Recently, the A-share market has continued to exhibit volatility, with clear structural market trends emerging. According to data from third-party institutions, securities private equity firms conducted extensive research activities on A-share listed companies throughout May. During this month, a total of 30 industries received at least 20 research visits from private equity firms. Among these, the semiconductor industry stood out, garnering a remarkable 226 research visits across 30 companies, making it the most scrutinized sector.
Furthermore, industries such as medical devices, general equipment, automation equipment, special equipment, and chemical pharmaceuticals also attracted substantial attention, each receiving over 100 private equity research visits. The number of companies within these industries that were researched exceeded 10, indicating broad interest across multiple key sectors.
