电子和机械设备行业最受公募调研青睐，电子行业中高达64只个股获得公募调研关注，合计调研次数达 654次居首，海光信息、领益智造和灿芯股份成为该行业中公募关注较高个股。机械设备行业被调研505 次紧随其后，但该行业中高达72只个股获得公募调研关注，是所有行业中被调研个股数量最多的行业， 其中杰瑞股份、博盈特焊和伟创电气成为该行业中最受关注个股。 此外，电力设备、医药生物、汽车、计算机和基础化工行业的调研次数均超过200次，覆盖个股数量也 均不低于28只，位列前十。 从机构来看，12月共有71家公募机构调研较为积极，调研次数均不低于20次。其中，华夏基金以100次 调研位居第一，成为当月调研最勤奋的机构，其调研个股多集中在机械设备和电子行业。博时基金以90 次调研位列第二，同样重点关注电子和机械设备行业。南方基金以77次调研排名第三，其调研个股也以 电子和机械设备行业为主。 编辑：谈瑞 机械设备行业也有2只个股调研次数居前，分别是杰瑞股份和博盈特焊，依次被调研72次和48次。 | | 12 月公募调研次数排名前十个股 | | | --- | --- | --- | | A 股间称 | 申万一级行业 | 被调研次数 ...

Core Insights - In November, public funds showed high enthusiasm for research activities in the A-share market, with 154 public fund institutions participating in 4,298 research instances covering 506 stocks across 30 industries [2][3] - Lixun Precision (002475) was the most researched stock, receiving 142 inquiries, primarily focusing on its Q3 operational performance [2][3] - The top ten stocks researched were concentrated in the machinery, electronics, and pharmaceutical industries, with a notable presence of machinery stocks [2][3] Industry Summary - The electronics industry led with 974 research instances, with Lixun Precision, Industrial Fulian, and Aobi Zhongguang being the most focused stocks [3] - The machinery equipment industry had 819 research instances, with Huichuan Technology, Boying Welding, and Jereh Holdings being the top three [3] - The pharmaceutical industry ranked third with 403 research instances, focusing on stocks like Baiji Shenzhou and Ruimait [3] Company Summary - Lixun Precision was the most researched company in November, with 142 inquiries [2] - Huichuan Technology, Boying Welding, and Jereh Holdings received 81, 71, and 65 inquiries respectively, indicating strong interest in the machinery sector [2][3] - Baiji Shenzhou and Ruimait were the most researched pharmaceutical companies, receiving 51 and 46 inquiries respectively [3]

Core Insights - The overall enthusiasm for A-share research remains high, with 125 public fund institutions participating in research activities covering 132 stocks across 22 industries, totaling 707 research instances during the week of November 10-16, 2025 [1][2] Group 1: Company Focus - Industrial Fulian, a leading consumer electronics company with a market value in the trillions, was the most favored by public funds, attracting 48 institutions for research, focusing on its global expansion process [1][2] - Other notable companies include Aobi Zhongguang, which received 15 research instances, with institutions primarily interested in its self-developed chip advancements [1] Group 2: Industry Analysis - The electronics, machinery, and pharmaceutical industries were the most researched, each exceeding 100 research instances, with the electronics sector leading at 115 instances covering 18 stocks [2][3] - The machinery industry followed closely with 111 research instances across 16 stocks, while the pharmaceutical industry ranked third with 102 instances covering 8 stocks [3] Group 3: Institutional Participation - Guotai Fund was the most active, conducting 18 research instances covering 18 stocks, primarily in the power equipment, machinery, and pharmaceutical sectors [3] - Huaxia Fund and Huitianfu Fund both conducted 17 research instances, with Huaxia focusing more on machinery and Huitianfu leaning towards electronics and machinery [3]

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]