| 6 月私募调研调研次数前十个股 | | | | --- | --- | --- | | A 股间称 | 申万一级行业 | 被调研次数(次) | | 迈威牛物 | 医药生物 | 51 | | 海光信息 | 甲子 | 39 | | 中科曙光 | 计算机 | 39 | | 万马科技 | 適信 | 31 | | 乐鑫科技 | 車子 | 30 | | 百利天恒 | 医药生物 | 29 | | 日发精机 | 机械设备 | 29 | | 皖仪科技 | 环保 | 29 | | 稳健医疗 | 美容护理 | 24 | | 京北方 | 计算机 | 23 | | 数据整理自:私募排排网,统计周期 2025年6月1日-6月30日,以上内容不构成股 | | | | 票推荐或投资建议,短期个股业绩不代表未来表现,亦不代表基金必然投资方向。 | | | 6月共有21个申万一级行业被私募机构调研不少于10次，其中电子行业共有56只个股合计获得275次私募 调研，成为最受私募调研青睐的行业。 紧随其后的是医药生物行业，该行业中有41只个股获得私募机构合计调研达266次。其次是机械设备行 业，该行业中有52只个股获得私募机构合计调研达234次 ...

Group 1 - In June, private equity firms showed unprecedented activity in research, with 751 private securities managers participating in A-share listed company research, covering 387 stocks across 28 first-level industries, resulting in a total of 1,769 research instances [1] Group 2 - A total of 46 stocks received significant attention from private equity firms in June, with each stock having more than 10 research instances; 32 stocks received between 10 to 19 instances, while 14 stocks had over 20 instances [3] - Maiwei Biotech topped the list with 51 research instances, attracting interest from several major private equity firms [3] - Another notable stock in the pharmaceutical and biotechnology sector, Baili Tianheng, received 29 research instances, ranking among the top ten [3] Group 3 - Research activity was diverse across industries, with 21 first-level industries receiving at least 10 research instances from private equity firms; 11 industries had between 10 to 49 instances, 4 industries had between 50 to 99 instances, and 6 industries exceeded 100 instances [4] - The electronics industry was the most favored by private equity research, with 56 stocks collectively receiving 275 research instances [4] - The pharmaceutical and biotechnology sector followed closely, with 41 stocks receiving a total of 266 research instances [4] - The machinery equipment industry ranked third, with 52 stocks receiving a total of 234 research instances [4] - The computer industry had 36 stocks receiving 213 research instances, while both the automotive and basic chemical industries also surpassed 100 research instances, each with over 25 stocks [4]

中国新一代投资银行与全球资产管理机构，由国内知名的企业家和资深金融人士投资组建，整个管理团 队具有丰富的金融产品研发经验和专业资产配置能力。公司已成立并管理多只私募投资基金，并下设全 球资产管理研究中心。公司资本市场投研团队具有近十多年证券投资经验，以主动管理、稳中求进的投 资风格经历多轮牛熊转换，在公司规范化管理的运作机制和严格的风险控制体系下将继续稳健行远，为 投资者提供专业及可信赖的金融服务。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 2）福莱新材 （杭州博海汇金资产管理有限公司参与公司路演活动&现场参观） 调研纪要：福莱新材介绍了其第二代柔性触觉传感器的技术特点和应用场景，实现了真柔性、全曲面触 觉感知覆盖和三维力感知，应用于精密制造、医疗康复、服务机器人和工业自动化等领域。三维力技术 使机器人能进行复杂操作和判断。与国内同行相比，福莱实现了触觉全覆盖和三维力感知，且在核心材 料研发和系统集成上有优势。团队迅速扩大至博士8人、技术人员30人，并引进了算法专家和业务开拓 负责人。公司对行业内外延收并购机会持积极开放态度，聚 ...

