高毅、淡水泉、景林、葛卫东旗下私募大动作！盯上商业航天、脑机接口概念股?

Core Viewpoint - The article emphasizes the significance of private equity fund research activities as a predictive signal for future market trends, especially as the private equity industry in China is projected to exceed 22 trillion yuan by 2025, reflecting macroeconomic recovery and structural transformation [2]. Group 1: Private Equity Research Activities - In 2025, a total of 4,527 private equity institutions conducted research on 4,611 A-share listed companies, with the top five companies being Crystal Optoelectronics, Zhongkong Technology, Huichuan Technology, Huaqin Technology, and Nine Company-WD [2]. - The article highlights the active research frequency of leading private equity firms such as Gao Yi, Dan Shui Quan, and Jing Lin, particularly in December, as they prepare for future investments [2]. Group 2: Performance of Companies Under Research - The top 20 A-share companies by the number of private equity research visits include Crystal Optoelectronics with 340 visits and a 2025 price increase of 14.65%, and Huichuan Technology with 314 visits and a 29.41% increase [6]. - The average stock price increase for companies researched in December 2025 was 12.67%, with notable performers like Xiangyu Medical and Boying Special Welding achieving increases of 86.39% and 42.97%, respectively [11]. Group 3: Notable Private Equity Firms - Gao Yi Asset conducted 515 research visits covering 305 listed companies in 2025, maintaining a high level of research activity [9]. - Dan Shui Quan completed 430 research visits covering 306 companies, with an average stock price increase of 13.90% since December 2025, highlighting significant gains for companies like Guanglian Aviation and Yongding Co., which saw increases of 105.10% and 59.44% [15][16]. - Jing Lin Asset conducted 222 research visits covering 162 companies, with an average stock price increase of 11.83% since December 2025, led by companies like Pulit and Zhongfu Shenying, which increased by 52.96% and 30.18% respectively [17].