从最新一期股东户数下降幅度看，降幅较大的有北方长龙、湖北广电、先锋电子等，最新股东户数分别 下降16.91%、10.31%、10%。 从机构动向看，股东户数连降股中，近一个月获机构调研的有14只，机构调研次数较为频繁的有东港股 份、腾亚精工、桂林三金等，其间分别获机构调研4次、3次、2次；从机构调研家数看，机构较为扎堆 的是中航光电、桂林三金、民爆光电，分别有72家、21家、16家机构参与调研。 | 代码 | 简称 | 最新 (9月10日) | 较上期增减 | 连续下降 | | --- | --- | --- | --- | --- | | | | 股东户数 | (%) | 期散 | | 301357 | 北方长龙 | 27361 | -16.91 | 3 | | 000665 | 湖北广电 | 72961 | -10.31 | 3 | | 002767 | 先锋电子 | 17654 | -10.00 | 3 | | 301288 | *ST清研 | 3900 | -8.39 | 6 | | 002039 | 黔源电力 | 16112 | -8.13 | 3 | | 301362 | 民爆光电 | 7846 ...

Core Viewpoint - The article highlights the emergence of 236 doubling stocks in the A-share market as of August 5, driven by active capital flow and concentrated in small and mid-cap stocks, particularly in the pharmaceutical and technology sectors [1][5]. Group 1: Doubling Stocks Performance - Among the doubling stocks, Aowei New Materials leads with a remarkable increase of over 15 times, while Shuotai Shen and *ST Yushun have risen over 5 times, and several others have seen increases exceeding 2 times [3]. - Shuotai Shen, focusing on unmet clinical needs, has gained significant attention from funds, with 49 funds holding a total market value of 1.228 billion yuan by the end of Q2 [3]. - Victory Technology has also benefited from the AI-driven demand for high-end products, with a 90% increase in Q1 and a high fund holding ratio of 14.48% [4]. Group 2: Fund Strategies and Market Dynamics - The active trading environment has led to a preference for small-cap stocks, which can achieve significant price increases with relatively small capital [5]. - The funds that have capitalized on the doubling trend are primarily small and mid-cap strategy funds, with notable performances from medical and technology-themed funds [6]. - The pharmaceutical sector, particularly innovative drug companies, is expected to see long-term investment value supported by industry growth and enhanced R&D capabilities [7]. Group 3: Future Outlook - The innovative drug sector is anticipated to continue its upward trajectory, with increasing collaboration and licensing deals expected to drive growth [7]. - The human-robotics sector is also highlighted for its potential, with advancements in technology and materials expected to create investment opportunities [7].