In the first week of the year of the tiger, institutional ratings focused more on individual stocks in electronics, medicine, electric power, machinery and automobile industries
11 shares were rated by more than 5 institutions
At the beginning of the year of the tiger, the enthusiasm of rating agencies was very high. According to the statistics of securities times · databao, from February 7 to 10, 57 institutions conducted 418 ratings, and 229 shares were rated as “buy type”. The pre increase market of the annual report and the recent operation are still the main line of the rating.
Divided by shenwanyi industry, electronics, medicine and biology, power equipment, mechanical equipment and automobile rank first in the number of stocks on the list. Electronics is the largest, with 27 shares on the list, and the number of individual shares in other industries ranges from 15 to 19, accounting for 40.61% of the total. Household appliances, coal, petroleum and petrochemicals and banks received less attention, and only one share attended.
According to data treasure statistics, 27 shares were rated as “buy in” by 3 or more institutions, and 11 shares were rated as 5. Recently, 14 agencies rated Chongqing Brewery Co.Ltd(600132) , and the attention of this stock ranked first; Shanghai Wanye Enterprises Co.Ltd(600641) , Suofeiya Home Collection Co.Ltd(002572) , Jonjee Hi-Tech Industrial And Commercial Holding Co.Ltd(600872) followed by 8-10 rating agencies; Many industry leaders have also received high attention, Byd Company Limited(002594) , China stock market news, Guangzhou Automobile Group Co.Ltd(601238) , Zte Corporation(000063) six institutions have participated in the company rating.
On February 7, the performance express was released. In 2021, the company realized a net profit attributable to the parent company of 1.166 billion yuan, a year-on-year increase of 38.82%. Chongqing Brewery Co.Ltd(600132) said that the performance growth was mainly due to the year-on-year increase of about 15% in beer sales in the current period, the continuous promotion of high-end product business strategy and the improvement of the company’s overall profitability and market competitiveness. Zheshang Securities Co.Ltd(601878) believes that the implementation of Yangfan 27 strategy is conducive to the long-term development of the company. In the future, Chongqing Brewery Co.Ltd(600132) will benefit from the excellent performance of Wusu Beer and have strong performance growth in the long run
individual stocks with large market value and steady growth are favored by institutions
Recently, the agency rating still focuses on the main line of large market value and stable growth in the annual report. Based on the median value of the express data / forecast growth range, among the 27 stocks with the highest number of institutional “buy” ratings, the net profit of 8 stocks in 2021 doubled, and the net profit of Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) , Chongqing Zhifei Biological Products Co.Ltd(300122) , Sinomine Resource Group Co.Ltd(002738) increased by more than 200%. Among the 100 billion market value stocks, excluding Chongqing Zhifei Biological Products Co.Ltd(300122) mentioned above, Contemporary Amperex Technology Co.Limited(300750) has the highest pre increase rate of 173.14%; The median value of China stock market news, Will Semiconductor Co.Ltd.Shanghai(603501) , Zte Corporation(000063) growth range is more than 60%.
According to the performance express of Chongqing Zhifei Biological Products Co.Ltd(300122) , benefiting from increasing R & D investment, pushing through the old and bringing forth the new, and the sales of independent and agency products continued to increase steadily, the company realized a net profit attributable to the parent company of 10.197 billion yuan in 2021, a year-on-year increase of 208.88%. China Securities Co.Ltd(601066) said that the company’s performance was in line with expectations, and the heavy varieties and large quantities could be expected. At the same time, the implementation of the employee stock ownership plan is optimistic about the long-term development trend of the company.
According to the statistics of data treasure, from the difference between the latest price and the target price of the institution, 18 shares have more than 20% room to rise. Byd Company Limited(002594) , Guangzhou Automobile Group Co.Ltd(601238) two auto stocks took the lead, with a rising space of more than 60%; Subsequently, Zte Corporation(000063) , China stock market news, Shenzhen Fastprint Circuit Tech Co.Ltd(002436) 3 stocks had more room to rise than 50%; Recently, Chongqing Brewery Co.Ltd(600132) with the largest number of agency ratings is expected to have a rising potential of 30.7%< 123567 center recommendation rate {123567}
raise the rating of 5 shares
From February 7 to 10, the stock index rose unilaterally after the festival, with a cumulative increase of 3.7%. 229 institutional recommended stocks rose by an average of 3.16%, of which 153 rose, with a winning rate of 66.81%, and 42 rose by more than 10%. Excluding the newly listed new shares, Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) performed best. The stock gained four consecutive boards after the festival, with a cumulative increase of 46.43%. The performances of Hebei Sinopack Electronic Technology Co.Ltd(003031) , Guangzhou Lingnan Group Holdings Company Limited(000524) , Fujian Aonong Biological Technology Group Incorporation Limited(603363) are also very bright. Since the festival, they have increased by 36.98%, 31.21% and 26.8% respectively.
In terms of rating trends, 5 shares have been upgraded by the agency, and 5 shares have issued annual performance forecast / express. Among them, Sg Micro Corp(300661) net profit is expected to double; Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) and Guangting information increased slightly; Jonjee Hi-Tech Industrial And Commercial Holding Co.Ltd(600872) , Suofeiya Home Collection Co.Ltd(002572) net profit is expected to decline year-on-year.
In terms of market performance, Guangting information fell by more than 7% in the past week, and the other four stocks recorded an increase of more than 5%. Sg Micro Corp(300661) , Jonjee Hi-Tech Industrial And Commercial Holding Co.Ltd(600872) topped the list, both up more than 10%.
On the other hand, Jangho Group Co.Ltd(601886) , Jiajiayue Group Co.Ltd(603708) , Guangdong Jiayuan Technology Co.Ltd(688388) and Anxin securities lowered their ratings respectively, and their ratings were adjusted from “buy” in the previous period to the latest “overweight”.
Statement: all information contents of databao do not constitute investment suggestions. The stock market is risky and investment should be cautious.
