In just five days, 15 companies have been investigated more than twice.
On Friday, the Shanghai stock index, the gem index and the CSI 300 index rose across the board. The gem index rose 2.58% and successfully recovered its lost ground on Thursday securities times · data treasure statistics show that in the past five trading days, the growth of power equipment, national defense and military industry, electronics, non-ferrous metals, utilities and other sectors ranked among the top five
In terms of transaction volume, the transaction volume of A-Shares has exceeded trillion since Wednesday. The transaction volume once exceeded 1.3 trillion on Thursday and fell back to 1.02 trillion on Friday. Huaxin Securities said that the rebound of A-Shares and the return of trillion transaction amount is a clear signal that the participation of investors has become higher. For the current market, whether it is the Fed’s interest rate increase expectation in March or the Russian Ukrainian geopolitical crisis, the current market price has responded, but the market has ignored the steady growth expectation and the continuous implementation of the policy of wide credit and wide finance, and the subsequent market will have positive feedback.
agency research activity declines
2 companies were surveyed three times in five days
according to data treasure, 116 companies were surveyed by institutions this week (February 21-february 25), 133 times in total, a decrease of more than 20% compared with the previous week in just five days, a total of 15 companies were surveyed more than twice, and only 2 companies were surveyed three times, namely Guangdong Kinlong Hardware Products Co.Ltd(002791) , Shanghai Hanbell Precise Machinery Co.Ltd(002158) , belonging to the building materials and machinery industries respectively.
Guangdong Kinlong Hardware Products Co.Ltd(002791) is one of the largest hardware manufacturers of doors, windows and curtain walls in China. In a recent institutional survey, the company mentioned that in the long run, installation service is a growth point of future business. At present, the installation team is still in the stage of capacity improvement. In the channel layout planning, the company will increase the channel sinking of the county market on the premise of maintaining the advantages of the first-line market and prefecture level cities.
Shanghai Hanbell Precise Machinery Co.Ltd(002158) 2 on February 24, the company said that its vacuum products can be used in photovoltaic, lithium battery, semiconductor, pharmaceutical and chemical industries. In the vacuum pump of semiconductor industry, the company currently has a certain small batch shipment. The popularity of the company’s heat pump products continues to expand. After the relevant policies are fully implemented, it is expected that the growth space of the heat pump market will be relatively large in the next few years.
the net profit of 16 companies is expected to double
From the perspective of the attention of institutions, in the past week, a total of six listed companies have welcomed more than 100 institutional research, namely Ganyuan Foods Co.Ltd(002991) , Luxshare Precision Industry Co.Ltd(002475) , Shenzhen H&T Intelligent Control Co.Ltd(002402) , Guangdong Create Century Intelligent Equipment Group Corporation Limited(300083) , Guangdong Chj Industry Co.Ltd(002345) , Zhejiang Entive Smart Kitchen Appliance Co.Ltd(300911) , etc the largest number of institutions participating in the research is Ganyuan Foods Co.Ltd(002991) . On February 22, the company welcomed 325 institutions including Huaxia Fund, Cinda Aoyin, China Securities Co.Ltd(601066) , Boshi fund and founder life insurance of Peking University.
Ganyuan Foods Co.Ltd(002991) said during the investigation that Anyang factory and Pingxiang factory are actively producing to prepare for the upcoming new product launch and spring sugar and Wine Fair. The company has live broadcasting bases in Pingxiang factory, Hangzhou and Changsha. The online channel performs well in 2021. In the future, it plans to continue to expand the live broadcasting team, open the live broadcasting of Anyang factory, help brand construction while improving online sales, give play to the function of online brand communication, strengthen interaction with consumers and expand brand awareness and influence.
Apple industry chain leader Luxshare Precision Industry Co.Ltd(002475) has welcomed 239 institutions in the past week, including Xingzheng global, futon, Gaoyi assets, Danshui spring investment, Chongyang investment and many other star institutions. At present, the market value of the company’s A-Shares is 306.2 billion yuan. During the investigation, the company revealed that all the system end structural parts that need to be matched with the vertical armor have been in mass production or in the process of preparing for mass production, and all the progress is in line with the company’s expectations. The company has accumulated relevant experience in smart manufacturing in the field of consumer electronics and communication for many years, and will give full play to smartev. The company’s goal is that Tier1 business can enter the top ten in the world within three five years.
data treasure statistics show that among the above-mentioned companies surveyed by institutions, the net profit of 16 shares is expected to double in 2021 according to the calculation of the lower limit of net profit in performance express and advance notice Guangdong Dowstone Technology Co.Ltd(300409) is expected to have the highest growth rate. The company expects the net profit to be 495 million yuan to 605 million yuan in 2021, with a year-on-year increase of 7.18 times to 9 times. During the reporting period, benefiting from the high boom development of the new energy industry, the industry demand continued to improve, the orders of cobalt salt, ternary precursor products and graphene / carbon nanotube conductive agent products were sufficient, the company’s gross profit margin increased significantly year-on-year, and the sales volume and price of products increased simultaneously.
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