Group 1 - In September 2025, a total of 979 private equity managers participated in A-share company research activities, covering 529 stocks across 30 Shenwan primary industries, with a total of 2,789 research instances [1] - Among these, 41 billion-yuan private equity firms were involved, covering 189 stocks across 27 Shenwan primary industries, with 318 research instances [1] - The pharmaceutical and biological sector, particularly Maiwei Bio, received significant attention with 88 private equity firms conducting 88 research instances [1][2] Group 2 - The electronics industry was the most researched sector in September, with 78 stocks receiving a total of 554 research instances [3] - The mechanical equipment sector had the highest number of stocks researched, totaling 86 stocks with 444 research instances, ranking second overall [3] - Other sectors such as pharmaceuticals, electric power equipment, computers, and basic chemicals also received considerable attention, each with over 100 research instances and at least 30 stocks researched [3] Group 3 - Zhengyuan Investment led the research activity in September with 43 instances, focusing primarily on the mechanical equipment and electronics sectors [3] - Among the top ten private equity firms conducting research, six were billion-yuan firms, including Panjing Investment and Gao Yi Asset, with respective research instances of 34 and 23 [3] - Gao Yi Asset focused on 22 stocks, with repeated research on Shen Nan Circuit, primarily in the electronics and pharmaceutical sectors [3]
机构:9月私募调研529只个股
Xin Hua Cai Jing·2025-10-09 11:25