①The CPO concept stock Yuanjie Technology has become the second-highest priced stock in the A-share market. In addition, as of Friday’s close, Meinuohua achieved a 6-day 5-limit uptrend, and Rongjie shares gained four consecutive limit-ups. ②Compile a list of the top ten stocks in terms of institutional visits and reception volume from March 1 to March 29 (see appendix) and provide the latest institutional research on leading stocks in the past month.
Cailian Press reported on March 29 (edited by Pingfang) According to Choice data statistics, as of press time, a total of 518 listed companies in the Shanghai, Shenzhen, and Beijing markets have received institutional research in March (March 1 – March 29). Specifically, the listed company receiving the most institutional surveys is Guanli Technology and Fu’erjia, both with 9 visits; Huari Precision ranked second with 6 visits; Guanghuan Xindian, Shunluo Electronics, Great Wall Securities, Zuoli Pharmaceutical, Guoji Jinggong, and Taihua Xincheng followed closely behind with 5 visits each. For more details, see the chart below:
According to the statistics of institutional visits, Sanhua, Shennan Circuit, Qilun Technology, Yuanjie Technology, Dajin Heavy Industry, Lanfan Medical, Baiwei Storage, Guanli Technology, Giant Agriculture and Husbandry, and SAC Shanghai ranked in the top ten in terms of reception volume. The top three, Sanhua, Shennan Circuit, and Qilun Technology, had institutional visit receptions reaching 285, 261, and 193 respectively. For more details, see the chart below:
According to Cailian Press’s weekly review of bull and bear stocks data, among the multiple bull stocks that emerged during the month, Yuanjie Technology, Meinuohua, Rongjie shares, Hongjing Technology, GCL Energy, Green Power, and Yahong Medicine-U all had an institutional reception frequency of once during the same period.
The CPO concept stock Yuanjie Technology has risen to become the second-highest priced stock in the A-share market, with its share price peaking at over 1,212 yuan per share on Thursday, representing a cumulative maximum increase of 96% year-to-date. On March 25, during an earnings conference call, Yuanjie Technology stated that its 100G EML and 200G EML products are undergoing continuous technical optimization. Market expansion will depend on the company’s internal capacity expansion. From a market perspective, demand for related products is expected to be tight. The company’s telecom market 25G PON and 50G PON products will enter the ramp-up phase this year, with specific output determined by operator deployment schedules. As demand for optical chips increases, the company is steadily advancing its capacity enhancement efforts, but the pace is influenced by equipment delivery and commissioning cycles.
Meinuohua, a chemical pharmaceutical stock, achieved a six-day five-limit uptrend as of Friday’s close, with its share price having increased by a maximum of 89% within the month. During an institutional investor meeting on March 20, Meinuohua stated that cooperation progress with major foreign companies like Merck & Co is generally in line with expectations. Delays in commercialization timelines were due to registration processes impacted by international geopolitical changes. However, two key products have entered the commercialization stage this year, covering more than 100 countries globally (e.g., Australia and Europe have completed changes, while U.S. FDA certification is still pending). Future CDMO business will focus on developing animal health raw materials and finished drugs, alongside increasing investments in other CDMO projects, reflecting overall optimism about industry prospects.
Rongjie shares, a lithium battery concept stock, achieved a four-day consecutive limit-up trend as of Friday’s close, with its share price having increased by a maximum of 51% within the month. During an earnings presentation on March 26, Rongjie shares noted that their 350,000-ton-per-year ore expansion project has not yet commenced construction, urging investors to note the investment risks. The company plans to produce a total of 185,600 tons of lithium concentrate through self-mining and external processing in 2025. By 2026, the company intends to deepen quality improvement measures in its lithium mining operations, continuously scaling up production to achieve sustained positive performance. The sales price of the company’s lithium concentrate mainly references publicly available market prices on third-party platforms, while also considering factors such as the grade, moisture content, impurities, and the impact on lithium salt producers’ costs for reasonable pricing.
Hongjing Technology, a computing power leasing concept stock, released a survey report on March 27 stating that the average daily token usage of large domestic models exceeded 140 trillion tokens in March, growing over a thousand-fold in two years. Currently, the global computing power market remains undersupplied as a norm. Despite significant investments, high-end AI chips remain relatively scarce. Only giants capable of billion-dollar capital expenditures can compete in AGI (Artificial General Intelligence), while smaller firms rely more on cloud services or niche small models.
GCL Energy, an electric power stock, stated during an institutional investor meeting on March 19 that based on disclosed information, the company has commissioned a total energy storage installation of 840.54MW, including 800MW on the grid side and 40.54MW on the user side. The company currently has sufficient project reserves and strong financial backing. With the implementation of capacity-based electricity pricing policies, the company’s energy storage business is expected to achieve breakthroughs in both scale and profitability. The company prioritizes regions with high levels of electricity market liberalization and strong demand for frequency regulation, such as Guangdong and Jiangsu. Leveraging its StarAI virtual power plant platform, the company aims to optimize trading strategies, enhance response speed, strengthen power trading capabilities, and ensure robust returns for energy storage assets across diverse markets.
Green Power, an electric power stock, stated during an institutional investor meeting on March 25 that the company is proactively advancing investments in energy storage and solar thermal projects. In 2025, the company successfully secured a total of 1.2GW of energy storage projects in Inner Mongolia, Xinjiang, Gansu, and Hebei. In terms of energy storage technology routes, the company adheres to a diversified exploration approach, with its project portfolio now encompassing various cutting-edge technologies such as electrochemical energy storage, liquid compressed air energy storage, and flywheel energy storage.
Yahong Pharmaceutical, a biotech stock, stated in its March 3 research announcement that based on the significant potential for HPV clearance demonstrated in the international multicenter Phase III clinical study of ‘Xivita,’ as well as the substantial unmet clinical demand, the company has initiated exploration into the indication for HPV clearance with the aim of benefiting more patients as soon as possible. APL-2501 has completed antibody humanization experiments, in vivo and in vitro efficacy studies, initial safety tests in cynomolgus monkeys, and developability validation experiments, with expectations to submit an IND by mid-2026.
