Seller’s research has always been a hard-working industry image. In the past 2021, which securities companies’ seller’s research team worked the hardest? The number of research reports and research companies is one of the important labels.
According to choice data, in the past 2021, 91 securities companies carried out research and report business of domestic listed companies, with a total of 119147 research and reports released.
In 2021, the top ten among the number of research reports that will be published in 2021, the number of the top ten in the number of research reports for 2021, the number of the top ten among the number of research reports for the year to 2021, the number of the top ten of the number of research reports for the year to 2021, the number of the top ten of the number of 2021, the number of the top ten of the top ten of the number of research reports for the year to 2021, the number of the top ten of the top ten of the list of the top ten of the number of research reports for the year to 2022021, respectively: the China Pacific Insurance (Group) Co.Ltd(601601) 9999995 (4231), Haitong Securities Company Limited(600837) (4209), Guosheng securities (3959). There are 16 research institutes of securities companies in the industry with more than 3000 annual reports.
research on the most productive, hardworking and saturated seller
Statistics show that the number of analysts ranks first China International Capital Corporation Limited(601995) , the number of research reports and the total number of research companies rank first, which is the “most productive” securities firm in 2021.
In terms of the number of listed companies researched by analysts per capita, Southwest Securities Co.Ltd(600369) data is the highest, with 455 research companies in the past year, 2735 research reports, 59 research reports per capita and 17 research companies per capita; China stock market news, which ranks second, has only 9 analysts, with 16 listed companies studied per capita.
The top ten securities companies in terms of per capita research companies are Everbright Securities Company Limited(601788) (13), Guoyuan Securities Company Limited(000728) (12), capital securities (12), Anxin securities (11), Western Securities Co.Ltd(002673) (11), Northeast Securities Co.Ltd(000686) (10), Huajin securities (10), and Founder Securities Co.Ltd(601901) (10).
According to the total number of research reports and the number of analysts, the per capita research report output level of securities companies is roughly estimated. In 2021, the per capita number of analysts of 15 securities companies wrote more than 40 research reports, of which Everbright Securities Company Limited(601788) the per capita number of analysts ranked first. The research team of 46 people wrote 59 reports on average, with a total of 2735 annual reports, which can be described as the industry responsibility of securities companies with the “most saturated workload”.
The top ten other brokers are the other top ten brokers that rank among the top ten as the top ten, respectively, among the top ten other brokers: the first ten of the top ten of the top ten of the top ten of the top ten of the top ten of the top ten of the top ten of the top ten of the top ten of the top ten of the top ten of the top ten of the top ten of the top ten of the top ten of the top ten of the top ten of the top ten of the top ten of the top ten of the top ten of the top ten of the top ten of the top ten of the top ten of the top ten of the top ten of the top ten of the top ten of the top ten of the list, respectively: the Tsingtao Brewery Company Limited(600600) Tsingtao Brewery Company Limited(600600) Tsingtao Brewery Company Limited(600600) Tsingtao Brewery Company Limited(600600) Tsingtao Brewery Company Limited(600600) 6006 Shenzhen Zhongjin Lingnan Nonfemet Co.Ltd(000060) Jointo Energy Investment Co.Ltd.Hebei(000600) 006 Fawer Automotive Parts Limited Company(000030) \ (44 articles). The number of articles per capita is between 100.
which industries are most favored by seller research
In terms of industries, the most investigated institutions are pharmaceutical and biological products (66), transportation equipment (63), electronic equipment (62), electrical equipment (62), information technology (60), cultural media (59), food and beverage (59), mechanical equipment (55) and Finance (54).
“The pharmaceutical industry is a big industry and the most popular industry in the past two years. The institutional position itself is large, there are many opportunities to make money, and the distribution point must be high.” According to industry insiders, this industry ranking reflects the areas that institutional investors have focused on for some time, and also reflects the level of industry distribution. For analysts, the choice of research industry will be based on personal interests, but also more based on the needs of the company and the market.