私募排排网最新数据显示，5月共有876家私募证券管理人参与A股上市公司调研，覆盖90个申万二级行 业中的494只个股，合计调研次数达2544次。从调研热度来看，5月共有25只个股获得私募机构的高度关 注，调研频次均超过20次。具体来看，17只个股被调研20次-29次，8只个股调研频次不少于30次。5月 共有30个申万二级行业被证券私募调研不少于20次，其中15个行业被调研20-49次，9个行业被调研50- 99次，更有6个行业调研次数突破100次大关。半导体行业共有30只个股合计获得226次私募调研，成为 最受私募调研青睐的行业。其次是医疗器械、通用设备、自动化设备、专用设备和化学制药，调研次数 均超100次，各行业被调研个股数量均超10只。(澎湃) ...

Group 1 - The A-share market is experiencing a structural fluctuation, with private equity institutions actively conducting research activities [1] - In May, 876 private equity managers participated in company research, covering 494 companies across 90 secondary industries, with a total of 2,544 research instances [1] - The semiconductor industry topped the research frequency with 226 instances, indicating strong interest from private equity institutions [2] Group 2 - In May, 30 semiconductor-related companies received attention from institutions, with Anji Technology being the most researched stock at 75 instances [3] - Other notable stocks in the "Top 10 Hot Research Stocks" include Huichuan Technology, Hengerd, BeiGene, and others, with Hengerd showing a nearly 90% price increase in May [3] - Besides semiconductors, industries such as medical devices, general equipment, automation equipment, specialized equipment, and chemical pharmaceuticals also garnered over 100 research instances [3] Group 3 - As of the end of May, the average position of domestic long-biased private equity funds reached 77%, up 1 percentage point from the previous month [4] - 94% of long-biased private equity funds had positions above 50%, with 43.3% having positions over 80%, indicating a relatively optimistic market outlook [4] - In May, 48 private equity institutions conducted more than 10 research instances, with Zhengyuan Investment leading at 72 instances [4] Group 4 - Public equity funds also maintained high positions, with an average position of 92.91% as of May 23, reflecting strong confidence in the equity market [4]

根据市场公开信息及5月27日披露的机构调研信息，知名私募复胜资产近期对1家上市公司进行了调研， 相关名单如下： 1）新强联 （复胜资产参与公司特定对象调研&现场参观） 调研纪要：新强联在滚动体及锻件领域已实现自供，精密轴承项目主要集中在风电领域和齿轮箱轴承， 齿轮箱轴承处于小批量出货状态。公司通过设备调试、生产工艺优化、人才梯队搭建等方式扩大产能保 证交付，海外市场处于开发阶段。公司具备多种热处理工艺及相应设备，灵活选择最合适的热处理工 艺，引进多台先进热处理设备。公司排产订单充足，全力提高生产效率，通过优化工艺等手段提高产能 利用率，持续加大研发投入。 机构简介： 上海复胜资产管理合伙企业（有限合伙）成立于2015年，是国内首批以研究驱动为导向的阳光私募基金 管理公司。公司目前纯权益管理规模超过60亿。公司核心投研团队有16年以上大陆、香港、美国三地投 资经验，主要基金经理均有国内顶级公募投资经验。我们秉持"复利致胜"的原则，坚持业绩驱动投资， 重视投资的可持续性，致力为投资者获取长期的稳健收益。公司凭借优异的成绩，曾获中国证券报2019 年度第十一届三年期金牛私募投资经理（股票策略）、2020/2021年 ...

根据市场公开信息及5月15日披露的机构调研信息，知名私募亘曦资产近期对1家上市公司进行了调研， 相关名单如下： 亘曦资产成立于2018年5月，中国证券投资基金业协会观察会员，以"成为资本市场有重要影响力，受客 户信任和投资人尊敬的财富管理机构"为愿景，为客户提供优质的投资理财产品和服务，实现客户资产 的持续稳健增值。公司核心投研人员董高峰先生来自于券商自营投资部门，拥有十余年证券投研经历， 擅长把握大势，研究视野宽广，过往业绩突出。公司自成立以来，所有产品净值快速增长，均大幅跑赢 大盘，获得私募排排网"2019年度最具潜力私募管理人"奖项提名。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 调研纪要：灿瑞科技2024年营业收入同比增长24.36%，但因市场竞争激烈、研发投入大、减值损失及 封测业务亏损导致净利润转亏。智能传感器芯片收入增长32.61%，电源管理芯片增速仅5.04%。2024年 股权激励总费用2068.00万元，分三年摊销。2025年Q1收入1.25亿，同比增长8.86%，毛利率提升至 28.12%。模拟芯片行业竞争激 ...

