私募再掀调研热，这两大行业是“香饽饽”！私募：股市处在质变的前夜

Group 1 - In April, despite the impact of "reciprocal tariffs," private equity institutions maintained high enthusiasm for research, with 1189 private equity managers conducting 7647 research sessions on 639 stocks, a 117.68% increase from March [1][3] - The electronics and pharmaceutical industries were the most favored, with 117 stocks receiving significant attention, and the top three stocks, Luxshare Precision, Lattice Semiconductor, and Proya, received 186, 109, and 95 research sessions respectively [3][4] - The electronics sector led with 1535 research sessions covering 85 stocks, while the pharmaceutical sector followed with 1284 sessions covering 93 stocks, indicating a strong preference from private equity institutions for these sectors [5] Group 2 - Notable private equity firms such as Zhengyuan Investment and Shenzhen Shangcheng Asset were the most active, conducting over 100 research sessions in April, with 181 and 157 sessions respectively [7] - Despite market volatility due to tariffs, many private equity funds remained optimistic about Chinese assets, suggesting that the most significant impact of tariffs has likely passed, and the market may be on the verge of a transformation [9][10] - The overall sentiment among private equity firms indicates a belief in the resilience of the Chinese economy and the potential for a gradual recovery in the stock market, driven by technological innovation and improved market conditions [9][10]