Group 1 - The core viewpoint of the news is that the well-known private equity firm, Shanghai Hosheng Asset Management Co., recently conducted research on a listed company, Milkewei, focusing on its overseas management team and local recruitment strategies [1] - Milkewei has over 300 employees in Southeast Asia, with most being locally hired middle management and staff, emphasizing cultural alignment with local core management [1] - The company is actively expanding its recruitment of senior management talent in overseas markets [1] Group 2 - Shanghai Hosheng Asset Management Co., established in 2011, is one of the first private fund managers registered with the Asset Management Association of China in 2014 [2] - The firm is recognized as a leading institution in credit bond research and investment, with a team possessing strong educational backgrounds and extensive experience in the domestic capital market [2] - Hosheng Asset adheres to a value investment philosophy, focusing on research to create value and striving to generate excess returns for clients through dynamic portfolio optimization [2]

【深圳商报讯】（记者陈燕青）私募排排网统计数据显示，7月份共有657家私募证券管理人参与到A股 调研活动中，调研范围覆盖28个申万一级行业中的358只个股，合计调研次数达1763次。 从行业来看，前十名行业均被调研不少于60次，计算机行业被调研260次居首，被调研次数明显领先其 他行业，该行业被调研个股数量达36只。紧随其后的是电力设备、医药生物和电子行业，均被调研不少 于200次，被调研个股数量不少于23只。 数据显示，被调研的前十名个股均不少于24次，电力设备股德福科技被调研74次居首，大幅领先其他个 股。该股7月份吸引到聚鸣投资、睿郡资产、双安资产、复胜资产等百亿私募扎堆调研。紧随其后的是 另一只电力设备股孚能科技，该股获得包括永安国富、正圆投资等在内的私募机构合计调研达42次。通 信和电子行业有2只个股入围前十，其中通信股新易盛和仕佳光子分别被调研34次和24次，电子股聚灿 光电和乐鑫科技均被调研24次。 （文章来源：深圳商报） ...

【深圳商报讯】（记者陈燕青）随着A股近期的走高，股票私募仓位略有回升，其中百亿私募加仓最明 显。私募排排网数据显示，截至7月25日，股票私募仓位指数为75.85%，较前一周上涨0.76%。其中百 亿私募仓位最高，当前百亿私募仓位指数为78.47%，较前一周大涨5.69%。 满仓股票私募占比近六成。数据显示，截至7月25日，57.23%的股票私募仓位处于满仓水平；24.84%的 股票私募仓位处于中等水平；11.57%的股票私募仓位处于低仓水平；6.36%的股票私募仓位处于空仓水 平。 满仓百亿私募占比超六成。数据显示，截至7月25日，62.24%的百亿私募仓位处于满仓水平；31.12%的 百亿私募仓位处于中等水平；3.63%的百亿私募仓位处于低仓水平；3.00%的百亿私募仓位处于空仓水 平。 7月份私募调研活动呈现显著增长态势，调研总次数突破1700次大关。私募排排网统计数据显示，截至7 月24日，共有590家私募管理人参与A股上市公司调研，调研范围涵盖26个申万一级行业，合计调研次 数达1313次。 从调研频次分布来看，计算机行业成为私募关注的焦点领域。该行业接受调研频次达209次，位居各行 业首位。电子行业 ...

Group 1: Market Overview - The A-share market is experiencing a fluctuating rise, with private equity institutions maintaining high levels of research activity [1] - As of July 31, 2025, 657 private equity managers participated in A-share research activities, covering 358 stocks across 28 primary industries, with a total of 1,763 research instances [1] Group 2: Industry Focus - The top ten industries attracting private equity research include Computer, Electric Equipment, Pharmaceutical Biology, Electronics, Machinery, Automotive, Basic Chemicals, Communication, Agriculture, Forestry, Animal Husbandry, and Environmental Protection, with research instances of 260, 213, 206, 205, 155, 136, 90, 78, 76, and 60 respectively [1] Group 3: Company Spotlight - Defu Technology - Defu Technology (301511) in the Electric Equipment sector received the highest number of research instances at 74, attracting significant interest from major private equity firms [1] - Following the acquisition of a Luxembourg copper foil company, Defu Technology's total production capacity for electrolytic copper foil increased from 175,000 tons/year to 191,000 tons/year, making it the world's largest producer [2] - The company aims to leverage its resources and brand advantages to enhance profitability and market presence in high-end IT copper foil products [2] Group 4: Company Spotlight - Funeng Technology - Funeng Technology received a total of 42 research instances from private equity firms, focusing on its role as a comprehensive energy solution provider [2] - The company is a leading player in the global market for ternary soft-pack power batteries, primarily for new energy vehicles [2] - Funeng Technology has made significant progress in solid-state battery development, with plans to scale production capacity to GWh levels by 2026 [3]

