Shen Zhen Shang Bao·2025-11-04 06:35Group 1 - The core viewpoint of the articles highlights the recent movements of large private equity firms in the stock market, particularly focusing on their significant holdings in various sectors such as computers, food and beverages, and electronics [1] - As of October 31, 35 large private equity firms have reported holdings in 203 stocks, with a total market value exceeding 700 billion yuan [1] - Gao Yi Asset, led by Qiu Guolu, has significant positions in 18 companies, with Hikvision (002415) being the largest holding valued at 8.826 billion yuan, despite a reduction of 58 million shares in the third quarter [1] - Another firm, Zhongyang Investment, maintained its position in Xinhecheng (002001) with 61.1781 million shares, valued at 1.458 billion yuan, while also entering new positions in several other stocks [1] Group 2 - Some large private equity firms have announced a suspension of new investments, such as Ningquan Asset, which will stop accepting new subscriptions from October 30, while existing investors can still make additional purchases [2] - In the third quarter, Ningquan Asset increased its holdings in Zhuming Technology (300232) by 6.5721 million shares and made new investments in Fuanna (002327) with 605.12 thousand shares [2] - Starstone Investment believes that the market still has internal driving forces, with short-term uncertainties affecting risk appetite, while medium-term uncertainties are expected to ease, indicating a potential continuation of a bull market [2]