昨日基金共对14家公司进行调研，扎堆调研永臻股份、博瑞医药、瑞芯微等。 证券时报·数据宝统计，9月29日共21家公司被机构调研，按调研机构类型看，基金参与14家公司的调研 活动，其中，10家以上基金扎堆调研公司共5家。永臻股份最受关注，参与调研的基金达26家；博瑞医 药、瑞芯微等分别获23家、18家基金集体调研。 数据宝统计，基金参与调研股中，近5日资金净流入的有6只，方盛制药近5日净流入资金1.19亿元，主 力资金净流入最多；净流入资金较多的还有盛达资源、金石资源等，净流入资金分别为1.08亿元、 4127.94万元。（数据宝） 9月29日基金调研公司一览 | 代码 | 简称 | 基金家数 | 最新收盘价（元） | 近5日涨跌幅（%） | 行业 | | --- | --- | --- | --- | --- | --- | | 603381 | 永臻股份 | 26 | 23.82 | -6.55 | 电力设备 | | 688166 | 博瑞医药 | 23 | 59.44 | -27.33 | 医药生物 | | 603893 | 瑞芯微 | 18 | 214.90 | -6.52 | 电子 | | 68815 ...

昨日基金共对26家公司进行调研，扎堆调研恺英网络、兴齐眼药、我武生物等。 证券时报·数据宝统计，9月1日共43家公司被机构调研，按调研机构类型看，基金参与26家公司的调研 活动，其中，5家以上基金扎堆调研公司共12家。恺英网络最受关注，参与调研的基金达34家；兴齐眼 药、博思软件等分别获24家、9家基金集体调研。 基金参与调研的公司中，按所属板块统计，深市主板公司有11家，创业板公司有10家，沪市主板公司有 2家，科创板公司有2家，北交所公司有1家。所属行业来看，基金调研的公司共涉及17个行业，所属电 力设备、电子、医药生物等行业个股最多，均有3只个股上榜。 市场表现上，基金调研股中，近5日上涨的有10只，涨幅居前的有坤恒顺维、兴齐眼药、华力创通等， 涨幅为15.13%、14.77%、14.39%；下跌的有16只，跌幅居前的有广信科技、祥生医疗、珠城科技等， 跌幅为8.37%、7.83%、7.57%。 数据宝统计，基金参与调研股中，近5日资金净流入的有7只，博杰股份近5日净流入资金1.12亿元，主 力资金净流入最多；净流入资金较多的还有三晖电气、蒙娜丽莎等，净流入资金分别为8267.21万元、 5085.94 ...

Market Performance - On August 8, A-shares' three major indices collectively closed lower, with the Shanghai Composite Index down 0.12% at 3635.13 points, the Shenzhen Component Index down 0.26% at 11128.67 points, and the ChiNext Index down 0.38% at 2333.96 points [1] Fund Manager Changes - In the past 30 days (July 9 to August 8), a total of 477 fund products experienced changes in fund managers, with 29 fund products announcing manager departures on August 8 alone [3] - The reasons for the changes include three managers leaving due to job changes, two due to personal reasons, and three due to product expiration [3] Fund Manager Details - Notable fund manager departures include Wang Gang from the招商丰泽混合A fund, which has an asset scale of 6.385 billion yuan and achieved a return of 71.45% over 8 years and 13 days [4] - New fund managers include Zhao Ming, who started managing 中海合嘉增强收益债券A and C funds, and Ren Dongxuan, who took over 嘉合锦荣混合C and 蒸合棉束温合A funds [6][5] Fund Company Research Activity - In the past month, 博时基金 conducted the most company research, engaging with 56 listed companies, followed closely by 富国基金 and 华夏基金, each with 51 companies [7] - The most researched industry was communication equipment, with 307 instances, followed by specialized equipment with 246 instances [7] Individual Stock Research - 德福科技 was the most researched stock in the past month, with 79 fund management companies participating in the research, followed by 中际旭创 and 中宠股份 with 75 and 71 respectively [9] - In the past week (August 1 to August 8), 中宠股份 was the most researched stock, receiving attention from 71 fund institutions [8]

