The latest institutional research was released, and 127 listed companies were investigated. Danshui spring, Qianhe capital, Gaoyi assets and other 18 10 billion private placement surveyed 40 companies. Among them, eight leading enterprises of refrigeration components are favored by 10 billion private placement, and several companies have obtained 7 or more 10 billion private placement research.
In the last week of the year of the ox, the A-share market continued to adjust. The Shanghai index fell 4.56%, the Shenzhen Component Index fell 5% and the gem index fell 4.14%. Before the festival, the transaction volume of the two cities continued to shrink, and the northbound funds showed a net sales trend as a whole. On Thursday, the net sales per day was 14.6 billion yuan, a record since August 2020.
The enthusiasm of institutions for research is also declining. According to the statistics of 21 INVESTMENT link, 127 listed companies obtained institutional research in the week from January 24 to January 30, a decrease of 15 compared with the previous week.
Among them, 48, 41 and 35 companies on the main board, gem and sci-tech innovation board were investigated respectively, and all three companies of Beijing Jiaotong received institutional research.
mechanical equipment industry is most favored by institutions
From the perspective of industry distribution, the mechanical equipment industry has attracted the most attention, with 17 companies receiving institutional research, followed by the electronic industry, 16 receiving research, and 14 receiving research in medicine, biology and computer.
more than 300 institutions have gathered together to develop cold component faucets
from the perspective of companies, 17 companies have attracted the attention of more than 100 institutions. Among them, Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) (002050. SZ) attracted the most attention and was investigated by 328 institutions.
Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) is a global leading enterprise in refrigeration components. Since its establishment, it has continuously expanded its application fields in the three categories of valve, pump and heat exchange, successively laid out the fields of household refrigerator, air conditioner and automobile, and gradually expanded to the field of new energy vehicles. Under the first mover advantage, the performance of the company's auto parts business was continuously realized in 2020 and 2021h1.
At the research meeting on January 27, Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) briefly introduced the recent operation and production: the company said that the overall operation was normal, and the two major industries of refrigeration and steam and retail were full of orders. Near the lunar new year, products are in short supply. Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) also said that Gree has always been an important customer of the company in the home appliance business and still maintains good cooperation with this customer.
When asked how to view other friends entering the valve track, Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) said that the best time had been missed to plan the layout of the new energy vehicle track. The company has the first mover advantages in terms of customers, scale, technology and global layout, and will continue to focus on its core business, increase R & D and continuously improve the company's core competitiveness Profitability and market influence.
Kaiyuan Securities believes that under the dual promotion of global policy guidance and supply side reform, the global penetration of new energy vehicles is expected to increase rapidly, and the company is expected to continue to rely on key customer effect and capacity expansion to drive performance growth in the future. According to the prediction of Kaiyuan securities, the net profit attributable to the parent company from 2021 to 2023 is RMB 1.860/24.20/2.977 billion, and the corresponding PE of the current stock price is 47.1/36.2/29.4 times respectively
In addition, Qi An Xin Technology Group Inc(688561) (688561. SH), Winning Health Technology Group Co.Ltd(300253) (300253. SZ), Beijing Baolande Software Corporation(688058) (688058. SH) and other companies have been investigated by more than 100 institutions.
listed companies surveyed by more than 50 institutions in a week ↓ ↓ ↓ ↓
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From the perspective of specific research institutions , 18 10 billion private placement companies such as Danshui spring, Qianhe capital and Gaoyi assets investigated 40 companies. among them, Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) (002050. SZ), Aohua endoscopy (688212. SH) and GuLun Electronics (688206. SH) have all won the favor of eight 10 billion private placement companies.
