10月调研超5000次 私募瞄准科技与医药板块

Core Insights - Institutional research remains active in October, with private equity firms focusing on technology and pharmaceutical sectors as key investment areas [1][2][4] Group 1: Research Activity - In October, 1,072 private equity firms participated in A-share listed company research, covering 549 companies across 29 industries, with a total of 5,242 research instances, marking an 87.95% increase from September's 2,789 instances [2] - The technology sector, particularly electronics, was the most favored by private equity, with 74 companies receiving 815 research instances, while the pharmaceutical sector followed closely with 772 instances across 75 companies [2] Group 2: Market Trends - The private equity issuance market remained active in October, with an acceleration in new product registrations, indicating sustained interest in equity assets despite recent market fluctuations [3] - The trend of reallocating funds towards equity assets is evident, with private equity firms expecting an influx of new capital as registration processes speed up, suggesting ongoing structural opportunities in A-shares and Hong Kong stocks [3] Group 3: Investment Focus - Industry experts emphasize the importance of focusing on growth sectors such as technology and innovative pharmaceuticals, particularly after recent market adjustments [4] - The Chinese innovative pharmaceutical industry is gaining global competitiveness, with specific attention on domestic companies in niche areas like small nucleic acids and dual antibodies, which are seen as having significant competitive advantages due to efficient R&D and clinical resources [4]