baccaratmiffy|都怕错过大行情？近一月机构调研次数增近100%，有百亿私募平均每天“逛”6家公司

Every reporter Yang Jian, every editor Zhao Yun

Just last April, A shares made a breakthrough after consolidation, especially the Prev stood above 3100 points, sending a positive signal.

The continuous increase of northbound funds is optimistic about the future, and institutional research activities also highlight the positive and optimistic attitude of institutions.

Chioce data show that the number of institutional surveys in the past month has reached 54960, an increase of 27907 over the previous period and an increase of 96% over the previous period.Baccaratmiffy.9%. A total of 173 listed companies were investigated by Tanshui Spring in January, and 10 billion private equity magic square quantification also actively participated in the research activities of listed companies. Foreign institutions are also not willing to lag behind. Morgan Stanley, for example, surveyed 79 listed companies in the past month.

Private equity said that in May, the market is generally looking forward to the market, thinking that after the performance window is over, "Red May" can be expected.

The data further show that of the 54960 institutional surveys in the past month, the motherboard accounted for 23764, an increase of 12194 over the previous period.BaccaratmiffyThe gem was 18421 times, an increase of 12459 times over the previous period.

In recent January, there were 899 listed companies, an increase of 99 over the previous period. There are 409 motherboard companies, an increase of 56 over the previous period. There are 317 gem companies, an increase of 117 over the previous period.

From the perspective of the industry sector surveyed by institutions, medical devices, computer software, special equipment and other industries rank in the top three.

For the post-May Day market, the survey results of the private placement network show that 51.06% of the private placements are optimistic, believing that the effect of the one-quarter report landing overlay policy will gradually appear, so they are optimistic about the post-holiday market; 36.17% of the private placements hold a neutral attitude towards the post-holiday market and believe that the market will continue to fluctuate; another 12.77% of the private placements are cautious about the future.

Recently, the obvious money-making effect in the market has aroused the enthusiasm of tens of billions of private equity research. Among them, the subjective strategy of Tanshui Spring, a total of 173 listed companies were investigated in January, with an average of 5.76 per day, which can be described as an institutional survey of "model workers". In addition, the private equity giant Ningbo Magic Square quantitative investment, nearly January also surveyed a total of 11 listed companies.

As for the company, on April 26, Xinlai Yingcai was surveyed by 94 institutional investors, including well-known private offerings such as prudent assets, Qinghe Quan Capital, Shangpan Beijing Investment, and Ju Investment. On April 28, Shenzhen Qianhai Evolutionism assets, a well-known 10 billion private equity firm, participated in the research of Sanfu Xinke.

From the perspective of action, private equity is also actively issuing products to enter the market. According to the Fund Industry Association, a total of 2414 private equity products have been registered by private equity firms so far this year, including a total of 784 new private equity products in April.

Recently, a number of well-known foreign investment banks have released research reports that are optimistic about the Chinese market. On April 18, Fidelity International, a foreign institutional giant, believed that with strong consumption and better corporate profits in mainland China, optimism in the market was budding with the support of a number of positive factors. The long-term growth theme of investing in the Chinese market has not changed, and as China's economic growth enters the next stage, a new round of investment opportunities will follow.

Recently, foreign-funded institutions have also frequently participated in listed companies. For example, Morgan Stanley surveyed 79 listed companies in the past month, including Shannon Xinchuang, China Kechuangda and other technology stocks; Morgan Stanley Investment Management (QFII) also surveyed five listed companies in the past month. In addition, Schroeder Investment Management (Shanghai) Co., Ltd. surveyed a total of 25 listed companies in the past month, Schroeder Investment Management (Hong Kong) Co., Ltd. (QFII) also participated in the research of 12 listed companies, and HSBC Global Investment Management (Hong Kong) Co., Ltd. (QFII) surveyed a total of 17 listed companies in the past month.

In addition, on April 19, Antu Biology hosted a survey of 280 institutional investors, including Yunzhou Private Equity Fund, Dunhe Asset, Yongan Guofu, Bao Yin Investment, Harmony Huiyi Asset, Xuanyuan Investment, Kangmand Capital, Hainan Shiwa Private Placement and other well-known private equity.

At the same time, the foreign institutions involved in the survey include Sumitomo Mitsui Asset, Morgan Asset Management Co., Ltd., Singapore New ideas, Schroeder Investment Management (Hong Kong) Co., Ltd., Nomura Securities, Hong Kong Merchandise Fund Management Company (QFII) and other foreign institutions.

The market is generally looking forward to the May market, the main view is: after the performance window of listed companies, "Red May" is about to appear.

Huang Huayan, general manager of Avenue Societe Generale Investment, told the Daily Economic News that the market remained in the range of 2950-3250, and securities firms were a disturbance factor. with constant news of mergers and acquisitions, the index will rise pulsally, and the plate will be adjusted if it is not strong enough. Therefore, non-bank finance has attracted a lot of attention, the implementation of the new "National Nine articles" and the restructuring of the brokerage sector will make the financial powers implemented, and the market risk appetite will increase at the same time.

In terms of science and technology, we will continue to pay attention to new productive forces such as low-altitude economy, AI computing and application, semiconductors, quantum technology, humanoid robots, and military informatization; on the consumer side, we can pay attention to electronic consumption, medicine, biology, tourism, hotels, and home appliances.

Ma Cheng, chairman of Jize Investment, also said: "We are more optimistic about the market trend after May Day."

In its view, looking around the world, the current valuation of A-shares is historically low; recently, some international investment institutions are frequently optimistic about A-shares, and northbound funds are also flowing on a large scale; from the point of view of market operation, whether it is the gem, Science and Technology Innovation Board, which has just begun to stop falling and rebounding, or recently has been lifting the weight plate of the Shanghai Composite Index, there is no basis for a sharp fall.

Ma Cheng also pointed out that the latest profit growth in various industries in the first quarter shows that the profits of many industries have exceeded market expectations. Take the communications equipment sector as an example, the industry's net profit increased by 82.5% in the first quarter of 2024 compared with the same period last year. In addition, the PMI value in April was 50.4%, above the rise and fall line, indicating that China's economy is in the range of expansion, the economy is recovering, and there are data that the pace of recovery may accelerate in the second half of this year.

The Wealth products Research Department of the platoon Network told reporters that with the end of the quarterly report, after the May Day holiday, the uncertainty of performance has weakened, and some risk-averse funds may return to the market. In addition, if the yen continues to depreciate, international capital is expected to continue to flow into AH shares, bringing more incremental funds to the market.