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]

| | | 上周公募调研次数前十个股 | | | --- | --- | --- | --- | | A 股间称 | 所属申万一级行业 周涨跌幅(%) | | 被调研次数(次) | | 天字通信 | 通信 | 14.26 | 57 | | 中科曙光 | 计算机 | 10. 65 | 46 | | 海元信息 | 电子 | 0.68 | 46 | | 孩子王 | 商贸零售 | -11. 71 | 36 | | 幸华珠宝 | 纺织服饰 | 13.35 | 34 | | 华曙高科 | 机械设备 | -1.88 | 29 | | 海天瑞声 | 计算机 | 1.27 | 26 | | 东方申抄 | 家用电器 | -1.18 | 20 | | 西麦食品 | 食品饮料 | 6.49 | 19 | | 隆利科技 | 电子 | 13. 38 | 17 | | | | 数据整理自:公募排排网,统计周期 2025年6月9日-6月15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。 | | 公募机构扎堆调研科技领域。上周共有17个申万一级行业获得公募机构重点调研，各行业 ...