Post-holiday institutional research covered over 110 individual stocks, with熵基科技 attracting the highest number of research institutions. Entropy Base Technology was researched by 132 institutions, including 38 fund companies, 8 securities firms, 21 private funds, and 13 insurance companies, among others. The company revealed during the research that its Entropy Cloud Brain-Computer Interface, leveraging the company's leading multi-modal visual analysis technologies, has made certain explorations in intelligent brain-computer interface technology. It will focus on the elderly care, healthcare, and education sectors to assist in industrial intelligent upgrades. Regarding the technical roadmap, it employs a multi-modal data fusion technology combining "EEG + EOG + EMG" to break through the accuracy bottlenecks of traditional single-modal devices. By integrating multi-source information such as biometric iris and retinal images, electroencephalograms, clinical data, and genetic or protein data, and utilizing deep learning and data mining technologies for comprehensive analysis, it aims to provide new ideas for related disease research and treatment. Furthermore, the company's brain-computer interface prototype is progressing as scheduled. The initial focus has been on marketing and brand promotion, and it is not expected to have a significant impact on overall revenue in the short term. While the company is optimistic about the market potential of its brain-computer business, the contribution of this business to future revenue and performance remains uncertain.
Essence Fastening Systems(Shanghai)Co.,Ltd. (301005) was researched by over 100 institutions. The company disclosed that its current commercial aerospace business primarily involves the manufacturing of structural components for commercial rocket bodies, including major rocket body sections (shell segments), fairings, and engine parts. The company completed its production line construction in 2024, and its clients include several leading domestic private rocket companies. Essence Fastening Systems(Shanghai)Co.,Ltd. also pointed out that currently, the manufacturing of rocket structural components, being a critical link in the commercial aerospace industry chain, remains in a state of relative supply tightness and is one of the bottlenecks constraining the industry's rapid development. As commercial aerospace enters an accelerated development phase, if the industry progresses smoothly overall next year, the capacity gap is expected to widen further, and the market is likely to maintain a supply-shortage dynamic. From a competitive landscape perspective, the number of domestic structural component suppliers with large-scale delivery capabilities is currently limited, mainly concentrated in the Beijing-Tianjin-Hebei region, Chengdu-Chongqing area, and Shandong province. This field has high technical barriers, with core teams often composed of professionals with backgrounds in state-level projects, alongside significant talent and engineering experience barriers. Essence Fastening Systems(Shanghai)Co.,Ltd. is a standout stock in the commercial aerospace sector, with its share price frequently hitting record highs recently, once exceeding 184 yuan, representing an increase of over ten times compared to its low in 2022.
Other commercial aerospace concept stocks like Guanglian Aviation and Aerospace Intelligence & Automation also received institutional research after the holiday. Guanglian Aviation stated that as a domestic private enterprise, it is a pioneer and core participant in the field of aerospace equipment structures. It has strategically upgraded from supplying satellite structural components in its early stages to entering the rocket core components track. Through the acquisition of Tianjin Yuefeng, it has precisely positioned itself in the bottleneck segment of rocket propellant tanks. Leveraging Tianjin Yuefeng's technical积累 and client qualifications, as well as the company's leading advantages in carbon fiber composite materials, it effectively promotes full-category coverage capabilities encompassing "metal structural components + carbon fiber composites." Aerospace Intelligence & Automation stated during the research that its products in the aerospace field primarily include intelligent simulation testing, microsystems, and control components. Its intelligent testing and simulation systems include simulation verification platforms and ground testing platforms used during the development, integration, and delivery operation phases of complex systems and equipment. Within microsystems and control components, microsystems mainly include products such as processors, memory, and microsystem modules, while control components primarily include products like liquid propulsion systems for attitude and orbit control, optical inertial integrated navigation devices, attitude sensors, and space electromechanical products. In terms of market performance, stocks researched by institutions gained nearly 8% on average over the past week, with individual stocks like Primet, HitGen, Leo Group, and B-Ray Media all rising more than 30%. Primet's share price hit a record high this week. The company stated during research that it had supplied LCF fiber materials for the low-orbit satellite of a leading domestic client in April 2025, used in the core middle layer of the satellite's flexible solar wings. The company's LCP fiber is expected to benefit from the market opportunities brought by the rapid development of satellite communication and space computing power within the commercial aerospace industry. As market demand for flexible solar wings continues to expand, the company's LCP fiber orders are also expected to grow rapidly. HitGen stated during the research that its core strategy is to build a large-scale, highly efficient, and scalable drug discovery system: the company has established a foundational technology platform cluster centered on its globally leading trillion-scale DNA-encoded compound library (DEL), forming a unique "discovery engine"; the capabilities of this engine have been commercially validated, having historically empowered over 1,000 R&D projects for more than 600 global clients; currently, the company's strategy is deepening vertically along the R&D value chain and actively incorporating cutting-edge technologies like AI and automation, while simultaneously broadening its capabilities horizontally through platform expansion and strategic synergies; looking ahead, the company will focus on the continuous discovery, optimization, and translation of novel tool molecules and therapeutic molecules, enhance platform scale and delivery capabilities, and actively explore diversified models such as licensing and collaboration to maximize the value realization of R&D achievements. Leo Group revealed during the research that in 2025, Leo Digital, with AI as its core driver, aims to provide clients with integrated "brand-effect-sales" full-link services, comprehensively enhancing operational efficiency, and is committed to its development strategy of becoming China's most commercially valuable digital marketing group. Currently, the AI capabilities developed by the company are being continuously implemented across multiple business scenarios and are gradually translating into tangible support for its main operations.
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