2026-10-1015 institutional briefs translated and classified across 8 sectors, with 3 left uncategorised.

4 bullish · 0 bearish

• Tianfeng CCL Expert Call: AI CCL Demand Strong, Price Hikes Continue

  Broker sentiment is bullish on AI CCL demand and pricing, with Shengyi Technology positioned as a key beneficiary but facing competition from Doosan.

• Broker: PCB Equipment & Drill Needle Correction Overdone; Fundamentals to Accelerate in October

  The recent pullback in PCB equipment and drill needle stocks is a buying opportunity as fundamentals are set to accelerate in October.

• Vicor Files ITC Complaint Against 20 VPD Suppliers; Broker Highlights Luxshare Inclusion

  The broker remains bullish on the power supply sector, viewing the ITC complaint as a validation of Chinese suppliers' VPD capabilities rather than a material near-term threat.

2 bullish · 0 bearish

• Tianfeng Energy: Coal Prices to Stay High; Prefer High-Dividend Thermal Coal and Coking Coal Stocks

  Tianfeng Energy maintains a bullish view on coal prices, expecting high-level fluctuation in Q4 and a flat 2026 price center, and recommends high-dividend thermal coal and high-quality coking coal stocks.

• Zheshang Light Industry Highlights Stable Growth, Low Valuation, High Dividend Stocks

  Zheshang highlights a selection of light industry stocks with improving fundamentals, attractive valuations, and high dividend yields, suggesting a bullish stance on these names.

0 bullish · 1 neutral · 0 bearish

• Shenwan Hongyuan TMT: Cautious on Tech, New Reports on Supernode Switches, Hengyi, Yonghe, Marvell

  Shenwan Hongyuan remains cautiously optimistic on TMT, recommending a focus on alpha opportunities and specific new reports while acknowledging near-term headwinds.

1 bullish · 0 bearish

• Broker Turns Bullish on MicroPort MedBot, Cites 300 Global Orders for Toumai Robot

  MicroPort MedBot's accelerating global commercialization and expanding product portfolio make it a strong buy, according to the broker.

1 bullish · 0 bearish

• Broker: Nanya New Material CCL Shipments Rise; International Composite Fabric Prices Up

  Both companies show strong operational momentum, with Nanya New Material benefiting from AI-related demand and International Composite from fabric price hikes.

0 bullish · 1 neutral · 0 bearish

• Zimbabwe Rejects Lithium Concentrate Export Ban Delay, Reaffirms Jan 2027 Start

  Zimbabwe's firm stance on the 2027 lithium concentrate export ban pressures Chinese lithium processors reliant on Zimbabwean feedstock, while rewarding those with local processing capacity.

1 bullish · 0 bearish

• Broker: Indium Phosphide Substrate Prices Stay High; Supply Tight, FCC Adds Valuation Support

  The broker remains bullish on China's indium phosphide substrate sector, citing tight supply, rising prices and strategic value, and highlights four A-share names to watch.

1 bullish · 0 bearish

• Broker Highlights AI Application Catalysts: Gemini 4 Argon, GPT-6, Kling AI IPO

  The broker sees multiple near-term catalysts for the AI application sector, with Kuaishou's Kling AI IPO and model upgrade as key China-related events.