In the past week, 178 listed companies have been investigated by institutions, and the number of Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , Shenzhen Inovance Technology Co.Ltd(300124) research institutions is leading.
industrial control faucet and medical device research organization
both exceeded 300
According to the statistics of securities times · databao, from March 18 to 24, institutions investigated 178 listed companies in total. Divided by shenwanyi industry, there are a large number of research stocks in mechanical equipment, electronics, medicine and biology, all of which are more than 15.
Industrial control leader Shenzhen Inovance Technology Co.Ltd(300124) has received the most attention from institutions in the past week. 392 institutions participated in the company's research in the form of teleconference. Wu Nini, director of the board secretary office, and Zhang Jianming, director of investor relations received them. In the interactive session, the organization mainly asked questions about the prosperity of the general automation sector and the price rise of products.
In 2021, GM achieved rapid growth in automation. For the downstream market in 2022, the company believes that it can still maintain a growth rate of about 10%; The downstream expansion of Shenzhen Inovance Technology Co.Ltd(300124) itself also showed a good situation, and maintained a good growth trend in energy, advanced manufacturing and other sectors.
On the issue of price increase, the current product price of the company is mainly affected by the supply situation of raw materials. Since the supplied products are not completely unified standard products, the product price strategy will be relatively flexible on the whole, but the company also emphasizes that it is still necessary to maintain the delivery advantage under the background of tightening the supply side.
Another organization mentioned the company's plan to build a new production base in Nanjing Shenzhen Inovance Technology Co.Ltd(300124) responded that the current capacity of the company's Suzhou plant can not meet the needs of the rapid development of industrial Siasun Robot&Automation Co.Ltd(300024) business, and company's proposed Nanjing plant is mainly to provide support for the strategic objectives of industrial Siasun Robot&Automation Co.Ltd(300024) and lead screw business
Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , a medical device leader, was investigated by 346 agencies last Friday. In view of the problem of medical reform, the company believes that the core purpose of medical reform is to solve the contradiction between the shortage of medical insurance funds and the people's pursuit of high-quality medical resources. DRG / dip and mutual recognition of test results will only reduce the detection volume caused by excessive diagnosis and treatment. Based on the fact that China's penetration rate in physical examination and surgery is still low, and the state continues to increase medical investment, the market space and total testing volume related to testing will continue to grow in the future.
Some institutions asked whether the demand for anti epidemic equipment would overdraft the future demand of products in 2020 Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) does not believe that there is a procurement cycle in the industry. For example, the market scale of ventilator with short-term outbreak of demand due to the epidemic has been permanently expanded.
Referring to the price rise of bulk commodities, the company said that benefiting from the top position of the industry supply chain, high localization rate, cost structure optimization and large-scale advantages, part of the price rise of bulk commodities is not expected to have an impact on the company's production costs
Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) 2021 has received a total of more than 2100 research institutions, which can be described as the "research king" of a shares. On March 8, the stock fell to 277.3 yuan / share, a low for nearly half a year. Recently, the stock price has stabilized and rebounded.
heat management leader reveals the industry competition pattern
Other institutions also organized groups to investigate individual stocks, including Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) , Beyondsoft Corporation(002649) , Hainan Drinda Automotive Trim Co.Ltd(002865) , with more than 160 research institutions. Among them, the leader of thermal management Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) pays high attention, and a total of 279 institutions participated in the research.
Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) has issued its annual report on March 25. During the reporting period, the company realized a net profit attributable to the parent company of 1.684 billion yuan, a year-on-year increase of 15.18%; The revenue of auto parts was 4.802 billion yuan, a year-on-year increase of 94.5% Soochow Securities Co.Ltd(601555) believes that the company's performance is in line with market expectations. At the same time, it is expected that the shipment of auto parts will continue to grow month on month, and the operating performance of first quarter is expected to continue the trend of high growth
When the agency asked about the competition pattern of new energy vehicle thermal management, the company revealed that Sanhua has a solid position in core parts. Among similar products, the development and iteration of new products are dominated by Sanhua, and Sanhua has always been the world's largest supplier of important bottom parts. In terms of commercial space, the company said that the market scale of commercial refrigeration exceeds 20 billion and has strong growth. The space is mainly in the growth of cold chain markets such as vaccine transportation and fresh food distribution.
5 shares with high annual performance growth
According to the statistics of data treasure, in the past week, there were more than 60 research institutions with 24 shares. Calculated based on the annual report data or the median value of the forecast interval, Beijing Shougang Co.Ltd(000959) , Pci Technology Group Co.Ltd(600728) , Guangdong Chj Industry Co.Ltd(002345) , Kede Numerical Control Co.Ltd(688305) , Sinomach Precision Industry Co.Ltd(002046) net profit doubled year-on-year. Among them, Beijing Shougang Co.Ltd(000959) , Kodak number control valuation level is relatively low, which is less than 15 times. Among the other stocks, Foxconn Industrial Internet Co.Ltd(601138) the latest rolling P / E ratio is also less than 15 times.
This week, the major A-share indexes made a collective correction. The Shanghai index fell 1.19%, the Shenzhen Component Index fell 2.08% and the gem index fell 2.79%. According to data treasure statistics, the average weekly decline of institutional research equity was 0.57%, which was better than the market in the same period Zhejiang Zhongxin Fluoride Materials Co.Ltd(002915) rose the most, with a cumulative breakthrough of 44%; Other stocks with the highest growth were Shenzhen Kingkey Smart Agriculture Times Co.Ltd(000048) , Fujian Tianma Science And Technology Group Co.Ltd(603668) , Ocean'S King Lighting Science & Technology Co.Ltd(002724) , with cumulative growth of more than 14%.
