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随着上市公司一季报和年报密集披露,公募机构调研活动持续升温。公募排排网最新数据显示,上周(4月14日至4月20日)A股市场迎来公募机构调研热潮,共有151家公募机构对87只个股展开深入调研,覆盖医药生物、电子、计算机等23个行业,合计调研频次高达1080次。值得注意的是,这已是公募机构连续第三周保持单周调研频次超千次的高强度态势,充分彰显了公募机构在当前市场环境下积极布局、深度挖掘投资机会的强烈意愿。

上周公募机构调研重点覆盖到59只个股,被调研次数均不少于5次,其中5只个股被调研不少于40次。

具体来看,宁波银行股份有限公司上周被调研61次居首,成为上周最受公募机构调研关注个股,吸引到博时基金管理有限公司(以下简称“博时基金”)、华夏基金管理有限公司(以下简称“华夏基金”)等一众头部公募机构前来调研。

上周公募调研次数前十个股主要集中在医药生物行业,华东医药股份有限公司、贝达药业股份有限公司和上海奥浦迈生物科技股份有限公司等3家医药企业跻身公募机构调研榜前十,占据三席,依次被调研58次、37次和36次。

上周公募机构调研呈现明显的行业集中特征,18个申万一级行业获得10次以上调研,医药生物、电子、计算机三大科技成长板块尤为突出,单周调研频次均突破100次。

具体来看,医药生物行业以213次调研高居榜首,覆盖12只个股;电子行业紧随其后,14只个股合计获得125次调研;计算机行业位列第三,10只个股收获112次调研。

与此同时,公募机构调研活跃度持续攀升,上周90家公募机构调研频次均达5次以上,其中6家公募机构调研不少于20次。博时基金以33次调研拔得头筹。工银瑞信基金管理有限公司、华夏基金紧随其后。

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