"Ningwang" small partner disclosed information on production expansion, and hundreds of institutions flocked to investigate the concept of folding screen

In the past week, there were more than 160 stocks investigated by institutions, Guangdong Jiayuan Technology Co.Ltd(688388) became the stock with the largest number of research institutions.

According to the statistics of securities times · databao, there are more than 150 institutional research companies in the past week. In terms of the types of research institutions, securities companies have conducted the most extensive research in the past week, with more than 120 companies.

Guangdong Jiayuan Technology Co.Ltd(688388) has been investigated by more than 200 institutions

Guangdong Jiayuan Technology Co.Ltd(688388) has become the stock with the largest number of research institutions in recent week. According to the data, a total of 223 institutions investigated the company, including 66 fund companies, 26 securities companies, 34 private placement, 16 insurance companies, etc. In the interactive question session, the organic organization asked, what is the capacity planning and launch rhythm of the company's new expansion projects?

The company said that the first production line of the 15000 T / a high-performance copper foil project in Baidu Town, Meixian District, Guangdong Province is planned to be put into operation gradually at the end of this month. The new 16000 T / a high-performance copper foil project and 15000 T / a high-performance copper foil project in Guangdong Jiayuan Technology Co.Ltd(688388) park are planned to be put into operation gradually in the second half of next year, and steadily promote the 20000 t / a electrolytic copper foil project in Jiangxi Jiayuan Shandong Jiayuan 30000 tons / year high-precision ultra-thin electronic copper foil project (phase II project) construction.

Another organization asked about the significance of signing the memorandum of intent on joint venture investment with Contemporary Amperex Technology Co.Limited(300750) and the follow-up planning of the cooperation project?

The company said that and Contemporary Amperex Technology Co.Limited(300750) signed the memorandum of intent on joint venture investment this time, and reached a preliminary consensus on jointly establishing a joint venture and planning to build a high-performance electrolytic copper foil project with an annual output of 100000 tons. At present, the two sides are working hard to promote the specific project cooperation scheme and other related matters according to the consensus reached in the memorandum.

Other stocks with a large number of research institutions include Jiangsu Gian Technology Co.Ltd(300709) , Ganyuan Foods Co.Ltd(002991) , Chow Tai Seng Jewellery Company Limited(002867) , Lizhong Sitong Light Alloys Group Co.Ltd(300428) , etc., all of which are investigated by more than 100 institutions. 188 institutions surveyed Jiangsu Gian Technology Co.Ltd(300709) with good stock price performance this week. In the survey summary, the organic organization asked about the value of the company's folding screen business and products?

The company said that at present, the company has realized the batch supply of MIM parts in the hinge for the head brand of folding screen mobile phone, the company has also made great progress in the assembly of folding screen hinge. Among them, the value of MIM parts is very flexible, which is closely related to the complexity of hinges and the number of parts. The value of water drop screen will be higher than that of u-screen. In addition, the assembly value of the overall hinge will be much higher than that of parts.

Another organization asked, what is the company's plan in the wearable field next year?

The company said that wearable mainly consists of three pieces. First, smart watches will continue to be cultivated; Second, the order of TWS earphone structural parts will also be added, mainly from plastic + metal components; Third, on the structural parts of some new wearable device products, MIM will also make a certain contribution to future revenue because of its excellent processing technology advantages.

these companies reported high growth and undervalued value in the third quarter

Data treasure statistics show that among the listed companies surveyed by institutions in the past week, Zibo Qixiang Tengda Chemical Co.Ltd(002408) , Guangdong Chj Industry Co.Ltd(002345) , Zhejiang Xinan Chemical Indusyrial Group Co.Ltd(600596) , Guangdong Zhengye Technology Co.Ltd(300410) , Jiangxi Black Cat Carbon Black Inc.Ltd(002068) and other stocks, the net profit in the three quarterly reports increased by more than 100% year-on-year, and the dynamic P / E ratio was less than 20 times. In terms of net profit growth, Jiangxi Black Cat Carbon Black Inc.Ltd(002068) net profit in the third quarterly report increased by more than 116 times year-on-year. From the perspective of P / E ratio, Zhejiang Xinan Chemical Indusyrial Group Co.Ltd(600596) dynamic P / E ratio is less than 10 times.

This week, the main indexes of the A-share market continued to callback. The Shanghai index fell 0.39%, the Shenzhen Component Index fell 1.06% and the gem index fell 4%. It is found that institutional research stocks rose by an average of 0.39% this week, outperforming the market. The biggest increase was Guiyang Xintian Pharmaceutical Co.Ltd(002873) , with a cumulative increase of nearly 35% this week. Other stocks with large increases include Chengdu B-Ray Media Co.Ltd(600880) , Lizhong Sitong Light Alloys Group Co.Ltd(300428) , Fujian Tianma Science And Technology Group Co.Ltd(603668) , Fujian Snowman Co.Ltd(002639) , etc., with a cumulative increase of more than 20%.

(data treasure)

 

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