From the perspective of leading securities companies, the recent layout of China International Capital Corporation Limited(601995) Institute has attracted strong attention from the industry. At present, there are 223 analysts registered in the association of China International Capital Corporation Limited(601995) Institute, and the number of analysts, research reports and research companies rank first in the whole industry, becoming the “largest research institute” in the securities industry. At the beginning of 2020, there were only 126 practicing analysts in China International Capital Corporation Limited(601995) Institute, ranking third in the industry.
According to the analysis of 852 companies surveyed by CICC in the past year, the most surveyed industry is auto parts, with 37 research reports, accounting for 4.3% of the whole industry, followed by industrial application software (25), electronic equipment manufacturing (24), real estate development (20), food synthesis (18), other special machinery (17), joint-stock and urban commercial banks (17), electronic components (17), environmental protection (14) and battery materials (14).
The whole industry does not stick to one pattern and attracts talents. Many people in the industry have expressed their optimism about China International Capital Corporation Limited(601995) future industry status.
hot industries, which sellers rank first in the number of research reports
In 2021, a total of 3261 analysts (or teams) published and signed research reports in the whole market. From the total number of research reports of all institutions, the top three industries in the number of research reports in the whole industry are information technology (5863), pharmaceutical biology (5716) and electronic equipment (5567).
In the information technology industry, in the information technology industry, the top ten brokers for the number of research and reports in the information technology industry, the top ten brokers for the number of research and reports in the information technology industry. The top ten brokers for the number of research and reports in the information technology industry, the number of research and reports in the information technology industry, and the top ten brokers for the number of research and reports in the information technology industry. The top ten brokers for the number of research and reports in the information technology industry, respectively, are China Pacific Insurance (Group) Co.Ltd(601601) Tianfeng Securities Co.Ltd(601162) Tianfeng Securities Co.Ltd(601162) (414), the Founder Technology Group Co.Ltd(600601) 162 Tianfeng Securities Co.Ltd(601162) (147), Anxin securities (138), Orient Securities Company Limited(600958) (124).
Miao Xinjun from Tianfeng Securities Co.Ltd(601162) is also the analyst who wrote the largest number of research reports on information technology in 2021, reaching 220, and deserves to be crowned as the “model worker” in the information technology industry. The analyst once worked in Guotai Junan Securities Co.Ltd(601211) , and his research report of “only lose time, not lose space” is widely circulated. His research report focuses on announcement comments and event comments.
The second in the industry is Yang Zeyuan from Citic Securities Company Limited(600030) as the chief analyst of Citic Securities Company Limited(600030) computer industry, who has in-depth research on digital transformation, cloud computing and artificial intelligence. In addition to the announcement and comments, this analyst is one of the few experts in the industry who is good at in-depth research. The number of in-depth research reports may consider its research value level to a certain extent.
Huaan Securities Co.Ltd(600909) Yin Yanji ranked third with 143 research reports. He not only won the best analyst of choice in 2021 and the first in the computer industry in 2010, but also the director of Huaan Securities Co.Ltd(600909) research, director of Research Institute and chief analyst of TMT.
In the electronic equipment industry, the top ten brokers in terms of the number of research and reports in the electronic equipment industry, the top ten brokers in terms of the number of research and reports in the electronic equipment industry. The top ten brokers for the number of research and reports in the industry of electronic devices, the number of brokers that have ranked the top ten in the industry of electronic devices, respectively, among the top ten for the number of research and reports in the industry of electronic devices. The top ten brokers for the number of research and reports in the industry of electronic devices. The top ten brokers for the number of research and reports in the industry of electronic devices, respectively, among the brokerage firms that have ranked the top ten for the number of research and research and reports, respectively, are the Tsingtao Brewery Company Limited(600600) Tsingtao Brewery Company Limited(600600) Tsingtao Brewery Company Limited(600600) 30 the.
The largest number of research reports written by the industry are still from Tianfeng Securities Co.Ltd(601162) , and pan min won the first place with 261. Pan min, as the chief analyst of Tianfeng Securities Co.Ltd(601162) electronics, is good at analyzing cutting-edge industry information and exploring industry segmentation opportunities. The team won the electronic group award of “best analyst team award” in the selection of Taurus award in 2021.
The second place in the industry is Xu Tao from Citic Securities Company Limited(600030) . As the chief analyst of Citic Securities Company Limited(600030) electronic industry, Xu Tao signed 257 research reports in 2021. He has studied the electronic industry for many years, is good at grasping the industry trends, and often has profound views on the Quarterly reports of enterprises.
