Hundred-billion-yuan private equity firms' June research roadmap: electronics sector alone accounts for 30%, these stocks are in focus

澎湃新闻·3 Jul 2026·Read original

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Industry Semiconductors & Semiconductor Equipment

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Summary · why it matters

Data from PaiPaiWang shows that in June, 680 private equity firms conducted research on A-shares, covering 356 stocks across 28 Shenwan first-level industries, with a total of 1,506 research visits. The electronics sector alone accounted for 30% with 455 visits and 72 stocks, significantly ahead of other sectors such as machinery equipment, computers, electrical equipment, and basic chemicals. Among hundred-billion-yuan private equity firms, 45 firms conducted a total of 234 research visits, with Gaoyi Asset, Juming Investment, Danshui Quan, Hexie Huiyi Asset, and Panjing Investment ranking among the top ten in research frequency. TCL Technology and Crystal Optoelectronics each received 45 research visits, tying for second place, while ACM Research Shanghai led with an 88.61% monthly gain and attracted 22 institutional visits. Industry insiders note that growth-style managers allocated heavily to communications and semiconductors in the first half and reaped performance gains, while balanced-style managers also increased their holdings in tech stocks. Looking ahead, Danshui Quan believes the structural market will persist, Xingshi Investment highlights the need to watch for first-half earnings delivery, and Gao Yuncheng states that major global investment opportunities will revolve around AI infrastructure, semiconductors, and related areas.

ACM Research Shanghai Inc ▲

TCL Corp ±

Zhejiang Crystal Optech Co Ltd ±