Last week (April 18-22), the main A-share indexes fell together, of which the Shanghai index fell 3.87% this week, still hovering above 3000 points.
In terms of institutional research, as of the press release of the reporter, last week, more than 230 A-share companies disclosed the records of investor relations activities. However, excluding the companies that released the annual online performance briefing, only 89 companies received the research of institutional investors
The research stocks are mainly concentrated in popular industries such as medicine, biology, electronics and basic chemical industry. 10 companies in these three industries have gained research.
In terms of individual stocks, institutions pay close attention to focus companies, such as Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , the leading medical device company that has just disclosed its financial report, and Sungrow Power Supply Co.Ltd(300274) , whose performance is lower than expected and whose share price has fallen sharply. In addition, 100 billion white horse shares Boe Technology Group Co.Ltd(000725) , Unigroup Guoxin Microelectronics Co.Ltd(002049) and others have also gained research.
On the whole, the number of companies receiving institutions last week was not high, but the concentration was high. More than 10 companies welcomed more than 100 institutions to gather for research. Among them, Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , Sanquan Food Co.Ltd(002216) , Guangzhou Shiyuan Electronic Technology Company Limited(002841) , Huizhou Desay Sv Automotive Co.Ltd(002920) and Unigroup Guoxin Microelectronics Co.Ltd(002049) are among the most concerned, and the number of “knocking” institutions disclosed exceeds 200.
Especially Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) is the most popular. On April 20, Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) organized institutional research in the form of teleconference. The chairman and general manager showed up, with a total of 554 institutions and 1012 participants. Gao Yi assets, Goldman Sachs Group, ICBC Credit Suisse, Jinglin assets, as well as China Europe Fund, which added positions Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) against the market, and a number of well-known institutions are listed.
Earlier (April 19), Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) disclosed the 2021 annual report and the first quarterly report of this year. The growth rate of the company’s performance last year and the first quarter of this year exceeded 20%. The company’s share price fell by 11.38% the next day. Since the beginning of this year, Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) share price has fallen by more than 20%, with the current price of 302 yuan / share and the current market value of about 366.2 billion yuan.
The latest performance shows that Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) 2021 achieved a revenue of 25.270 billion yuan, a year-on-year increase of 20.18%; The net profit was 8.002 billion yuan, a year-on-year increase of 20.19%. In addition, the company’s net profit in the first quarter of this year increased by 22.74% year-on-year to about 2.105 billion yuan.
In the survey, the institution focused on the progress of “new medical infrastructure” and overseas business. In 2021, Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) in China’s new medical infrastructure sector, the revenue will be about 3 billion yuan. In the research, the company revealed that the expected revenue of new medical infrastructure this year will far exceed that of last year.
Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) said that since the beginning of this year, the severe epidemic situation in some areas has not affected the promotion speed of the overall new infrastructure, but strengthened the determination to invest in the new medical infrastructure. Excluding the business opportunities implemented in the first quarter, by the end of the first quarter, there were still 24 billion yuan of business opportunities to be implemented for new medical infrastructure in the system, which is expected to be gradually implemented in the next two years.
When talking about international expansion, Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) introduced that in the post epidemic era, the requirements of the international market for procurement cost performance have generally increased. At the same time, under the trend of anti globalization, some countries have higher and higher requirements for localized procurement. To this end, the company continues to actively and deeply explore the localization layout, including the planning of local manufacturing. In terms of supply chain, the company continues to promote the domestic substitution of upstream raw materials and parts. Up to now, most of the raw materials and parts purchased from overseas have been replaced by domestic products or backed up by multiple suppliers.
