In this issue (2026.4.4 – 2026.4.10), the institution surveyed a total of 153 listed companies, a decrease from 227 last week.
Among the companies surveyed by institutions this week, Zhongchuang Zhiling ranked first in the total number of surveys, with 76 institutions participating; Longci Technology followed, with 70 institutions participating.
The listed company that attracted the most attention in institutional research this week is Zhongchuang Zhiling.
Judging from its 2025 annual report, the company has formed three business segments.
The total operating revenue of the coal machinery sector was 19.182 billion yuan, a year-on-year increase of 9.44%; the total operating revenue of the industrial intelligence sector was 3.331 billion yuan, a year-on-year increase of 21.97%; the total operating revenue of the auto parts sector was 20.048 billion yuan, a year-on-year increase of 10.2%.
Among them, in the auto parts sector, ASIMCO’s operating income was 6.176 billion yuan, a year-on-year increase of 22.58%; Soenger’s operating income was 13.149 billion yuan, a year-on-year increase of 5.88%; Engel Automotive Electric Systems Co., Ltd. (SES)’s new energy motor business achieved operating income of 779 million yuan, a year-on-year increase of 200%.
The company stated that its international business of auto parts is divided into two aspects.
On the one hand, Soenger’s generator and energy recovery acceleration auxiliary system motor business has stable market demand, and through cost reduction and efficiency improvement measures, profitability continues to improve. It has also obtained the European high-voltage drive motor project designation, making breakthroughs in the international market; on the other hand, in the process of Chinese new energy vehicle companies going global, the company relies on global business layout and actively cooperates with overseas companies, hoping to provide customers with localized and efficient services through international production capacity layout.
Zhongchuang Zhiling’s new product, the constant water support, launched in 2025, uses regular water instead of emulsion for the hydraulic system, solving the pain points of traditional hydraulic support emulsion emissions, large pollution, and high operation and maintenance costs.
Several orders have been received so far, and the first batch of products was rolled out for acceptance and delivered to customers in the first quarter. The overall order situation is good.
From the perspective of industry distribution, the mechanical equipment industry has received increased attention this week, with 23 listed companies receiving surveys; followed by the electronics industry, with 17 listed companies receiving surveys.
With the commencement of major water conservancy projects, domestic demand has recovered; overseas, domestic companies have deployed overseas pre-sales and after-sales networks, established overseas local production capacity, entered a period of accelerated globalization, and gradually increased market penetration.
It is recommended to pay attention to leading companies with deep overseas layout, high brand recognition, complete product matrix, efficient cost and expense, and strong R&D capabilities.
Among the companies surveyed this week, those in the electronics industry with a market value exceeding 10 billion include Robotics, Halma Technology, etc.
In terms of the latest institutions paying attention to stocks for the first time, a total of 28 research reports have covered listed companies for the first time in the past five days. Smartway, Hongquan Technology, etc. have obtained clear target prices.
Among them, Sweetway received a “buy” rating from Tianfeng Securities.
Streetway has focused on the research and development of core CMOS image sensor technologies since its establishment in 2017. It has four major business sectors of “security + automobile + mobile phone + AI” for coordinated development. It is a leading domestic CMOS image sensor design manufacturer.
Its core competitiveness is reflected in “core technology + advanced architecture + multiple supply chains”.
In terms of core technology, the independently developed SFCPixel, PIXGain, HDR and other technologies enable the product to achieve excellent imaging performance in complex light environments; the chip architecture adopts advanced pixel technology and circuit design architecture to meet the needs of different scenarios; in the supply chain, product design is deeply integrated with the wafer factory production process, and a close cooperative relationship is established with TSMC and others.
In the field of smart security, the demand for high-definition and intelligence in security monitoring drives upgrading of camera performance and quantity. Smartway integrates AI algorithms into chip design and launches a variety of AI intelligent security CIS products.
In terms of smartphones, for mid-to-high-end flagship mobile phone applications CIS, several full-process domestically produced 50-megapixel mobile phone application CMOS image sensors have been launched.
In the field of smart cars, the automotive series of image sensor products cover 1MP – 8MP resolutions, adapt to a variety of automotive application scenarios, and have been mass-produced by many OEMs.
In terms of AI smart vision ecology, we have built a full-link technology ecology and launched three major categories of products in the industrial field.
In the past 5 days, 23 companies have received ratings upgrades from brokerages, including Shengxin Lithium Energy, Zhangjiang Hi-Tech, etc.
