[tiger stock in the year of the tiger] as the main force of the market, what kind of stock is the best choice in the year of the tiger in their eyes? we should not only see what the research report says, but also see where they go and what they are interested in. Securities Times · data treasure statistical institutions found that the cumulative number of research institutions participated by fund companies, sunshine private placement, securities companies and QFII exceeded 30000 in 2021, an increase of more than 40% compared with the previous year. What materials do they bring
the coverage of institutional research unit exceeds 60%
The coverage of listed companies surveyed by institutions has significantly expanded. According to the statistics of databao, a total of 2980 listed companies were surveyed by institutions last year, accounting for 63% of the total number of listed companies at the end of the year. In the previous five years, this ratio fluctuated below 50%.
It is worth mentioning that fund companies have jumped to the main force of research in the past two years. From 2015 to 2019, securities companies continued to dominate the list among various institutional types.
According to the distribution of Shenwan industry, the five sectors of mechanical equipment, medicine and biology, electronics, basic chemical industry and computer are the most popular, with 45% of institutional research stocks concentrated.
thousands of institutions gather to investigate these five shares
The research preference reflects the investment style of the institution to a certain extent. In 2021, Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , Shenzhen Inovance Technology Co.Ltd(300124) , Thunder Software Technology Co.Ltd(300496) , Shenzhen Transsion Holdings Co.Ltd(688036) , Hangzhou Hikvision Digital Technology Co.Ltd(002415) and other five companies were investigated by more than 1000 institutions.
Medical device leader Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) was investigated by 2072 institutions last year (excluding duplication), ranking first in the institutional attention list for two consecutive years. The company was surveyed nine times last year, with an average of 230 institutions participating each time. According to historical data, security leader Hangzhou Hikvision Digital Technology Co.Ltd(002415) topped the list for three consecutive years from 2017 to 2019, Midea Group Co.Ltd(000333) was the most concerned by research institutions in 2016.
In addition, some stocks with outstanding market performance have also been frequently visited by institutions. The number of Foryou Corporation(002906) , Shanghai Medicilon Inc(688202) , Qingdao Gaoce Technology Co.Ltd(688556) and other research institutions whose share price doubled exceeded 500.
half of the stocks of Beijing stock exchange are concerned by institutions
The opening of Beijing stock exchange has created the main position of service innovative small and medium-sized enterprises. Although the overall scale is small, there is no lack of leaders in subdivided fields and specialized special and new enterprises, attracting the attention of a number of institutions. According to the statistics of data treasure, since the opening of the Beijing stock exchange on November 15, 2021, a total of 42 stocks have been investigated by institutions, accounting for half. Among them, Chuangyuan instrument, Tonghui electronics and Yoshioka precision ranked in the top three, and the number of institutions surveyed exceeded 40.
Chuangyuan instrument has been investigated by 65 institutions. In a recent survey, the company said that it has a strong competitive advantage in the field of wireless communication testing and provides a variety of testing instruments, covering the wireless communication market, radio monitoring and Beidou navigation market, and the intelligent manufacturing market dominated by wireless communication.
In addition, beiteri , which ranks first in the Beijing stock exchange with a market value of 62.615 billion, was investigated by nine fund companies such as harvest, GF, China Merchants and e fund after the opening of the market.
since the beginning of the year, high nickel faucets have been investigated by more than 500 institutions
In January 2022, 547 companies received institutional research, and the fund companies still performed enthusiastically. The trend of institutional research reflects the change of market sentiment to a certain extent. Industry distribution shows that the pharmaceutical and biological sector with large recent index fluctuations is the most concerned by institutions, followed by the mechanical equipment and electronic industries. The top three companies in the institutional research list are Ningbo Ronbay New Energy Technology Co.Ltd(688005) , Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , Huadong Medicine Co.Ltd(000963) , of which two are individual stocks in the pharmaceutical and biological sector.
The growth of Ningbo Ronbay New Energy Technology Co.Ltd(688005) on the science and Innovation Board doubled last year, and has gained another 12% since this year. Recently, in an investigation, the company said that the company signed an all-round strategic cooperation agreement with Contemporary Amperex Technology Co.Limited(300750) . The shift of Contemporary Amperex Technology Co.Limited(300750) to the centralized procurement strategy for high nickel ternary important materials is also an impact on the company’s product development and quality management ability Highly recognized by the comprehensive strength of engineering equipment and technical capacity, product supply capacity and so on.
At the beginning of 2022, the style of A-share market was switched. After a number of institutional research data reached a record high last year, the number of research companies in January this year increased further compared with the same period last year. Tracking the institutional research track can better grasp the direction of market investment.
