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中报季公募调研热情升温 医药生物行业最受关注
Xin Hua Cai Jing·2025-08-18 09:58

Group 1 - A-shares entered a concentrated disclosure period for mid-term reports, with public fund research enthusiasm rising significantly, as 139 public fund institutions participated in A-share research activities last week, covering 66 stocks across 20 Shenwan primary industries, with a total of 729 research instances, representing a week-on-week increase of 46.39% [1][2] - The leading stock in the beauty and personal care sector, Baiya Co., was the most researched, with 53 instances of public fund research, attracting over 30% of public fund institutions including Bosera Fund, Harvest Fund, and China Merchants Fund [1][2] - The pharmaceutical and biological sector received high attention from public fund institutions, with three stocks making the top ten in research instances: Nanwei Medical (46 times), Anjiasi (32 times), and Anke Biological (32 times) [1][2] Group 2 - The computer industry also saw significant interest, with two stocks in the top ten: Desai Xiwai (46 times) and Jinchengzi (45 times) [1][2] - The pharmaceutical and biological sector was the most favored by public fund research, with a total of 10 stocks receiving attention, accumulating 151 research instances, leading other industries in both the number of researched stocks and research instances [2] - Other industries such as electronics, electric equipment, basic chemicals, and beauty care also received attention, with each being researched at least 50 times, ranking in the top ten [3] Group 3 - Among institutions, Penghua Fund led with 20 research instances covering 19 stocks across 11 industries, with a relatively high proportion in electric equipment, electronics, and basic chemicals [3] - Guotai Fund and Southern Fund both ranked second with 14 research instances each, focusing on different sectors, with Guotai Fund emphasizing pharmaceutical and biological stocks, while Southern Fund covered a broader range including electronics, computers, electric equipment, and basic chemicals [3]