7月份657家私募机构忙调研 偏爱科技领域

Group 1 - In July, a total of 657 private equity fund managers participated in A-share research activities, with a total of 1,763 research instances covering 358 listed companies across 28 industries [1] - 52 companies received significant attention from private equity institutions, with at least 10 research instances each, highlighting the interest in the electric equipment sector, particularly DeFu Technology with 74 instances and Funeng Technology with 42 instances [1] - The computer industry led the research frequency with 260 instances, involving 36 listed companies, while the electric equipment, pharmaceutical biology, and electronics industries also received over 200 instances of research [1] Group 2 - The top ten private equity institutions in July had research frequencies of at least 16 instances, with Guangdong Zhengyuan Private Fund Management Co., Ltd. leading with 39 instances, focusing on pharmaceutical biology, computer, and electric equipment sectors [2] - A total of 36 billion-level private equity institutions conducted 236 research instances, with notable firms like DanShuiQuan and XingShi Investment also participating [2] - The stock private equity position index rose to 75.85% by July 25, with billion-level private equity institutions showing the most significant increase, reaching 78.47% [3] Group 3 - StarStone Investment expressed a positive outlook on the market, indicating that the domestic economy is on a recovery track, supported by ongoing capital market reforms [3] - The firm noted that the market is in a critical accumulation phase of positive factors, suggesting a long-term favorable view on market trends [3]