The market has gradually entered a performance window period, and financial IT leaders are popular with institutions.
Ministry of agriculture and rural areas: raising the threshold for germplasm approval
The Ministry of agriculture and rural areas recently said that based on the previous revision of the approval standards for rice and corn varieties, the national approval standards for wheat, soybean, cotton and other varieties will be revised in due time. guide the cultivation of breakthrough varieties and strengthen the protection of intellectual property rights in the seed industry by appropriately raising the approval threshold. The organization said that companies that attach importance to R & D investment, strong innovation ability and standardized management, especially those with rich technical reserves, are expected to obtain relevant qualifications and submit for approval quickly, so as to obtain the first mover advantage in the seed industry market in the future.
It is reported that during the 13th Five Year Plan period, rice and corn varieties increased rapidly, which solved the problem of “lack of varieties” in the market. At the same time, new problems such as weak original innovation ability of varieties, low entry threshold for examination and approval, and many homogeneous varieties have become increasingly prominent. In September, the National Crop Variety Approval Committee issued the revised national rice and corn variety approval standards. After the revision, the overall yield index of high and stable yield, green and high-quality varieties increased by 2 percentage points; The yield index of special varieties increased by more than 3% compared with the control varieties of the same type; It also improves the requirements of existing disease resistance.
Since this year, the Ministry of agriculture and rural areas has carried out work from the four levels of legislation, justice, law enforcement and technical standards to strengthen the protection of intellectual property rights and stimulate original innovation. These include promoting the revision of the seed law, carrying out the activity of “national seed industry supervision and law enforcement year”, and launching special rectification actions for the protection of intellectual property rights in the seed industry. The Ministry of agriculture and rural areas also signed a memorandum of cooperation with the Supreme People’s Court on strengthening the protection of intellectual property rights in the seed industry to strengthen judicial protection.
Securities Times · databao sorted out A-share seed industry concept stocks. There are Yuan Longping High-Tech Agriculture Co.Ltd(000998) , Shandong Denghai Seeds Co.Ltd(002041) , Beijing Dabeinong Technology Group Co.Ltd(002385) and Winall Hi-Tech Seed Co.Ltd(300087) agencies with high attention, and there are 13, 11, 11 and 4 rating agencies respectively; According to the agency’s prediction of the growth rate of net profit in 2021, Yuan Longping High-Tech Agriculture Co.Ltd(000998) and Shandong Denghai Seeds Co.Ltd(002041) are expected to exceed 120%, and the growth rate of Winall Hi-Tech Seed Co.Ltd(300087) is also expected to be 39.53%.
the market has entered a performance window period
The agency raised the rating of three shares
From November 26 to December 2, the overall performance of A-Shares was sideways, and the Shanghai index closed down slightly by 0.29%. With the market gradually entering the performance window, the momentum of agency rating has slowed down. According to data treasure statistics, in the past week, 54 institutions conducted 323 ratings, and a total of 228 stocks received “buy” ratings (including buy, overweight, strong recommendation and recommendation).
In terms of rating trends, 3 shares were upgraded by the agency; Everbright Securities Company Limited(601788) , The Pacific Securities Co.Ltd(601099) securities, China Securities Co.Ltd(601066) raised Lb Group Co.Ltd(002601) , Shenzhen Colibri Technologies Co.Ltd(002957) and Willfar Information Technology Co.Ltd(688100) ratings respectively, from “overweight” in the previous period to “buying” in the current period. Lb Group Co.Ltd(002601) the latest market value is close to 70 billion yuan, with a P / E ratio of 16.5 times; Shenzhen Colibri Technologies Co.Ltd(002957) and Willfar Information Technology Co.Ltd(688100) are medium cap stocks with a market value of less than 20 billion yuan, and their P / E ratios are around 50 times.
financial IT leaders are popular with institutions
10 stocks have more than 20% room to rise
According to the statistics of databao, among the 228 “buy” rated stocks, divided by Shenwan industry, the number of stocks on the list in the four major industries of mechanical equipment, electronics, computer and chemical industry ranks first, with 31 shares, 23 shares, 23 shares and 21 shares respectively, accounting for 42.98% of the total; The industries that institutions pay least attention to are comprehensive, leisure services and commercial trade, and there are only one or two stocks on the list.
Subdivided into individual stocks, a total of 19 shares were rated “buy” by 3 or more institutions. Among them, Hundsun Technologies Inc(600570) has been recommended, and there are as many as 12 rating agencies ; Porton Pharma Solutions Ltd(300363) , Shanghai International Airport Co.Ltd(600009) , Asymchem Laboratories (Tianjin) Co.Ltd(002821) , Shenzhen Colibri Technologies Co.Ltd(002957) followed closely, and the number of institutions was 8, 8, 7 and 5.
Hundsun Technologies Inc(600570) has attracted much attention recently, mainly because the holding subsidiary Yunying network, as a supplementary fund management system product line, announced the acquisition of summit business of finastra, a global financial technology leader in this field. Huatai Securities Co.Ltd(601688) believes that the acquisition is of great significance to help the company achieve product expansion and fully cover the fund management business of large, medium and small banks; At the same time, relying on summit’s strong product capabilities, the company’s business model is upgraded. Summit, together with opics previously acquired, is expected to help Hundsun Technologies Inc(600570) become the top manufacturer in the field of Bank Of China Limited(601988) fund management system.
According to data treasure statistics, of the 19 stocks rated “buy” by three or more institutions, 10 institutions predict a rise of more than 20%. Shenzhen Colibri Technologies Co.Ltd(002957) , Hundsun Technologies Inc(600570) , Saic Motor Corporation Limited(600104) ranked first, accounting for 51.71%, 45.44% and 42.79% respectively; In addition, Shanghai Milkground Food Tech Co.Ltd(600882) , Shanghai International Airport Co.Ltd(600009) , Winning Health Technology Group Co.Ltd(300253) and Beijing Easpring Material Technology Co.Ltd(300073) have more than 25% room for rise.
(data treasure)
