The following summarizes the recommended targets and brief reasons of Dongxing Securities Corporation Limited(601198) industry group in March:
Yangling Metron New Material Co.Ltd(300861) ( Yangling Metron New Material Co.Ltd(300861) ): a rapidly rising global leader whose profitability is far ahead of the industry; The company grows together with the photovoltaic industry with huge development space; With the advantages of scale and technology, the production cost is the lowest, forming an invisible moat, increasing the market share and ensuring the common development of the company and the industry.
Bank Of Ningbo Co.Ltd(002142) ( Bank Of Ningbo Co.Ltd(002142) ): deeply cultivate the Yangtze River Delta and fully benefit from regional economic development; Better system and mechanism and high degree of marketization; Adhere to the differentiated development strategy and form comparative advantages for small and micro businesses; The transformation of wealth management is firm, and new profit growth points can be expected.
Nanjing Chervon Auto Precision Technology Co.Ltd(603982) ( Nanjing Chervon Auto Precision Technology Co.Ltd(603982) ): the company is a high-quality supplier of aluminum alloy precision die castings in China; Clarify the development plan and grasp the recent steady growth and medium – and long-term strategic growth; The company has developed rapidly in the new energy market for several years; Grasp the development opportunity of DCT layout by independent vehicle enterprises, and the transmission business with DCT related products as the core of the company will benefit; Accelerate the integrated die casting of layout and open up new space for development.
Guangzhou Automobile Group Co.Ltd(601238) ( Guangzhou Automobile Group Co.Ltd(601238) . Sh \\ 2238. HK): the company’s performance in 2021 is in line with expectations, and the 2021q4 net profit attributable to the parent and net profit deducted from non attributable to the parent are the best Q4 performance of the company since 2018; There are plenty of new models in 2022, waiting for 2022.
Sungrow Power Supply Co.Ltd(300274) ( Sungrow Power Supply Co.Ltd(300274) ): the shipment of inverter and energy storage products increased rapidly, and the performance growth was in line with expectations; Under the background of material shortage, the guaranteed supply capacity can be expected; Optimistic about the long-term development of the company’s main business.
Dawning Information Industry Co.Ltd(603019) ( Dawning Information Industry Co.Ltd(603019) ): the performance in 2021 exceeded expectations and the high outlook was verified; “Counting from the east to the west” drives the expansion of the industry and benefits the upstream server manufacturers; As the leader of domestic CPU, haiguang information will fully benefit from the domestic substitution trend.
Pansoft Company Limitid(300996) ( Pansoft Company Limitid(300996) ): the 14th five year plan was officially launched, and the digital transformation of state-owned enterprises was at the right time; The medium-term compound growth target of equity incentive is 30%; The company is a small and beautiful growth target, and the growth factors at the current stage are more instructive.
Beijing Career International Co.Ltd(300662) ( Beijing Career International Co.Ltd(300662) ): enjoy industry dividends and rapid development of flexible employment business; The digital and platform development of the company improves the synergy, and conforms to the policy direction of the state to support the growth of small and medium-sized enterprises; Development needs coexist with acquisition opportunities, and pay attention to the possibility of extension M & A in the future.
Meituan-w (3690. HK): meituan takeout three-dimensional to improve distribution efficiency; Algorithm optimization and equipment upgrading to improve rider distribution efficiency; Coordination between online car hailing and takeout business to improve transportation capacity; The whole scene of meituan has no delivery to supplement the transportation capacity.
Wuliangye Yibin Co.Ltd(000858) ( Wuliangye Yibin Co.Ltd(000858) ): the establishment of the leadership team is completed, which is conducive to balancing the development of the company in all aspects; The original reform policy is expected to be strengthened and the strategic level is expected to be further implemented.
Risk tip: the prosperity of the industry is not up to expectations, the macro-economy fluctuates more than expected, the epidemic development is more than expected, and the policy changes are more than expected.
