Last week, as there were only three trading days during the Qingming Festival holiday, the market fell into adjustment again, and the Shanghai index fell 0.94% to close at 325185.
According to choice data, as of April 10, 104 companies disclosed the records of investor relations activities last week. However, according to the reporter’s statistics, about 60% of the companies are online performance briefing activities, and only 45 companies received the on-site research of the organization.
The research stocks obtained after the festival are basically the companies that recently disclosed the 2021 annual report, and the institutional research content also focuses on the main line of performance.
The overall performance of 45 surveyed A-share companies improved, and 31 achieved year-on-year growth in net profit last year. Among them, Shaanxi Heimao Coking Co.Ltd(601015) , Naipu Mining Machinery Co.Ltd(300818) , Guangdong Chaohua Technology Co.Ltd(002288) , Suzhou Good-Ark Electronics Co.Ltd(002079) and China Merchants Expressway Network Technology Holdings Co.Ltd(001965) .
In terms of industry, the electronics, computer and pharmaceutical and biological industries have the highest research popularity, with 8, 5 and 5 companies in the sector welcoming institutional research respectively.
It is worth mentioning that bank stocks, as one of the unpopular sectors of institutional research in the past, have significantly increased their attention. After the festival, there are Jiangsu Zhangjiagang Rural Commercial Bank Co.Ltd(002839) , Bank Of Suzhou Co.Ltd(002966) , Jiangsu Jiangyin Rural Commercial Bank Co.Ltd(002807) and Bank Of Chongqing Co.Ltd(601963) 4 harvest institutions of local commercial banks. Among them, the 3 trading days after the Jiangsu Zhangjiagang Rural Commercial Bank Co.Ltd(002839) .
Judging from the research popularity of individual stocks, Tofflon Science And Technology Group Co.Ltd(300171) is the A-share company with the most reception institutions in the week after the festival Tofflon Science And Technology Group Co.Ltd(300171) disclosed its 2021 annual report on April 7. The company held a conference call after hours the next day, with more than 300 participating institutions, including Gaoyi assets, BlackRock, ICBC Credit Suisse, huitianfu fund and other well-known institutions with heavy positions in the company.
This is also the first institutional research activity disclosed by Tofflon Science And Technology Group Co.Ltd(300171) 2022. On the secondary market, the stock fell 2.66% to 37.76 yuan / share in nearly three trading days, and the decline has reached 25% since this year. The current market value of the company is about 23.7 billion yuan.
Tofflon Science And Technology Group Co.Ltd(300171) is a comprehensive pharmaceutical equipment service provider, with an operating revenue of 4.192 billion yuan last year, a year-on-year increase of 54.83%; The net profit was 828 million yuan, a year-on-year increase of 78.59%. In its annual report, the company set a revenue target of 5.6 billion yuan for 2022, which means that the year-on-year growth rate is about 33%.
Dismantle Tofflon Science And Technology Group Co.Ltd(300171) revenue structure. In 2021, the company’s bioengineering, medical equipment and consumables sector grew rapidly, with bioengineering revenue of 906 million yuan, a year-on-year increase of more than three times, and medical equipment and consumables revenue of 499 million yuan, a year-on-year double. In addition, Tofflon Science And Technology Group Co.Ltd(300171) injection revenue was 1.381 billion yuan, accounting for 33%; The proportion of overseas income continued to rise to nearly 25%.
During the survey, Tofflon Science And Technology Group Co.Ltd(300171) revealed the deployment of extension M & A. the company said that the active extension M & A is mainly to complement and improve the company’s product line, and the target will be considered whether overseas or China. In the field of medical equipment and consumables, we mainly look for overseas targets, and there have been cooperation and exchanges before; In the field of bioengineering, the direction of M & A is to improve the product line and build global business.
In addition, with regard to the response to the current epidemic situation, Tofflon Science And Technology Group Co.Ltd(300171) said that the company followed the relevant epidemic prevention arrangements of the government and carried out closed management of the plant. While doing a good job in epidemic prevention and control, the company actively takes response measures to minimize the adverse impact of the epidemic and ensure production and operation. At the same time, it will continue to pay attention to the epidemic situation and take different prevention, control and response measures for different situations.
