Institutions surveyed 284 listed companies in a week, and Ganfeng Lithium Co.Ltd(002460) became the stock with the largest number of research institutions.
467 agencies focus on lithium lead
According to the statistics of securities times · databao, since March 25, 284 listed companies have been investigated by institutions, and more than 30 stocks have been investigated in the pharmaceutical, biological, mechanical equipment and electronic sectors.
Lithium mine leader on Ganfeng Lithium Co.Ltd(002460) 331, 467 institutions focused on research, telephone conference interactive links, agencies generally for the company in the future which link will accelerate the layout and Argentina Saline Lake put into production schedule is very strong.
Ganfeng Lithium Co.Ltd(002460) said that in the future, it will speed up the layout and consolidate the competitive advantage in three aspects: accelerating the business development of recycling sector, building talent team, improving salt lake lithium extraction process and strengthening technical reserve. In 2021, the company will recover about 5000 tons of LCE, with a target of 10000 tons in 2022 and 25000 tons in 2025. It is hoped that 30% will come from recycling in 2030.
As for the cauchari olaroz project in Argentina, the company said that due to the impact of the epidemic, it plans to test run and put into operation in the second half of this year. The second phase of Argentina project hopes to achieve a scale of no less than 40000 tons, and it is possible to use both adsorption method and traditional method to extract lithium. In terms of resource supply, the company expects that by 2025, the total capacity of various lithium resources in China will be about 500000 tons, and the global lithium resource supply will be about 1.5 million tons; More than 200000 tons of lithium salt are produced in China.
Another organization asked, when is Mengjin mining acquired by Chairman Li Liangbin expected to be incorporated into the listed company? The company responded that next, Mengjin mining will strengthen exploration and carry out mining technology transformation at the same time, so as to load the project into the listed company at the investment cost price when the project is relatively mature and the risk is controllable.
slicer leader reveals the general trend of industry development
Individual stocks investigated by other institutions include Beijing Huafeng Test & Control Technology Co.Ltd(688200) , Qingdao Gaoce Technology Co.Ltd(688556) , Zhuzhou Huarui Precision Cutting Tools.Co.Ltd(688059) and Henan Liliang Diamond Co.Ltd(301071) , with more than 300 institutions. Among them, Beijing Huafeng Test & Control Technology Co.Ltd(688200) and Qingdao Gaoce Technology Co.Ltd(688556) have attracted high attention, with more than 350 institutions participating in the company's research. In terms of performance, except for Zhuzhou Huarui Precision Cutting Tools.Co.Ltd(688059) , the net profit of the other three shares doubled year-on-year in 2021.
Beijing Huafeng Test & Control Technology Co.Ltd(688200) is the largest local supplier of semiconductor testing machines in China. When asked about the layout in the third generation compound and power direction, Beijing Huafeng Test & Control Technology Co.Ltd(688200) said that in the Gan direction, the company's products have a good market share and achieve comprehensive technical coverage in many fields; SiC based products are applied in the direction of higher power. The company has launched PIM test system in the direction, and batch installation has been realized at present; In addition, the company has a strong accumulation of modular product technology in the power market.
Qingdao Gaoce Technology Co.Ltd(688556) , another research center of more than 350 organizations, is the leader of A share slicer. In the research report, Qingdao Gaoce Technology Co.Ltd(688556) revealed that at present, the company has sufficient orders on hand and announced the signing of equipment sales contracts in the first quarter, with a cumulative amount of about 363 million yuan.
When it comes to the development trend of silicon wafer cutting technology, the company believes that the core demand of the photovoltaic industry is to reduce costs and increase efficiency. Silicon wafer cutting presents the technical trend of "large size, thin sheet, thin line, automation and intelligence". The company continues to maintain high-intensity R & D investment, promote R & D activities such as diamond line fine line iterative R & D, and continuously improve the overall competitiveness of products. Up to now, the company has basically completed the technical transformation of all Vajra production lines, with a significant increase in production capacity and full production.
the annual net profit of 11 institutional research stocks doubled
According to data treasure statistics, since March 25, a total of 27 listed companies have received intensive research from more than 100 institutions, and the annual performance of 11 shares has doubled. Among them, Hangzhou Silan Microelectronics Co.Ltd(600460) net profit increased the most, up to 21.45 times Ganfeng Lithium Co.Ltd(002460) , Henan Liliang Diamond Co.Ltd(301071) and Beijing Zhong Ke San Huan High-Tech Co.Ltd(000970) net profit increased by more than 200%. It is worth noting that Henan Liliang Diamond Co.Ltd(301071) has released the performance forecast for the first quarter, once again achieving a high year-on-year growth of 127.89% - 152.4%. The reason is that the company said that the proportion of diamond sales of high gross profit products has increased; The supply and demand of industrial diamond is tight, and the price increases year-on-year; The projects invested with raised funds have been put into operation successively, and the output has increased rapidly.
In terms of valuation, Shanghai Hanbell Precise Machinery Co.Ltd(002158) , Shenzhen Desay Battery Technology Co.Ltd(000049) and Jiangsu Shuangxing Color Plastic New Materials Co.Ltd(002585) . Among them, the net profit of Jiangsu Shuangxing Color Plastic New Materials Co.Ltd(002585) 2021 increased the most, 92.28%; The stock expects the net profit in the first quarter of this year to increase by 25% - 35% year-on-year.
Since March 25, the Shanghai stock index has been mixed, with a cumulative close of 1%; The Shenzhen Composite Index and the gem index closed down. According to the statistics of data treasure, institutional research stocks fell by an average of 1.01% during the period, with Tianjin Jinrong Tianyu Precision Machinery Co.Ltd(300988) rising first, exceeding 78% Guilin Layn Natural Ingredients Corp(002166) , Seazen Holdings Co.Ltd(601155) , Jiangsu Jiangyin Rural Commercial Bank Co.Ltd(002807) increased by more than 20% Guiyang Xintian Pharmaceutical Co.Ltd(002873) and Jiangsu Shuangxing Color Plastic New Materials Co.Ltd(002585) callback ranges ranked first, 18.29% and 20.58% respectively.
