On the trading day of the first week of 2022, institutions conducted frequent research and predicted a high growth in the annual performance of 9 shares.
the price of rare earth permanent magnet continues to rise
On January 8, China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) announced that the company signed the rare earth concentrate supply contract with Inner Mongolia Baotou Steel Union Co.Ltd(600010) . The price of rare earth concentrate is to be adjusted to 26887.2 yuan / ton excluding tax (dry volume, REO = 51%) from January 1. For every 1% increase or decrease in REO, the price excluding tax will increase or decrease by 527.2 yuan / ton (dry volume). The total transaction volume of rare earth concentrate in 2022 will not exceed 230000 tons (dry volume, converted into REO = 50%).
It is reported that the latest price of rare earth concentrate is 26887.2 yuan / ton, an increase of 10618.2 yuan / ton or 65.27% over the trading price of 16269 yuan / ton in 2021, slightly exceeding the previous price increase expectation of Northeast Securities Co.Ltd(000686) 8000 yuan / ton - 10000 yuan / ton. In 2021, the actual trading volume of rare earth concentrate provided by Inner Mongolia Baotou Steel Union Co.Ltd(600010) to China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) was 179800 tons.
Citic Securities Company Limited(600030) the research report points out that on the supply side, the prices of mainstream rare earth products have continued to rise recently; On the demand side, the downstream demand for new energy, wind power and industrial motors may increase rapidly, and the supply and demand fundamentals in January may support the steady progress of rare earth prices; On the policy side, Chang Guowu, deputy director of the raw materials industry department of the Ministry of industry and information technology, recently said that he would put rare earth exploration rights and mining rights in an appropriate and orderly manner to further improve the management of Rare Earth total amount control indicators. Recently, the reorganization of heavy rare earth resources in the upstream has been initially implemented, and the industry concentration continues to improve. It is expected that the rare earth price may make steady progress in 2022, and the profits of companies related to the industrial chain are expected to grow continuously in the long term.
According to the statistics of securities times and databao, the agency predicts that the annual net profit of 12 rare earth permanent magnet concept stocks is expected to double. Inner Mongolia Baotou Steel Union Co.Ltd(600010) , Aluminum Corporation Of China Limited(601600) , China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) ranked the top three, with an increase of 1137.07%, 851.77% and 446.46% respectively. Up to now, the maximum pre increase range of rare earth permanent magnet listed companies that have disclosed the performance forecast for 2021 has doubled, which are Beijing Zhong Ke San Huan High-Tech Co.Ltd(000970) , Earth-Panda Advanced Magnetic Material Co.Ltd(688077) , Yantai Zhenghai Magnetic Material Co.Ltd(300224) , Jl Mag Rare-Earth Co.Ltd(300748) respectively, and the performance increases are 278.9%, 206.76%, 120% and 100% respectively.
In terms of institutional attention, 13 shares were rated by 3 or more institutions. Among them, Gem Co.Ltd(002340) , Lizhong Sitong Light Alloys Group Co.Ltd(300428) , China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) , Jl Mag Rare-Earth Co.Ltd(300748) rating agencies ranked first, with 10, 9, 7 and 7 respectively.
leading medical devices were investigated by 649 institutions
According to the statistics of data treasure, from December 31 to January 6, 188 listed companies were investigated. In terms of institutional types, securities research is relatively extensive, including 166 companies, 139, 97 and 79 listed companies in fund, private placement and insurance respectively.
Medical device leader Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) received the most institutional research in recent week. The research time was December 31, with a total of 649 institutions participating, including 113 funds, 38 securities, 135 private placement, 28 Insurance, 196 overseas institutions and QFII. In the interactive questioning session, institutions were generally concerned about the core competitiveness of hytest acquired by the company last year, as well as the recent launch of heavy products such as bs-2800m automatic biochemical analyzer and Ruiying cloud + + image it platform. At the same time, they also asked appropriate questions about the reasons for the pressure on the growth of the company's overseas market in the second and third quarters of 2021 and the forecast for the fourth quarter.
Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) responded that as the world's leading supplier of IVD antigen and antibody, hytest has unique core competitiveness in many aspects, among which the team of scientists and the product R & D process based on basic scientific research are the most core and unique. Hytest R & D team has accumulated a wide technical pool, maintained an international leading level in the field of protein chemistry, and still has the ability to develop high-quality antigens in the face of challenging markers.