xa0榜样投资立志成为中国优秀的资产管理公司，为全球投资者挖掘与中国相关的另类投资机会。公司 成立于2006xa0年初，现已发行和管理多款海内外对冲基金和资产管理计划，管理规模超过等值于1亿美 元的资产。公司资质xa0-xa0中国证券投资基金业协会颁发的私募投资基金管理人登记证书（编号 P1003406） 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 根据市场公开信息及7月17日披露的机构调研信息，知名私募榜样投资近期对1家上市公司进行了调研， 相关名单如下： 1）闻泰科技 （上海榜样投资管理有限公司参与公司业绩说明会&电话会议） 调研纪要：会议详细解读了闻泰科技2025年上半年经营情况与公司管理层调整情况，分享了公司半导体 业务发展战略。预计2025年上半年净利润为3.9亿到5.85亿元，同比增加178%到317%，主要因半导体业 务收入与盈利能力大幅提升、产品集成业务亏损幅度收窄。产品集成业务剥离进展顺利，半年度业绩包 含上半年损益，预计第三季度剥离带来投资收益。第二季度半导体业务收入、净利润同比、环比均实现 两位数增长，第三季 ...

Group 1 - In June, a total of 751 private equity managers participated in A-share listed company research, covering 387 stocks across 28 Shenwan primary industries, with a total of 1,769 research instances [1] - The most researched stock in June was Maiwei Biotechnology, which received 51 research instances, attracting attention from major private equity firms [1] - The electronics and computer industries each had two stocks in the top ten most researched, with Haiguang Information and Zhongke Shuguang both receiving 39 research instances, ranking second [1][2] Group 2 - The electronics industry was the most favored by private equity research, with 56 stocks receiving a total of 275 research instances [2][3] - The pharmaceutical and biological industry followed closely, with 41 stocks receiving a total of 266 research instances [3] - The mechanical equipment industry had 52 stocks that were researched a total of 234 times, while the computer industry had 36 stocks with 213 research instances [3] Group 3 - A total of 85 private equity institutions actively participated in A-share research, with Zhengyuan Investment being the most active, conducting 35 research instances [3] - Among the top ten private equity firms, two were billion-dollar firms, with Panjing Investment and Juming Investment conducting 19 and 13 research instances, respectively [3] - In June, 31 billion-dollar private equity firms participated in A-share research, totaling 176 research instances, with several firms conducting at least ten research instances [3]

Group 1 - In June, private equity firms showed unprecedented activity in research, with 751 private securities managers participating in A-share listed company research, covering 387 stocks across 28 first-level industries, resulting in a total of 1,769 research instances [1] Group 2 - A total of 46 stocks received significant attention from private equity firms in June, with each stock having more than 10 research instances; 32 stocks received between 10 to 19 instances, while 14 stocks had over 20 instances [3] - Maiwei Biotech topped the list with 51 research instances, attracting interest from several major private equity firms [3] - Another notable stock in the pharmaceutical and biotechnology sector, Baili Tianheng, received 29 research instances, ranking among the top ten [3] Group 3 - Research activity was diverse across industries, with 21 first-level industries receiving at least 10 research instances from private equity firms; 11 industries had between 10 to 49 instances, 4 industries had between 50 to 99 instances, and 6 industries exceeded 100 instances [4] - The electronics industry was the most favored by private equity research, with 56 stocks collectively receiving 275 research instances [4] - The pharmaceutical and biotechnology sector followed closely, with 41 stocks receiving a total of 266 research instances [4] - The machinery equipment industry ranked third, with 52 stocks receiving a total of 234 research instances [4] - The computer industry had 36 stocks receiving 213 research instances, while both the automotive and basic chemical industries also surpassed 100 research instances, each with over 25 stocks [4]

