In July, Public Funds Frequently Investigated Cutting-Edge Applications in the Electronics Industry

　　According to data from the Public Fund Ranking Network, in July, a total of 154 public fund institutions conducted research on 447 A-share listed companies, covering 30 sub-sectors under the Shenwan primary industry classification, with a cumulative research frequency of 3,407 times. Among these, the electronics industry received the most attention.

　　At the individual stock level, 94 stocks were intensively researched by public fund institutions more than 10 times in July, becoming "high-frequency targets." Among them, four stocks—Zhongji Innolight, New Essex, Jianghe Group, and Espressif Systems—received over 50 research visits. Specifically, Zhongji Innolight was the most favored by public fund research, attracting 75 visits in July, while New Essex ranked second with 68 visits. Both stocks belong to the communications sector.

　　Dai Jingxia further stated that from an investment perspective, after previous adjustments, the valuations of some electronics stocks have become more reasonable or even low, offering a high margin of safety. At the same time, the industry's recovery has led to gradual improvements in performance. For example, benefiting from the positive momentum in the supply chain, some electronic component companies have seen significant increases in orders and enhanced profitability, which has caught the attention of public fund institutions as investment opportunities.

　　The pharmaceutical and biotechnology industry and the machinery and equipment industry ranked second and third in terms of research frequency, respectively. In July, 54 pharmaceutical and biotech stocks received a total of 464 research visits from public fund institutions, while 52 machinery and equipment stocks were researched 316 times. Additionally, the computer, power equipment, and automotive industries each saw public fund research frequencies exceeding 200 times.

　　Furthermore, public fund research in July exhibited characteristics of "concentration among leading institutions and high-frequency research." Data shows that among the 154 public fund institutions conducting research, 102 had research frequencies exceeding 10 times. Leading institutions dominated the research intensity, with 13 institutions—including Fullgoal Fund, Bosera Fund, and ChinaAMC—conducting over 50 research visits each.

　　Chen Yuheng, a senior investment advisor at Shaanxi Jufeng Investment Information Co., Ltd., told the Securities Daily that the high-frequency research focus of leading institutions often reflects current capital market hotspots and future development trends, signaling potential investment opportunities in these areas. Additionally, leading institutions can obtain more comprehensive information through high-frequency research, enabling more rational and accurate investment decisions, thereby driving market prices closer to their reasonable values.