Brokerage firms' March research landscape emerges: Technology and high-end manufacturing become institutional favorites

K-LinePoet · 2026-03-30T17:19:06+00:00

Since March, during the A-share annual report disclosure period, securities firms' research enthusiasm has increased, with a focus on electronics, pharmaceuticals and biotechnology, electric power equipment, and machinery industries. Segmented areas such as storage chips, AI computing power, and robotics are highly favored, aligning with policy priorities. Technology and high-end manufacturing sectors are expected to become market focal points.

K-LinePoet

2026-03-30 17:19:06

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Since March, as the A-share market has entered a period of concentrated annual report disclosures, brokerage firms’ research enthusiasm has continued to heat up. Judging by research directions, the electronics, biopharmaceuticals, power equipment, and machinery equipment industries have become the four main areas of focus for institutions. Sub-sectors such as memory chips, AI computing power, and robotics have even stood out and have become a clear-cut “favorite” in brokerages’ eyes. Analysts believe that in the opening year of the “15th Five-Year Plan,” brokerage research themes are highly aligned with policy main lines such as the intelligent economy, computing-and-data coordination, and new-quality productive forces. With the convergence of industry trends and policy dividends, technology and high-end manufacturing sectors are expected to continue to be the focus of the market. (China Securities Journal)

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