①The concept stock of controllable nuclear fusion, Hailu Heavy Industries, has surged 199% cumulatively from its low point in January. Additionally, Haixin Food closed on Friday with a three-day limit up. ②Below is a list of the top ten stocks that received institutional visits and surveys between November 1 and November 29 (see appendix), as well as recent institutional survey updates for leading stocks over the past month.
Cailian Press News, November 29 (Editor Pingfang) According to Choice data statistics, as of press time, a total of 776 listed companies in the Shanghai, Shenzhen, and Beijing markets have received institutional surveys in November (11.1-11.29). Specifically, the company receiving the most institutional surveys was Inovance Technology, with 13 visits; followed by Yantai Moon Environment with 12 visits; and then Boyuan Specialty Welding and Agricultural Products, each with 11 visits. For more details, please refer to the chart below:
In terms of the volume of institutional visits, Luxshare Precision Industry, Inovance Technology, BeiGene-U, Supcon Technology, Orbital Insight-UW, Jereh Group, Ninebot Company-WD, Anji Microelectronics Technology, Boyuan Specialty Welding, Tongyu Communication, and Ronbay Technology ranked among the top ten. The top three companies—Luxshare Precision Industry, Inovance Technology, and BeiGene-U—received visits from 615, 403, and 205 institutions respectively. For more details, please refer to the chart below:
According to Cailian Press’s weekly graphical analysis of bull and bear stocks, several prominent stocks identified during the month had the following institutional visit volumes: Huasheng Lithium Battery (37 visits), Yuntz Technology (5 visits), Chengda Pharmaceuticals (2 visits), Hailu Heavy Industries (2 visits), and Haixin Food (1 visit).
Huasheng Lithium Battery, a lithium battery concept stock, has surged 780% cumulatively from its low point in April. During an earnings presentation on November 12, Huasheng Lithium Battery stated that its product prices are influenced by supply-demand relationships, raw material costs, and macroeconomic factors, and pricing for additive products will be dynamically adjusted based on market conditions. Currently, the power battery and energy storage industries are in a phase of vigorous growth, driving increased demand for related materials, including additives. Additive prices are significantly affected by market factors and other unpredictable elements, resulting in certain uncertainties in price fluctuations.
On November 7, Huasheng Lithium Battery stated in an institutional survey that the company has continuously focused on the research and development of solid-state battery materials in recent years. It has completed laboratory-scale production of various solid/half-solid battery compatible materials, such as the half-solid electrolyte additive lithium bis(trifluoromethanesulfonyl)imide, high-purity lithium sulfide, new silicon-carbon anodes, and single-walled carbon nanotube conductive agents. The company’s current pilot production line, which produces 2 tons of lithium sulfide annually, is mainly used for technical validation with downstream electrolyte and battery enterprises, and has not yet reached industrialization or generated revenue.
Yuntz Technology, a consumer electronics concept stock, has surged 320% cumulatively from its low point in April. On November 7, Yuntz Technology released a survey report stating that the CMI series of products are self-developed integrated solutions with significant technological barriers. The company has consistently maintained leadership in CMI technology processes and market share. The company will continue to monitor the development of cutting-edge technologies like AI and explore relevant applications. By 2025, the company expects rapid growth in its DPC business, particularly in the sales scale of ceramic heat sinks for high-power lasers. Building on this foundation, the company will actively develop and expand into new product markets, such as T/R module packaging shells.
Chengda Pharmaceuticals, an innovative drug concept stock, has surged 242% cumulatively from its low point in April. On November 18, Chengda Pharmaceuticals stated in an institutional survey that the company’s cell therapy “heart attack project” and “stroke project” have entered into a technical cooperation agreement with Chiron Pharma, Inc. in the U.S. The company purchased a factory in Fengxian District, Shanghai, for its stem cell project. To date, it has completed the design, installation, commissioning, and qualification of the GMP facility and equipment; transferred the primary separation, culture, and cryopreservation techniques for umbilical cord mesenchymal stem cells; established seed banks, master cell banks, and working cell banks; developed and validated analytical methods; initiated process validation; and is preparing for IND submission.
Hailu Heavy Industries, a concept stock for controllable nuclear fusion, has surged 199% cumulatively from its low point in January. On November 26, Hailu Heavy Industries stated in an institutional survey that its nuclear power equipment supplies include second-generation+ reactors, third-generation reactors (Hualong One, Guohe One, AP1000, VVER, EPR), fourth-generation reactors (high-temperature gas-cooled reactors, sodium-cooled fast reactors, thorium-based molten salt reactors), and thermonuclear fusion reactors, covering major domestic and international nuclear power models. The company has fully participated in domestic nuclear power construction and achieved notable performance in the field of reactor core nuclear-grade vessels. The newly invested fourth-generation nuclear power equipment project is proceeding normally, and upon completion, it will effectively address the capacity needs of nuclear power manufacturing.
Haixin Food, a food processing stock, closed on Friday with a three-day limit up. Extending the timeframe, its stock price has surged 106% cumulatively from its low point in April. On November 27, Haixin Food responded to questions about operational highlights during an institutional survey, stating: First, it achieved a strategic breakthrough in expanding new channels by successfully entering the Sam’s Club system. Second, its snack business achieved year-over-year growth, with snack products sold through multiple mainstream retail channels. Additionally, Haixin Food noted that its hot pot ball-sliding products remain its core revenue source, and the company has diversified its business segments in recent years to include prepared meals, snacks, baked goods, abalone processing, and sales.