Zheng Zhenxiang from Guosheng securities ranked third with 233 research reports, focusing on the field of semiconductor chips.
In the pharmaceutical and biological industry, in the pharmaceutical and biological industry, the top ten brokers in the number of research reports in the pharmaceutical and biological industry, among the top ten in the number of research reports, respectively, are Guosheng securities (365 papers), and the top ten brokers in the number of research reports are Guosheng securities (365 papers), the Jianxi Lianchuang Opto-Electronic Science&Technology Co.Ltd(600363) 63636 (365 papers), the 600shengsecurities (365 papers), the Jianxi Lianchuang Opto-Electronic Science&Technology Co.Ltd(600363) 64of ‘s 600364), the Jianxi Lianchuang Opto-Electronic Science&Technology Co.Ltd(600363) 6363636364of the \ \(247), Tianfeng Securities Co.Ltd(601162) (237), Anxin securities (227).
Zhang Jinyang, assistant director of Guosheng securities and chief analyst of the pharmaceutical industry, ranked first in the industry with 335 research reports. From 2019 to 2021, Zhang Jinyang was rated as the best analyst of “Pharmaceutical Biology” of new wealth for three consecutive years. Its research report is mainly based on the comments of weekly and quarterly reports of the industry.
Du Xiangyang, assistant director of Southwest Securities Co.Ltd(600369) research and development center and chief analyst of biomedical industry, signed 333 research reports in 2021, which is only 2 times lower than that of Guosheng securities team. The types of research reports are mainly industry weekly reports and annual reports, with in-depth research on innovative drugs and other fields.
Zou Peng from China International Capital Corporation Limited(601995) ranks third with 266 research reports. He is good at analyzing the company’s value based on the company’s performance, and the research report is biased towards the comments of the company’s annual report and quarterly report.
behind the record number of research reports is the hard work of researchers
As of April 6, 2022, there were 91 securities companies engaged in seller research. A total of 3492 analysts in the whole industry were registered and employed, including nearly 200 securities company analysts at the head. There were also securities companies, such as First Capital Securities Co.Ltd(002797) only 2 analysts.
The business scope of analysts mainly includes: studying the macro-economy, industry trend and fundamentals of Listed Companies in the securities market, providing professional investment analysis reports for institutional investors, helping them reasonably price stocks, eliminate information asymmetry, find investment targets with undervalued value, and optimize the allocation of resources in the capital market, so as to obtain the “distribution” of institutions and achieve the purpose of earning sub warehouse Commission.
With the increasing scale of public and private funds, insurance, QFII and other assets, the scale of brokerage sub warehouse Commission has also seen explosive growth.
Taking public offering as an example, in 2021, the top three securities companies ranked by fund commission positions were Citic Securities Company Limited(600030) , Changjiang Securities Company Limited(000783) and Gf Securities Co.Ltd(000776) , with revenue of 667 million yuan, 506 million yuan and 499 million yuan respectively, with year-on-year growth of 53.89%, 88.05% and 66.25% respectively. China International Capital Corporation Limited(601995) , the biggest change among the top ten sub warehouse commissions, rose from the 15th place last year to the 9th place this year China International Capital Corporation Limited(601995) sub warehouse commission income reached 345 million yuan, a year-on-year increase of 131.22%.
In the research field, various securities companies have their own emphasis and are trying to use their own advantages to provide differentiated services.
The behavior of selling analysts recommending stocks affects not only the flow direction of huge funds, but also the judgment of retail investors.
Behind the issuance of a research report is the extraordinary efforts of analysts and teams. For analysts, making valuable research and being recognized by customers is the basis of everything. The value of research is generally reflected in breadth, depth and foresight. This usually means that analysts invest a lot of time and energy.
In the case of serious service homogenization, we are all studying the same subject matter, and timeliness has become an important influencing factor. Analysts can only fight time to ensure timeliness, “work 365 days a year, and work until more than 12 o’clock every day.” Diligence and hard work are indeed essential qualities in this industry. Continuous work, physical and psychological will face great pressure.