Group 1: Company Overview - Asia Pacific Shares - Asia Pacific Shares has been focused on the automotive brake system industry since its establishment in 1979, serving well-known automotive clients such as Geely, Changan, and Great Wall [1] - The company has three main production bases in Xiaoshan, Anhui Guangde, and Huzhou Anji, with additional production bases in Liuzhou, Guangzhou, and Changchun, and is advancing a production base project in Morocco [1] - The increase in gross profit margin is attributed to the growth in domestic automobile sales, the ramp-up of new international projects, product structure optimization, and internal cost reduction and efficiency improvements [1] - The company maintains a high capacity utilization rate and plans to increase production lines and expand capacity based on market sales of designated projects [1] - The proportion of products supporting new energy vehicles is increasing annually, with offerings including basic brake systems, automotive electronics, brake-by-wire, and hub motors [1] Group 2: Company Overview - Fulei New Materials - Fulei New Materials introduced its second-generation flexible tactile sensors, which feature true flexibility, full-surface tactile perception coverage, and three-dimensional force sensing, applicable in precision manufacturing, medical rehabilitation, service robots, and industrial automation [2] - The three-dimensional force technology enables robots to perform complex operations and judgments, giving Fulei a competitive edge over domestic peers in achieving full tactile coverage and three-dimensional force perception [2] - The team has rapidly expanded to include 8 PhDs and 30 technical personnel, along with the recruitment of algorithm experts and business development leaders [2] - The company is open to both internal and external merger and acquisition opportunities, focusing on flexible sensors, consumer electronics, and water-based environmentally friendly packaging [2] Group 3: Institutional Overview - The institution is a new generation investment bank and global asset management organization, established by well-known entrepreneurs and experienced financial professionals in China [3] - The management team possesses extensive experience in financial product development and professional asset allocation capabilities [3] - The company has established and manages multiple private investment funds and has a global asset management research center [3] - The capital market research team has nearly ten years of securities investment experience, maintaining a proactive management style through various market cycles [3]

Group 1 - In May, a total of 876 private equity managers participated in research on A-share listed companies, covering 494 stocks across 90 Shenwan secondary industries, with a total of 2,544 research instances [1] - 25 stocks received significant attention from private equity institutions, with research frequency exceeding 20 times; specifically, 17 stocks were researched 20-29 times, and 8 stocks had research frequency of at least 30 times [1] - 30 Shenwan secondary industries were researched at least 20 times, with 15 industries researched 20-49 times, 9 industries researched 50-99 times, and 6 industries exceeding 100 research instances [1] Group 2 - The semiconductor industry was the most favored by private equity research, with 30 stocks receiving a total of 226 research instances [1] - Other notable industries included medical devices, general equipment, automation equipment, specialized equipment, and chemical pharmaceuticals, each with research instances exceeding 100, and each industry having more than 10 stocks researched [1]

Group 1 - The A-share market is experiencing a structural fluctuation, with private equity institutions actively conducting research activities [1] - In May, 876 private equity managers participated in company research, covering 494 companies across 90 secondary industries, with a total of 2,544 research instances [1] - The semiconductor industry topped the research frequency with 226 instances, indicating strong interest from private equity institutions [2] Group 2 - In May, 30 semiconductor-related companies received attention from institutions, with Anji Technology being the most researched stock at 75 instances [3] - Other notable stocks in the "Top 10 Hot Research Stocks" include Huichuan Technology, Hengerd, BeiGene, and others, with Hengerd showing a nearly 90% price increase in May [3] - Besides semiconductors, industries such as medical devices, general equipment, automation equipment, specialized equipment, and chemical pharmaceuticals also garnered over 100 research instances [3] Group 3 - As of the end of May, the average position of domestic long-biased private equity funds reached 77%, up 1 percentage point from the previous month [4] - 94% of long-biased private equity funds had positions above 50%, with 43.3% having positions over 80%, indicating a relatively optimistic market outlook [4] - In May, 48 private equity institutions conducted more than 10 research instances, with Zhengyuan Investment leading at 72 instances [4] Group 4 - Public equity funds also maintained high positions, with an average position of 92.91% as of May 23, reflecting strong confidence in the equity market [4]