10月调研超5000次私募瞄准科技与医药板块

Group 1 - The private equity sector is increasingly focusing on technology and pharmaceutical sectors, with significant growth in institutional research activities in October [1][2] - In October, 1,072 private equity firms participated in A-share listed company research, covering 549 companies with a total of 5,242 research instances, marking an 87.95% increase from September [2] - The technology and pharmaceutical industries remain the primary focus for private equity, with the electronics sector receiving 815 research instances and the pharmaceutical sector 772 instances in October [2] Group 2 - The private equity issuance market remained active in October, with an acceleration in new product registrations, indicating sustained interest in equity assets from institutional and individual investors [3] - The trend of reallocating funds towards equity assets is evident, especially in the context of declining risk-free returns, leading to a vibrant private equity issuance market [3] - There is an expectation for the emergence of "explosive" funds and strong performance in the upcoming year, with continued structural opportunities in A-shares and Hong Kong stocks [3] Group 3 - There is a consensus among industry insiders that, given the ample market liquidity and positive policy signals, sectors like technology and innovative pharmaceuticals are worth deep exploration [4] - Despite previous significant gains in certain A-share sectors, the volatility presents buying opportunities for quality companies [4] - The innovative pharmaceutical sector is highlighted as a key area for investment, with a focus on companies benefiting from the "anti-involution" policy [4] Group 4 - The global competitiveness of China's innovative pharmaceutical industry is on the rise, with a focus on domestic companies in niche areas like small nucleic acids and dual antibodies that possess technological advantages [5] - These companies are rapidly validating and optimizing their molecules due to efficient R&D capabilities and rich clinical resources, making them worthy of attention [5]