In terms of products, bs-2800m automatic biochemical analyzer has the original functions of pdrtm panoramic dynamic light measurement, usonicwashtm ultrasonic cleaning, measurement environment perception, one touch vertical examination, etc., which can provide more accurate results for clinical reports and more intelligent and efficient solutions for hospital management; Relying on isync multi-channel video and audio synchronous live broadcast and U-link real-time image acquisition technology, Ruiying cloud + + image it platform has been successfully applied to ultrasonic remote quality control, teaching training and remote consultation to realize the "whole scene" exploration of intelligent medical treatment. At present, it has covered more than 20 provinces, cities and autonomous regions in China, helping to alleviate the problem of unbalanced medical resources.
As for overseas performance, affected by the surge in the number of confirmed covid-19 in 2020 and the outbreak of anti epidemic orders in the second and third quarters, a very high base pressure will be formed in the second and third quarters of 2021. Excluding the influence of covid-19 products and exchange rate, the international market increased by more than 40% in the first three quarters of 2021. The international epidemic has been normalized since the fourth quarter of 2020. It is expected that the growth rate of the international market will pick up in the fourth quarter of 2021.
Other stocks with the highest number of research include Shenzhen United Winners Laser Co.Ltd(688518) , Qingdao Gaoce Technology Co.Ltd(688556) , Thunder Software Technology Co.Ltd(300496) , shengmei Shanghai, China Yangtze Power Co.Ltd(600900) , etc., with more than 300 institutions participating in the research.
Lvdianlongtou China Yangtze Power Co.Ltd(600900) was investigated by 303 institutions. In the survey minutes, there are many questions from institutions, including new energy development, power peak cutting and valley filling reform, the impact of coal price rise, and the direction of intelligent comprehensive energy investment.
The company said that the main direction of developing new energy business is to integrate water and scenery based on large hydropower, and relevant research work is being carried out at present; The reform of peak shaving and valley filling is related to many factors. At present, the on grid price of the company depends on the relevant policies of the state and power receiving provinces and cities; The high coal price has a certain impact on the market-oriented transaction electricity price. In the recent monthly transaction, the price reduction range of large hydropower market-oriented transaction electricity has gradually decreased; In terms of smart comprehensive energy, the company's Three Gorges power is accelerating the development of this business along the Yangtze River economic belt, actively cultivating core competence and establishing Hubei smart comprehensive energy industry technology research institute.
the organization predicts that the annual performance of 9 shares will increase rapidly
This week, the main A-share indexes fell sharply across the board.
Gem index led the decline, with a decline of 6.8%; The Shenzhen composite index closed down 3.46%; The Shanghai Composite Index closed down 1.66%. According to data treasure statistics, institutional research stocks fell by an average of 1.63% during the week, better than the market performance in the same period. 14 stocks rose by more than 10%, and the stock with the highest increase was Shenzhen Absen Optoelectronic Co.Ltd(300389) , with a cumulative increase of 39.11%. Subsequent stocks such as Skyworth Digital Co.Ltd(000810) , Shenzhen Xunjiexing Technology Corp.Ltd(688655) all rose by more than 20%.
Among the listed companies with the highest number of surveys in the past week, the agency predicts that the annual net profit growth rate of 9 shares in 2021 will exceed 50%, and 5 shares such as Tibet Mineral Development Co.Ltd(000762) , Aohua endoscopy, Qingdao Gaoce Technology Co.Ltd(688556) , Zhejiang Dun'An Artificial Environment Co.Ltd(002011) , Shanghai Junshi Biosciences Co.Ltd(688180) are expected to exceed 100%, 486.67%, 224.55%, 153.43%, 140.96% and 103.4% respectively.
In terms of dynamic P / E ratio, Zhejiang Dun'An Artificial Environment Co.Ltd(002011) and China Yangtze Power Co.Ltd(600900) are less than 30 times. At present, the listed companies that have predicted the annual performance include Beijing Zhong Ke San Huan High-Tech Co.Ltd(000970) and Jl Mag Rare-Earth Co.Ltd(300748) , and the upper limit of year-on-year growth of performance is 278.9% and 100% respectively.
(source: Data treasure)
