电子、机械设备等板块成私募机构9月份调研重点

Core Insights - In September, the A-share market experienced a surge in institutional research activity, with 979 private equity fund managers participating in the research of 529 stocks across 30 industries, totaling 2,789 research instances [1] - The increased research activity by private equity institutions indicates a general optimism about market opportunities, suggesting a potential new cycle of prosperity for the private equity industry [1][3] - The average stock price increase for companies researched by private equity institutions in September was 4.95%, outperforming the CSI 300 index during the same period [1] Industry Focus - The electronics and machinery equipment sectors were the most researched, with four stocks from each sector making it to the top ten in terms of price increase [2] - The electronics sector led with a stock, Demingli, achieving a 117.02% increase, while the machinery equipment sector's leading stock, World, saw a 95.48% increase [2] - Other sectors like power equipment also featured prominently, with Juhe Materials being the most favored stock, attracting 57 private equity institutions for research [2] Research Trends - The electronics industry received the highest number of research instances at 554, while the machinery equipment sector had the most diverse coverage with 86 stocks [3] - The focus on the electronics sector is attributed to national policies supporting technological innovation and industry upgrades, while the machinery equipment sector benefits from economic recovery and increased infrastructure investment [3] - In September, 150 private equity institutions conducted at least five research instances, with Guangdong Zhengyuan Private Fund Management leading with 43 instances [4]