in 2021, the A-share market fluctuated upward, and the main indexes ended in red. Among them, the Shanghai index rose 4.8% to close at 3639.78. As one of the windows to understand the main capital trends in the market, the overall research heat of the organization is also better than last year.
According to the data of East Money Information Co.Ltd(300059) choice, in 2021, 2715 A-share companies (including 42 Beijing stock exchange companies) disclosed investor relations records, accounting for about 58% of the total A-share companies. Among them, 2037 companies received research from various institutions, an increase of more than 600 over the same period last year.
In terms of hot stocks, the leading medical device company Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) has once again become the company with the most institutions. In addition, in 2021, the “Ning index” took over the “Mao index”, and the new energy vehicle track, especially the upstream resource enterprises, was also sought after by the institutions, and new energy has also become the theme most concerned by the institutions.
Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) organization with the most reception
From the total amount of institutional research, 120 A-share companies received more than 500 times in 2021, 66 times and 17 times in 2020 and 2019 respectively.
Similarly, 27 companies received more than 1000 institutions in 2021, 19 companies received more than 1000 institutions in 2020 and only 4 in 2019.
In 2021, the top of the list of hot stocks in institutional research was still Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , East Money Information Co.Ltd(300059) choice data showed that the company’s total institutional reception reached 3065 times in the whole year, and became the only company whose total institutional reception exceeded 3000 times. Previously, in 2020, Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) surpassed Hangzhou Hikvision Digital Technology Co.Ltd(002415) and became the most favored company by institutions.
In 2021, there are many new faces in research hot stocks. Unlike the top ten institutions in 2020, which are all from Shenzhen stock market, the top ten Shanghai and Shenzhen companies account for close proportion in 2021. In addition to Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , Shenzhen company also includes Shenzhen Inovance Technology Co.Ltd(300124) , Thunder Software Technology Co.Ltd(300496) , Hangzhou Hikvision Digital Technology Co.Ltd(002415) , Foryou Corporation(002906) and Goertek Inc(002241) ; Shanghai companies include Shenzhen Transsion Holdings Co.Ltd(688036) , Gigadevice Semiconductor (Beijing) Inc(603986) , Opt Machine Vision Tech Co.Ltd(688686) and Beijing Huafeng Test & Control Technology Co.Ltd(688200) . It is worth mentioning that Opt Machine Vision Tech Co.Ltd(688686) was listed on December 31, 2020, and intensive research was gained within one year of listing.
The above popular companies mainly come from electronics, medicine, biology, mechanical equipment and other industries, and have achieved double growth in revenue and net profit in the disclosed third quarterly report of 2021, which also means that “hard technology” companies are still the most favored by institutions.
Although the research of the acquired institution does not mean being bought, the research trend often reveals the capital preference. In terms of market performance, in 2021, except that Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) fell by about 10% in the whole year, the other top ten popular research stocks rose to varying degrees. Among them, Foryou Corporation(002906) increased the most, reaching 105%.
Among all the Shanghai and Shenzhen companies surveyed in 2021, a total of 226 doubled the market. Among them, Hubei Yihua Chemical Industry Co.Ltd(000422) ranks first with an increase of about 566%, and the company is also the top of all Shanghai and Shenzhen companies in 2021. In 2021, there will be a large number of bull stocks in the new energy vehicle sector. Hubei Yihua Chemical Industry Co.Ltd(000422) is the phosphorus chemical concept stock upstream of the lithium battery industry chain.
in addition, Lecron Industrial Development Group Co.Ltd(300343) , Jiangxi Special Electric Motor Co.Ltd(002176) , Andon Health Co.Ltd(002432) , Hebei Sinopack Electronic Technology Co.Ltd(003031) and Zangger mining increased more than four times in 2021.
research efforts of star institutions such as Hillhouse capital have been strengthened
Companies that have been “flopped” by star private placement have always been the focus of the market. Hillhouse capital, which has frequently shot in the A-share market in the past two years, has further strengthened its research. According to the data, in 2021, Hillhouse capital investigated 101 companies for a total of 156 times, and the top three stocks ranked by their attention were Shenzhen Inovance Technology Co.Ltd(300124) , Changchun High And New Technology Industries (Group) Inc(000661) and Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) . In 2020, the number of Hillhouse capital researchers was 39, and the total number of investigations was 66.
Among the stars with the highest research enthusiasm are Danshui spring investment, Gaoyi assets and Panjing investment. In 2021, the number of research shares was 481, 479 and 443 respectively. The companies most concerned by the three institutions are Shenzhen Inovance Technology Co.Ltd(300124) , Huali Industrial Group Company Limited(300979) and Kede Numerical Control Co.Ltd(688305) .
In addition, in 2021, Qianhe capital conducted several investigations Fujian Foxit Software Development Joint Stock Co.Ltd(688095) ; Jinglin assets pays most attention to Guangdong Kinlong Hardware Products Co.Ltd(002791) ; Chongyang investment repeatedly appeared Nanjing Vishee Medical Technology Co.Ltd(688580) , and so on.
Overall, among the institutions participating in the research, the seller’s securities companies still occupy the main force, followed by the buyer’s fund companies.
According to the data, in 2021, Citic Securities Company Limited(600030) , China International Capital Corporation Limited(601995) , China Securities Co.Ltd(601066) ranked the top three in terms of the total number of surveys, 1688, 1623 and 1619 respectively. Among them, the companies with the highest attention of the three securities companies are Hangzhou Hikvision Digital Technology Co.Ltd(002415) , Kede Numerical Control Co.Ltd(688305) and Qingdao Haier Biomedical Co.Ltd(688139) respectively.
The most diligent among fund companies is the Harvest Fund. In 2021, the total number of surveys was 1513 times, most favored by Guangdong Kinlong Hardware Products Co.Ltd(002791) .
It is worth mentioning that Cui Chenlong, the fund manager of Qianhai open source public utility, won the fund performance champion in 2021. According to the statistics of the reporter of securities times · e company, Cui Chenlong did not conduct many investigations in 2021. He once appeared in the investigation records of Fujian Haiyuan Composites Technology Co.Ltd(002529) , Thunder Software Technology Co.Ltd(300496) , Tianqi Lithium Corporation(002466) , Guangzhou Great Power Energy&Technology Co.Ltd(300438) , Yongxing Special Materials Technology Co.Ltd(002756) and Yangling Metron New Material Co.Ltd(300861) and paid more attention to the strong track of new energy.
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