According to the Financial Alliance news on December 1 (Reporter Feng Qijuan), compared with past monthly data, the enthusiasm for private equity research overall has risen since the 924 market.

It is evident that the proportion of billion-yuan private equity funds in the top ten of the private equity research list has decreased. Since October, three non-billion-yuan private equity funds—Zhengyuan Investment, Hongyun Fund, and Tianyi Investment—have ranked in the top three. Freshwater Spring and Gao Yi Assets, which previously dominated the top two of the private equity research list, are now ranked below five. According to Wind data, Zhengyuan Investment is the only private equity that has conducted over a thousand surveys this year.

Among the top ten private equity research lists, the Yuefo Fund established in August this year has not yet completed registration with the Asset Management Association of China. Data shows that this private equity has participated in 92 research activities in the past two months, covering 90 individual stocks.

Similar to public offerings, in the past two months, private equity has overall shown more interest in individual stocks in the star, and the enthusiasm for researching stocks on the BSE is not high.

During this period, many billion-yuan private equity funds continue to cluster in their research on individual stocks such as Hangzhou Hikvision Digital Technology and Luxshare Precision Industry. Since the beginning of the year, "loyal fan" Feng Liu has conducted research on Hangzhou Hikvision Digital Technology three times, while Deng Xiaofeng has researched Luxshare Precision Industry four times. Lin Peng and Han Dong have also researched Luxshare Precision Industry four times and Hangzhou Hikvision Digital Technology twice, truly never missing a beat.

At the same time, well-known private equity funds such as Freshwater Spring, Jinglin Assets, Chongyang Investment, and Panjing Investment have also appeared on the research list for these two stocks.

Since October, private equity has conducted more research on individual stocks in the star.

Since October, the total number of private equity research sessions and the total number of individual stocks researched have been led by the same group of private equities, with differences only in the ninth and tenth places. According to the China Securities Investment Fund Association, there are 4 private equity firms with over 10 billion yuan among the top ten in private equity research, while of the other 6, 3 have a management scale of 0-0.5 billion yuan, including the Guangdong Buddha Fund established on August 8 this year. Currently, this private equity firm has not yet registered with the China Securities Investment Fund Association.

On the two lists of private equity research, three non-10 billion private equities, Zhengyuan Investment, Hongyun Fund, and Tianni Investment, ranked among the top three. In the past two months, these three private equities have conducted research sessions 195 times, 136 times, and 118 times respectively, researching 174, 129, and 112 individual stocks.

According to the China Securities Investment Fund Association, Zhengyuan Investment has a management scale of 5-10 billion yuan, while both Hongyun Fund and Tianni Investment have a managed scale of 0-0.5 billion yuan. Registration information shows that Tianni Investment was established in March 2015, completing registration in June of the same year, with registered and actual capital both being 12 million yuan; Hongyun Fund was established in July 2021, completing registration in September of the same year, with registered and actual capital of 10 million yuan and 3 million yuan respectively.

Among the 10 billion private equities, Panjing Investment, Danshuiquan, Gao Yi Assets, and Hexie Huiyi have conducted research sessions of 115, 99, 98, and 94 times respectively in the past two months, researching 108, 92, 92, and 88 individual stocks.

During this period, there were a total of 6 private equities that conducted over 100 research sessions, and 5 private equities that researched over 100 individual stocks.

From the perspective of the sectors of researched individual stocks, private equities still show relatively little interest in the BSE, with a total of 8 private equities participating in research on BSE stocks since October. During this time, Hongyun Fund and Qingli Investment researched 3 and 2 BSE individual stocks respectively, while the other 6 private equities, including Tianni Investment, each researched 1.

Wind data shows that a total of 117 private equities have researched BSE individual stocks this year. Among them, Hongyun Fund, Zhongtian Huifu, and Qingli Taichuan researched 25, 22, and 10 stocks respectively, while the remaining 114 private equities researched fewer than 10 BSE individual stocks within the year.

Overall, private equities have particularly focused on Star stocks in the past two months, while also maintaining considerable attention on SZ board and GEM stocks.

Many well-known private equity firms have gathered to research hangzhou hikvision digital technology and luxshare precision industry.

According to wind statistics, since October, the top five stocks receiving attention in research activities by private equity firms are shenzhen mindray bio-medical electronics, zhejiang jinggong integration technology, jiangsu cnano technology co.,ltd., zhejiang jinke tom culture industry, and wingtech technology, belonging to the industries of medical instruments, special equipment, battery, gaming, and semiconductors respectively.

Currently, the top stock in private equity research is zhengyuan investment, which has recorded over three research sessions in nearly two months for only streamax technology and zhejiang jinke tom culture industry. It has been found that streamax technology's main business involves utilizing ai, high-definition video, and big data technologies to vigorously develop traffic safety and industry information products and solutions.

During this period, zhengyuan investment's partner Dai Lujing researched a total of eight stocks, including two biotechnology stocks zhejiang wolwo bio-pharmaceutical and maccura biotechnology, as well as consumer stock chow tai seng jewellery, chemical stock sunresin new materials, agricultural chemical stock stanley agriculture group, e-commerce stock focus technology, aviation/airlines industry stock hainan airlines holding, and automation equipment stock robotechnik intelligent technology; at the same time, research director Qi Chen studied twelve stocks, including two application software stocks glodon and arcsoft corporation, along with food production stock jinzai food group and advertising stock leo group co.,ltd.

Based on the number of researched stocks, freshwater spring and high-leverage assets are more inclined to study stocks belonging to the semiconductors, biotechnology, electronic components, western medicine, and medical care equipment industries; while harmonious embrace favors stocks in the medical care equipment, application software, electronic components, electric appliances and instruments, and industrial machinery sectors. It can be seen that the three hundred billion private equity firms all pay considerable attention to medical care equipment stocks.

During the performance briefing for hangzhou hikvision digital technology on October 26, high-leverage assets Feng Liu, harmonious embrace Lin Peng, Han Dong, and a total of five people, including well-known private equity investment managers from Chao Yang Investment Qiu Guogen, appeared on the research list. Research records indicate that other private equity participants in this research meeting included freshwater spring, panjing investment, jinglin assets, ruijun assets, and others.

In the research meeting for luxshare precision industry on October 28, high-leverage assets Deng Xiaofeng, harmonious embrace Lin Peng, Han Dong, Zhang Yiman, and a total of six people were on the research list. Additionally, many well-known private equity firms such as freshwater spring, renqiao assets, jinglin assets, juming investment, panjing investment, dunhe assets, ruijun assets, yunzhou investment, and chao yang investment also participated.

Since the beginning of this year, Feng Liu has researched hangzhou hikvision digital technology three times, while Deng Xiaofeng has researched luxshare precision industry four times. Lin Peng and Han Dong's group has also researched luxshare precision industry four times and hangzhou hikvision digital technology twice.

On November 10, the founding partner of Heyuan Investment, Guan Huayu, participated in the research of Wingtech Technology via video conference, while another founding partner, Zhuang Yan, researched nine individual stocks, including four industrial machinery stocks: Kunshan Kinglai Hygienic Materials, Zhejiang Sanhua Intelligent Controls, Yizumi Holdings, and Nanxing Machinery, as well as Shanghai Huace Navigation Technology, Streamax Technology, Yantai China Pet Foods, Huaming Power Equipment, and Fluorite Network.