私募6月调研逾1700次 46只个股获私募机构高度关注

Group 1 - In June, 751 private equity managers conducted research on A-share listed companies, covering 387 stocks across 28 industries, with a total of 1,769 research instances [1] - 46 stocks received significant attention from private equity firms, with at least 10 research instances each; 32 stocks had 10-19 instances, and 14 stocks had 20 or more [1] - Maiwei Biotech was the most researched stock with 51 instances, attracting major private equity firms [1] Group 2 - A total of 21 industries received at least 10 research instances from private equity firms in June, with 11 industries having 10-49 instances, 4 industries having 50-99 instances, and 6 industries exceeding 100 instances [2] - The electronics industry was the most favored, with 56 stocks receiving a total of 275 research instances, followed by the pharmaceutical and biotechnology industry with 41 stocks and 266 instances [2] - The machinery equipment industry had 52 stocks with 234 research instances, while the computer industry had 36 stocks with 213 instances [2] Group 3 - Starstone Investment noted that the A-share market is experiencing a high risk premium, with total market value to household deposits at historical lows, indicating potential for long-term revaluation [2] - The firm highlighted structural investment opportunities in the consumer sector and technology industry, driven by supply-demand mismatches and clear industry trends [3] - CITIC Securities pointed out that geopolitical tensions are easing, shifting market focus back to uncertainties in U.S. trade, fiscal, and monetary policies, while domestic industrial profits are expected to improve [3]