Group 1 - In September, a total of 979 private equity managers participated in research, covering 529 stocks across 30 Shenwan primary industries, with a total of 2,789 research instances [1] - 41 large private equity firms, each managing over 10 billion, participated in the research, covering 189 stocks with a total of 318 research instances [1] - The electronics industry had the highest number of research instances, with 554 instances covering 78 stocks, while the machinery equipment sector had the most stocks researched, totaling 444 instances across 86 stocks [1] Group 2 - The top 10 stocks in terms of research instances in September were each researched at least 36 times and recorded positive returns [2] - Among the top 10 private equity firms by research instances, six were large firms, including Panjing Investment, Gao Yi Asset, and others, with research instances ranging from 20 to 34 [2] - Gao Yi Asset focused its research on 22 stocks, primarily in the electronics and pharmaceutical industries, with 9 and 6 stocks respectively [2]
9月份私募调研 青睐电子和机械
Shen Zhen Shang Bao·2025-10-09 23:04