公募去年12月调研聚焦电子等赛道 长安汽车等获调研次数排名居前

Group 1 - In December 2025, public fund research enthusiasm surged, with 155 public fund institutions participating in A-share research, covering 451 stocks across 29 industries, totaling 3,472 research instances [1] - Among the stocks researched in December 2025, 59 stocks saw monthly gains exceeding 20%, with the top ten all rising over 50%, led by Chaojie Co., which increased by 133.91% [1] - The electronics and machinery equipment sectors were the most favored by public fund research, with 64 stocks in the electronics sector receiving attention and 505 instances of research in the machinery equipment sector [1] Group 2 - Chang'an Automobile was the most researched stock with 88 instances, focusing on its transition to a smart low-carbon travel technology company while advancing in new energy and globalization [2] - In December 2025, 71 public fund institutions were actively involved in research, with Huaxia Fund leading with 100 instances, primarily focusing on the machinery equipment and electronics sectors [2] - Starstone Investment suggests that 2025 is likely the bottom of the current A-share profit cycle, with a clearer earnings outlook expected to support market fundamentals, moving away from reliance on liquidity-driven valuation [2] Group 3 - Starstone Investment recommends focusing on two main investment themes: high-growth industries represented by artificial intelligence, innovative pharmaceuticals, machinery equipment, and military industry, and sectors like transportation, discretionary consumption, and real estate that are improving in supply-demand relationships [3]