After the festival, the popularity of institutional research plummeted, and relevant stocks rose more or fell less

In the first trading week of the year of the tiger (February 7-11), the market stopped falling and picked up, but the Shanghai and Shenzhen stock indexes were divided. The Shanghai stock index rose more than 3% to close at 3462.95 points, while the Shenzhen Component Index and the gem index fell 0.78% and 5.59% respectively.

Under the differentiated market, the research heat of institutions after the festival dropped sharply, and less than 80 companies in Shanghai and Shenzhen disclosed the records of investor relations activities. Basically in line with the pace of the market, the surveyed stocks rose more or fell less as a whole. Nearly 70% of the stock price rose one week after the festival, but the differentiation was significant. Institutional investors pay attention to Shenzhen Emperor Technology Company Limited(300546) , Hunan Goke Microelectronics Co.Ltd(300672) and other companies with large stock price fluctuations.

On February 10, 20 institutions including Cinda Australia Bank and CAITONG fund conducted a telephone survey on digital currency concept stocks Shenzhen Emperor Technology Company Limited(300546) . Pay close attention to the currency market in the near future. On February 9, the four ministries and commissions jointly issued the 14th five year plan for the development of financial standardization. Boosted by the implementation of the financial standardization plan, the digital currency concept sector strengthened. Shenzhen Emperor Technology Company Limited(300546) last week, the share price soared by nearly 54% to 39.08 yuan / share, and the current market value is about 5.3 billion yuan.

The main business of Shenzhen Emperor Technology Company Limited(300546) is mainly divided into two directions: smart government and smart bus. In early January this year, the company said in the interactive easy response to investor inquiries that the company has been actively studying digital currency technology and participating in the pilot work of digital RMB. The company's terminal products can support the use of digital RMB in bus, subway and other application scenarios. Since the beginning of the year, Shenzhen Emperor Technology Company Limited(300546) share price has doubled, with a cumulative increase of about 120%.

However, in the latest research activities, Shenzhen Emperor Technology Company Limited(300546) did not disclose the relevant business progress in detail. The company said that the application scenario of digital RMB business in the field of bus payment will answer the relevant questions in detail in the reply to the attention letter of Shenzhen Stock Exchange.

Chip leader Hunan Goke Microelectronics Co.Ltd(300672) fell nearly 33% to 96.85 yuan / share last week. Since 2022, Hunan Goke Microelectronics Co.Ltd(300672) share price has nearly halved. On February 7, the company's reception organization replied to some of the problems that the market paid more attention to. For the company's inclusion in the list of entities in 2021, Hunan Goke Microelectronics Co.Ltd(300672) said it was not materially affected at present. On the rumors of R & D personnel leaving, Hunan Goke Microelectronics Co.Ltd(300672) said that there was no significant loss of R & D personnel, especially the technical backbone was relatively stable. Since its listing, the company has implemented two rounds of restricted stock incentive plan. The scale of the second round of incentive plan has doubled compared with the first round, and the incentive effect is good.

According to the performance forecast of 2021, Hunan Goke Microelectronics Co.Ltd(300672) the fourth quarter net profit fell month on month compared with the third quarter. The organic organization asked whether there were differences with the market. In response to this, Hunan Goke Microelectronics Co.Ltd(300672) reported a large increase in operating performance in 2021, which is being further sorted and analyzed internally. Product delivery and upstream and downstream linkage are determined by the company's business model. Up to now, the cooperation at the production and manufacturing end is normal and has not been materially affected.

In terms of the number of research institutions obtained by individual stocks, the computer sector is the most popular in the Beijing Supermap Software Co.Ltd(300036) week. On February 9 and 10, 278 institutions including Gaoyi assets, Harvest Fund, China International Capital Corporation Limited(601995) and ICBC Credit Suisse investigated Beijing Supermap Software Co.Ltd(300036) . Beijing Supermap Software Co.Ltd(300036) revealed the progress of metauniverse in the research. The company said that it had corresponding product planning and application scenario planning. At present, these products and tools supporting or supporting metauniverse are under research and development, and some products will be released successively this year. In addition, this year won the bid for a meta universe project - Fuxia airport VR project.

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