乐鑫科技：上周获66次调研，电子行业受青睐

Core Viewpoint - Despite recent fluctuations in the A-share market, public funds remain actively engaged in research to identify investment opportunities, with 125 public funds conducting 545 research sessions on 117 stocks last week [1] Group 1: Research Activity - 125 public funds participated in A-share research, covering 24 primary industries and 117 stocks, with a total of 545 research sessions conducted [1] - 32 stocks received intensive research attention, with 19 stocks being researched 5-9 times and 13 stocks being researched 10 times or more [1] - Leading electronic company Lexin Technology was the focus, receiving 66 research sessions, with over 40% of public funds involved [1] Group 2: Industry Focus - Research interest was concentrated in the machinery, automotive, and pharmaceutical industries, with machinery equipment companies like Bozhong Precision, Huarong Co., and Icewheel Environment among the top ten, each receiving at least 15 research sessions [1] - In the automotive sector, Taotao Automotive and Hengshuai Co. ranked second and third with 31 and 23 research sessions, respectively [1] - In the pharmaceutical sector, Microchip Biotech and Meinuohua received 20 and 19 research sessions, ranking fourth and fifth [1] Group 3: Market Sentiment and Outlook - The electronic industry was the most researched, with 116 sessions on 15 stocks, while the machinery equipment industry followed with 83 sessions on 17 stocks [1] - Market sentiment is currently characterized by structural fluctuations, with external turmoil and high market rotation leading to a preference for certainty [1] - Zhongxin Securities suggests that as long as geopolitical conflicts do not escalate, the A-share market's short-term emotional impact will not breach the April 2 low point, with expectations for continued consolidation [1]