5月公募调研近4800次 半导体等行业受关注

Group 1 - In May, public fund institutions showed a clear industry preference, focusing on sectors such as semiconductors, automation equipment, and medical devices [1] - A total of 155 public fund institutions conducted research on A-share listed companies, covering 103 sub-sectors and involving 629 stocks, with a cumulative research frequency of 4,791 times [1] - The automation equipment industry became the focal point of public fund research, with Huichuan Technology receiving 90 research visits, attracting participation from over 40% of public fund institutions [1][2] Group 2 - The semiconductor industry led the research rankings with 35 stocks receiving a total of 448 research visits, indicating high interest from public fund institutions [2] - Other popular sectors included automation equipment, medical devices, and general equipment, which received 346, 301, and 272 research visits respectively [2] - Companies like Huichuan Technology and Bozhong Precision Engineering highlighted their international expansion strategies during the research process, with Huichuan emphasizing its focus on automation, digitalization, and intelligentization [2][3] Group 3 - Bozhong Precision Engineering established a subsidiary in Singapore in 2016 to support its international business expansion, and has continued to invest in this subsidiary [3] - The company has also set up subsidiaries in Vietnam and Hungary to follow major clients and enhance service capabilities [3]