In the face of the sharp shock of the market, institutions have stepped up research to investigate. According to the data, 702 companies were surveyed by institutions in March, of which 66 were investigated by more than 100 institutions. In terms of industry, companies in medicine, mechanical equipment, electronics and computer industries are preferred, and Shenzhen Inovance Technology Co.Ltd(300124) is the most concerned among the companies surveyed by institutions.
organization investigated 702 shares in March Shenzhen Inovance Technology Co.Ltd(300124) most concerned
In the past March, the major stock indexes of Shanghai and Shenzhen stock markets weakened significantly due to external influence. As of the closing on March 31, the Shanghai Composite Index fell 6.07% to 325220 points; The Shenzhen composite index fell 9.94% to 1211825 points; The gem index fell 7.70% to 265949. It is worth mentioning that the gem index closed down for four consecutive months, with a cumulative decline of more than 23%. In the face of a highly volatile market, institutions have stepped up research to investigate.
According to the statistics of Hithink Royalflush Information Network Co.Ltd(300033) ifind, 692 companies were surveyed in March. Among them, 367 companies have been investigated by more than 10 (including) institutions; Among them, the Shenzhen Inovance Technology Co.Ltd(300124) 300institutions conducted a group survey.
The most concerned organization is Shenzhen Inovance Technology Co.Ltd(300124) . According to the data, in March, the company received 823 research institutions, including 123 fund companies, 57 securities companies, 80 private placement, 178 overseas institutions and 56 venture capital. In fact, Shenzhen Inovance Technology Co.Ltd(300124) has attracted much attention from institutions in recent years. The company received a total of 1697 institutions in 2021, ranking second among the hot stocks in institutional research that year.
In the survey, Shenzhen Inovance Technology Co.Ltd(300124) predicted the general automation business and said that the general automation sector of the company will achieve rapid growth in 2021. However, the rapid growth of the industry is not normal. Since Q3 of 2021, the growth rate of the industry has slowed down and returned to normal. At present, this return seems to be a continuation trend. For the development of the downstream market of general automation in 2022, the company believes that it can still maintain a growth rate of about 10%.
In response to the new energy vehicle business, Shenzhen Inovance Technology Co.Ltd(300124) said that the company has been firmly making strategic investment in this business to create high reliability of products under mass manufacturing and achieve the optimal cost. In addition, the company has been giving full play to its advantages of rapid response and rapid delivery, and continues to do a good job in these aspects. In the future, whether new competitors come in or self-made by the vehicle factory, we believe Huichuan can become a leading supplier of electric drive system and power supply system in the Chinese market and even in the world.
In terms of the number of institutional investigations, Teyi Pharmaceutical Group Co.Ltd(002728) ( Teyi Pharmaceutical Group Co.Ltd(002728) ) and Beijing Yanjing Brewery Co.Ltd(000729) ( Beijing Yanjing Brewery Co.Ltd(000729) ) are the most intensive, and all of them have been investigated by 11 batches of institutions. AsiaInfo security (688225) was investigated by institutions for 9 times, ranking second Yunnan Baiyao Group Co.Ltd(000538) ( Yunnan Baiyao Group Co.Ltd(000538) ) ranked third for being investigated for 6 times; In addition, 15 companies including Tongling Co., Ltd. (301168), Jiangxi Special Electric Motor Co.Ltd(002176) ( Jiangxi Special Electric Motor Co.Ltd(002176) ), Shanghai Hanbell Precise Machinery Co.Ltd(002158) ( Shanghai Hanbell Precise Machinery Co.Ltd(002158) ), Hunan Kaimeite Gases Co.Ltd(002549) ( Hunan Kaimeite Gases Co.Ltd(002549) ), Guangzhou Zhujiang Brewery Co.Ltd(002461) ( Guangzhou Zhujiang Brewery Co.Ltd(002461) ) have also been investigated by more than 5 batches of institutions.
pharmaceutical, mechanical equipment and other industries are the most concerned companies
In terms of industry, the companies surveyed by more than 10 organizations in March are mainly distributed in Pharmaceutical Biology (49), mechanical equipment (43), electronics (36), computers (31), electrical equipment (23), basic chemical industry (21), agriculture, forestry, animal husbandry and fishery (20), food and beverage (16), light industry manufacturing (16), textile and clothing (15), automobile (14), non-ferrous Finance (13), non-ferrous metals (12), agriculture, forestry, animal husbandry and fishery (12) Building decoration (10) and other industries.
As for the pharmaceutical and biological company becoming the most favored company in March, industry insiders pointed out that pharmaceutical stocks have suffered great twists and turns since 2021, and investors are tangled about how to balance the short-term risk and long-term vision of the industry. “Over the past two years, every outbreak of the epidemic will lead to certain fluctuations in the investment sentiment of the pharmaceutical industry. With the gradual enrichment of the epidemic control and management toolkit, the fever of concern for the medicine market will fall down under the new normal epidemic control and control, and the long-term investment value of the pharmaceutical sector will become more prominent after the valuation bubble is squeezed out.”
For the situation of institutional research, market participants believe that on the one hand, the structural market and on the other hand, the institutions step up research, which reveals the idea of “selecting individual stocks”. The person also said that investors should pay more attention to institutional research stocks, and its logic mainly focuses on two points. First, the research behavior of institutional investors will not be aimless. Usually, only when a listed company has concerns such as performance growth, business expansion and policy support will it attract in-depth research of institutional investors. Secondly, once institutional investors find the investment highlights of a listed company in the research, they usually choose the layout.
China Industrial Securities Co.Ltd(601377) researcher Zhang Qiyao mentioned that the frequency of institutional research reflects market sentiment and structural opportunities to a certain extent. At the micro level, the market value distribution and sector composition of institutional research can also reflect the current market preference for style, structure and industry, and reflect the allocation ideas and characteristics of different types of institutions in the future Guotai Junan Securities Co.Ltd(601211) analyst Wang he pointed out: “research is usually regarded as the wind vane of institutional layout, which can reflect the market trend to a certain extent.”
3 companies surveyed by more than (including) 100 institutions center / center
