In the past week, there were more than 200 stocks investigated by institutions, and Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) became the stock with the largest number of research institutions.
There are more than 200 securities research institutions in the past week. In terms of the types of research institutions, securities companies have the most extensive research, with more than 170 companies.
Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) surveyed by more than 600 institutions
Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) became the stock with the largest number of research institutions in recent week. According to the statistics of data treasure, a total of 649 institutions investigated the company, including 108 fund companies, 55 securities companies, 135 private placement and 43 insurance companies.
In the survey summary, the organic organization asked, how does the company view the impact of medical insurance policy on IVD industry?
The company said that the purpose of IVD reagent as a cost item of the hospital, whether centralized procurement, sunshine procurement, DRG / dip and technology consumption separation, is to help the hospital reduce the proportion of reagent consumption (that is, the proportion of reagent procurement cost in inspection fees), so as to help the hospital reduce the procurement cost. The reason why Anhui Province chose to concentrate on chemiluminescence is that the consumption proportion of chemiluminescence is higher than that of other IVD fields, and the consumption proportion is reduced by compressing the profits of circulation links. However, the fundamental reason for the high proportion of chemiluminescence consumption is the low localization rate in this field, and the product technology and quality of domestic enterprises have not surpassed the import. Therefore, the medical insurance bureau has always stressed the need to ensure the reasonable profits of production enterprises, encourage domestic enterprises to innovate independently, and fundamentally help hospitals reduce the proportion of consumption by improving the localization rate.
Another organization asked, what is the current expansion process of the company’s three production lines in the international high-end market?
The company said that as a production line with the highest brand awareness and product competitiveness, the life information and support production line has achieved a certain breakthrough in the international high-end market, and the monitors and anesthesia machines have been installed on a large scale in the top hospitals in Europe and America. With the outstanding performance of anti epidemic products represented by respirators during the overseas covid-19 epidemic, the company achieved a breakthrough in more than 700 blank high-end hospitals in the international market in 2020. In recent years, as the overseas marketing platforms have become more and more mature after in-depth changes, these 700 high-end hospitals continue to bring a large number of non anti epidemic orders to the company in 2021, greatly accelerating the international high-end breakthrough of life information and support production lines, and gradually bringing synergy to the international high-end breakthrough of the other two production lines.
Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) is a well-known “research king” of a shares. In 2021, it received research from more than 2100 institutions. In terms of share price performance, the stock fell by more than 15% in January, rebounded slightly in February and fell by more than 4% since March.
Other stocks with a large number of research institutions include Ningbo Ronbay New Energy Technology Co.Ltd(688005) , Advanced Micro-Fabrication Equipment Inc.China(688012) , Qingdao Gaoce Technology Co.Ltd(688556) , etc., with more than 100 research institutions.
Ternary cathode material leader Ningbo Ronbay New Energy Technology Co.Ltd(688005) has been investigated by more than 260 institutions. In the survey summary, the organic organization asked how much recycled raw materials can be obtained through cooperation with Gem Co.Ltd(002340) and how to view the development trend of recycling business?
The company said that the China Shipbuilding Industry Group Power Co.Ltd(600482) battery recycling market is in its infancy, and it is expected that the large-scale industrialization of recycling may take three years Gem Co.Ltd(002340) recycling volume is in the forefront in China. After the investment is completed, a corresponding proportion of product supply will be obtained soon. The company holds a large proportion of equity and attaches importance to the medium and long-term guarantee of recycled raw materials in the supply chain structure. Referring to the experience of mature industries, with the growth of industry scale, the system will gradually form when the amount of recycled resources reaches a certain amount. Through the recovery of valuable metals such as nickel, cobalt, manganese and lithium in high nickel ternary materials, the raw material cost will be mainly composed of the layout cost and processing cost of logistics channels. Greatly reducing the price of raw materials will not only be valuable for the development of ternary materials, but also accelerate the penetration of ternary materials into the low price new energy vehicle market and energy storage market, and broaden the application scenarios.
Another organization asked about the cooperation of this Indonesian nickel project, and how large-scale nickel resources the company expects to obtain?
The company said that the specific production capacity of Indonesia qingmeibang project can be seen in Gem Co.Ltd(002340) relevant announcements. The company plans to participate in 8% of the equity of Indonesia qingmeibang and obtain materials and products not lower than the participation proportion. This nickel resource layout is only the beginning of the company’s extension of the supply chain to the upstream. In the future, we will increase the proportion of strategic supply of raw materials through strategic cooperation and investment participation.
these companies report high growth and low value
According to the statistics of databao, among the listed companies surveyed by institutions in the past week, according to the median net profit of 2021 annual report, express report and notice, Yanan Bicon Pharmaceutical Listed Company(002411) , Guangdong Chj Industry Co.Ltd(002345) , Hainan Airlines Holding Co.Ltd(600221) , Kingnet Network Co.Ltd(002517) and other stocks increased by more than 100% year-on-year and the P / E ratio was less than 20 times. Among them, Xinjiang Zhongtai Chenical Co.Ltd(002092) net profit increased by more than 17 times. In terms of P / E ratio, Zhejiang Conba Pharmaceutical Co.Ltd(600572) P / E ratio is less than 6 times.
This week, the major indexes in the A-share market continued to callback. The Shanghai index fell 0.11%, the Shenzhen Component Index fell 2.93% and the gem index fell 3.75%. Data treasure combed and found that institutional research stocks fell by an average of 0.78% in the past week, underperforming the market. The biggest increase was Huakang medical , with a cumulative increase of more than 35%. Other stocks with larger gains include Hangzhou Biotest Biotech Co.Ltd(688767) , Zhejiang Huatong Meat Products Co.Ltd(002840) , Sinotrans Limited(601598) , etc., with cumulative gains of more than 10%.
