Core Insights - The enthusiasm of private equity institutions for researching A-share listed companies has significantly increased in October, with a notable rise in the number of participating institutions, covered stocks, and overall research frequency compared to September [1] Group 1: Research Participation - In October, 1,072 private equity institutions participated in research, covering 549 listed companies across 29 Shenwan primary industries, with a total of 5,242 research instances, representing an 87.95% month-on-month increase from September's 2,789 instances [1] - Among the participating institutions, 49 billion-level private equity institutions also saw a significant increase in research activity, with their research instances rising by over 70% [1] Group 2: Market Drivers - The increase in research activity is driven by two main factors: the market's phase adjustment at the end of September, which provided a favorable allocation window due to valuation declines, and the concentrated disclosure period of Q3 reports, making company performance a focal point for private equity institutions [1] Group 3: Industry Focus - The electronic, pharmaceutical, and electric equipment sectors emerged as the top three areas of interest for private equity institutions, each receiving over 700 research instances [1] - The electronic industry has maintained its position as the most researched sector for several months, driven by the acceleration of domestic substitution in the semiconductor industry and the initiation of the consumer electronics innovation cycle [2] - The pharmaceutical industry is favored for its diverse individual stocks and broad subfields, allowing for a diversified investment approach by private equity institutions [2] - The electric equipment sector benefits from the continuous growth in new energy installations, with stable performance from upstream and downstream enterprises, attracting intensive research to verify production capacity and order status [2] Group 4: Active Institutions - Among the participating private equity institutions, 137 conducted at least 10 research instances in October, with Shenzhen Shangcheng Yipin Asset Management Co., Ltd. and Guangdong Zhengyuan Private Fund Management Co., Ltd. being the most active, each exceeding 100 research instances in a single month [2]

私募排排网数据显示，8月份，共有1152家私募机构参与A股上市公司调研，覆盖申万一级行业中的27 个、共计641只个股；合计调研次数达6053次，环比大幅增长243.34%。 深圳市融智私募证券投资基金管理有限公司FOF基金经理李春瑜向《证券日报》记者表示，8月份私募 机构调研升温主要缘于三方面原因：一是正值上市公司半年报密集披露期，私募机构希望通过调研挖掘 投资机会并验证持仓标的业绩；二是A股市场震荡上行，赚钱效应提升增强了机构信心，推动其加大调 研力度以把握机遇；三是市场结构性机会明确，部分板块迎来配置窗口，吸引机构积极调研布局。 8月份，机械设备行业的大元泵业（603757）合计获得了上海希瓦私募基金管理中心(有限合伙)、上海 理成资产管理有限公司等12家私募机构调研，月内股价累计涨幅达108.80%；电力设备行业的欧陆通 （300870）月内股价累计涨幅达101.91%，虽仅被私募机构调研2次，但吸引了百亿元级私募机构的关 注；通信行业表现也较突出，新易盛（300502）、天孚通信（300394）和剑桥科技（603083）等3只个 股月内股价累计涨幅均超过了70%。 值得关注的是，在8月份累计股价涨幅 ...