Group 1 - The core viewpoint of the news is that Haidai Group has set ambitious short-term and mid-term goals for its feed business, aiming for an increase of 3 million tons by 2025 and a total sales volume of 51.5 million tons by 2030 [1] - Haidai Group emphasizes the importance of core technological capabilities, particularly in breeding technology, farming models, and feed technology [1] - The company's overseas strategy focuses on Southeast Asia, Africa, and South America, with capital expenditures directed towards overseas capacity construction and domestic equipment upgrades [1] Group 2 - Haidai Group is exploring a light-asset, low-risk pig farming model and aims to maintain procurement advantages through technological research and development [1] - In aquaculture, the company is prioritizing industrialized shrimp farming and plans to expand its scale in the future [1] - The company is considering mergers and acquisitions primarily for capacity layout, while facing challenges in capacity expansion in overseas markets [1] Group 3 - For the fiscal year 2024, Haidai Group is expected to distribute a cash dividend of 1.8 billion yuan [1]

Group 1: Cai Bai Co., Ltd. (菜百股份) - Cai Bai Co., Ltd. plans to open approximately 10 new stores in 2024, with over half already opened, including the largest flagship store in Beijing Shunyi Xiangyun Town [1] - The company reported a slight decrease in revenue contribution from its main store despite an increase in overall store scale, with growth in chain stores and online business, as well as strong performance in bank channels [1] - Sales of precious metal investment products have seen significant growth, while gold jewelry sales remain stable, and cultural products related to precious metals have performed well; however, sales of diamond and jade jewelry have declined [1] - The company adheres to a pricing principle of "selling genuine goods at fair prices" and plans to distribute a cash dividend of 7.20 yuan per 10 shares (including tax) for the 2024 fiscal year [1] Group 2: Ri Fa Precision Machinery Co., Ltd. (日发精机) - Ri Fa Precision Machinery has a strong competitive advantage in the bearing equipment sector, ranking high in market share [2] - The company completed the R&D of a CNC thread grinding machine in 2023, designed for processing lead screws and nuts in industries such as new energy vehicles and humanoid robots, with initial deliveries made to select customers [2] - However, large-scale production has not yet been achieved due to some downstream industries still being in early stages, and continuous capacity release for CNC grinding equipment has not been realized [2] - The company is in discussions regarding compensation for five aircraft detained by Airwork, with negotiations ongoing with Russian clients and insurance companies [2]

根据市场公开信息及5月7日披露的机构调研信息，知名私募同犇投资近期对1家上市公司进行了调研， 相关名单如下： 同犇投资是一家有特色的阳光私募。公司成立于2014年1月，实缴资本1000万，2014年5月4日获得私募 投资基金管理人登记证书，是为数不多的由新财富最佳分析师创建的阳光私募，也是"五年金牌分析师 转型阳光私募"的唯一团队。公司总经理、投资总监童驯先生02-13年曾在上海申银万国证券研究所工作 12年，08-12年连续五年荣获新财富食品饮料行业最佳分析师第一名，擅长大消费投资。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 机构简介： 1）倍加洁 （同犇投资参与公司电话会议） 调研纪要：倍加洁在2024年美国市场的营业收入为3亿元左右，占公司总营收的24%，美国对等关税政 策可能对其美国市场业务造成不利影响，但大客户暂未受到影响。公司牙膏品类年产能增至1.2亿支， 毛利率已由负转正，开拓了舒适达、舒客、BOP等牙膏品牌客户。薇美姿股东间的股权纠纷不影响其经 营。2025年度，公司ODM业务将聚焦大客户开发，OBM业务优先规模 ...