Group 1 - Public fund research enthusiasm has increased in the second half of the year, with 178 public funds conducting research on 463 listed companies as of August 6 [1] - The telecommunications equipment industry has become a focal point for public funds, with DingTong Technology, ZhongJi XuChuang, and XinYiSheng receiving attention from 75, 71, and 63 public funds respectively, ranking as the top three [3] - Other notable companies in the top ten for public fund research include Jianghe Group from the construction decoration industry and ShiJia GuangZi from the telecommunications equipment sector, with over 40 public funds researching them [3] Group 2 - Notable fund managers participated in the research activities, such as Zhu Hongyu from China Merchants Fund, who focused on GuoJi JingGong's main business and future acquisition plans [3] - Xie ZhiYu from XingZheng Global Fund researched AiEr Eye Hospital, discussing the company's overseas business layout and strategies against industry competition [4] - Zhu ShaoXing from FuGuo Fund and Fu PengBo from RuiYuan Fund also conducted research on QiLu Bank and YiYuan Communication respectively, indicating a diverse interest in various sectors [4]

回顾年初以来，上述获公募调研数前十名的个股中，部分股价表现突出。东方财富Choice数据显示，截 至8月6日收盘，多只个股年内股价翻倍，仕佳光子涨幅达249.26%。同期，德福科技、新易盛、鼎通科 技年内均涨超100%，分别涨167.91%、126.7%、101.45%。除上述个股外，另有4只个股涨幅超40%，其 中，奥比中光-UW年内涨幅达83.81%。 下半年以来，公募调研热情不减。截至8月6日，近一个月已有178家公募对463家上市公司展开调研。其 中，通信设备行业的鼎通科技、中际旭创、新易盛分别获75家、71家、63家公募调研，占据调研数前三 名。从股价表现看，获调研家数前十的个股中，多只年内涨幅翻倍。值得关注的是，近一个月调研阵容 中大咖齐聚，朱少醒、谢治宇等多位副总经理级别基金经理纷纷"出马"。有业内人士表示，通信设备行 业景气度提升或是基金调研频率提升的原因之一。副总经理级别的基金经理参与调研，体现出公募对调 研工作的重视程度，或也能够反映出未来基金机构的重点投资方向。 8月5日，两家上市公司发布投资者关系活动记录表，公布近期被机构调研情况，其中不乏多家公募身 影。具体来看，正海生物被10家基金 ...

Group 1 - On April 29, a total of 61 companies were investigated by institutions, with 42 companies being surveyed by funds, indicating a strong interest in specific stocks [1] - Among the surveyed companies, Hongfa Co. attracted the most attention with 25 funds participating, followed by Feiling Kesi and Lianchuang Optoelectronics with 22 and 19 funds respectively [1] - The surveyed companies span across 15 industries, with the electronics and pharmaceutical sectors having the highest representation, each with 5 stocks listed [1] Group 2 - The total market capitalization of the surveyed A-share companies includes 4 companies with a market cap exceeding 50 billion yuan, and 2 companies exceeding 100 billion yuan, namely Mindray Medical and AVIC Chengfei [1] - In terms of market performance, 16 stocks among the surveyed companies increased in value over the past 5 days, with the highest gains seen in Jizhi Co. (22.30%), Zhucheng Technology (11.13%), and Mankalon (9.65%) [1][2] - Conversely, 26 stocks experienced declines, with the largest drops recorded by Chuan Yi Co. (-11.75%), Pulian Software (-11.59%), and Feiling Kesi (-10.10%) [1][2] Group 3 - Among the surveyed companies, 42 have released their Q1 financial reports, with the highest year-on-year net profit growth reported by Lianhua Technology (1747.04%) and Perfect World (1115.29%) [2] - The net inflow of funds in the past 5 days was notable for 15 stocks, with Jizhi Co. leading with a net inflow of 67.54 million yuan, followed by Shuanghui Development and Zhucheng Technology with inflows of 61.07 million yuan and 42.18 million yuan respectively [2]