Overseas institutions research 85 A-share companies, with electronics receiving special attention

Securities Times Reporter Liu Junling

Recently, overseas institutions have continued to show strong enthusiasm for deploying Chinese assets, with increasingly frequent research activities.

According to Securities Times Data Treasure, since March, 85 listed companies have been surveyed by overseas institutions.

By industry, overseas institutions mainly favor the electronics, electrical equipment, and machinery sectors, with 21, 9, and 9 companies respectively being surveyed; the pharmaceutical, biological, and computer industries also each have more than five listed companies receiving overseas research.

Recently, overseas institutions have intensively researched companies in the electronics industry, driven mainly by explosive growth in AI computing power and the industry cycle bottoming out and rebounding.

Currently, AI technology iteration is accelerating, with demand for cloud and edge computing power experiencing explosive growth, directly boosting the demand for core electronic components such as GPUs and HBM. This has become the industry’s main growth engine and has also led overseas institutions to focus on leading companies in related niche fields. Meanwhile, the electronics industry is entering a recovery cycle, with clear expectations for both performance and valuation restoration, offering significant cost-performance advantages.

In terms of companies surveyed by overseas institutions, Sanhua Intelligent Controls (002050), Oupu Zhongguang-UW, Sunlord Electronics (002138), and Stone Technology rank at the top, with 51, 31, 16, and 16 companies respectively.

Sanhua Intelligent Controls stated that the company’s capital expenditure focuses on global capacity layout, continuous R&D investment, and digital transformation to support the long-term steady growth of core businesses such as refrigeration and auto parts. Currently, the company has established three major production bases in Mexico, Vietnam, and Poland, and will focus on advancing the Thailand base construction, while continuing to increase capital investment in overseas bases. The company will accelerate digital and intelligent transformation and AI technology applications, introduce digital employees and other intelligent tools, laying a solid foundation for sustainable business growth.

Oupu Zhongguang-UW said the company will continue to focus on artificial intelligence and embodied intelligence industries, building a “robot and AI vision industry platform,” speeding up the development of visual perception chips, camera and radar hardware, AI visual perception, and multimodal algorithms, as well as smart manufacturing bases. It aims to provide 3D visual sensors and intelligent solutions for downstream industries such as robotics and 3D scanning, supporting industry evolution toward artificial intelligence.

From market performance since March, 22 overseas research-surveyed stocks have risen, with Beiwei Storage, Minohua (603538), and GCL New Energy (002015) leading the gains, up 52.8%, 44.68%, and 41.38% respectively.

On March 24, Beiwei Storage announced that the company signed a $1.5 billion storage wafer procurement contract and plans to adjust the total comprehensive credit line applied for from banks and other financial institutions in 2026 to no more than 20 billion yuan (or equivalent foreign currency). In terms of performance, in 2025, the company’s operating revenue is expected to reach 11.302 billion yuan, a year-on-year increase of 68.82%; net profit attributable to the parent company is expected to be 853 million yuan, a year-on-year increase of 429.07%.

Regarding funds, since March (up to March 24), 14 overseas research-surveyed stocks have seen net financing inflows exceeding 100 million yuan. Beiwei Storage, Haibo Sixing, Jiangbolong, and GCL New Energy all had net financing inflows of over 300 million yuan.

(Edited by: Zhang Yang HN080)

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