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

【Private placements shift their March research focus; bullish on China’s science-and-technology innovation space with “more water and more fish”】On April 7, Caixin (Lianhe News) reported, private placement research directions have quietly changed. According to the latest statistics from Private Placement PaiPaiWang, in March there were 871 private placement firms participating in A-share research activities, with a total of more than 2,700 research visits. Judging by industry distribution, the electronics sector replaced power equipment to become the sector with the highest research frequency for private placements, followed closely by the biopharmaceutical and pharma sector. At the same time, large-scale private placement firms holding heavy capital—such as Gao Yi Asset Management and Dalston Investment—also showed strong preferences in March for the electronics and biopharmaceutical sectors. In the view of industry insiders, against the backdrop of rising volatility from geopolitical conflicts in the Middle East, technology innovation-related stocks with higher fundamental certainty and the ability to deliver stable growth will become a better choice for dealing with market uncertainty. (Securities Times)