5月公募累计调研近4800次 半导体行业最受关注

Core Insights - In May, 155 public fund institutions conducted research on A-share listed companies, covering 103 sub-sectors and involving 629 stocks, with a total of 4,791 research instances [1][2]. Group 1: Industry Focus - The automation equipment industry emerged as the research focus, with Huichuan Technology leading with 90 research instances, attracting participation from over 40% of public fund institutions [1]. - Other notable companies in the automation equipment sector include Leisai Intelligent and Bozhong Precision, with 56 and 53 research instances respectively, indicating high interest in this sector [1]. - The semiconductor industry led the research rankings with 448 instances across 35 stocks, highlighting significant attention from public fund institutions [2][3]. Group 2: Stock Performance - Heng Er Da in the general equipment sector showed remarkable performance with a 89.66% increase in May, attracting 70 public fund institutions and 79 research instances [1][2]. - Other stocks in the top ten for research frequency include Ruimaite (74 instances, 16.27% increase) and Anji Technology (66 instances, -7.72% decrease) [2]. Group 3: Institutional Research Activity - Boshi Fund topped the research activity with 116 instances, focusing on strong stocks like Heng Er Da and Lai Shen Tong Ling [3]. - Major funds such as Huaxia Fund, Fuguo Fund, and Yifangda Fund also conducted over 100 research instances, with a focus on high-quality targets like Heng Er Da and An De Li [3].