co., Ltd. and Caibai Group Co., Ltd. In the past 30 days, ranked by the number of institutional surveys in the past 30 days, companies with more than 10 institutional ratings include Binglun Environment, Keboda, and Han’s Laser Technology Industry Group Co., Ltd.; ranked by the number of institutional surveys in the past 30 days, companies with more than 10 institutional ratings include Hygon Information Industry Co., Ltd., Sugon Information Industry Co., Ltd., and Changan Automobile Co., Ltd.
In key areas, during the survey conducted from January 5th to 9th, 2026, Binglun Environment showcased its cutting-edge layout in three high-growth sectors. In the data center liquid cooling business, the company, leveraging its core products such as the Dunham-Bush variable frequency centrifugal chiller unit, which is included in the national catalog, has successfully applied them to domestic benchmark projects such as the National Supercomputing Center in Guangzhou, and is actively expanding into overseas markets. In the nuclear power and nuclear heating business, its key technologies such as nuclear island cooling and long-distance heating have been implemented in multiple nuclear power plants and the “Warm Nuclear No. 1” project. The recent successful bid for a floating small nuclear reactor chiller project further demonstrates the accelerated transformation of its technology. In addition, the company’s thermal energy management and waste heat utilization segment, centered on Beijing Huayuan Taimeng, relies on four core technologies—absorption heat exchange, MVR evaporation, and flue gas waste heat recovery—to serve urban heating system renovation and industrial energy conservation. During the same period, Nengke Technology comprehensively showcased its leading layout in the fields of aerospace digitalization and AI applications. The company has served over 200 aerospace clients, with total orders exceeding 1 billion yuan. Its AI technology has formed a closed-loop application in key manufacturing processes such as rocket assembly quality inspection, CAD drawing recognition, process knowledge base, and quality prediction, and continues to generate demand for digital transformation of production lines as clients increase their launch frequency. Simultaneously, the company is launching remote sensing product development based on new demands such as satellite on-orbit monitoring to expand its business boundaries. Furthermore, the company’s application for a private placement was accepted on January 7th, with the proposed funds to be used to build three major AI platforms, including “Lingqing,” providing capital support for strategic advancement. However, the market carries certain risks, including short-term market volatility, industry policy risks, and company operational risks, which investors should be cautious about.
