This week, the market continued to bottom down, and the adjustment range of Shenzhen stock market is more significant than that of Shanghai stock market. Among them, the stock index fell by 1.25% this week; The Shenzhen composite index fell 2.6% and the gem fell 4.26%.
With the increasingly intensive performance disclosure of listed companies, institutional research enthusiasm remains this week. Data show that from April 11 to April 15, 168 listed companies in Shanghai and Shenzhen obtained institutional research; Among them, 24 listed companies have received research from more than 30 institutions; And 8 listed companies have obtained research from more than 100 institutions.
Industrial machinery is the sector most sought after by institutions this week. Industry data show that 13 listed companies in this sector have obtained institutional research, followed by electronic components, and 11 and 8 listed companies have obtained institutional research; In addition, eight listed companies in the electronic equipment and instruments and Western medicine sector received institutional research this week.
Top 10 listed companies surveyed by institutions this week
This week, Chacha Food Company Limited(002557) ( Chacha Food Company Limited(002557) . SZ) attracted the most attention from institutions, attracting 328 institutions to participate in the research, including 83 public funds, 8 insurance funds, 46 securities companies and 138 investment institutions.
On April 11, Chacha Food Company Limited(002557) announced the performance of 2021. During the reporting period, the company achieved a total operating revenue of 5.985 billion yuan, an increase of 13.15% year-on-year (compared with the same period of last year), and the net profit attributable to shareholders of listed companies (hereinafter referred to as “net profit”) was 929 million yuan, an increase of 15.35% year-on-year. It is proposed to pay a cash dividend of 8.5 yuan (including tax) for 10 shares.
Chacha Food Company Limited(002557) organized institutional research on the second day of the release of the financial report. The research list shows that a number of head public funds such as Wells Fargo fund, huitianfu fund and Ruiyuan fund have appeared; Danshui spring investment, Shifeng assets, Jinglin assets, Lingren investment, Chongyang investment, Zhengxin Valley and other well-known private equity collectives under Gaoling were present; In addition, financial companies such as China Merchants Bank financial management, Huihua financial management, BOCOM financial management and Guangyin financial management also appeared one after another.
In the investigation conducted by the above institutions, Chacha Food Company Limited(002557) revealed that the current growth rate of the nut industry has slowed down due to the epidemic, but it is still in the growth trend, and the offline concentration has further improved. The offline share of the company is increasing, and the market share is relatively high; Online price competition is fierce, and more resources need to be invested. The company will continue to expand new channels. The company hopes that Wuxi Online Offline Communication Information Technology Co.Ltd(300959) will be the first in the future and continue to build the brand image of “nut expert” of the company. In terms of products, in addition to daily nuts, the company will also develop flavor nuts and nut gift boxes.
Eternal Asia Supply Chain Management Ltd(002183) ( Eternal Asia Supply Chain Management Ltd(002183) . SZ) is second only to Chacha Food Company Limited(002557) . The company organized 8 research activities this week and received 260 investment institutions in total. The research list includes 78 public funds such as Harvest Fund, Huaxia Fund and Zhonggeng fund, and well-known private placements such as Gaoyi assets, ningquan assets, Chengquan capital and Kaifeng investment have stopped one after another; In addition, Everbright financial management, Huihua financial management, Guangyin financial management and other financial management subsidiaries also appeared collectively.
Eternal Asia Supply Chain Management Ltd(002183) is the first listed supply chain enterprise, mainly undertaking supply chain outsourcing services in all links of the enterprise, including procurement and sales execution services, “distribution + marketing” services, brand incubation services, enabling new retail services, etc; The service industry covers Baijiu, home appliances, communications, information technology, medical treatment, terminal retail and so on.
In the acceptance of the agency’s research, the brand operation of the key board business is discussed. Eternal Asia Supply Chain Management Ltd(002183) said that the company started to layout the brand operation of Maotai Baijiu track in 18 years. In just 3 years, the business has reached 900 million of the sales volume, and the combined gross profit of brand operation has been maintained at over 30%. In the future, the company will continue to expand and promote the scale of brand operation business. Within the scope of controllable risk, based on the company’s future strategic planning, the company will further promote the integrated layout of private brand incubation and brand operation.
