股票私募大幅加仓A股，百亿级梯队仓位逼近90%

Group 1 - The core viewpoint of the article highlights the significant growth of private equity funds in China, with the total number of private securities investment funds reaching 80,214 and a total scale of 7.01 trillion yuan as of October 2025, marking a historic milestone [2][5] - The private equity fund market has accelerated its expansion since October 2025, with a total of 137,905 private funds and a total scale of 22.05 trillion yuan, reflecting an increase of 660 funds and 1.31 trillion yuan compared to September 2025 [4] - The growth in private securities investment funds is primarily driven by existing funds rather than new registrations, with 995 new funds registered in October 2025, contributing only 42.92 billion yuan to the total scale [6] Group 2 - The increase in private securities investment fund scale is attributed to three main factors: explosive growth in quantitative strategies, a favorable market environment highlighting structural opportunities in A-shares, and supportive policies that simplify registration processes [6] - The "Matthew Effect" is becoming more pronounced in the private fund industry, with funds increasingly concentrating in leading institutions, while smaller firms face challenges, leading to a reduction in the number of fund managers and funds [7] - The stock private equity funds exhibit a strong bullish sentiment towards the A-share market, with the stock private equity position index reaching 82.97% as of November 21, 2025, marking a new high for the year and indicating a significant increase in positions among large private equity firms [9][10]