百亿级股票私募单周加仓逾5个百分点

Core Insights - Recent data indicates a slight recovery in stock private equity positions in the A-share market amid fluctuations, with significant increases noted among large-scale private equity firms [1] Group 1: Market Overview - As of July 25, the average position of all stock private equity institutions is 75.85%, reflecting an increase of 0.76 percentage points from the previous week [1] - The average position of large-scale (billion-level) stock private equity firms is reported at 78.47%, showing a substantial rise of 5.69 percentage points compared to the prior week [1] Group 2: Position Distribution - Among billion-level stock private equity firms, 62.24% have positions classified as heavy or fully invested (over 80% allocation) [1] - 31.12% of these firms maintain a moderately heavy position (between 50% and 80% allocation) [1] - The proportion of billion-level stock private equity firms with positions below 50% is less than 10% [1]