5月以来，A股市场机构调研热度持续攀升，已有超2000家上市公司获调研。其中，公募基金调研节奏 显著加快。 具体来看，高端制造、半导体、医疗健康三大领域成为资金聚焦的核心赛道，百济神州、安集科技、恒 而达等龙头企业获超200家机构扎堆调研，凸显机构对技术突破与政策红利的强烈关注。 数据显示，5月以来公募基金调研呈现"量质齐升"特征。博时基金以51次调研位居榜首，富国基金、鹏 华基金紧随其后，调研次数分别达到49次、46次，头部机构通过高频调研锁定优质标的。从行业分布 看，机构资金呈现鲜明的赛道偏好，高端制造、半导体及医疗健康领域成为调研"主战场"，工业机械、 半导体设备及创新药企的调研频次占比超六成。 医药制造业以23家上市公司被调研紧随其后，百济神州、阳光诺和、稳健医疗等公司因创新药研发、医 疗消费复苏等主题成为机构焦点。机构尤其关注临床试验进展与政策支持下的行业机遇。 具体到个股层面，调研热度呈现显著分化。百济神州、安集科技和恒而达分别获得256家、241家、234 家机构调研，是近期机构关注度最高的上市公司，获得百家机构调研的公司分别是祥鑫科技、兴业银 锡、深南电路、耐普矿机、宏华数科、海目星和容百科技 ...

随着中美关税冲突缓和，公募基金调研节奏显著加快。高端制造、半导体、医疗健康三大领域成为资金聚焦的 核心赛道，百济神州- U（688235.SH）、安集科技（688019.SH）、恒而达（300946.SZ）等龙头企业获超 200 家机构扎堆调研，凸显机构对技术突破与政策红利的强烈关注。 鹏华基金闫思倩、景顺长城基金农冰立等明星基金经理现身恒而达调研现场，闫思倩、申万菱信基金付娟、华 泰柏瑞基金赵楠共同调研祥鑫科技（002965.SZ），显示出基金经理对先进制造企业的密集关注。 硬科技公司获基金经理调研 数据显示，5月以来公募基金调研呈现"量质齐升"特征。 5月以来，A股市场机构调研热度持续攀升，已有超2000家上市公司获调研。其中，公募基金调研节奏显著 加快。 券商中国记者注意到，2025年5月以来，公募基金对上市公司的调研活动呈现显著的结构性分化，高端制造、 半导体及医疗健康领域成为机构资金布局的核心方向。数据显示，工业机械、半导体设备及创新药企的调研频 次占比超六成，头部企业的技术突破与政策红利成为基金经理关注的重点方向。 从行业分布看，机构调研呈现鲜明的赛道偏好，计算机、通信和其他电子设备制造业以超过3 ...

Group 1 - South Africa's manufacturing sector accounts for over 13% of its GDP, with a stable annual growth rate of 5%-7% in the industrial machinery market [2] - The demand for efficient and durable machinery is strong in mining, automotive manufacturing, food processing, and energy sectors, driven by the government's re-industrialization strategy and infrastructure investment plans [2] - International suppliers are actively entering the South African market, particularly in energy-saving and environmentally friendly machinery, smart production lines, and after-sales technical services [2] Group 2 - The Miao Lante International Industrial Machinery Global Tour will take place in Johannesburg from September 23-25, 2025, aimed at helping Chinese industrial machinery companies expand into the South African market [4] - The exhibition is expected to cover over 11,000 square meters and attract over 8,000 professional visitors from South Africa and other African countries, providing a platform for showcasing capabilities and exploring new growth opportunities [4] Group 3 - The exhibition will feature a wide range of products across the entire industrial machinery supply chain, including logistics technology, machine tools, power transmission and control technology, pumps, valves, and packaging equipment [6][7] - The global industrial machinery tour is part of a strategic shift for Chinese companies facing domestic demand challenges, with globalization becoming a necessary path for growth [7][8] Group 4 - The global industrial machinery tour focuses on potential markets in Southeast Asia, the Middle East, South America, and Africa, utilizing various marketing channels to identify core buyer needs and help exhibitors increase market share [8]

