公募调研热情攀升，TMT成调研重点领域

Core Insights - The enthusiasm for public fund research continues to rise as the mid-year report disclosures approach their conclusion, with 160 public fund institutions participating in A-share research activities last week, covering 381 stocks across 27 primary industries, resulting in a total of 3,365 research instances, a week-on-week increase of 85.2% [1] Group 1: Stock Performance - Among the stocks researched, 164 experienced price increases, accounting for 43.04% of the total, with 79 stocks rising within 5%, 39 stocks between 5% and 9.99%, 29 stocks between 10% and 19.99%, and 17 stocks exceeding 20% [1] - The top ten performing stocks from public fund research were primarily concentrated in the TMT (Technology, Media, and Telecommunications) sector, with three stocks from the communications industry, including Tianfu Communication, New Yisheng, and Zhongji Xuchuang, which saw increases of 61.54%, 30.09%, and 27.26% respectively [1] - The electronics sector had two stocks in the top ten, with Dongtianwei and Shenzhen South Circuit rising by 46.92% and 32.07% respectively, while the computer sector had one stock, Yuntian Lifi, with a rise of 26.34% [1][2] Group 2: Institutional Research Activity - Last week, 112 public fund institutions actively participated in A-share company research, with each conducting at least 10 research instances; 39 institutions conducted 10 to 19 instances, 33 institutions conducted 20 to 29 instances, 21 institutions conducted 30 to 39 instances, and 19 institutions conducted 40 or more instances [2] - Bosera Fund was the most active, conducting 73 research instances, followed closely by Jiashi Fund with 70 instances; both funds focused heavily on electronic industry stocks [3][4] - Other notable institutions included GF Fund and Zhongyin Securities, each conducting over 60 research instances, with a significant focus on power equipment and electronic industry stocks [3] Group 3: Market Trends - The increase in public fund research activity is attributed to the improved transparency of market information as mid-year reports are disclosed, allowing funds to identify potential investment opportunities and adjust their holdings [4] - The overall performance of the A-share market has been positive during the mid-year report period, with major indices generally rising and trading activity increasing, which has enhanced the market's profitability effect and encouraged public funds to conduct more in-depth research on individual stocks [4]