LUXSHARE-ICT(SZ:002475) 私募排排网·2025-12-01 03:33Core Viewpoint - In November, the A-share market performed poorly with all three major indices declining, while private equity investors actively researched multiple listed companies to identify potential investment opportunities [2][6]. Group 1: Market Performance - The A-share market showed a lackluster performance in November, with a decrease in trading volume and poor profit-making effects [2]. - Private equity's subjective long positions yielded an average return of 23.72% year-to-date, outperforming the Shanghai Composite Index (14.41%) and the Shenzhen Component Index (20.39%) [2]. Group 2: Industry Research Focus - In November, a total of 707 A-share companies were researched by institutions, with 360 companies specifically targeted by private equity firms [2][3]. - The four industries most researched by private equity were electronics, machinery, electric power equipment, and biomedicine, each attracting hundreds of participating private equity firms [3][4]. Group 3: Company-Specific Research - The most researched company in November was Luxshare Precision, which was investigated by 472 institutions [6]. - Other notable companies included Huichuan Technology and Anji Technology, which were also heavily researched by private equity firms [6][10]. - Among the AI computing power concept stocks, 16 were researched by private equity, with 9 stocks doubling in value this year [12]. Group 4: Notable Private Equity Firms - Leading private equity firms such as Yuanxin Investment and Fusheng Asset conducted extensive research on multiple A-share companies in November [14][16]. - The top-performing non-quantitative private equity firms in terms of returns included Yuanxin Investment and Fusheng Asset, both of which actively researched A-share companies [16][19].