Key Points
- Between July 1 and August 1, 2025, 771 publicly listed Chinese companies received institutional research visits, indicating strong investor interest.
- Companies like Han’s Laser (大族激光), Weili Transmission (威力传动), and Iceberg Environment (冰轮环境) received the most individual visits (10 each).
- Shijia Photons (仕佳光子) and Defu Technology (德福科技) attracted the largest number of unique institutional visitors, with 256 and 238 visiting institutions respectively.
- Key breakout stars combining high institutional attention with strong market performance include E-SUN (新易盛), up 330.15% and visited by 183 institutions, and Dosilicon (东芯股份), gaining 205.46%.
- Diverse sectors are attracting interest, from AI hardware (E-SUN, Tongguan Copper Foil) and homegrown GPU chips (Dosilicon) to biotech (SinocellTech) and advanced manufacturing (Henghe Precision), showcasing strategic shifts in China’s economy.
Ever wonder where the smart money is headed in China’s bustling tech and industrial markets?
We’ve got the inside scoop on the most researched Chinese stocks by institutional investors from July 1 to August 1, 2025.
This isn’t just about random stock picks; it’s about following the breadcrumbs left by the biggest funds and analysts.
They’re digging deep, and their research patterns reveal a ton about the companies building the future of AI, advanced manufacturing, and biotech.
Let’s break it down.
The High-Level View: Who’s Getting All the Attention?
First, let’s look at which companies are getting the most frequent C-suite meetings and facility tours. It’s a key sign of serious interest.
Between July 1 and August 1, 2025, a whopping 771 publicly listed companies in China got a visit from institutional researchers.
But some got way more attention than others.
Here are the leaders based on the sheer number of separate research visits:
- Han’s Laser (Dazu Jiguang 大族激光): 10 visits
- Weili Transmission (Weili Chuandong 威力传动): 10 visits
- Iceberg Environment (Binglun Huanjing 冰轮环境): 10 visits
- China National Heavy Duty Truck Group (Zhongguo Zhongqi 中国重汽): 9 visits
- Northern Rare Earth (Beifang Xitu 北方稀土): 8 visits
- Asia Pacific Precision (Yapugufen 亚普股份): 8 visits
- Centre Testing International (Huace Jiance 华测检测): 8 visits
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But the number of visits is just one piece of the puzzle.
What about the total number of institutions showing up? A single visit could be one analyst or a busload of them.
When we look at the total number of visiting institutions, a different picture emerges, highlighting the companies drawing the biggest crowds.
These are the heavy hitters:
- Shijia Photons (Shijia Guangzi 仕佳光子): 256 visiting institutions
- Defu Technology (Defu Keji 德福科技): 238 visiting institutions
- E-SUN (Xinyi Sheng 新易盛): 183 visiting institutions
- Hopson Technology (Haopeng Keji 豪鹏科技): (High volume)
- Zhongji InnoLight (Zhongji Xuchuang 中际旭创): (High volume)
- New Times (Xinshida 新时达): (High volume)
- Farasis Energy (Funeng Keji 孚能科技): (High volume)
- Hongfa Technology (Hongfa Gufen 宏发股份): (High volume)
- Taotao Vehicles (Taotao Cheye 涛涛车业): (High volume)
- FOCtek Photonics (Juguang Keji 聚光科技): (High volume)
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From Research to Riches: The Top-Performing Stocks Institutions Are Watching
Okay, so we know who the institutions are *talking to*.
But which of these companies are also delivering insane returns?
By cross-referencing this research data with market performance, we can spotlight the true breakout stars.
Here are some of the month’s strongest stocks that also got significant institutional attention.
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E-SUN (Xinyi Sheng 新易盛): Riding the AI Wave with High-Speed Optical Modules
This is a monster.
E-SUN, a global leader in high-speed optical modules, has seen its stock price rocket up by a jaw-dropping maximum of 330.15% since its low in April.
It also received visits from 183 institutions, making it one of the most popular companies on the list.
Why the hype?
AI data centers are hungry for bandwidth, and E-SUN is serving up the feast.
The company stated on July 16 that it’s seeing a massive shift in its product mix, driven entirely by market demand.
- 800G Products: Shipments and sales are expected to increase continuously through the first half of 2025.
- 400G Products: Still shipping in strong numbers.
- 1.6T Products: Here comes the next wave. E-SUN expects to start ramping up shipments of its next-gen 1.6T products in the second half of 2025.
This roadmap perfectly aligns with the needs of the AI boom, making E-SUN a critical supplier for the infrastructure of tomorrow.
Dosilicon (Dongxin Gufen 东芯股份): Powering the Future with Homegrown GPU Chips
Dosilicon’s stock has surged with a maximum cumulative gain of 205.46% since its April low.
The company itself designs and sells small and medium-capacity memory chips.
But the real story is its investment in a company called Shanghai Lichuan (Shanghai Luanli 砺算).
On August 1, Dosilicon announced that Shanghai Lichuan has officially released its first self-developed GPU chip, the “7G100,” and a graphics card to go with it.
This is a huge deal.
