Core Insights - The A-share market has seen a significant increase in public fund research activities during the mid-year report disclosure period, with 137 public institutions participating in 800 research activities, marking a 48.42% increase week-on-week [1][2][5] - Publicly researched stocks outperformed the CSI 300 index by approximately 2.5 percentage points, with an overall gain of 0.70% [1] - The electronics sector was the most favored, with 12 stocks receiving a total of 190 research instances, significantly leading other sectors [5][6] Group 1: Public Fund Research Activities - A total of 137 public institutions engaged in research activities covering 94 stocks across 25 primary industries, with 800 total research instances [1][2] - The number of stocks researched increased, with 44 stocks receiving at least 5 research instances, and 13 stocks being researched over 20 times [2][3] Group 2: Stock Performance - Among the researched stocks, 42 achieved positive returns, with 28 stocks rising within 5%, 3 stocks between 5%-10%, and 11 stocks exceeding 10% [1] - The top-performing researched stocks included Dongxin Co. (53.68%), Defu Technology (29.15%), and Shenghong Technology (23.03%) [2][4] Group 3: Sector Analysis - The electronics sector was highlighted as the most researched, with 12 stocks and 190 research instances, followed by the electric equipment sector with 9 stocks and 109 instances [5][6] - The computer and communication sectors also received attention, with 92 and 49 research instances respectively [5][6] Group 4: Public Fund Engagement - Huaxia Fund led in research frequency with 18 instances, focusing on the automotive sector, while Penghua Fund followed with 17 instances across various sectors [7][8] - Other notable funds included Bosera and Huitianfu, each conducting 16 research instances, with a strong focus on the electronics sector [7][8]
中报季公募调研热情爆棚：电子行业成“独宠”，调研次数大幅领先
Xin Hua Cai Jing·2025-08-04 07:33