Core Insights - The overall enthusiasm for A-share research remains high, with 125 public fund institutions participating in research activities covering 132 stocks across 22 industries, totaling 707 research instances during the week of November 10-16, 2025 [1][2] Group 1: Company Focus - Industrial Fulian, a leading consumer electronics company with a market value in the trillions, was the most favored by public funds, attracting 48 institutions for research, focusing on its global expansion process [1][2] - Other notable companies include Aobi Zhongguang, which received 15 research instances, with institutions primarily interested in its self-developed chip advancements [1] Group 2: Industry Analysis - The electronics, machinery, and pharmaceutical industries were the most researched, each exceeding 100 research instances, with the electronics sector leading at 115 instances covering 18 stocks [2][3] - The machinery industry followed closely with 111 research instances across 16 stocks, while the pharmaceutical industry ranked third with 102 instances covering 8 stocks [3] Group 3: Institutional Participation - Guotai Fund was the most active, conducting 18 research instances covering 18 stocks, primarily in the power equipment, machinery, and pharmaceutical sectors [3] - Huaxia Fund and Huitianfu Fund both conducted 17 research instances, with Huaxia focusing more on machinery and Huitianfu leaning towards electronics and machinery [3]
上周公募基金调研132只个股逾700次 工业富联成最受关注个股