Developing homegrown GPU technology is a massive strategic priority. Lichuan’s GPU is designed for a ton of high-growth applications:
- Personal Computers & AI PCs
- Professional Design
- Cloud Gaming & Cloud Rendering
- Digital Twins
Lichuan is now in the customer sampling phase, with mass production on the horizon.
Tongguan Copper Foil (Tongguan Tongbo 铜冠铜箔): The Unsung Hero of 5G and AI Hardware
Up a stunning 239.29% since its April low, Tongguan Copper Foil is a classic “picks and shovels” play on the tech revolution.
They make high-precision electronic copper foil, a material you’ve probably never heard of but is absolutely essential.
Their specialty is HVLP (High-Velocity Low-Profile) copper foil.
This stuff has extremely low surface roughness, which means it offers incredible signal transmission performance with low loss and high stability.
In other words, it’s a core material for the ultra-low loss circuit boards needed for 5G and AI hardware.
The company proudly stated it overcame “critical core technologies” to break foreign technical blockades, and its product is now effectively replacing imports.
They are already in the supply chains of several top-tier CCL (Copper Clad Laminate) makers and have a “robust order book.”
SinocellTech (Shenzhou Xibao 神州细胞): Betting on Biotech and Vaccine Innovation
Shifting gears to biotech, SinocellTech is focused on R&D for biological drugs, particularly for autoimmune diseases.
The company told institutional researchers on July 4 that its entire strategy is built around achieving competitive differentiation with innovative drugs and vaccines.
Their pipeline includes promising candidates like:
- SCT650C: An antibody injection for treating plaque psoriasis and ankylosing spondylitis.
- SCTB39G: A self-developed multi-target immunotherapy tri-specific antibody injection that just got approval for clinical trials.
They’re working hard to move more products from the lab into clinical trials, positioning themselves as a key player in China’s advanced biotech scene.
Lancheng (Lansheng Gufen 兰生股份): Pivoting to Tech Ecosystems and Startup Incubation
This is a fascinating pivot story.
Lancheng’s traditional business is exhibition organization and venue operation. But they’re not just renting out space anymore.
On July 31, the company explained its future is in building ecological services for tech innovation enterprises.
They’ve launched a subsidiary, WAIC Innovation Platform (Weike Yinli 威客引力), born from the World Artificial Intelligence Conference (WAIC) project.
This platform acts as a bridge between the capital markets and startups. At this year’s WAIC, for instance, they showcased over 200 tech startups, effectively creating an incubation platform to help empower new companies.
It’s a smart move to leverage their event-management DNA to build a valuable tech ecosystem.
Henghe Precision (Henghe Jingmi 横河精密): Advanced Manufacturing for the EV and Tech Giants
With a maximum cumulative gain of 220.6% since January, Henghe Precision is a critical supplier in advanced manufacturing.
The company makes precision molds and components, and they have a clear two-pronged strategy.
For Tier 1 (Direct to Automakers):
- Core technologies are “plastic replacing steel” and “steel-plastic integration.”
- They supply key components like cross-car beams and all-plastic front-end modules.
- They’ve already locked in stable partnerships with giants like SAIC Volkswagen and BYD (Biyadi 比亚迪).
For Tier 2 (Supplying other suppliers):
- Focus is on precision injection molding as a core technology.
- They make complex parts like multi-insert injection molded copper plates and gearboxes.
- They have strategic collaborations with industry leaders like Yanfeng (Yanfeng 延锋), Huawei (Huawei 华为), and Fudi (Fudi 弗迪).
This deep integration into the supply chains of both automotive and tech leaders gives them a solid foundation for growth.
Yukaifa (Yukaifa Yu Kai Fa 渝开发): Diversifying Beyond Traditional Real Estate
Yukaifa’s main business has always been real estate development.
But as they told investors on July 24, they’re actively building a diversified business matrix to escape the industry’s volatility.
The goal is to transform from a traditional developer into a “comprehensive urban operation service provider.”
This means expanding into supporting businesses like exhibition operations and property management.
The strategy is designed to create a counter-cyclical revenue structure—making money even when the property market is down.
While their Xinghe Botang project is selling well, the company is focused on a broader transformation, a trend many in the sector are attempting to follow.
The bottom line? Following the research patterns of institutional investors provides a powerful roadmap to the companies and trends shaping China’s economy. Keep an eye on these most researched Chinese stocks.
- AI Hardware & Infrastructure: Significant interest in companies like E-SUN (high-speed optical modules) and Tongguan Copper Foil (copper foil for 5G/AI hardware), reflecting the foundational needs of the AI boom.
- Homegrown Chip Development: Dosilicon’s investment in GPU technology (Shanghai Lichuan) highlights China’s strategic push for self-sufficiency in critical semiconductor areas.
- Advanced Manufacturing: Henghe Precision’s role in precision components for EV and tech giants (Huawei, BYD) shows the focus on high-value industrial production.
- Biotech Innovation: SinocellTech’s R&D in biological drugs and vaccines indicates a strong investment in cutting-edge healthcare solutions.
- Ecosystem & Service Transformation: Companies like Lancheng (pivoting to tech incubation) and Yukaifa (diversifying real estate with urban services) demonstrate a shift towards broader service and platform models.
