具体来看，电子行业以115次调研、覆盖18只个股的成绩位居榜首，无论在调研频次还是个股数量上均 排名第一。 新华财经上海11月17日电（林郑宏） 据公募排排网统计数据显示，上周（2025年11月10日-11月16日） 共有125家公募机构参与到A股调研活动中，覆盖到22个申万一级行业中的132只个股，合计调研次数达 707次，尽管较前一周小幅回落，整体调研热度仍处于较高水平。 万亿市值消费电子龙头企业工业富联最受公募青睐，吸引了博时基金、嘉实基金等48家机构集中调研， 重点关注其全球化扩张进程。同属电子行业的奥比中光获调研15次，机构主要关注其自研芯片的最新进 展。 在调研热度前十的个股中，医药生物和机械设备行业均有3只个股入围。医药生物行业方面，瑞迈特、 澳华内镜和安科生物分别获调研31次、25次和24次；机械设备行业中，博盈特焊、沃尔德与奥普特分别 获调研30次、19次和15次。 | 上周公募调研次数排名前十个股 | A 股简称 | 被调研次数 | 申万一级行业 | | | | --- | --- | --- | --- | --- | --- | | 电子 | 工业富联 | 48 | 瑞迈特 | 医药生 ...

Group 1 - In October 2025, the A-share market experienced a significant upward trend, with public fund research enthusiasm increasing as companies prepared to disclose their third-quarter reports [1] - A total of 159 public fund institutions participated in A-share research activities, covering 632 stocks across 30 Shenwan primary industries, with a total of 7,452 research instances, marking a 60.57% increase from September [1] - The computer industry saw the highest research frequency, with Nengke Technology being the "research king" of the month, receiving 73 research instances from 53 public fund institutions [1] Group 2 - Seventeen Shenwan primary industries received significant attention from public fund institutions in October, with all industries having at least 100 research instances [2] - The pharmaceutical and biological industry emerged as the hottest research sector, with 85 stocks receiving a total of 1,229 research instances, significantly outpacing other industries [2] - The electronics industry followed closely, with 78 stocks and a total of 1,069 research instances, indicating a strong focus from public fund institutions [2] Group 3 - Chuangjin Hexin Fund was the most active public fund institution in October, conducting 302 research instances, leading other institutions by a significant margin [3] - Ping An Fund followed with 169 research instances, focusing on the electronics, machinery, power equipment, and computer industries [3] - Bosera Fund ranked third with 137 research instances, concentrating on the power equipment and electronics industries, aligning with market trends [3]

Core Insights - The A-share market has seen a significant increase in public fund research activities during the mid-year report disclosure period, with 137 public institutions participating in 800 research activities, marking a 48.42% increase week-on-week [1][2][5] - Publicly researched stocks outperformed the CSI 300 index by approximately 2.5 percentage points, with an overall gain of 0.70% [1] - The electronics sector was the most favored, with 12 stocks receiving a total of 190 research instances, significantly leading other sectors [5][6] Group 1: Public Fund Research Activities - A total of 137 public institutions engaged in research activities covering 94 stocks across 25 primary industries, with 800 total research instances [1][2] - The number of stocks researched increased, with 44 stocks receiving at least 5 research instances, and 13 stocks being researched over 20 times [2][3] Group 2: Stock Performance - Among the researched stocks, 42 achieved positive returns, with 28 stocks rising within 5%, 3 stocks between 5%-10%, and 11 stocks exceeding 10% [1] - The top-performing researched stocks included Dongxin Co. (53.68%), Defu Technology (29.15%), and Shenghong Technology (23.03%) [2][4] Group 3: Sector Analysis - The electronics sector was highlighted as the most researched, with 12 stocks and 190 research instances, followed by the electric equipment sector with 9 stocks and 109 instances [5][6] - The computer and communication sectors also received attention, with 92 and 49 research instances respectively [5][6] Group 4: Public Fund Engagement - Huaxia Fund led in research frequency with 18 instances, focusing on the automotive sector, while Penghua Fund followed with 17 instances across various sectors [7][8] - Other notable funds included Bosera and Huitianfu, each conducting 16 research instances, with a strong focus on the electronics sector [7][8]

Group 1 - Public fund research has shown a significant increase, with 129 public fund institutions conducting 780 research sessions on 135 stocks across 22 industries from June 9 to June 15, 2025, marking a 17.82% increase from the previous week [1][2] - Tianfu Communication emerged as the most favored stock among public fund institutions, attracting nearly 40% of public funds with a total of 57 research sessions [1][2] - The computer industry saw Zhongke Shuguang and Haitan Ruisheng being researched 46 times and 26 times respectively, while in the electronics sector, Haiguang Information and Longli Technology were researched 46 times and 17 times respectively [1][2] Group 2 - The electronics industry led the research interest with 160 sessions, followed by the computer industry with 104 sessions, indicating a strong focus on technology sectors [2][3] - Other popular industries among public fund institutions included communication, textile and apparel, defense and military, machinery, pharmaceuticals, retail, basic chemicals, and food and beverage [3] - 63 public fund institutions maintained a high-frequency research pace, averaging over 5 sessions per week, with Penghua Fund leading with 23 sessions [3]