In the past week, 295 listed companies have been investigated by various institutions, and Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) has once again become the stock with the largest number of research institutions.
551 middle note concentrates on
According to the statistics of securities times · databao, from April 15 to 21, institutions investigated 295 listed companies in total. From the perspective of researchers, securities and fund institutions investigated 99 and 91 companies respectively, covering a relatively wide range; The respondents are mostly mechanical equipment companies, with a total of 43; There are more than 20 companies in computer, medicine and biology, basic chemical industry and electronics respectively.
The "research king" of A-Shares and the leader of medical devices Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) received more attention this week. The company released its annual report for 2021 after hours on April 19, realizing a net profit attributable to the parent company of 8.002 billion yuan, a year-on-year increase of 22.19%, in line with market expectations.
The next day, the "threshold" of Mindray building was "broken" by 551 institutions that came to investigate. Chairman Li Xiting, general manager and director Wu Hao and Board Secretary Li Wenmei received.
in the interactive question session, institutions generally showed strong interest in the company's new medical infrastructure and the future direction of overseas business
Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) said that in 2021, the company realized revenue of about 3 billion yuan in China's new medical infrastructure. In 2022, the new medical infrastructure will continue to be carried out firmly and deeply. By the end of the first quarter, there were still 24 billion yuan of business opportunities to be implemented for the new infrastructure of traditional Chinese medicine in the system, which is expected to be gradually implemented in the next two years. The revenue of the new infrastructure of the company this year will far exceed that of last year.
Referring to the future direction of overseas business, the company said that under the background of risks faced by the global economy and increasing financial pressure from the government, the cost-effective advantages of the company's products are further highlighted, and there will be better development opportunities in developing countries with faster market growth.
At present, the overseas market share of the three major production lines is still far lower than that of China, and IVD is the largest growth power in the future. The company will further promote the global manufacturing of IVD business and the layout of warehouse network system, in order to realize the accelerated breakthrough of high-end hospitals and large chain laboratories.
some organizations asked, how will Mindray deal with the challenges brought to the company's international expansion by the severe economic environment and complex and changeable geopolitics
The company responded that medical devices are not optional consumption, and the demand is growing steadily, but will change with the change of the environment. The company actively embraces and responds to the changing situation, and continues to promote the domestic substitution of upstream raw materials and parts in the supply chain; While expanding international business, the company always takes compliance and law-abiding as the bottom line of operation.
security leader reveals the development direction of overseas and innovative business
Individual stocks investigated by other institutions include Hangzhou Hikvision Digital Technology Co.Ltd(002415) , Guangzhou Tinci Materials Technology Co.Ltd(002709) , Sanquan Food Co.Ltd(002216) , Guangzhou Shiyuan Electronic Technology Company Limited(002841) , Huizhou Desay Sv Automotive Co.Ltd(002920) . Among them, Hangzhou Hikvision Digital Technology Co.Ltd(002415) research institutions reached 367; The number of other four research institutions is more than 200.
Hangzhou Hikvision Digital Technology Co.Ltd(002415) is the leader of A-share security track. The company released its annual report and first quarter report at the same time on the 16th, which attracted the attention of institutions. In 2021, the company realized a net profit attributable to the parent company of 16.8 billion yuan, a year-on-year increase of 25.51%; The net profit attributable to the parent company in the first quarter was 2.284 billion yuan, a year-on-year increase of 5.29% several securities companies commented that the company's performance grew steadily, in line with expectations, and the overseas market and innovative business performed well
in the research interaction, institutions also generally asked about overseas markets and innovative businesses in combination with the performance of Haikang's annual report and the first quarterly report
The company said that Haikang has been doing internationalization. The company has good advantages in comprehensive competitiveness in terms of terminal product design ability, product launch rhythm and cost control. In the future, Haikang will also walk firmly and become an international and global company.
As for the innovative business, Haikang said that because the business growth is very good, it is currently the direction of relatively large personnel investment of the company. In the long run, the innovative business will develop through independent channel strategy, but some with high correlation with Haikang may still be sold through Haikang. The company will consider related party transactions when innovating business design. As a state-owned enterprise, it is very strict in compliance.
in addition, when the organic organization asked about the plan of acquisition and merger of innovative business, Haikang responded that at present, the company is more cautious about the business means of acquisition and merger
these institutional research stocks underestimated the value and increased high
Data treasure statistics, in from April 15th to 21st, a total of 20 shares were more than 100 institutions middle note research, 5 annual performance doubled. Shanghai Fullhan Microelectronics Co.Ltd(300613) , Guangzhou Tinci Materials Technology Co.Ltd(002709) net profit growth ranked first and second, both exceeding 310% Chengdu Wintrue Holding Co.Ltd(002539) , Tianyue advanced, Anhui Truchum Advanced Materials And Technology Co.Ltd(002171) net profit more than doubled.
Among them, Chengdu Wintrue Holding Co.Ltd(002539) has been predicted in the first quarterly report. With the combined efforts of the increase in sales of compound fertilizer products and the rise in the prices of United alkali and phosphorus chemical products, the company is expected to realize a net profit of 450480 million yuan, a year-on-year increase of 149.15% - 165.76%.
In terms of valuation, the latest rolling P / E ratio of Chengdu Wintrue Holding Co.Ltd(002539) , Anhui Truchum Advanced Materials And Technology Co.Ltd(002171) is lower than 20 times among the above five stocks.
Other middle note research stocks with less than 20 times rolling price earnings ratio also have Nantong Guosheng Intelligence Technology Group Co.Ltd(688558) , Shandong Wit Dyne Health Co.Ltd(000915) , Zhejiang Yongjin Metal Technology Co.Ltd(603995) , Hisense Home Appliances Group Co.Ltd(000921) and 00058 7. Nantong Guosheng Intelligence Technology Group Co.Ltd(688558) and Zhejiang Yongjin Metal Technology Co.Ltd(603995) performance increased by 66.74% and 42.62% respectively.
Since April 18, the Shanghai Composite Index has fallen by 3.87%; Both Shenzhen Component Index and gem index fell by more than 5%. Data treasure statistics, the middle note of institutional research stocks fell by 2.66% on average, and the highest Sanquan Food Co.Ltd(002216) rate was 15.42%.
Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) and Shanghai Fullhan Microelectronics Co.Ltd(300613) callback ranked first, with ranges of more than 10%.
