Institutions are eagerly snapping up the AI wave: stocks like Sanhua Intelligent Controls and others are experiencing soaring performance, and these stocks may become new favorites for investors.

Recently, institutions have shown a high enthusiasm for researching listed companies, with over 150 stocks gaining institutional attention in the past week. Among them, Sanhua Intelligent Control has become the most favored target, with 285 institutions participating in the research, covering various entities such as fund companies, securities firms, private equity, and insurance companies. Financial data shows that the company is expected to achieve an operating income of 31.012 billion yuan in 2025, a year-on-year increase of 10.97%; net profit attributable to the parent company will reach 4.063 billion yuan, an increase of 31.10%, with a gross profit margin rising to 28.78%, an increase of 1.31 percentage points from the previous year.

In terms of business layout, Sanhua Intelligent Control has positioned data centers and energy storage as strategic emerging fields, achieving significant revenue growth throughout the year. The company is entering the liquid cooling and energy storage markets by providing thermal management components, with core products including valves, pump bodies, heat exchangers, and sensors. It has already established partnerships with several leading integrators. In the field of bionic robots, the company continues to collaborate with customers to promote product research and development as well as trial production, while also increasing the R&D efforts for key components of electromechanical actuators, and plans to expand overseas production capacity to consolidate its first-mover advantage.

Another highly regarded technology company, Yuanjie Technology, has also delivered impressive results. In 2025, the company is expected to achieve an operating income of 601 million yuan, a year-on-year increase of 138.5%; net profit attributable to the parent company will be 191 million yuan, successfully turning a profit. The company is accelerating its transformation into a high-end optical chip supplier driven by “telecom + data communication” by deeply engaging in the telecom market and seizing the opportunities presented by AI development. Its stock performance is particularly noteworthy, with the latest closing price exceeding 1,100 yuan per share, making it the second-highest priced stock in A-shares, with an increase of nearly 13 times in stock price over the past year.

Leading storage industry player Baiwei Storage disclosed during the research that by the end of 2025, the company’s inventory amount will reach 7.868 billion yuan, indicating a sufficient inventory level. In the emerging applications of AI, the company has established partnerships with domestic and international tech giants like Meta, Google, and Alibaba, with products applied in AI glasses, smartwatches, and other wearable devices. Data shows that in 2025, the revenue from AI emerging edge storage products is expected to be around 1.751 billion yuan, with AI glasses storage products contributing 960 million yuan, and the compound annual growth rate for this segment from 2023 to 2025 reaching 378.09%. The company expects to continue driving related business growth in 2026 by deepening cooperation with key customers and expanding into the North American market.

In terms of market performance, the average increase of stocks surveyed in the past week was 0.18%, with stocks such as Rongjie Co., Meinuohua, and Longpan Technology rising over 20%. Regarding competition issues in the lithium salt business, Rongjie Co. stated that it will completely resolve the competitive issues with Chengdu Rongjie Lithium Industry within the next five years through asset restructuring, equity transfer, or facilitating the listed company to obtain control. Longpan Technology highlighted its new generation S601 fifth-generation product, which has a powder compaction density of 2.704 g/cm³, enabling longer endurance and lower costs in power and energy storage scenarios, while also featuring high charge and discharge capacity and excellent cycle stability, supporting customized development according to customer needs.