The leader of leisure food has been popular with more than 300 institutions, and many high growth stocks in the annual report have been targeted. The performance of the first quarter of the annual report has continued to double

In the past week, 277 listed companies have been investigated by institutions, and Chacha Food Company Limited(002557) has become the stock with the largest number of research institutions.

344 agencies focus on middle note

According to the statistics of securities times · databao, from April 8 to 14, institutions investigated 277 listed companies in total. From the perspective of researchers, securities and fund institutions are relatively extensive, with 84 and 74 companies investigated respectively; The respondents are mostly companies in mechanical equipment, electronics, medicine, biology, computer and other industries, with a total of 108.

Snack food leader Chacha Food Company Limited(002557) released its annual report on April 12. In the research and questioning session on the same day, most institutions generally showed strong interest in the intensive cultivation of the company’s channels, the growth rate of the nut industry and the changes in the competition pattern of the offline market. The company had nearly 120000 terminals at the end of last year and will continue to expand in the future. Through intensive cultivation through channels, the market distribution rate, store activity rate and monthly per capita output have gradually increased, with greater sinking space opportunities. At present, the growth rate of the nut industry has slowed down due to the impact of the epidemic, but it is still in the growth trend, and the offline concentration has been further improved. The company has a high offline market share and fierce online competition. In the future, we hope that Wuxi Online Offline Communication Information Technology Co.Ltd(300959) will be the first and continue to build the brand image of “nut expert” of the company.

Chacha Food Company Limited(002557) at present, the annual production capacity of sunflower seeds is more than 200000 tons, and the utilization rate is about 80%; The annual production capacity of nuts is more than 10000 tons, and the utilization rate exceeds 90%. In terms of sunflower, the company’s main response to Sunflower’s “sunflower, sunflower and Zhenpin” in terms of building the first line of the company’s high-end market, and strengthening the company’s leading position in sunflower’s “sunflower, pinzhen” in the future; The goal of nut category is to make the daily nut category absolutely the first in the market in the next 2-3 years, and continuously improve the scale and market share of the company’s nut category.

FMCG channel leader revealed brand operation and development plan

There are still a few shares in the research of a group of other institutions, and there are still a group of research and a group of a group of a group of a group of a group of a group of a group of a group of a group of a group of a group of a group of a group of a survey, and there is still a unit of a group of a group of a group of a group of a group of a group of a group of a group of a group of a group of a group of a survey, and there is still 456 of the number of a group of a group of a group of a survey, and there is also a unit of a group of a group of a group of a survey, and there is still a unit of a group of a group of a group of a group of a group of a research, and the forthe Tofflon Science And Technology Group Co.Ltd(300171) Tofflon Science And Technology Group Co.Ltd(300171) of Tofflon Science And Technology Group Co.Ltd(300171) for the 35. Among them, Tofflon Science And Technology Group Co.Ltd(300171) research institutions reached 3 Shenzhen Kaifa Technology Co.Ltd(000021) 83 , Guangdong Lyric Robot Automation Co.Ltd(688499) about 250 Inspur Electronic Information Industry Co.Ltd(000977) and Kede Numerical Control Co.Ltd(688305) were rated by more than 170 institutions. In terms of annual performance, Eternal Asia Supply Chain Management Ltd(002183) has the highest growth rate, reaching 310.29% Kede Numerical Control Co.Ltd(688305) achieved a high growth of 106.81% year-on-year Tofflon Science And Technology Group Co.Ltd(300171) , Guangdong Lyric Robot Automation Co.Ltd(688499) net profit increased by more than 50%.

Eternal Asia Supply Chain Management Ltd(002183) is the first listed supply chain enterprise in China. It has received 8 surveys in recent week, with a total of 260 institutions participating. The profitability of the company has been greatly improved in 2021, mainly due to vigorously promoting the realization of supply chain advantages and the upgrading of business model; Optimize the financing structure and reduce the financing cost; The result of closing down and transferring companies with poor profitability and other factors. Referring to the brand operation of liquor business, Eternal Asia Supply Chain Management Ltd(002183) said that in 2021, the company’s liquor brand operation achieved a revenue of 1.245 billion yuan, a year-on-year increase of 43.1%. In the future, the company will continue to expand the scale of brand operation and promote the integrated layout of private brand incubation and brand operation.

Another performance doubling stock investigated by multiple institutions is Kede Numerical Control Co.Ltd(688305) . On April 11, when accepting the investigation of CICC and other institutions, the company said that the purpose of establishing Yinchuan motorized spindle production base in 2021 is to realize the batch manufacturing of functional components of CNC machine tools based on motorized spindle. At present, the monthly output of motorized spindles has reached 20, and the annual output is expected to reach 400. In 2022, the company will greatly expand the motorized spindle Market and realize supporting for other manufacturers.

As for the promotion of Dechuang series, Kede Numerical Control Co.Ltd(688305) said that Dechuang series has general-purpose products of vertical machining, horizontal machining and lathe, which has established a good reputation in the customer base. It is hoped that the number and amount of products will account for more than 1 / 3 in the future. This year, the number of Dechuang series products put into production has been steadily promoted, and it is expected that there will be considerable sales.

two shares doubled the net profit in 2021 and the first quarter

Data treasure statistics, in from April 8th to 14th, a total of 25 shares were more than 50 institutions middle note research, 6 annual performance doubled. Tkd Science And Technology Co.Ltd(603738) net profit increased the most, up to 5.22 times Ningbo Ronbay New Energy Technology Co.Ltd(688005) , Eternal Asia Supply Chain Management Ltd(002183) net profit increased by more than 300% year-on-year Kede Numerical Control Co.Ltd(688305) , Nanjing Yunhai Special Metals Co.Ltd(002182) and Tianshan aluminum increased slightly by more than 100%. Many stocks have announced the first quarterly report, and the above Nanjing Yunhai Special Metals Co.Ltd(002182) , Ningbo Ronbay New Energy Technology Co.Ltd(688005) two stocks have achieved high growth of more than 100% again; Puyuan Jingdian, Beijing United Information Technology Co.Ltd(603613) annual report and the first quarterly report all achieved an increase of about 90%.

In the aspect of the valuation, the has been a therolling P / E ratio is low, less than 20 times. Among them, the net profit of Tianshan Aluminum Group Co.Ltd(002532) 2021 doubled, and the performance in the first quarter increased by 34.38% year-on-year Inspur Electronic Information Industry Co.Ltd(000977) and Xinyangfeng Agricultural Technology Co.Ltd(000902) the annual net profit increased by about 30%.

Since April 11, the Shanghai stock index has been mixed, closing down 1.25%; The Shenzhen Composite Index and the gem index both ended lower. Data treasure statistics, the average concentration of research stocks fell 2.12%, while Zhongyin Babi Food Co.Ltd(605338) , Guangdong Haid Group Co.Limited(002311) and Chacha Food Company Limited(002557) rose by more than 10%; Avic Jonhon Optronic Technology Co.Ltd(002179) , Ningbo Ronbay New Energy Technology Co.Ltd(688005) , Beijing Baolande Software Corporation(688058) sharp correction, Beijing Baolande Software Corporation(688058) led the decline, reaching 29%.

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