last week (February 14-18), the three major A-share indexes closed up. Among them, the Shanghai index rose 0.8% to 3490.76 points last week, while the Shenzhen Component Index and the gem index rose 1.78% and 2.93% respectively. With the slight rebound of the index, the institutional research heat rebounded rapidly during the week. A total of 184 companies in Shanghai and Shenzhen received the research and disclosed the records of investor relations activities.
There were a lot of research highlights last week. The phenomenon of institutions gathering together for research reappeared. At the same time, star institutions were active.
According to the data of China stock market news choice, Foryou Corporation(002906) , Dongguan Yiheda Automation Co.Ltd(301029) , Fibocom Wireless Inc(300638) and Joincare Pharmaceutical Group Industry Co.Ltd(600380) were surveyed by more than 100 institutions last week. On February 15, automotive electronics leader Foryou Corporation(002906) welcomed 240 institutions including Ruiyuan fund, Harvest Fund, e fund and Gaoyi assets, which were widely favored. The stock rose more than 8% last week to 48.35 yuan / share, with a current market value of about 23 billion yuan.
In addition, there are at least 14 companies including Chow Tai Seng Jewellery Company Limited(002867) , Zhejiang Weixing New Building Materials Co.Ltd(002372) , Glodon Company Limited(002410) , Zhejiang Jiemei Electronic And Technology Co.Ltd(002859) , Guangzhou Tinci Materials Technology Co.Ltd(002709) , Zhejiang Rifa Precision Machinery Co.Ltd(002520) and more than 50 reception institutions. Among other popular research stocks, there are Contemporary Amperex Technology Co.Limited(300750) , Muyuan Foods Co.Ltd(002714) , Yihai Kerry Arawana Holdings Co.Ltd(300999) , Wingtech Technology Co.Ltd(600745) , Xinjiang Tianshan Cement Co.Ltd(000877) , Weichai Power Co.Ltd(000338) , Iflytek Co.Ltd(002230) and other companies with a market value of 100 billion.
Among them, Contemporary Amperex Technology Co.Limited(300750) with a market value of trillion disclosed the research minutes again after a lapse of more than half a year. On February 14, luxury research teams including Hillhouse capital, Tencent investment, Temasek, Sequoia Capital and KKR visited. Zeng Yuqun, chairman of Contemporary Amperex Technology Co.Limited(300750) attended the meeting, and the research content involved many market concerns, such as friendly business expansion, international competition, supply chain layout and so on. Since last December, Contemporary Amperex Technology Co.Limited(300750) share price has retreated by more than 20%.
Contemporary Amperex Technology Co.Limited(300750) said in the survey that the company’s growth speed, organizational ability and personnel’s internationalization ability are the biggest challenges in the future. By the end of last year, the company has arranged 10 production bases in total. In the future, the company plans to strengthen the layout of overseas bases and improve the system construction, including overseas staff training.
Last week, a number of star institutions have entered the rhythm of high-frequency research. For example, within one week, Hillhouse capital successively investigated four companies, including Contemporary Amperex Technology Co.Limited(300750) , Glodon Company Limited(002410) , Guangdong Kinlong Hardware Products Co.Ltd(002791) , Dongguan Yiheda Automation Co.Ltd(301029) ; Last week, Gaoyi assets investigated more than 10 companies, including Muyuan Foods Co.Ltd(002714) , Dongguan Yiheda Automation Co.Ltd(301029) , Hytera Communications Corporation Limited(002583) , Guangzhou Tinci Materials Technology Co.Ltd(002709) , Foryou Corporation(002906) .
Looking back at Foryou Corporation(002906) which received the most institutions last week, the institutions mainly focused on the main business progress of the company.
Foryou Corporation(002906) revealed that since 2022, the development of new orders in the company’s automotive electronics and precision die casting business has made good progress. The automotive electronics business has undertaken the new project fixed points of great wall, Geely, Chery, Dongfeng, jinkangxilis, Changan Ford and other customers, including intelligent cockpit domain controller, central control, streaming media rearview mirror, HUD, wireless charging, camera and other products; Precision die casting business has undertaken new fixed-point projects of Japanese precision machinery, Byd Company Limited(002594) , Dajiang, Suteng juchuang, Haila, Tyco (automobile) and other customers, including pressure casting parts products such as new energy vehicles, HUD, lidar and automobile connectors.
As for the implementation of new automotive electronic products, Foryou Corporation(002906) said that the products continued to be upgraded iteratively and gradually launched more intelligent products and technologies. W-HUD2. 0. Ar-hud, high-power wireless charging and digital instrument products have been designated for many new projects, and the sales volume has continued to increase.
