节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：8/10
据Choice数据统计，截至上周日，沪深两市上周共118家上市公司获机构调研。按行业划分，电子、机械设备和基础化工行业调研频度最高；国防军工、有色金属等行业关注度有所提升。细分领域层面，汽车零部件、消费电子和通用设备板块位列机构关注度前三，化学制品、光学光电子行业关注度提升。
具体上市公司方面，光力科技、长缆科技、佐力药业和敷尔佳调研次数最多，均达3次；机构来访接待量排名前三的为蓝帆医疗（148家）、海联讯（130家）、帝科股份（119家）。
市场表现维度，小金属概念股本周表现活跃。中国云南锗业周四披露机构调研纪要，指出受下游光通信市场需求增加及原材料价格上涨影响，近期磷化铟晶片价格有所上涨；当前公司磷化铟晶片产能为15万片/年（2-4英寸）ϼ..
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