This week, the Shanghai stock index fell, and some institutional research stocks rose against the market. Individual stocks such as Apeloa Pharmaceutical Co.Ltd(000739) , Shanghai Nenghui Technology Co.Ltd(301046) and others rose by about 10%.
intelligent cockpit leader was investigated by 670 institutions
Statistics show that from March 4 to 10, institutions investigated 126 listed companies in total. From the perspective of researchers, securities companies and funds have been involved in a relatively wide range, and 106 and 83 listed companies have been investigated respectively. Among them, the mechanical equipment industry received the largest number of institutional research stocks, reaching 24; There are also more than 10 stocks in the computer and pharmaceutical and biological industriescenter>
On March 4, Thunder Software Technology Co.Ltd(300496) released its annual report for 2021. The company realized a net profit attributable to the parent company of 647 million yuan, an increase of 45.96% year-on-year. On the same day, the fixed growth plan was released, and it is planned to raise 3.1 billion yuan to overweight the layout of smart connected vehicles and IOT boom segments.
According to the statistics of databao, participated in the research of intelligent cockpit leader Thunder Software Technology Co.Ltd(300496) with 670 institutions, including 91 funds, 74 securities companies, 66 private placement, 41 insurance, 70 overseas institutions and QFII , in the form of teleconference. According to the company, the revenue of intelligent software in 2021 increased by 40.33% year-on-year; The revenue of intelligent Internet connected vehicles increased by 58.91% year-on-year; The revenue of intelligent Internet of things increased by 82.87% year-on-year. In the Q & a session, the organic organization asked why the refinancing focused on the Internet of things and how to ensure sustained high growth and performance return.
Thunder Software Technology Co.Ltd(300496) indicates that the whole Internet of things is moving towards intelligence and complex computing, and finally a new computing platform is generated. Among them, the scale of edge computing market is expected to reach 100 billion in 2026. Distributed computing is also a large track. In addition, the core card of virtual computing also lies in the computing platform.
Referring to the specific customers or terminal types of the current production scheduling orders in 2022 in the Internet of things business, the company responded that the product categories of Internet of things orders are mainly distributed in several leading areas, including four categories: smart camera, Siasun Robot&Automation Co.Ltd(300024) , video conference system and handheld terminal. In 2022, the Internet of things accounted for 65% of the orders in hand. From the perspective of regional market, in addition to the traditional North American and Japanese markets, the share of European market will gradually increase this year.
organization organized a group to investigate two automation equipment enterprises
Other institutions have organized groups to investigate individual stocks, including Shenzhen Inovance Technology Co.Ltd(300124) , Estun Automation Co.Ltd(002747) , Apeloa Pharmaceutical Co.Ltd(000739) , Yangzhou Yangjie Electronic Technology Co.Ltd(300373) , Chacha Food Company Limited(002557) , Huali Industrial Group Company Limited(300979) and Beijing Forever Technology Co.Ltd(300365) . The number of research institutions of the first two is 460 and 337 respectively, and the rest are more than 100. It is worth noting that Shenzhen Inovance Technology Co.Ltd(300124) and Estun Automation Co.Ltd(002747) are divided into Shenwan class II automation equipment industry.
Shenzhen Inovance Technology Co.Ltd(300124) in response to the deployment of industrial Siasun Robot&Automation Co.Ltd(300024) new products and future profit growth, said that at present, the company is expanding its industrial Siasun Robot&Automation Co.Ltd(300024) product line according to the needs of customer groups in specific industries, and will launch heavy-duty six joint Siasun Robot&Automation Co.Ltd(300024) . On the equipment level of the whole automation sector, with the improvement of industrial Siasun Robot&Automation Co.Ltd(300024) flexibility, the replacement of machines has become a general trend company's industrial Siasun Robot&Automation Co.Ltd(300024) business has developed rapidly and achieved profitability in 2021. Through further expansion of scale, the profitability will be raised to a higher level
Estun Automation Co.Ltd(002747) was asked about the market share of Siasun Robot&Automation Co.Ltd(300024) and the progress of key customer strategy in 2021. The company responded that according to the Mir statistics, the market share of Siasun Robot&Automation Co.Ltd(300024) shipments of China's industry in 2021 was 4.4%, and the domestic Siasun Robot&Automation Co.Ltd(300024) shipments ranked first, ranking seventh among the global brands in China's Siasun Robot&Automation Co.Ltd(300024) market, of which the six axis Siasun Robot&Automation Co.Ltd(300024) shipments ranked fifth, only second to the four Siasun Robot&Automation Co.Ltd(300024) manufacturers. The key customer strategy is progressing smoothly. It is expected to bring a large number of orders in 2022. It is expected to bring rapid growth in revenue in emerging industries such as lithium battery and photovoltaic and key applications such as welding.
the annual net profit of 5 listed companies doubled
Data treasure counted the list of stocks with more than 40 research institutions in the past week, with a total of 26 stocks. The Shanghai stock index closed down 4% this week. The cumulative increase of Apeloa Pharmaceutical Co.Ltd(000739) , Shanghai Nenghui Technology Co.Ltd(301046) this week was about 10%. The callback range of five stocks, including Zanyu Technology Group Co.Ltd(002637) , Estun Automation Co.Ltd(002747) , Chacha Food Company Limited(002557) , Huali Industrial Group Company Limited(300979) , Kede Numerical Control Co.Ltd(688305) , exceeded 11%.
Based on the median value of express data / forecast interval, the annual net profit of 15 shares has achieved positive growth, of which 5 shares are expected to double Shanghai Fullhan Microelectronics Co.Ltd(300613) net profit increased by 304.9%; Since then, Zanyu Technology Group Co.Ltd(002637) , Kede Numerical Control Co.Ltd(688305) , Bece Legend Group Co.Ltd(000803) , Yangzhou Yangjie Electronic Technology Co.Ltd(300373) has increased by 100% to 130% . The net profit of 5 shares fell year-on-year, Guoanda Co.Ltd(300902) , science and technology and energy technology decreased by more than 50%.
In terms of valuation, the latest rolling P / E ratio of 9 shares is less than 30 times Hichain Logistics Co.Ltd(300873) , Polytechnic energy division, Zanyu Technology Group Co.Ltd(002637) , Hunan Valin Steel Co.Ltd(000932) 4 shares have low rolling P / E ratios, all less than 20 times; The latest valuation of Hunan Valin Steel Co.Ltd(000932) is only 4.25 times.
