11月私募调研逾2300次 电子行业个股备受青睐

Group 1 - In November 2025, a total of 885 private equity firms participated in A-share market research, covering 439 stocks across 28 industries, with a total of 2,341 research instances [1] - The electronics industry led the private equity research activities, with 82 stocks receiving attention and 567 research instances, significantly outperforming other sectors [1] - Luxshare Precision was the most favored stock in November, receiving 92 research instances, attracting major private equity firms such as Gao Yi Asset and Zhongyang Investment [1] Group 2 - The machinery and equipment industry saw increased attention, with 411 research instances and 67 stocks being researched, with Huichuan Technology being the most researched stock at 50 instances [1] - The pharmaceutical and biotechnology sectors ranked third and fourth in research instances, with 30 and 27 stocks respectively, and BeiGene being the most researched stock in the pharmaceutical sector with 38 instances [2] - The automotive, computer, basic chemicals, and telecommunications industries each had over 100 research instances in November [3] Group 3 - 37 private equity firms were particularly active in November, with the most active being Zhengyuan Investment, conducting 55 research instances primarily in electronics, machinery, and power equipment [3] - Half of the top ten private equity firms by research instances were billion-level firms, with firms like Danshuiquan and Pankin Investment leading in research activities [3] - The focus of billion-level private equity firms on research is driven by their need to optimize holdings and identify high-certainty investment opportunities as the market evolves [4]