Lingyi Itech(Guangdong)Company (002600) attracted the highest number of institutional investors for research last week (December 19 to December 25), with over 160 stocks receiving institutional attention. Six stocks received research attention from more than 50 institutions. Among them, Lingyi Itech(Guangdong)Company (002600) was researched by 107 institutions, including 33 fund companies, 9 securities firms, 19 private equity firms, and 9 insurance companies. The company recently announced it will acquire a controlling stake in Dongguan Liminda Electronic Technology Co., Ltd. ("Liminda") for 875 million yuan. Public information indicates that Liminda is a certified supplier for Nvidia's AVL/RVL. Furthermore, in August of this year, Liminda joined the Universal Quick Connector Interoperability Alliance led by Intel, enabling "inter-plugging and interchangeability" with products from other brands, thereby offering greater flexibility and choice for data center clients. Previously, Lingyi Itech(Guangdong)Company stated in investor interactions that it has successfully become a core supplier for AMD and is also a supplier for Google. By acquiring control of Liminda, Lingyi Itech(Guangdong)Company has become a company providing thermal and power solutions covering "Nvidia + Google + Intel + AMD." Notably, Lingyi Itech(Guangdong)Company is also a significant supplier to Apple Inc. A recent research report from Huaan Securities noted that as a major supplier of several components for Apple, the company is well-positioned to continue benefiting from its client's innovations.

Other stocks such as Pulti, Guangting Information, SAIC Motor, and Anfu Technology also each received research attention from over 50 institutions. During its research session, Pulti stated that the company is continuously monitoring the rapid development of the robotics industry and places high importance on the application of new materials in humanoid robots for replacing steel with plastics, lightweighting, and functionalization. The company's modified PEEK, modified PPS, modified PA, and thermoplastic elastomers can be used in components for humanoid robots such as joints, bearings, gears, skeletal supports, structural parts, and skin. The company is currently engaged in close business alignment and collaborative product development with leading domestic and international clients in the humanoid robotics sector. Its LCP products have already passed certification from an overseas leading robotics company for use in components like joint motor frames, but have not yet commenced formal mass delivery. Future launches and sales increases of these clients' robot products are expected to boost the usage of the company's new materials in emerging industries like humanoid robotics, positively impacting its performance. Guangting Information mentioned in its research session that the new paradigm of AI development represents a "transformation in production methods," requiring mutual trust between enterprises, collaborative technical R&D among partners, and long-term strategic planning for AI. Under the trend of AI-defined vehicles, many companies possess the necessary conditions; the company has currently reached cooperation intentions with some domestic and international OEMs and Tier 1 suppliers and will continue related work. SAIC Motor revealed during its research session that Hesai Automotive, a subsidiary, jointly established Qingtao Power with Qingtao Energy, whose main products include semi-solid-state and all-solid-state batteries, primarily supplied to整车企业 like SAIC Motor Passenger Vehicle Company. Qingtao Power's all-solid-state battery production line in Anting, Shanghai has achieved full connectivity, with sample production expected by the end of this year. All-solid-state battery prototype vehicle testing is planned for next year, aiming for mass production and delivery by 2027. The MG4 Anxin Edition equipped with semi-solid-state batteries is scheduled for launch and delivery by the end of this year.

On average, stocks researched by institutions rose nearly 5% last week, with Super Jie, Guanglian Aviation, Huasheng Lithium, Demingli, and others gaining over 20%. Super Jie disclosed during its research session that the commercial aerospace business field is vast; its current operations primarily involve manufacturing structural components for commercial rocket bodies, including large rocket sections (shell segments), fairings, fuel tanks, and engine valves. The company completed its production line construction in 2024, with clients covering several leading domestic private rocket companies. Recently, Guanglian Aviation signed a cooperation agreement with Wenchang International Aerospace City. The company stated in its research that this signing is a significant move to deepen industrial synergy and integrate industry resources. Through collaboration with Wenchang International Aerospace City and industry benchmark enterprises, the company aims to deeply integrate into the regional "rocket chain, satellite chain, data chain" industrial ecosystem, break down barriers across the "R&D-manufacturing-application" entire chain, and achieve efficient integration of resources like technology, market, and capacity. Moving forward, leveraging the policy and locational advantages of Wenchang Aerospace City, the company will continue to deepen cooperation with industry chain partners, exploring expanded collaboration in areas like joint industrial ecosystem building, technological攻关, and market resource sharing, supporting Wenchang's commercial aerospace goals for high-density and regularized launches. Huasheng Lithium mentioned in its research session that the company has continuously focused on R&D for solid-state battery materials in recent years and has currently completed laboratory trial production of various materials compatible with solid-state/semi-solid-state batteries, such as the semi-solid-state electrolyte additive lithium bis(trifluoromethanesulfonyl)imide, high-purity lithium sulfide, new silicon-carbon anodes, and single-walled nanotube conductive agents. The company's current 2-ton annual pilot production line for lithium sulfide is primarily for technical validation with downstream electrolyte and battery companies and has not yet achieved industrialization or generated sales revenue.