In the past week, 211 listed companies have been investigated by institutions, and the leader of hjt whole line equipment Suzhou Maxwell Technologies Co.Ltd(300751) is far ahead of 501 institutions.
According to the statistics of securities times · databao, from March 11 to 17, the institutions surveyed 211 listed companies in total. From the perspective of researchers, securities companies and funds are widely involved. They investigated 167 and 142 companies respectively; The investigated party is divided into Shenwan level industries, and there are a large number of individual stocks investigated by mechanical equipment, basic chemical industry, electronics, medicine and biology institutions, all of which are more than 20.
more than 500 institutions investigate hjt whole line equipment leader
Recently, Suzhou Maxwell Technologies Co.Ltd(300751) , 501 institutions collectively investigated this hjt whole line equipment leader Suzhou Maxwell Technologies Co.Ltd(300751) 3 on March 11, the annual report showed that the net profit attributable to the parent company increased by 62.97% year-on-year Zheshang Securities Co.Ltd(601878) believes that this performance slightly exceeded market expectations.
The research organization focused on hjt production capacity and other issues. The company said that the capacity of hjt equipment is currently overloaded. 85 mu of land in phase I of the raised investment project has been approved for construction, and it is expected to be put into operation by the end of this year and early next year in terms of cost reduction and efficiency increase, the company said it would rely on microcrystallization to improve efficiency, localization of silver slurry, reduction of silver slurry consumption, reduction of silicon wafer thickness and cost reduction
In terms of cost, Suzhou Maxwell Technologies Co.Ltd(300751) said that the cost of aluminum and steel parts increased due to the rise of commodity prices; A large number of standard parts share parts with semiconductor equipment, resulting in rising costs. Therefore, the cost reduction of hjt whole line equipment is not optimistic. In terms of market outlook, the company expects that the overall market expansion plan of heterojunction in 2022 will be in the scale of 20-30gw.
In addition, in March 17th, according to WeChat official account, Suzhou Maxwell Technologies Co.Ltd(300751) and Australia Metallization Technology Company SunDrive used mass production technology to achieve 26.07% conversion efficiency on full-scale single crystal HJT batteries. Soochow Securities Co.Ltd(601555) said that hjt's mass production process has exceeded 26% conversion efficiency, reducing cost and increasing efficiency will drive the industry to accelerate production expansion. In the future, the company will make a breakthrough in conversion efficiency through the introduction of p-layer microcrystalline, better slurry, steel sector printing and other technologies.
Espressif Systems (Shanghai) Co.Ltd(688018) mass production of wi-fi6 chip in the first half of the year
The most intensive ones are 456 , with more than 230 research institutions.
Wi Fi MCU leader Espressif Systems (Shanghai) Co.Ltd(688018) has been investigated by 304 institutions. The company disclosed that at present, the overall product line has been expanded, and the product field has expanded from a single Wi Fi MCU market to a larger Wireless SoC market. Wi-fi6 related chips will be mass produced in the first half of this year.
Espressif Systems (Shanghai) Co.Ltd(688018) 3 the annual report released on March 11 showed that the net profit attributable to the parent company increased by 90.7% year-on-year. The company believes that the gross profit margin of chips in 2022 is relatively stable, and the planning may be about 50%.
Huatai Securities Co.Ltd(601688) believes that the global wi fimcu industry is highly concentrated, and the pattern of Lexin, MediaTek and Ruiyu is basically stable. The leading position of the company is stable. With the improvement of product matrix and rich technical ecology, the profitability is expected to remain at a high level.
7 shares with high annual performance growth
According to the statistics of data treasure, in the past week, there were 25 research institutions with a total number of more than 50, of which only Wens Foodstuff Group Co.Ltd(300498) one with a market value of 100 billion. Against the backdrop that the Shanghai Composite Index closed down 1.77% this week, the trend of individual stocks was generally weak, with an average decline of 3.04% Espressif Systems (Shanghai) Co.Ltd(688018) , Chow Tai Seng Jewellery Company Limited(002867) callback range is higher, all exceeding 14%.
Based on the median value of annual report data / forecast range, 17 listed companies achieved year-on-year growth in annual net profit, and 7 shares increased by more than 50% Shandong Jinjing Science And Technology Stock Co.Ltd(600586) net profit increased by 307.95%; Since then, the net profit of Hangzhou Lion Electronics Co.Ltd(605358) , Leyard Optoelectronic Co.Ltd(300296) also doubled, with an increase of 150% - 200%. The net profit of 4 shares decreased year-on-year, Wens Foodstuff Group Co.Ltd(300498) , st National Medicine decreased by more than 100%.
In terms of valuation, the latest rolling P / E ratio of 7 shares is less than 20 times. The valuation level of Bank Of Hangzhou Co.Ltd(600926) and Shandong Jinjing Science And Technology Stock Co.Ltd(600586) shares is relatively low, and the latest rolling P / E ratio is less than 10 times.
