Recently, the market has fallen and the popularity of institutional research has dropped. These stocks still attract overseas institutions to gather for research.
13 issues exposed
The March 15 evening party was broadcast last night. The 13 problems exposed this year have swept a wide range and a long time span, involving live broadcast operation violations, “earth pit” pickled vegetables, hidden loopholes in free Wi Fi, speeding modification of electric vehicles, etc. Companies involved include yingmaisi, Master Kang, unified, etc., US Listed Company Rong Lianyun, A-share listed company Jiangsu Xinri E-Vehicle Co.Ltd(603787) etc.
The ninth question of the Party pointed to the problem of harassing calls. Many people just browsed some websites on their mobile phones without leaving a call, but received harassing calls from related industries. Since each person’s mobile phone corresponds to a Mac number (mobile phone identification code), which can be matched to this mobile phone, users can call users even if they don’t leave a phone after browsing the website. Some companies use such data and use encrypted numbers to make harassing calls to users. Some companies can also obtain the clear code mobile phone number of users who use mobile phones to surf the Internet through technical means.
This incident involves Rongying Intelligent Technology (Shanghai) Co., Ltd. (hereinafter referred to as “Rongying communication”), Beijing Ronglian Qimo Technology Co., Ltd. (hereinafter referred to as “Ronglian Qimo”) and other companies. Among them, Ronglian Qimo is a wholly-owned subsidiary of ronglianyun, a US listed enterprise. Affected by this news, Rong Lianyun fell after opening, and once fell more than 10%. Rong Lianyun ushered in the highest share price of $59 at the time of listing. Since then, it has declined. Up to now, the higher point of the share price has fallen by more than 90%.
The 11th question points to the speeding problem of electric bicycles. Many brands of electric bicycles openly increased the speed in violation of regulations, and Lvyuan, Mavericks, Hello, Xinri, Jinjian, tailing, etc. were named. According to the mandatory national standard of technical code for safety of electric bicycle, the speed of electric bicycle shall not exceed 25 km / h. However, in recent years, traffic accidents caused by too fast speed of electric bicycles occur frequently.
The salesperson of Xinri electric bicycle store told the reporter of China Central Television, “after decoding, the speed is about 35 km / h. decoding is very convenient, very fast, just a few minutes”. Sun, the general agent of Mavericks electric bicycle in Shanghai, said that the decoding can be decoded. The high configuration car can reach about 40km / h, and the low configuration car is about 30km / h. The so-called decoding refers to the use of technical means to lift the speed limit of the electric bicycle after the electric bicycle is licensed.
Jiangsu Xinri E-Vehicle Co.Ltd(603787) fell 8.31% yesterday, with the latest market value of 2.701 billion yuan. The stock is expected to realize a net profit of 6.13 million yuan to 16.34 million yuan in 2021, a decrease of 85.77 million yuan to 95.98 million yuan, a year-on-year decrease of 84% to 94%. For the reasons for the decline in performance, Jiangsu Xinri E-Vehicle Co.Ltd(603787) believes that it is mainly caused by the reduction of the company’s direct sales business and the increase of resource investment in market publicity, new product launch, technology research and development, channel expansion and so on.
In contrast, the U.S. stock Mavericks electric opened slightly lower yesterday and fluctuated upward all the way, once rising more than 7.4% in the session. In response to the problem exposed by China Central Television on March 15 that “maverick electric bicycle provides decoding device, so that the product can speed up in violation of regulations”, the relevant person of maverick electric responded, “we are verifying internally, and the news is synchronized at the first time.”
institutional research heat has dropped, and these stocks still attract overseas institutions
In the recent market downturn, the popularity of institutional research has dropped, but many listed companies still attract many institutional research. According to data treasure statistics, in the past 10 trading days (from March 2 to March 15), 313 listed companies in A-Shares have obtained institutional research. By industry, the stocks obtained institutional research are mainly concentrated in the fields of mechanical equipment, medicine and biology, basic chemical industry, automobile and so on, and these industry sectors have obtained more than 100 institutional research.
There are more than 100 institutional researchers in 15 shares, and Thunder Software Technology Co.Ltd(300496) has the largest number of institutional researchers, reaching 511. On March 8, a total of 342 institutions, including Ruiyuan fund, Sequoia Capital, JPMorgan Chase and Harvest Fund, which has a heavy position in the company, investigated Thunder Software Technology Co.Ltd(300496) . The reason why the stock has attracted much institutional attention recently is that after the disclosure of its annual report, there were differences in market interpretation, and the company’s share price plunged by more than 19% the next day. In addition, the smart auto parts track where it is located also made major adjustments in the whole week.
In the latest research activity, Thunder Software Technology Co.Ltd(300496) introduced the production scheduling orders of Internet of things business. The company said that Internet of things orders are mainly distributed in four categories: smart camera, Siasun Robot&Automation Co.Ltd(300024) , video conference system and handheld terminal. The demand for edge computing products is strong in 2022. In 2022, the Internet of things accounted for 65% of the orders in hand. In addition, Thunder Software Technology Co.Ltd(300496) revealed that in the field of automatic driving, the company has been working closely with chip manufacturers such as NVIDIA, Qualcomm and horizon since 2021. At present, the company is making the fastest progress among Chinese manufacturers of Qualcomm 8540 platform, and a sample will come out in March.
More than 100 institutions have investigated shares of Suzhou Maxwell Technologies Co.Ltd(300751) , Foryou Corporation(002906) , Shenzhen Inovance Technology Co.Ltd(300124) , Ningbo Ronbay New Energy Technology Co.Ltd(688005) , Apeloa Pharmaceutical Co.Ltd(000739) , Chow Tai Seng Jewellery Company Limited(002867) .
From the perspective of the recent attention direction of overseas institutions, in recent 10 days, overseas institutions have conducted research on 68 listed companies, and Estun Automation Co.Ltd(002747) 95 overseas institutions participated in the research, which attracted the most attention; The second is Shenzhen Inovance Technology Co.Ltd(300124) , with 56 overseas institutions participating in the survey.
In terms of stock price performance, among the stocks surveyed by overseas institutions, Apeloa Pharmaceutical Co.Ltd(000739) , Shanghai Nenghui Technology Co.Ltd(301046) , etc. have the highest share price rise, and Apeloa Pharmaceutical Co.Ltd(000739) , with a cumulative increase of 15.12%.
Recently, among the stocks that have received attention from overseas institutions, 50 stocks have announced the performance forecast or express report for 2021. According to the median data of the forecast and express report data. The top net profits include Bank Of Ningbo Co.Ltd(002142) , Hunan Valin Steel Co.Ltd(000932) , Bank Of Hangzhou Co.Ltd(600926) , etc. Among the top gainers of net profit growth are 10 performance doubling stocks, including leading security monitoring chip companies Shanghai Fullhan Microelectronics Co.Ltd(300613) , Guangdong Chj Industry Co.Ltd(002345) , China Tungsten And Hightech Materials Co.Ltd(000657) , DEA shares, Zhejiang Hailide New Material Co.Ltd(002206) Shanghai Fullhan Microelectronics Co.Ltd(300613) performance is expected to increase, and the predicted net profit is about 320 million yuan ~ 390 million yuan, with a range of change of 264.98% ~ 344.82%. At the same time, according to the statistics of data treasure, 11 shares were investigated by 5 overseas institutions and had excellent performance.
