Foreign institutional investors intensively research A-share companies; the technology sector becomes a key focus

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By 2026, foreign institutional investors remain enthusiastic about researching A-shares. According to Wind Information, as of February 9, there have been 224 foreign institutions conducting a total of 569 research visits to A-share listed companies this year, including well-known firms like Morgan Stanley, BlackRock, Goldman Sachs, and Citigroup.

Additionally, several foreign institutions recently released reports optimistic about China’s stock market. For example, Goldman Sachs maintains a “Overweight” rating on Chinese stocks and forecasts the China index and CSI 300 index will rise by 20% and 12%, respectively. UBS states that Chinese stocks are “attractive,” with expectations for MSCI China index earnings growth to rebound sharply from 2.5% last year to 13.6% this year, mainly driven by tech stocks.

Looking at the targets of foreign research, Huaming Equipment, Yingstone Innovation, and Inovance Technology rank among the top three. Moreover, companies like Opto, Yiheda, Anji Technology, China Resources Micro, and Stetway have each attracted over 20 foreign institutional visits. This indicates that foreign research mainly focuses on sectors like semiconductors and robotics.

UBS Wealth Management CIO Office states that the Chinese market has growth and return potential. China’s ongoing push for technological innovation and self-reliance creates a favorable business environment. Additionally, benefits such as healthcare companies expanding abroad, emerging new consumption models, and grid modernization are expected to benefit industries like healthcare, consumer goods, materials, and electrical equipment.

Man Lei, Chief Investment Officer of Invesco China (Mainland and Hong Kong), said: “Looking ahead to 2026, we remain optimistic about China’s stock market. Improving fundamentals and long-term growth drivers are likely to create a more sustainable structural growth cycle.”

Regarding investment opportunities in China’s stock market, Man Lei believes: First, industrial upgrading. Key sectors like electric vehicles, pharmaceuticals, and automation are expected to drive next-stage growth. Companies with solid R&D capabilities can meet market demand for advanced products and solutions. Second, the AI trend. The release of DeepSeek in early 2025 demonstrates China’s ability to develop cost-effective, high-performance large language models, marking China as a strong competitor in the global AI race. China has one of the world’s largest internet user bases, relatively low energy costs, and the foundational conditions to support large-scale AI development and deployment. Its abundant talent pool, vast data resources, and efficient automation scaling give it a competitive edge in transforming AI innovation into tangible productivity gains. Third, consumption evolution. Due to demographic shifts and changing consumer preferences, China’s consumer market may undergo significant transformation. Younger consumers are increasingly spending on service and IP-based products, including online gaming, travel, entertainment, and social media. It is expected that more excellent companies will emerge in related industries.

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