公募顶流调研忙，机器人概念股受追捧

Group 1 - The A-share market is experiencing a hot summer, with prominent industry themes and structural opportunities emerging [1] - Public fund research serves as a leading indicator for capital trends and layout strategies, with top institutions having a significant advantage in research resource investment and coverage [1][3] - Bosera Fund leads the public fund research rankings, conducting 332 research sessions covering 300 stocks during the summer [3][4] Group 2 - The Beijing Stock Exchange has become a new focus for public fund research, with 84 public funds participating, and CITIC Construction Investment Fund conducting the most research [1][5] - The performance of CITIC Construction Investment's themed products has been impressive, with a nearly 120% return year-to-date [1][6] - Key sectors of interest for public funds include industrial machinery, electronic components, electrical equipment, automotive parts, Western medicine, and integrated circuits, all of which are technology-driven industries [2][6] Group 3 - Notable fund managers have actively participated in research, particularly in the robotics sector, with Huaming Equipment being a popular target for summer research [1][7][8] - The research activities of various fund managers indicate a strong interest in technology and innovation, particularly in robotics and medical sectors [7][10] - The research sessions have attracted significant participation from well-known fund managers, highlighting the importance of these sectors in the current market environment [7][9]