公募调研忙！光伏设备成“香饽饽”，朱红裕、闫思倩动向曝光

Core Insights - The latest research trends among fund companies indicate a significant focus on the photovoltaic equipment and machinery sectors, with over 700 listed companies being investigated by more than 100 public funds in the past month [1][3] - Notable fund managers have also shown interest in the non-ferrous metals and home appliance sectors, suggesting a potential recovery in these industries [1][4] Group 1: Fund Research Trends - As of September 29, 156 public funds have collectively researched 713 listed companies in the past month, with Jing Sheng Machinery receiving the highest attention from 72 funds [3] - Other companies receiving significant attention include Juhe Materials and Huichuan Technology, with 62 and 60 funds respectively, indicating a strong interest in the power equipment and machinery sectors [3][4] - The top ten companies researched also include Duofluor and Anker Innovation, each receiving attention from over 42 funds, spanning various industries such as chemical products and consumer electronics [3] Group 2: Industry Insights - The photovoltaic equipment sector is benefiting from global energy transitions and policy support, with domestic companies showing technological leadership and cost advantages [3] - The machinery sector is linked to manufacturing upgrades and the trend of domestic high-end equipment, particularly in automation and new energy-related devices [3][4] Group 3: Performance of Researched Companies - Some of the top researched companies have shown remarkable stock performance, with Jing Sheng Machinery up 157.43% and Shenzhen South Circuit up 133.41% year-to-date as of September 29 [4] - Fund companies like Bosera Fund have conducted the most research, with 132 investigations in the past month, reflecting a high level of interest in market trends [4] Group 4: Notable Fund Manager Activities - Prominent fund managers have also been active in researching sectors such as non-ferrous metals and home appliances, with notable increases in stock prices for companies like Jintian Co. and Hongchang Technology, which have risen 105.08% and 138.48% respectively [5] - The research activities of well-known fund managers indicate a focus on industry recovery and valuation correction opportunities, suggesting a strategic approach to investment [5]