多图速览>> | 指数 | 周五涨跌幅 | 周五收盘点数 | 周五成交额(亿元) | 近一周涨跌幅 | स्ट | | --- | --- | --- | --- | --- | --- | | 上证指数 | -0.30% | 3342 | 4649 | 1.92% | | | 深证成指 | -0.69% | 10127 | 7271 | 2.29% | - | | 北证50 | -0.12% | 1379 | 305 | 3.62% | 3 | | 科创50 | -1.96% | 1006 | 236 | -0.60% | | | 创业板指 | -0.87% | 2012 | 3360 | 3.27% | | | 上证50 | 0.17% | 2684 | 603 | 1.93% | | | 沪深300 | -0.17% | 3846 | 2167 | 2.00% | | ►牛熊股：25股周涨超30%，这只军工股周涨幅居首 Wind数据显示，本周（5月5日至5月9日）共有25只个股涨幅超30%，10只个股涨超40%。 军工板块本周涨幅居前，概念股七丰精工涨幅居首，周涨幅达79.25%。晨曦航空、华伍股份、航 ...

Core Viewpoint - Foreign institutions have not slowed down their research on listed companies since the second quarter, with over 300 foreign institutions, including Goldman Sachs, Citigroup, Point72, Nomura Securities, and Morgan Stanley, actively conducting research on A-share companies since April [1][2]. Group 1: Industry Focus - The industrial machinery sector has attracted the most attention from foreign institutions, with companies like Sanhua Intelligent Control, Estun, and Yizhiming drawing interest from more than 10 foreign institutions [2]. - Sanhua Intelligent Control's investor relations activity report revealed that notable foreign institutions such as BlackRock, JPMorgan, Morgan Stanley, Schroders, Allianz Global, and Point72 participated in their research, focusing on the development of their bionic robot-related business [2]. - Estun's investor relations report indicated that foreign institutions like Citigroup, Morgan Stanley, Fidelity, Deutsche Bank, and JPMorgan participated in a conference discussing the company's overseas business expansion plans for 2025, targeting markets in Europe, America, the Middle East, and Southeast Asia [3]. Group 2: Other Sectors of Interest - Besides industrial machinery, sectors such as electronic components, integrated circuits, and medical equipment have also garnered significant attention from foreign institutions, with leading companies like Huaming Equipment, Hongfa Technology, Luxshare Precision, Anker Innovation, Bluestar Technology, and Mindray Medical being frequently researched [3]. - Morgan Stanley Fund anticipates that opportunities in the A-share market will significantly improve compared to April, as concerns over quarterly performance have eased, potentially increasing investor risk appetite [3]. Group 3: Investment Themes - Morgan Asset Management suggests that thematic investments based on industrial trends may become the main trading line in the next phase, with recent months of consolidation allowing for a better chip structure in sectors like robotics, domestic computing power, and AIGC [4]. - The upcoming events in May, such as the first Robot Combat Championship and the launch of DeepSeek-R2, are expected to act as catalysts for the performance of the AI-related sectors [4].

【导读】汽车零部件板块爆发，机器人概念股走高 中国基金报记者 李智 一起来看下上午的市场情况及资讯。 4月30日上午，A股三大指数走势分化，创业板指涨超1%，截至午间收盘，沪指跌0.08%，深成指涨0.73%，创业板指涨1.01%。 | 上证指数 | 深证成指 北证50 | | --- | --- | | 3283.97 | 9921.88 1334.07 | | -2.68 -0.08% +72.08 +0.73% +41.26 +3.19% | | | 科创50 | 创业板指 万得全A | | 1013.51 | 1951.43 4966.33 | | +9.64 +0.96% +19.49 +1.01% +30.50 +0.62% | | | < W O | 创业板指(399006) | | 04-30 11:30:03 | | | 1951.43 昨收 | | | 19.49 | 今开 | | 上 涨 1170 | 23 下 跌 23 대한 남자 186 | | 最高价 | 市盈率 29.2 近20日 - - -7.16% | | 最低价 3.60 今年来 201 -8 88% | | 4月29日，美 ...

