Private equity firms shift their March research focus, optimistic about the "abundance of opportunities and many players" in the science and technology innovation sector

MetaMuskRat · 2026-04-07T03:35:49+00:00

People's Financial News, April 7th, reported that the private equity research focus has quietly shifted. According to the latest statistics from Private Equity Ranking Network, in March, 871 private equity firms participated in A-share research activities, with a total of over 2,700 research visits. In terms of industry distribution, the electronics sector has replaced the power equipment sector as the industry with the highest research frequency, followed closely by the pharmaceuticals and biotech industry. Meanwhile, large private equity firms with substantial capital, such as Gao Yi Asset and Tianshui Spring Investment, also favored electronics and pharmaceuticals sectors in their March research visits. Industry insiders believe that, against the backdrop of increased volatility from Middle East geopolitical conflicts, technology innovation-related targets with high fundamental certainty and stable growth potential will become better options for coping with market uncertainties. (Shanghai Securities Journal)

MetaMuskRat

2026-04-07 03:35:49

People’s Finance News, April 7—Private equity research directions have quietly shifted. Private Equity PP Pai’s latest statistics show that in March, 871 private equity firms participated in research activities on A-shares, with a total research frequency of more than 2,700 times. Judging by industry distribution, the electronic sector has replaced power equipment as the sector with the highest private equity research frequency, followed closely by the biopharmaceutical/medical biology sector. At the same time, large-cap private equity firms with substantial funds such as Gao Yi Asset and DWS Investments also showed strong interest in the electronics and medical sectors in March research. In the view of industry insiders, against the backdrop of increasing volatility from geopolitical conflicts in the Middle East, technology innovation-related targets with higher fundamental certainty and the ability for steady growth will become a better choice for dealing with market uncertainty. (Shanghai Securities News)

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