At the time of the adjustment of the A-share market, the research enthusiasm of fund institutions has not decreased. Data show that as of March 22, 388 listed companies have attracted research from various institutions since March. There are many public fund companies such as e fund, huitianfu fund and Ruiyuan fund in the research list, and well-known fund managers such as Zhang Kun, Xie Zhiyu and Feng Mingyuan also appeared one after another.
388 companies surveyed
As of March 22, a total of 388 listed companies have attracted research from various institutions since March, including 22 from more than 40 fund companies. As for the key research direction of fund institutions, the new energy sector is still a hot spot.
Shenzhen Inovance Technology Co.Ltd(300124) is the most concerned company of the fund company since March. Data show that as of March 22, 588 institutions, including 122 fund companies, have conducted research on them since March. Among them, there are many head fund companies such as huitianfu fund, GF fund and Harvest Fund. In the research, the organization focused on the progress of new customers in the new energy vehicle business.
Photovoltaic industry chain company Suzhou Maxwell Technologies Co.Ltd(300751) 3 has attracted 501 institutions including 118 fund companies to conduct research. The capacity utilization rate, cost reduction and efficiency increase and technology change direction of hjt equipment were mainly asked by the organization.
In addition, Thunder Software Technology Co.Ltd(300496) , Chow Tai Seng Jewellery Company Limited(002867) , Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , Apeloa Pharmaceutical Co.Ltd(000739) were surveyed by more than 80 fund companies researchof fund companies.
well known fund managers “come out”
It is worth noting that in the recent research of listed companies, many well-known fund managers personally “stepped out”.
Previously, St Guoyi disclosed that Zhang Kun, a 100 billion fund manager, participated in a teleconference on March 13, with 23 fund companies including ICBC Credit Suisse fund, BOC fund and Prudential fund.
Zhejiang Aokang Shoes Co.Ltd(603001) 3 on March 22, it was announced that Feng Mingyuan of Cinda AoYa fund, Ma Xiang of huitianfu fund and other fund managers participated in the company’s research.
Xie Zhiyu and housewarming investigated Apeloa Pharmaceutical Co.Ltd(000739) . As of March 22, Apeloa Pharmaceutical Co.Ltd(000739) 3 has been investigated by 215 institutions, including 85 fund companies. On March 16, Xie Zhiyu and Qiao Qian appeared again to investigate Nanjing King-Friend Biochemical Pharmaceutical Co.Ltd(603707) , and Mengyuan, the fund manager of Agricultural Bank of China Huili, was also among the investigation team on that day.
In addition, since March, Thunder Software Technology Co.Ltd(300496) has received 662 research institutions including 111 fund companies. China Securities News reporter noted that there are many well-known fund managers in the research list, such as GUI Kai of Harvest Fund, Yang Yu of huitianfu fund, Guo Xiaowen of China Post Fund and so on.
structural opportunities still exist
To some extent, the research direction of the fund company represents the layout idea of the public fund for the next stage of the market. Consumption, new energy, electric vehicles and biomedicine are the main directions of this round of research of the fund company. Analysts pointed out that although the trend of institutional research is a wind vane worthy of attention, investors can not simply “copy the operation” and follow the trend to buy relevant companies, but also need to consider comprehensively in combination with factors such as fundamentals and stock prices.
Boshi Fund believes that with the confirmation of the policy bottom, historically, the market will enter the period of repeated bottom grinding from the period of rapid decline, focusing on structural opportunities. From the historical trend of a shares, the probability of adjustment is high in mid April, and the bottom grinding period should not be higher. The middle of 2022 is an important observation point. The “dumbbell” configuration should be continued structurally. It is suggested to pay attention to industries such as oil exploitation, oil service, coal, green power and new energy.
China Europe Fund said that the recent decline in the market has released the risk of valuation differentiation of a shares, and there are gradually opportunities for A-Shares to be reconfigured. It is suggested to pay attention to the investment opportunities under the main line of China’s steady economic growth. Among them, it mainly focuses on the areas with large incremental elasticity in infrastructure investment related to steady growth, especially the energy infrastructure and new energy power operators involved in the “double carbon” field. In addition, we can also focus on industries with strong profitability and valuation flexibility in alternative consumption, such as Baijiu, household appliances and service consumption.
