In 2021, with active market trading and investors’ enthusiasm for participation, China’s major securities companies have increased their research on listed companies.
According to the data, as of December 29, this year, more than 44000 A-share listed companies have been investigated by Chinese and foreign securities companies, and most of the more than 1900 listed companies involved are concentrated on the Shenzhen main board; From the perspective of industry distribution, six stocks in mechanical equipment, medicine and biology, electronics, basic chemical industry, computer and power equipment are most favored by securities companies.
For the pharmaceutical sector with obvious correction this year, securities companies are still optimistic about its long-term allocation opportunities; For the electrical equipment sector with the largest increase this year, securities companies also sorted out investment opportunities in 2022 from new energy vehicles, photovoltaic, wind power, energy storage and other directions.
more than 1900 companies were surveyed by securities companies
As of 19:00 p.m. on December 29, securities companies had investigated 1917 A-share listed companies more than 44000 times this year, and the number and frequency of research companies increased by 38.01% and 58.0% respectively compared with the same period in 2020. In terms of quantity, securities companies conducted the most research on Shenzhen Main Board Companies in 2021; In terms of the increase in the number of surveys, the top companies are Shanghai main board and science and Innovation Board companies.
Since the beginning of the year, 31 listed companies have received more than 100 research coupons, of which Advanced Micro-Fabrication Equipment Inc.China(688012) , Foryou Corporation(002906) , Beijing Huafeng Test & Control Technology Co.Ltd(688200) , Hangzhou Hikvision Digital Technology Co.Ltd(002415) , Imeik Technology Development Co.Ltd(300896) 5 companies have received more than 150 research coupons; The listed companies with the highest number of merchants receiving research coupons also include Leyard Optoelectronic Co.Ltd(300296) , Shenzhen Inovance Technology Co.Ltd(300124) , Thunder Software Technology Co.Ltd(300496) , Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , Guangzhou Tinci Materials Technology Co.Ltd(002709) , etc. This year, we received research from securities companies on the top ten listed companies
As a listed company most concerned by securities companies this year, as of December 29, Advanced Micro-Fabrication Equipment Inc.China(688012) had received 168 research securities companies, and there were more than 1100 institutional research companies for a total of 7 times during the year. According to the research minutes disclosed by the company, the company’s topics such as industry expansion planning and how to benefit from industrial expansion have attracted much attention. However, from the stock price performance, after the sharp rise in 2020, as of the closing on December 29, Advanced Micro-Fabrication Equipment Inc.China(688012) has fallen by 21.28% this year.
Affected by factors such as the rise in the price of industrial raw materials and the lack of core, the share price of auto parts manufacturer Foryou Corporation(002906) rose sharply this year, and its share price had doubled as of December 29. This year, the company has received 161 securities companies for research, ranking second among the listed companies investigated by securities companies. It is found that based on the optimistic results of its third quarterly report, the company’s advantages and new product development progress have attracted much attention.
Some new shares listed this year have also received positive attention from securities companies. The professional manufacturer of sports shoes Huali Industrial Group Company Limited(300979) landed on the gem in April this year. As of the closing on December 29, the total market value of the company was nearly 100 billion yuan. Huali Industrial Group Company Limited(300979) a total of 119 securities companies were surveyed this year. The average unit price of the company’s products, gross profit margin and the operation of overseas factories under the epidemic were asked more.
It is found that the number of securities companies surveyed more than 1000 times this year has increased from 2 in the same period of last year to 14. The leading Citic Securities Company Limited(600030) has surveyed 750 listed companies for a total of 1662 times this year, which means that it surveys at least 2 listed companies every day. Securities companies with active research also include China International Capital Corporation Limited(601995) , Haitong Securities Company Limited(600837) , Gf Securities Co.Ltd(000776) , Tianfeng Securities Co.Ltd(601162) , China Industrial Securities Co.Ltd(601377) . Top ten securities companies surveyed this year
six industries are favored by securities companies
From the Shenwan level industries of the listed companies surveyed this year, the six industries with the most intensive distribution of the above 1917 companies are mechanical equipment, medicine and biology, electronics, basic chemical industry, computer and power equipment, involving 216, 199, 197, 169, 145 and 139 listed companies respectively. In terms of style, cycle and growth style have both. From the trend, the differentiation between different plates is also very obvious.
The overall correction of the pharmaceutical and biological sector was obvious in 2021. As of the closing on December 29, the sector fell by more than 7% this year. However, relevant stocks still received positive research attention from securities companies. Recently, the traditional Chinese medicine sector in subdivided areas rose strongly boosted by policies.
For the investment opportunities of the pharmaceutical and biological industry in 2022, Northeast Securities Co.Ltd(000686) believes that the core main line still focuses on the two themes of “deepening medical reform” and “encouraging innovation”. Optimistic about the long-term allocation opportunities of the pharmaceutical consumption sector (actively focusing on the low proportion of medical insurance and the high comprehensive level of hospitals) and the innovation driven sector driven by technological innovation.
As one of the strongest sectors this year, the power equipment industry with a large number of new energy stocks has risen by more than 45% this year. Anxin Securities believes that the global new energy vehicle boom will continue in 2022, but the profitability of the industrial chain will be differentiated. It is recommended to repair the profitability, sales elasticity and technological progress; It is suggested that the photovoltaic industry should focus on the modules and aluminum frames with increased share concentration, as well as the cell links with new technological changes; The wind power industry has entered a new development cycle. It is suggested to focus on the tower link with rapid industrial concentration and the submarine cable link with high entry barriers; In the field of energy storage, it is suggested to focus on thermal management, fire fighting and integrator with high profit and order fulfillment.
The computer sector is weak and volatile as a whole this year. For its investment layout in 2022, Citic Securities Company Limited(600030) believes that digitization will be the core main line: with the accelerated development of digital transformation, combined with policy support, fundamental improvement and other factors, it is expected that investment opportunities in the computer industry will continue to highlight. It is suggested to focus on cloud computing, industrial software, smart cars, financial it, energy it, information security, medical it, educational it Consumer it is a core enterprise with long-term competitiveness in subdivided fields such as it.
(China Securities Journal)
