In the first week after the festival, 78 listed companies obtained institutional research, and the number of domestic GIS leaders Beijing Supermap Software Co.Ltd(300036) ranked first.
domestic GIS leaders have been investigated by nearly 300 institutions
According to the statistics of securities times · databao, in the first week after the festival (February 7-11), institutions investigated 78 listed companies in total. From the perspective of researchers, securities companies and funds are widely involved, and 67 and 58 listed companies were investigated respectively. According to the respondents, among the listed companies surveyed by more than 50 institutions, most of them are in the computer, light industry manufacturing, pharmaceutical, biological and electronic industries.
In February 10th, 289 institutions focused on domestic GIS leading Beijing Supermap Software Co.Ltd(300036) , and funds, private placement, overseas institutions and QFII were all involved. In the survey, the company revealed that it won the bid for a meta universe project this year, which is the Fuxia airport VR project. The Fuxia airport VR immersive experience system procurement implementation project is an immersive experience system with BIM + GIS + VR as the core technology. The company said on the interactive platform that the bid winning amount of the project is about 4 million yuan.
In the question and answer session, the company introduced the business model of focusing on geographic information system (GIS) with three businesses: basic software, application software and cloud service.
In terms of advantages in information innovation, Chaotu has realized full product support and cross platform; The company has made achievements in supporting the pilot projects of the Ministry of water resources and xiong'an and other large-scale projects; With Kunpeng ecology, combined with upstream and downstream high-quality manufacturers to optimize ecological performance, it has also obtained Huawei validated certification.
Referring to the future competition pattern, the company said that in the basic software, the company currently has the first market share, among which the cross platform GIS technology and two-dimensional and three-dimensional integrated GIS technology are the world leaders. The company's main competitors are foreign software, and the competition pattern is clear.
In terms of business model, the current basic software is a permanent license model; The application software is project system; The cloud platform business is subscription type, and the annual service fee is charged. The company is exploring the transformation of business model.
how does the "gold fever" go?
the organization organized a group to investigate three gold stores
There are Huadong Medicine Co.Ltd(000963) , Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , Syoung Group Co.Ltd(300740) , Guangdong Chj Industry Co.Ltd(002345) , China National Gold Group Gold Jewellery Co.Ltd(600916) and Chow Tai Seng Jewellery Company Limited(002867) in other institutions. There are more than 200 research institutions in the first two and more than 100 in the rest. It is worth noting that Shennan Circuits Co.Ltd(002916) and Shenzhen King Explorer Science And Technology Corporation(002917) are related to the jewelry industry.
In the survey minutes, for "is the booming demand for gold mainly due to the improvement of investment demand or consumption?" In response to the question, Guangdong Chj Industry Co.Ltd(002345) said that in recent years, Gufa gold and 5g gold technology have given gold products a sense of fashion, which has been significantly driven by consumer demand, but there is also a certain investment demand. The subsequent gold boom will continue for some time, especially for products with strong sense of fashion such as 5g, gufajin and IP products.
China National Gold Group Gold Jewellery Co.Ltd(600916) said that the special attributes of gold make it impossible for consumers to separate the two factors of investment and decoration. Consumers who choose gold products for decoration also value its high hedging rate. With the rise of national tide, the company is also constantly launching new products, including all kinds of IP products, to meet the consumption habits of young consumers.
Chow Tai Seng Jewellery Company Limited(002867) believes that there are three main reasons: first, the global currency is over issued, and gold has the characteristics of resisting inflation; Second, the national tide prevails, and gold products have obvious national tide attributes; Third, the new gold technology caters to the consumption needs of young people with both dress up and value preservation. In addition, the application scenarios of gold products are further expanded. In addition to marriage and love blessings, gold products can also be used to express blessings for good luck and commemorate the highlight moment of life.
the annual net profit of 5 listed companies doubled
Data treasure counted the list of stocks with more than 20 research institutions in a week, with a total of 22 shares. In terms of market performance, 22 shares rose by an average of 4.08%, Shenzhen Emperor Technology Company Limited(300546) rose by 53.86%, Tecon Biology Co.Ltd(002100) , Beijing Egova Co.Ltd(300075) , Chow Tai Seng Jewellery Company Limited(002867) rose by more than 10%; Three stocks including Hunan Zhongke Electric Co.Ltd(300035) , Guoanda Co.Ltd(300902) and chuangyao technology fell more than 18%.
Based on the median value of the express data / forecast growth range, the annual net profit of 12 shares has achieved positive growth, and 5 shares are expected to double. Jiamei Food Packaging (Chuzhou) Co.Ltd(002969) net profit increased by 379.81%, while Shenzhen Emperor Technology Company Limited(300546) , Guangdong Chj Industry Co.Ltd(002345) , Hunan Zhongke Electric Co.Ltd(300035) , Zhejiang Founder Motor Co.Ltd(002196) increased by 100% - 170%. The net profit of the three shares decreased year-on-year, among which the performance of Tecon Biology Co.Ltd(002100) decreased by more than 100%, and the net profits of Guoanda Co.Ltd(300902) and Yusys Technologies Co.Ltd(300674) also decreased in varying degrees.
In terms of valuation, the latest rolling P / E ratio of 7 shares is less than 20 times. The rolling P / E ratios of Weifu High-Technology Group Co.Ltd(000581) , Sgis Songshan Co.Ltd(000717) , Hunan Valin Steel Co.Ltd(000932) are low, all less than 10 times. (data treasure Zhang Zhibo)
