高毅、盘京等百亿私募最新掘金图曝光！六大行业受青睐！医药生物逆势受捧！

Core Viewpoint - The A-share market continued its upward trend in September, driven by technology growth, with significant gains in the ChiNext and STAR Market indices, indicating a strong investor interest in tech stocks [2] Group 1: Market Performance - The Shanghai Composite Index rose approximately 0.64%, while the Shenzhen Component Index increased by about 6.54% in September [2] - The ChiNext Index surged over 12%, reaching a nearly three-year high, and the STAR Market Index rose about 11.48%, marking a nearly four-year high [2] - The average daily trading volume in the Shanghai and Shenzhen markets was 23,895.51 billion yuan, reflecting a year-on-year increase of 201% and a month-on-month increase of 5% [2] Group 2: Private Equity Research Activity - In September, 529 A-share companies were researched by private equity firms, with a total of nearly 2,800 research instances [3] - The six most favored industries by private equity firms included electronics, machinery, pharmaceuticals, power equipment, computers, and basic chemicals, each receiving over a hundred research instances [3][4] - The average performance of researched companies varied significantly, with electronics and power equipment sectors showing average gains of 10.89% and 11.74%, respectively, while pharmaceuticals and computers had average declines of -1.61% and -1.18% [3][4] Group 3: Individual Company Insights - The top three companies researched in September were Maiwei Biopharma, Lankai Technology, and Juguang Technology, with research instances of 88, 71, and 67, respectively [6][7] - Maiwei Biopharma, a company focused on innovative biopharmaceuticals, signed an exclusive licensing agreement for a dual-target small nucleic acid drug, indicating its strategic positioning in the market [8] - The average stock price increase for researched companies in September was 4.95%, with 65 companies receiving at least 10 research instances [6] Group 4: Private Equity Fund Performance - Among private equity firms, those with over 100 billion yuan in assets showed an average return of 30.04% year-to-date, outperforming smaller firms [11] - Panjing Investment was the most active among large private equity firms, conducting 34 research instances in September, with an average stock price increase of 15.62% for researched companies [13] - High Yi Asset, another significant player, conducted 23 research instances with an average stock price increase of 7.84% for the companies researched [13][14]