Public offering research in the fourth quarter heats up, focusing on growth areas.

date
13/11/2025
As we enter the fourth quarter, accompanied by the Shanghai Stock Exchange Index fluctuating slightly near 4000 points multiple times, the research heat of public mutual funds has significantly increased. Wind data shows that as of November 12, public Mutual Funds have conducted a total of 10,115 researches since the fourth quarter began, an increase of over 50% compared to the previous period. The research covers stocks listed on the Shanghai Main Board, Shenzhen Main Board, Northbound Trading, ChiNext Board, and the Science and Technology Innovation Board. Among them, the stocks on the Science and Technology Innovation Board and the ChiNext Board accounted for nearly sixty percent, mainly focusing on four core sectors such as industrial machinery, electronic components, electrical equipment, and integrated circuits, showing that institutional attention still focuses on the growth field. A fund evaluation expert in Shanghai analyzed that the recent resurgence in research heat reflects, on one hand, that institutions maintain a relatively stable position in the structural rally in the third quarter and are now increasing their research efforts on potential high-growth sectors for next year. On the other hand, it also shows that there is a certain consensus in the market regarding the improvement in macro liquidity and profit expectations.