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9月公募调研超600家公司,晶盛机电、聚和材料等最受关注

Core Insights - In September, a total of 154 public fund institutions participated in A-share research activities, covering 605 stocks across 28 Shenwan primary industries, with a total of 4,275 research instances recorded [1][3] Group 1: Stock Research Highlights - 44 stocks were particularly favored by public fund institutions, each receiving at least 20 research instances, with the top stock, Jing Sheng Machinery, attracting 81 instances, accounting for nearly 40% of the participating institutions [1][2] - The second most researched stock was Juhe Materials, with 69 instances, followed by several stocks in the machinery equipment sector, including Huichuan Technology (61 instances), Zhonglian Heavy Industry (47 instances), and others [2][3] Group 2: Industry Focus - The machinery equipment industry was the most researched sector in September, with 90 stocks receiving attention and a total of 709 research instances, followed closely by the electronics industry with 83 stocks and 702 instances [3] - Other sectors such as electric power equipment, pharmaceuticals, and basic chemicals also received significant attention, each with over 40 stocks and more than 300 research instances [3] Group 3: Institutional Participation - A total of 85 public fund institutions were active in research, with 28 institutions conducting over 50 research instances each [3] - Among these, Huaxia Fund led with 107 research instances, followed by Fuguo Fund with 101 and Bosera Fund with 99, focusing primarily on machinery equipment and electronics sectors [3][4]