马年投资风向标，公募调研路线图出炉，三大主线蓄势待发！

Core Viewpoint - The Chinese stock market is experiencing a new wave of interest in technology stocks following a strong performance before the Spring Festival, with public funds focusing on specific companies for potential investment opportunities [1][13]. Group 1: Public Fund Research - From the beginning of the year to the Spring Festival, 10 public fund companies conducted over 100 research sessions, with the top three being Bosera Fund (176 sessions), Huaxia Fund (142 sessions), and E Fund (134 sessions) [1][13]. - The companies most frequently researched by these funds include Tiensun Wind Power, Daikin Heavy Industries, and Haitan Ruisheng [1][13]. Group 2: Individual Fund Manager Insights - Notable fund managers such as Xiao Nan from E Fund and Zhao Feng from Ruiyuan Fund participated in these research sessions, indicating their interest in building positions in the companies they researched [1][13]. - Xiao Nan's funds have achieved a total scale of approximately 27.26 billion yuan, with a best-term return of 307.89% [2][15]. Group 3: Company Performance and Projections - Lunyu Co., a company in the specialty chemicals sector, is projected to achieve a net profit of 60 million to 70 million yuan for 2025, representing a year-on-year growth of 181.05% to 227.89% [5][17]. - The company has also indicated plans to enhance its supply chain and production capabilities, focusing on key intermediates to ensure raw material supply [4][16]. Group 4: Semiconductor Sector Interest - Zhao Feng conducted a research session on BOE Technology Group, a leader in the semiconductor display sector, focusing on its innovative business developments and future growth strategies [6][18]. - BOE plans to enhance shareholder returns through stock buybacks and dividends, with a cash dividend of approximately 1.87 billion yuan planned for 2024 [9][20]. Group 5: AI and Data-Driven Companies - Haitan Ruisheng has attracted significant attention from public funds, with a focus on AI-related sectors, indicating a strategic shift towards "AI + industry" applications [10][21]. - The company is developing a specialized team for embodied intelligence data, which is seen as a high-growth area, and is actively engaging with local governments and tech firms to establish training data solutions [11][23].