这只“ST”股获多只公募青睐！什么原因？

Core Viewpoint - The article highlights the significant interest from public funds in ST Huatuo, which has seen a remarkable stock price increase of 265.18% year-to-date, driven by strong performance in the gaming sector and a successful new mobile game launch [1][4]. Group 1: ST Huatuo's Performance - As of the end of Q3, ST Huatuo was heavily held by multiple public funds, including Yongying Fund and Rongtong Fund, with a year-to-date increase of 265.18% and a market capitalization of approximately 139.4 billion yuan [1][4]. - The company reported total revenue of 17.207 billion yuan for the first half of the year, representing an 85.50% increase, and a net profit of 2.656 billion yuan, up 129.33% year-on-year, marking a historical high [4]. Group 2: Public Fund Investment Strategy - Public funds have a rigorous selection process for stocks, especially for ST stocks, focusing on fundamental and liquidity assessments [2][7]. - The process involves multiple rounds of screening, where stocks must pass through various categories, including basic, alternative, core, and risk stock pools, with a strong emphasis on fundamental analysis [7][8]. Group 3: New Consumption Trends - The article notes a shift in focus towards "new consumption" sectors, such as gaming and IP derivatives, as traditional consumption categories are being deprioritized by fund managers [9]. - Fund managers are increasingly looking for growth opportunities in high-potential segments, including gaming and export-oriented companies, as they anticipate significant growth in these areas [9]. Group 4: Gaming Industry Outlook - The gaming sector has seen a substantial increase, with the China gaming index rising over 40% year-to-date, and expectations for continued growth driven by policy support and technological advancements [10]. - The gaming industry is projected to transition from an adjustment phase to a high prosperity phase by 2025, supported by dual drivers of performance and valuation increases [10].