According to the data of China stock market news choice, in the first trading week of January 2022 (January 3-9), institutions surveyed 127 companies, and industries such as mechanical equipment, electronics, medicine and biology attracted more attention.
The market value of Huadong Medicine Co.Ltd(000963) with a market value of 75.9 billion yuan was investigated by 525 people from 285 institutions and individual investors such as China International Capital Corporation Limited(601995) , Boshi fund, Goldman Sachs Group, Gaoyi assets and Harvest Fund, and Ganyuan Foods Co.Ltd(002991) was investigated by 116 institutions.
several industries are favored
According to the choice data, according to the shenwanyi industry (2021), the companies surveyed this week belong to multiple industries, and the number of companies from mechanical equipment, electronics, medicine, biology, chemical industry, non-ferrous metals and media industries are 17, 15, 13, 11, 7 and 6 respectively.
Number of industry companies surveyed by institutions this week
Source: China stock market news choice
Three companies have been investigated by more than 100 institutions, namely Huadong Medicine Co.Ltd(000963) , Ganyuan Foods Co.Ltd(002991) , Northking Information Technology Co.Ltd(002987) . In addition, 8 companies have received more than 50 institutional research, namely Zhejiang Dun’An Artificial Environment Co.Ltd(002011) , Chongqing Sokon Industry Group Stock Co.Ltd(601127) , Jl Mag Rare-Earth Co.Ltd(300748) , Yonggao Co.Ltd(002641) , Anhui Xinbo Aluminum Co.Ltd(003038) , Zhejiang Xianju Pharmaceutical Co.Ltd(002332) , Guangdong Chj Industry Co.Ltd(002345) , Guangzhou Goaland Energy Conservation Tech Co.Ltd(300499) .
China Securities Journal · China Securities Taurus reporter noted that pharmaceutical and biological industry companies are very popular and have received more institutional research. Among them, Huadong Medicine Co.Ltd(000963) , Zhejiang Xianju Pharmaceutical Co.Ltd(002332) , Jiangxi Synergy Pharmaceutical Co.Ltd(300636) , Guiyang Xintian Pharmaceutical Co.Ltd(002873) , youningwei and Teyi Pharmaceutical Group Co.Ltd(002728) obtained institutional research, 285, 63, 50, 46, 42 and 37 respectively.
On January 5, Huadong Medicine Co.Ltd(000963) industrial microbiology special online exchange attracted 525 institutional and individual investors such as China International Capital Corporation Limited(601995) , Boshi fund, Wells Fargo fund, Goldman Sachs Group, Gaoyi assets, Harvest Fund, etc.
Huadong Medicine Co.Ltd(000963) said that the company has been deeply cultivated in the field of industrial microbiology for more than 40 years, has a deep industrial foundation, has successfully developed and manufactured a variety of microbial drugs, and has built a key technical system for the R & D and production of microbial products. The scale and technical water of existing microbial fermentation products are on average at the leading level in the industry. Excellent industry prospect and market potential are one of the reasons why Huadong Medicine Co.Ltd(000963) deeply distributes the field of industrial microbiology.
China Industrial Securities Co.Ltd(601377) believes that the performance of the pharmaceutical sector in 2022 will be better than that in 2021. The future upward catalyst comes from several aspects: first, marginal easing on the policy side; Second, the annual report of 2021 and the results of the first quarter of 2022 ushered in the disclosure period; Third, the internationalization of product companies.
food and beverage industry gets attention
Food and beverage, agriculture, forestry, animal husbandry and fishery companies have also attracted institutional attention. The number of institutions surveyed by Ganyuan Foods Co.Ltd(002991) , Jinzai Food Group Co.Ltd(003000) , Beijing Yanjing Brewery Co.Ltd(000729) , Fujian Tianma Science And Technology Group Co.Ltd(603668) , Muyuan Foods Co.Ltd(002714) , Zhejiang Huatong Meat Products Co.Ltd(002840) is 116, 45, 31, 25, 25 and 20 respectively.
Guosen Securities Co.Ltd(002736) believes that after last year’s adjustment, the overall valuation of the popular food sector has dropped to a reasonable level, and the price increase is expected to boost the performance elasticity of relevant enterprises this year. At this stage, we should pay attention to industry leaders with both valuation cost performance, high performance flexibility and medium and long-term growth stability.
The Pacific Securities Co.Ltd(601099) Securities said that in 2022, the pig industry is expected to usher in a new round of “pig cycle”, and the prosperity of the chicken industry is likely to rise. Starting from the fundamentals, it is suggested to pay attention to the opportunities of breeding industry and seed industry.
Shenwan Hongyuan Group Co.Ltd(000166) believes that looking forward to 2022, we are optimistic about the performance certainty of dairy industry and beer industry, and the elastic target under the recovery of demand and the relief of cost pressure; Long term optimistic about companies with broad growth space and excellent management.
(source: China Securities Journal)
