Mindray(SZ:300760) 私募排排网·2025-09-02 06:58Core Viewpoint - The A-share market showed active trading in August, with a monthly increase in the Shanghai Composite Index of 7.97%, indicating a slow bull market trend. Private equity research frequency increased significantly, with 1,152 private equity firms conducting research on 642 companies in August, compared to 306 in July [2][4]. Industry Summary - The pharmaceutical and biotechnology sector became a focal point for private equity research, with 404 private equity firms researching 88 companies in this sector. Despite a modest increase of 3.30% in August, the sector had previously outperformed with an 11.56% increase in July. The electronic equipment sector also performed well, with an average increase of 27.52% in August [2][4][5]. Company Summary - Mindray Medical was the most favored company among private equity firms, receiving research from 117 firms and achieving a price increase of 5.01% in August. The company is recognized for its strong performance and interest from major private equity firms [5][6]. - Tianfu Communication had the highest price increase among the top 20 researched companies, with an impressive 87.95% rise in August, particularly after a research event on August 26, where the stock surged over 50% in three trading days [4][5][6]. - Other notable companies included Crystal Optoelectronics, which saw a 33.11% increase, and several companies in the electronic equipment sector that performed exceptionally well [5][14]. Private Equity Activity - In August, 43 billion-level private equity firms actively participated in the research of 296 companies, with Gao Yi Asset being the most active, researching 67 companies and achieving an average price increase of 17.66% among its researched stocks [9][10]. - The stocks researched by Gao Yi Asset included Huafeng Technology, which saw a 63.81% increase, indicating the potential value of stocks that receive attention from leading private equity firms [11][12].