Huan Qiu Wang·2025-08-01 08:15Group 1 - In July, a total of 154 public fund institutions conducted research on 447 A-share listed companies, covering 30 sub-sectors within the Shenwan primary industry, with a cumulative research frequency of 3,407 times, indicating a strong interest in the electronic industry [1][3] - Among individual stocks, 94 stocks received more than 10 intensive research visits from public fund institutions, with four stocks, including Zhongji Xuchuang, Xinyi Sheng, Jianghe Group, and Lexin Technology, standing out by receiving over 50 visits each [3] - Zhongji Xuchuang was the most favored by public fund research, attracting 75 visits in July, while Xinyi Sheng ranked second with 68 visits, both belonging to the communication industry [3] Group 2 - Eleven Shenwan primary industries received over 100 research visits from public fund institutions in July, with the electronic industry leading, where 59 stocks collectively received 508 visits [3] - The focus of institutional research concentrated on three main topics: core technological competitiveness, production capacity and performance, and research and development directions [3] - The optical technology and AI integration direction received significant attention, with companies like Fuguang Co. showcasing their full industry chain capabilities in optical lenses, Shenghong Technology emphasizing its "embracing AI" development philosophy, and Obijun Guang demonstrating new application scenarios for 3D visual perception technology [3] Group 3 - The pharmaceutical and biological industry and the mechanical equipment industry ranked second and third in research frequency, with 54 stocks in the pharmaceutical and biological sector receiving a total of 464 visits, and 52 stocks in the mechanical equipment sector receiving 316 visits in July [3] - Additionally, the computer, power equipment, and automotive industries also saw public fund research frequencies exceeding 200 visits [3]