科技调研热潮涌动！基金经理瞄准半导体、生物医药等板块

Core Viewpoint - The rapid development of new productive forces has led to increased attention from fund companies towards listed companies in smart manufacturing and high-tech industries, with significant research activity observed in various sectors [1][2][16]. Group 1: Fund Company Research Activity - In the first half of July, 238 A-share listed companies were researched by fund companies, with 16 companies receiving attention from 20 or more fund companies [4][5]. - The top five companies receiving the most attention were: Zhongji Xuchuang (71 fund companies), Lexin Technology (49), Taotao Automotive (41), Xiangyu Medical (40), and Juguang Technology (38) [1][5][8]. - Fund companies are particularly focused on the pharmaceutical, machinery, automotive, and semiconductor sectors, driven by policy support, technological breakthroughs, and market demand [2][16]. Group 2: Company-Specific Insights - Zhongji Xuchuang specializes in efficient optical module products used in cloud computing and telecommunications, while Lexin Technology focuses on AIoT hardware and software development [9]. - Taotao Automotive is exploring the robotics sector and autonomous vehicle products, indicating a strategic shift in its business model [13]. - Fund companies are interested in the performance outlook for the second half of the year, with discussions around capacity expansion and revenue projections for companies like Zhongji Xuchuang and Lexin Technology [10][11]. Group 3: Market Performance and Trends - The stock prices of Taotao Automotive, Zhongji Xuchuang, and Binglun Environment increased by 37.91%, 19.85%, and 19.90% respectively during the first half of July [15]. - Fund companies are increasingly focusing on sectors with strong growth potential, such as AI, smart manufacturing, and the automotive industry's transition to electric and autonomous vehicles [22][23].