According to the statistics of securities times · databao, in the past week (February 18-24), 60 institutions conducted 490 ratings, and a total of 295 shares were rated “buy”.
Divided by Shenwan industry, the number of individual shares in the electronic industry ranks first, with 38 shares; Chemical industry, medicine and biology, mechanical equipment, computers, etc. rank first, with more than 20 shares.
In terms of individual stocks, 20 stocks were rated as “buy in” by four or more institutions. The number of “buy in” ratings of Wuliangye Yibin Co.Ltd(000858) , Asymchem Laboratories (Tianjin) Co.Ltd(002821) , Chacha Food Company Limited(002557) ranks among the top three, with 18, 13 and 11 agencies participating in the rating respectively. Both Qianhe Condiment And Food Co.Ltd(603027) , Shede Spirits Co.Ltd(600702) in the food and beverage sector and Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) in the pharmaceutical and biological sector were rated by four agencies. Individual stocks in the electronic sector such as Hangzhou Hikvision Digital Technology Co.Ltd(002415) , Shenzhen H&T Intelligent Control Co.Ltd(002402) , Luxshare Precision Industry Co.Ltd(002475) , Hangzhou Silan Microelectronics Co.Ltd(600460) have also been rated by many agencies.
It was announced on February 19 that Mr. Zeng Congqin served as secretary and chairman of the Party committee of the group and secretary and chairman of the Party committee of the stock company; Mr. Zou Tao is the general manager of the group; Mr. Jiang Wenge is the general manager of the joint stock company. Citic Securities Company Limited(600030) believes that the finalization of personnel is expected to accelerate the promotion of the company’s strategy and enhance the executive power of the company’s management and sales team. The changes brought by the new management will also enhance the market’s expectations of the company’s subsequent strategic promotion and management optimization, and drive the valuation repair.
It was announced on February 20 that the company signed a supply contract with overseas customers for a small molecule innovative drug with an accumulated contract amount of about 3.542 billion yuan. Since mid November 2021, the company has signed three large order contracts with a cumulative amount of 9.292 billion yuan. Zhongtai Securities Co.Ltd(600918) believes that the successful implementation of this order is not only expected to increase the performance in 2022, but also reflects the company’s comprehensive competitive advantage in the field of small molecule cdmo, and subsequent companies are expected to win advantages in obtaining large orders.
Chacha Food Company Limited(002557) the performance express shows that in 2021, the company actively explored the channel intensive cultivation mode, built the channel intensive cultivation information platform, clarified the positioning of e-commerce channels, timely adjusted the ex factory prices of some products, and the sales scale continued to grow. In 2021, the company realized a net profit attributable to the parent company of 930 million yuan, with a year-on-year increase of 15.52%, and the performance slightly exceeded the market expectation.
the performance of institutional rating stocks is stable
According to the statistics of databao, calculated by the median value of the express data / forecast growth range, among the above 20 shares, Hunan Zhongke Electric Co.Ltd(300035) , Shede Spirits Co.Ltd(600702) net profit is expected to double; The net profit of Hangzhou Silan Microelectronics Co.Ltd(600460) , Xinjiang Zhongtai Chenical Co.Ltd(002092) increased by more than 10 times. Hangzhou Hikvision Digital Technology Co.Ltd(002415) , Industrial Bank Co.Ltd(601166) two 100 billion market capitalization stocks performed steadily, and the net profit increased by about 25% year-on-year.
Among the stocks with declining performance, Yihai Kerry Arawana Holdings Co.Ltd(300999) net profit decreased by 31.1% year-on-year, mainly due to large cost increase and weak consumption, and the sales volume of medium and high-end retail products was greatly affected.
According to the statistics of data treasure, the latest price of up to 15 of the above 20 shares is more than 20% higher than the target price of the institution. Topsec Technologies Group Inc(002212) has the highest rising space, with 64.14%; The rising space of Hunan Zhongke Electric Co.Ltd(300035) and Industrial Bank Co.Ltd(601166) also exceeded 50%. Among the 100 billion market capitalization stocks, Wuliangye Yibin Co.Ltd(000858) has a rising space of 49.81%; Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , China State Construction Engineering Corporation Limited(601668) also have a rising potential of more than 30%.
institutional rating stocks outperformed the market
From February 18 to 24, the Shanghai Composite Index fell by 1.1%. 295 agency rated stocks rose by an average of 0.59% during the period, outperforming the broader market over the same period. Among them, 140 shares rose, and 19 shares rose more than 10%. Excluding the newly listed shares, Anhui Golden Seed Winery Co.Ltd(600199) , Huaihe Energy (Group) Co.Ltd(600575) , Sichuan Yahua Industrial Group Co.Ltd(002497) performed best, with a cumulative increase of more than 30% since the agency rating; Hoshine Silicon Industry Co.Ltd(603260) , Kingsemi Co.Ltd(688037) , Wuxi Autowell Technology Co.Ltd(688516) rose by more than 20%. Zhejiang Kingland Pipeline And Technologies Co.Ltd(002443) , Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) , Guangdong Kinlong Hardware Products Co.Ltd(002791) retreated at the top, with a range of more than 15%.
In terms of rating trends, four stocks were upgraded by the agency, Sichuan Yahua Industrial Group Co.Ltd(002497) with a cumulative increase of 30% in the past week. The company predicted that the net profit in the first quarter increased by 1053% – 1438% year-on-year, exceeding market expectations, and then the stock gained two consecutive boards. In terms of annual performance, calculated by the median value of express data / forecast interval, Sichuan Yahua Industrial Group Co.Ltd(002497) net profit doubled year-on-year, with an increase of 185.5%; Jiangsu Toland Alloy Co.Ltd(300855) increased steadily by 62.27%; Chacha Food Company Limited(002557) increased slightly by 15.52%; Qianhe Condiment And Food Co.Ltd(603027) has not released a performance report.