Group 1 - In Q1 2025, 52 companies from the Beijing Stock Exchange entered the top ten holdings of various funds, with a total public fund market value of 6.743 billion yuan [3][8][12] - The top three companies by fund holdings are Jinbo Biological, Tongli Co., and Kait Co., with Jinbo Biological being the most held by 51 funds [3][17] - The North Exchange 50 Index fund size increased to 9.3 billion yuan, reflecting a growing interest in the North Exchange market [3][21] Group 2 - In Q1 2025, 69 out of 103 companies reported positive revenue growth, with 24 companies exceeding 25% growth [3][22] - The average return of 11 active theme funds on the North Exchange was around 24%, outperforming the North Exchange 50 Index's 22% return [12][15] - Seven companies entered the top ten holdings of active theme funds for the first time, including Deyuan Pharmaceutical and Longhong Technology [19][22] Group 3 - The overall PE ratio of the North Exchange A-shares decreased to 45X, indicating a potential valuation adjustment [4][24] - The average daily trading volume for the North Exchange fell to 30.1 billion yuan, suggesting a cooling market sentiment [4][25] - The market is expected to continue its consolidation phase, with opportunities arising post the financial report disclosures [3][4] Group 4 - The report highlights a preference for companies with low valuations and significant growth potential, such as Minshida and Lintai New Materials [3][8] - Investment opportunities are suggested in sectors like high-end manufacturing, infrastructure, and specialty consumer goods [3][8][19] - The report emphasizes the alignment of the North Exchange's "specialized, refined, unique, and innovative" positioning with national policies on self-reliance and innovation-driven development [3][4]

Group 1: Market Performance - The North Exchange 50 Index increased by 3.84%, closing at 1,409.76 points on March 14, 2025, up 1.33% from the previous week [21][22] - The average market capitalization of the 264 constituent stocks in the North Exchange A-shares reached 3.026 billion [21] - The average daily trading volume for North Exchange A-shares was 42.049 billion, up 5.16% from the previous week, with a turnover rate of 11.41% [21][25] Group 2: Fund Inflows and Sentiment - The recent strength in A-shares and increased trading volume is attributed to accelerated inflows of external funds, with domestic retail investor sentiment showing significant improvement [3] - Leverage funds have been flowing in steadily since early February, particularly benefiting technology sectors such as electronics and computers [3] - Both public and private equity funds have increased their stock positions to historical highs, while foreign capital is also optimistic about A-shares [3] Group 3: Government Policies and Support - The Ministry of Finance announced a comprehensive policy framework to enhance the development of government financing guarantees, focusing on fiscal support, performance evaluation, and information sharing [14] - The central bank has shifted to a moderately loose monetary policy, indicating potential for interest rate cuts and reserve requirement ratio reductions to support economic growth [16] - The government aims to boost consumption through targeted fiscal measures, emphasizing the importance of consumer spending for economic recovery [15] Group 4: Investment Recommendations - The report suggests focusing on sectors with high valuation advantages and companies with strong financial performance, given the current high PE ratios across various boards [30] - The PE ratios for North Exchange A-shares, ChiNext, Shanghai Main Board, Shenzhen Main Board, and Sci-Tech Innovation Board are 48.79, 36.90, 19.74, 22.36, and 36.22 respectively [30] Group 5: New Stock Issuance - There are no new stocks scheduled for listing this week [29]

Core Viewpoint - Shibaura Machinery is entering the Gigacast market with a new aluminum casting equipment aimed at significantly reducing manufacturing processes and costs for electric vehicles (EVs) [1][3]. Group 1: Product Development and Market Entry - Shibaura Machinery plans to launch aluminum casting equipment for Gigacast technology, targeting annual sales of 10 units [1]. - The company has developed casting equipment with clamping forces ranging from 6,100 to 12,000 tons, enabling the production of larger components [2]. - The equipment, with a clamping force of 12,000 tons, is the largest in Japan, measuring approximately 27 meters wide, 9 meters long, and 9 meters high, weighing 1,100 tons [2]. Group 2: Market Potential and Growth - The global market for Gigacast-related automotive applications is projected to grow to approximately $3.6 billion by 2033, a 50-fold increase from $71 million in 2023 [3]. - Shibaura Machinery aims to capture this growing demand as a new entrant in the market, with trends indicating an expansion in the use of Gigacast technology in EV manufacturing [3]. Group 3: Competitive Landscape - Competitors, including UBE Machinery, are also advancing in this field, with UBE developing a 9,000-ton clamping force equipment and securing orders from Toyota [3][4]. - Chinese companies, such as Lijiang Technology Group, are developing even larger equipment with clamping forces of 20,000 tons, indicating a competitive international landscape [4]. Group 4: Technological Advantages and Challenges - Gigacast technology allows for the production of large automotive components in a single piece, significantly reducing manufacturing time compared to traditional methods [4]. - However, challenges remain, including the potential for high repair costs if parts fail and difficulties in maintaining consistent quality due to the size of the components [6]. - The stability of the EV market is also a concern, with fluctuations in government policies and sales trends impacting the overall demand for Gigacast technology [6].