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In August, the research trend of A-share institutions ushered in a shift. According to Wind data, the focus of institutional research is gradually shifting from the main line of technology to the big consumer sector. Among them, the electronics sector received the share of institutional research companies. It continued to decline from an annual high of 17.59% in June to less than 15% in August. At the same time, the popularity of major consumer circuits such as pharmaceutics and food and beverage remains high: in August, the popularity of research in the pharmaceutical biotechnology sector rose to the top of the industry list, and attention in household goods, food and beverage sectors also clearly picked up.

Zhitongcaijing·09/08/2026 23:17:05
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In August, the research trend of A-share institutions ushered in a shift. According to Wind data, the focus of institutional research is gradually shifting from the main line of technology to the big consumer sector. Among them, the electronics sector received the share of institutional research companies. It continued to decline from an annual high of 17.59% in June to less than 15% in August. At the same time, the popularity of major consumer circuits such as pharmaceutics and food and beverage remains high: in August, the popularity of research in the pharmaceutical biotechnology sector rose to the top of the industry list, and attention in household goods, food and beverage sectors also clearly picked up.