Rating agencies in the four major industries of electronics, chemical industry, medicine and electrical equipment pay high attention.
Hillhouse, China Molybdenum Co.Ltd(603993) actual controller overweight granular silicon track
Recently, Hong Kong stock poly GCL energy announced that the placement had been completed on December 22, and a total of about 2.037 billion shares had been placed to no less than 6 independent third-party distributors; The net proceeds are expected to be HK $4.994 billion, of which 39.6% and 51.5% will be used for Inner Mongolia silane fluidized bed process granular silicon and supporting silicon powder project and Jiangsu Zhongneng silane fluidized bed process granular silicon project respectively.
It is reported that in this placement, Hillhouse won nearly half of poly GCL’s share – 1 billion new shares, which cost about HK $2.49 billion and obtained nearly 4% equity; China Molybdenum Co.Ltd(603993) Yu Yong / Hongshang group, the actual controller, also invested HK $1482 million to purchase 595 million shares of the company, accounting for 29.21% of the total placing shares; After the completion of the increase, its equity ratio increased to 6.57%. In addition, long-term investors such as Xinhua assets participated in the placement.
Granular silicon, granular polysilicon produced by silane method, has the advantages of low cost and low energy consumption, and is applied in some semiconductor industries, but there are still some technical problems to be solved. poly GCL is the leader of granular silicon track. Its wholly-owned subsidiary Jiangsu Zhongneng signed long-term sales contracts of 914000 tons and 350000 tons of polycrystalline silicon with Longi Green Energy Technology Co.Ltd(601012) and Tianjin Zhonghuan Semiconductor Co.Ltd(002129) respectively in February. At the same time, poly GCL’s performance recovered in the first half of the year, and its net profit turned from loss to profit. some analysts say that Hillhouse’s stake this time may be to take a fancy to the company’s big order and the new industry cycle.
According to the statistics of securities times and databao, there are Tianjin Zhonghuan Semiconductor Co.Ltd(002129) , Tbea Co.Ltd(600089) , Wuxi Shangji Automation Co.Ltd(603185) and technology 4 granular silicon concept stocks in the A-share market. In March Wuxi Shangji Automation Co.Ltd(603185) with the highest annual net profit growth rate, it was announced that the company intends to cooperate with Jiangsu Zhongneng in R & D projects in 300000 tons of granular silicon production and downstream applications, with an estimated total investment of 18 billion yuan.
agency rating stocks rose an average of 1.32%
6 shares upgraded
From December 17 to 23, the market suffered from weak shocks after significant adjustment for three consecutive days, with a cumulative decline of 0.86%. In the absence of an overall positive market, the number of agency ratings has remained stable in the near future. According to the statistics of securities times · databao, 57 institutions have rated 363 times in total in recent week, and 282 shares have been rated as “buy type” (including buy, overweight, strong recommendation and recommendation).
In terms of rating trends, 6 shares were upgraded by the agency. The China Merchants Shekou Industrial Zone Holdings Co.Ltd(001979) with the highest market value received Citic Securities Company Limited(600030) buy rating. Although Citic Securities Company Limited(600030) believes that the company’s sales decline with the market, the capital is safe, there is no impact of consumers’ worry about delivery, and the overall sales decline is less than that of low credit peers; Goldenhome Living Co.Ltd(603180) received the buy rating of Boc International (China) Co.Ltd(601696) and BOC International. In addition, only Shandong Denghai Seeds Co.Ltd(002041) was downgraded by the agency, and Guolian Securities Co.Ltd(601456) was given the latest rating of overweight.
In terms of market performance, according to data treasure statistics, 282 “buy in” rated stocks have increased by an average of 1.32% since the recommendation day, and more than half of the stocks have increased; Among them, Lizhong Sitong Light Alloys Group Co.Ltd(300428) performed best. Since the recommendation date, the stock price has increased by 34.31%; In addition, Shanghai Yanpu Metal Products Co.Ltd(605128) , Henan Mingtai Al.Industrial Co.Ltd(601677) , Hylink Digital Solution Co.Ltd(603825) and other stocks rose by more than 20%.
agency touted Baijiu
10 stocks have more than 20% room to rise
According to the statistics of databao, Shenwan industry is divided into “buy in” rated stocks. The number of stocks on the list of electronics, chemical industry, medicine and biology and electrical equipment ranks first, with 28 shares, 26 shares, 25 shares and 22 shares respectively, accounting for 35.82% of the total; Since then, more than 10 listed companies have also been listed in six industries such as mechanical equipment and computer ; comprehensive and leisure services received less attention, and there was only one stock on the list.
Subdivided into individual stocks, 13 stocks were rated as “buy in” by 3 or more institutions. Among them, the Baijiu plate Wuliangye Yibin Co.Ltd(000858) was awarded by the agency, and there were 13 rating agencies. Autel Intelligent Technology Corp.Ltd(688208) , Ninestar Corporation(002180) , DEA shares, Haier Smart Home Co.Ltd(600690) followed by 7, 6, 5 and 5 rating agencies.
Recently, Wuliangye Yibin Co.Ltd(000858) held the 25th 1218 dealer conference. In 2021, the company’s product price increased steadily, the classic Wuliangye Yibin Co.Ltd(000858) was introduced into the market, and the product matrix focused on self-supporting / medium and high price / high-quality brands; The traditional channel terminals were further optimized, and the group purchase network covered nearly 30000 key enterprises. Everbright Securities Company Limited(601788) believes that the dealer evaluation focuses on marketing quality and the reward coverage is expanded. The actual sales of puwu are smooth, the company has strong brand power at the price of 1000 yuan, high-quality growth can be expected in 2022, and the performance elasticity and rising valuation are worth looking forward to.
According to data treasure statistics, of the 13 stocks rated “buy” by three or more institutions, 10 stocks unanimously predicted an increase of more than 20%. The rising space of Yankuang energy and China Merchants Shekou Industrial Zone Holdings Co.Ltd(001979) exceeded 50%, 65.78% and 52.54% respectively; In addition, Zhejiang Supcon Technology Co.Ltd(688777) , Shandong Hualu-Hengsheng Chemical Co.Ltd(600426) and other five stocks have more than 30% room for rise.
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(data treasure)
