百亿私募狂冲87%仓位创185周新高，超七成满仓

Group 1 - The stock private equity position index reached 81.13% as of November 14, 2025, marking a significant increase of 1.05% from the previous week, achieving a new high for the year and the highest level in nearly 112 weeks [1] - The increase in private equity positions is driven by three main factors: the continuous rise of the A-share market since August, positive signals from policy regarding the long-term health of the capital market, and the willingness of large private equity firms to concentrate their investments in sectors like technology and innovative pharmaceuticals [1] - The proportion of fully invested private equity firms has risen to 65.90%, while the proportion of medium-position private equity firms has decreased to 18.97%, indicating a shift towards higher investment levels among medium-position firms [1] Group 2 - The stock private equity positions show a differentiated distribution across various scales, with firms managing over 100 billion reaching a position index of 87.07%, the highest among all scales, and a significant weekly increase of 7.98%, marking a new high in nearly 185 weeks [2] - Over 73.41% of large private equity firms are now fully invested, while the proportion of medium-position firms has dropped to 18.47%, indicating a trend of medium-position firms moving towards full investment [3] - The proportion of low-position private equity firms is currently at 7.32%, with only 0.80% remaining in a completely uninvested state, reflecting a clear and comprehensive trend towards increasing investment levels [3]