In the last trading week before the Spring Festival (January 24-28), nearly 120 A-share companies disclosed the records of investor relations activities, and many institutional investors were still busy on the way of research. During the period, the stock index fell 4.57%, below 3400 points, closing in its biggest weekly decline in nearly 11 months.
Securities Times e reporter noted that in the pre research survey, the organization focused on the new year’s production and marketing situation of listed companies. Among them, Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) , Hunan Changyuan Lico Co.Ltd(688779) , Shandong Yuma Sun-Shading Technology Corp.Ltd(300993) and other companies also revealed the production status of “short supply” products when receiving research.
“Near the lunar new year, the supply of products is in short supply and the production scheduling is busy. Except for the three-day equipment maintenance time during the new year, the production line operates normally and the production scheduling is normal and tight.” The leader of refrigeration components Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) said in a telephone survey on January 27 that the company’s refrigeration and steam zero industries are full of orders.
Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) is the company that receives the most institutions in the week before the festival. However, the market performance of the company has remained sluggish since the beginning of the year. On January 27, Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) fell by more than 8%. On that day, there were more than 300 institutional research companies, including Wells Fargo fund, Ruiyuan fund and Gaoyi assets. The next day, the stock rose slightly by 0.79%, ending a continuous decline in nearly seven trading days. Since 2022, the share price of Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) has fallen by 24.47%, the current price is 19.11 yuan / share, and the market value is about 68.6 billion yuan.
Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) did not predict the performance of the previous year, so it can be seen that there is no obvious fluctuation in the performance of the company. In terms of production and operation, in addition to revealing that the products are “in short supply”, the company said that the overall operation is normal. In addition, Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) said that Gree has always been an important customer and has maintained good cooperation with the customer. At the same time, the company has obtained the opportunity of a large inflow of orders from other main engine manufacturers.
In addition, Hunan Changyuan Lico Co.Ltd(688779) in the hot track of lithium new energy introduced in the research that the company’s products are in short supply and the production line is running at full capacity. According to the order demand of downstream customers, it is expected to maintain the trend of full production and full sales this year, and the company’s shipment and capacity basically match.
Hunan Changyuan Lico Co.Ltd(688779) landed on the science and innovation board in August last year. Benefiting from the strong demand in the new energy market and the surge in the installed capacity of power batteries, the company expects to make a profit of 680-700 million yuan in 2021, a year-on-year increase of more than 5 times. The research summary also shows that the company’s ternary cathode material products have successfully entered the supplier system of mainstream lithium battery manufacturers such as Contemporary Amperex Technology Co.Limited(300750) , Byd Company Limited(002594) , Eve Energy Co.Ltd(300014) , Sunwoda Electronic Co.Ltd(300207) .
In relatively small industries, some companies also disclose the situation of hot production and marketing. For example, functional sunshade fabric company Shandong Yuma Sun-Shading Technology Corp.Ltd(300993) said when receiving institutions such as Shanghai Investment Morgan and ICBC Credit Suisse that functional sunshade products are in the primary stage of understanding in the Chinese market. With the promotion of the Chinese market, the improvement of customer cognition and the upgrading of consumer preferences, the demand in the Chinese market will grow rapidly, At present, the total market share of top 3 companies in the industry ( Shandong Yuma Sun-Shading Technology Corp.Ltd(300993) , Zhejiang Xidamen New Material Co.Ltd(605155) , Ningbo Xianfeng New Material Co.Ltd(300163) ) is very small. At present, the company’s production capacity is saturated, the product supply is in short supply, and the overseas market has orders for about 3-5 months.
The reporter of securities times · e company noted that Shandong Yuma Sun-Shading Technology Corp.Ltd(300993) was the most frequently investigated in all a shares. Since 2022, more than 10 institutions have independently investigated the company.
In terms of other popular research stocks, in addition to Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) , more than 10 companies, including Qi An Xin Technology Group Inc(688561) , Winning Health Technology Group Co.Ltd(300253) , Beijing Baolande Software Corporation(688058) , Foryou Corporation(002906) , Do-Fluoride New Materials Co.Ltd(002407) , Tkd Science And Technology Co.Ltd(603738) , Zhejiang Ssaw Boutique Hotels Co.Ltd(301073) , gathered more than 100 institutions for research in the week before the festival. In addition, Byd Company Limited(002594) , Shenzhen Inovance Technology Co.Ltd(300124) , Yunnan Baiyao Group Co.Ltd(000538) , Pharmaron Beijing Co.Ltd(300759) , Avic Jonhon Optronic Technology Co.Ltd(002179) and other companies with a market value of 100 billion also received research that week.
