11月公募机构调研506只个股,电子、机械设备和医药生物行业最受关注
Xin Hua Cai Jing·2025-12-01 08:18

Core Insights - In November 2025, a total of 154 public fund institutions participated in A-share market research activities, covering 506 stocks across 30 Shenwan primary industries, with a total of 4,298 research instances recorded [1][3]. Company Highlights - Luxshare Precision became the most researched stock in November, with 142 instances of inquiry, focusing on its Q3 operational performance [1]. - Other notable stocks in the electronics sector included Industrial Fulian and Aobi Zhongguang, which were researched 48 and 45 times, respectively [1]. - In the mechanical equipment sector, the top researched stocks were Huichuan Technology (81 times), Boying Special Welding (71 times), Jereh Petroleum Equipment (65 times), and Zhongkong Technology (58 times) [1][3]. - In the biopharmaceutical sector, the key stocks were Baiji Shenzhou and Ruimai Te, researched 51 and 46 times, respectively, with a focus on their recent business developments [2]. Industry Focus - The electronics industry led with 974 research instances, covering 88 stocks, significantly outpacing other sectors [3]. - The mechanical equipment sector followed with 819 research instances across 71 stocks [4]. - The biopharmaceutical sector ranked third, with 403 research instances across 38 stocks [4]. - Other industries with notable research activity included electric power equipment, automotive, basic chemicals, and computers, each with at least 95 research instances [4]. Institutional Activity - Bosera Fund led the research activity in November with 111 instances, focusing primarily on electronics, mechanical equipment, and electric power equipment stocks [4]. - Huaxia Fund followed closely with 101 research instances, also favoring mechanical equipment and electronics [4]. - Guotai Fund ranked third with 93 instances, maintaining a similar focus on mechanical equipment and electronics [4].