Data show that in the past month, 21 stocks of the Beijing stock exchange have been covered by researchers of securities companies for the first time. Most of their industries are information technology and medical care, involving a total of 25 research reports, of which 6 stocks are recommended by securities companies to "buy".
It is worth noting that most research reports were issued after November 10. It can be seen that before the opening of the Beijing stock exchange, securities companies accelerated the research coverage of relevant stocks.
The reporter of China Securities Journal learned from the investigation that the research teams of some securities companies are "elite soldiers and strong generals" drawn from the past research team of the new third board, and some securities companies use the previous research team of the new third board. On the whole, although the profit model of the seller's Research Report of the Beijing stock exchange is still being explored, more and more securities research institutes begin to pay attention to and make efforts to study the listed companies of the Beijing stock exchange, and the coverage of the research has become wider and wider.
the largest number of individual stocks in the information technology industry
Data show that in the past month, a total of 21 stocks of the Beijing stock exchange have been concerned by 8 securities companies for the first time. Among them, in addition to Jinhao medical, Gaishi food, Longzhu technology and Haixi communication, four stocks were concerned by two securities companies at the same time, and the other stocks were concerned by one securities company.
In terms of industry, 7 of the above 21 stocks belong to the information technology industry, with the largest number; Four belong to the health care industry, followed by the number. In addition, there are 3 stocks belonging to industry and material industry, and 2 stocks belonging to daily consumption and optional consumption.
Nine stocks were given the target price by securities researchers. According to the closing price on November 29, Haixi communication is expected to increase the most from the target price of securities companies, with the highest expected increase of 37.87%; Followed by guangmai technology, with the highest expected increase of 37.64%; The third is Gaishi food, which is expected to increase by 35.76%. In addition, Jilin Carbon Valley is expected to increase by more than 20%.
From the perspective of securities companies, the above 25 research reports were issued by 8 securities companies. Among them, Huaxin securities issued 10 research reports, with the largest number; Haitong Securities Company Limited(600837) issued 5 research reports, ranking second in number; Kaiyuan securities and Caixin securities both issued three research reports, ranking third in number. According to the rating given by the research report, 6 gave a "buy" rating, 3 gave a "better than the market" rating, 1 gave an "overweight" rating, 2 gave a "recommended" rating, 3 gave a "prudent recommendation" rating, 8 gave a "prudent recommendation" rating, and 2 gave a "neutral" rating.
attention gradually increased
The research teams of some securities companies of the Beijing stock exchange are "elite soldiers and strong generals" drawn from the research teams of the new third board in the past. The relevant person in charge of the Zhongtai Securities Co.Ltd(600918) Research Institute told the reporter of China Securities Journal that the Zhongtai Securities Co.Ltd(600918) Research Institute has already established the research team of the Beijing stock exchange and the new third board, and the person in charge of the team has been listed in the relevant analyst selection awards for many consecutive years. At present, the team has launched five special research reports on new shares and individual stocks of the Beijing stock exchange only in the month of the opening of the Beijing stock exchange. It has also organized 8 series of investigations of the Beijing stock exchange company. In the near future, it will also launch in-depth research results such as the 2022 annual strategy report of the Beijing stock exchange and the new third board.
Some securities companies also used the previous research team of the new third board. A researcher of a securities firm in East China said that the Research Institute of the company has always had a new third board research team. As for the research on individual stocks of Beijing stock exchange, there is no new action at present because no good profit model has been found in the early stage.
"We are also observing the changes in the industry and constantly groping forward on the basis of doing a good job in the existing work." The above brokerage researchers said.
Industry insiders said that although the profit model of earning Commission in the seller's Research Report of the Beijing stock exchange is still relatively difficult, more and more securities research institutes began to pay attention to the research of listed companies of the Beijing stock exchange, the coverage of the research has become wider and wider, and more and more individual stocks of the Beijing Stock Exchange began to be concerned by the Research Institute. In addition, investors also pay attention to the Research Report of institutions, usually taking the research report as the investment wind vane.
(China Securities Network)
