Since 2022, A-Shares have maintained a volatile pattern, and institutional research enthusiasm has not decreased.
Data show that since January, more than 500 A-share listed companies have received institutional research, and industries and theme related stocks such as new energy, medicine and metauniverse have attracted the most attention.
Looking forward to the future, industry insiders said that the steady growth policy in the first quarter is expected to work, and the overall downside risk of the market is limited. However, in the short term, the improvement of risk appetite may require more powerful measures.
institutional research busy
Data show that as of February 8, a total of 594 A-share listed companies have received institutional research since 2022. Ningbo Ronbay New Energy Technology Co.Ltd(688005) won 516 research institutions and won the champion in the number of research institutions in the beginning of the year; Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , Huadong Medicine Co.Ltd(000963) , Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) and so on have been investigated by more than 300 institutions; Qi An Xin Technology Group Inc(688561) , Beijing Easpring Material Technology Co.Ltd(300073) , Perfect World Co.Ltd(002624) , Thunder Software Technology Co.Ltd(300496) , Winning Health Technology Group Co.Ltd(300253) and so on have been investigated by more than 200 institutions.
List of top ten stocks surveyed by institutions since 2022
Institutions participating in the research Ningbo Ronbay New Energy Technology Co.Ltd(688005) include Nanfang fund, Penghua Fund, Boshi fund, Agricultural Bank of China Huili fund, Puyin AXA fund, Qianhai open source fund, Wells Fargo fund, etc.
In the survey, Ningbo Ronbay New Energy Technology Co.Ltd(688005) said that in 2021, the penetration rate of high nickel technology route in the terminal of new energy vehicles will be further improved. Driven by the demand of downstream customers, the company accelerated the release of new production capacity, doubled its annual sales year-on-year, and continued to maintain a leading position in China’s ternary cathode material market. The company also stressed that by signing a strategic cooperation and long-term supply agreement with Contemporary Amperex Technology Co.Limited(300750) , the two sides will carry out comprehensive and in-depth cooperation in strategy, market, commerce, technology, product development and supply chain in the field of batteries and materials, reach a strategic partnership and jointly promote industrial development.
In addition to Ningbo Ronbay New Energy Technology Co.Ltd(688005) , Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) has been investigated by more than 400 institutions. It is worth noting that at the beginning of 2022 Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) encountered rumors of “personnel leaving” and “performance not meeting expectations”. In the survey, Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) replied that this rumor is sheer nonsense. In 2021, the company’s overall operating performance was good and its personnel were stable. In 2021, the performance of Shanghai branch increased strongly, the completion of sales tasks exceeded 100%, and the revenue increased by 46% year-on-year, including the inspection production line increased by 53%.
three sectors are favored
From the perspective of industry, since 2022, the industry concentration of listed companies surveyed by institutions has been high, mainly in new energy, medicine, metauniverse and other related industries.
Several lithium battery industry chain stocks such as Beijing Easpring Material Technology Co.Ltd(300073) , Yongxing Special Materials Technology Co.Ltd(002756) , Hunan Changyuan Lico Co.Ltd(688779) have been investigated by more than 100 institutions. Several pharmaceutical stocks such as Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , Huadong Medicine Co.Ltd(000963) , Shanghai Junshi Biosciences Co.Ltd(688180) , Andon Health Co.Ltd(002432) , Apeloa Pharmaceutical Co.Ltd(000739) and related stocks of Perfect World Co.Ltd(002624) , Lens Technology Co.Ltd(300433) , Iflytek Co.Ltd(002230) meta universe sector have been investigated by more than 100 institutions.
Some stocks with more callback since the high point have also become the focus of institutional research. Since January, among the top ten listed companies surveyed by institutions, nine have had their share prices corrected within the month, among which, Perfect World Co.Ltd(002624) fell by 31.86%, Winning Health Technology Group Co.Ltd(300253) fell by 30.13%, Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) fell by 23.12%, and Yongxin material fell by 22.36%.
Looking forward to the future, the fund institutions believe that in the medium and long term, the policy is at the stage of bottoming out and looking for the bottom of the market; In the environment of continued loose funds, still room for overweight policies, and the pre increase of the performance of listed companies with a high proportion, the future market can still be expected.
