At the beginning of the new year, A-Shares continued to rise and fall, and the annual report season is about to begin. The demand for position adjustment and stock exchange of securities companies remains unabated. It is necessary to further select high-quality and potential targets, and the pace of research and research coverage continues to accelerate.
According to the statistics of Securities Daily, as of press time, securities companies have investigated 162 listed companies in Shanghai and Shenzhen for 693 times this year, Huadong Medicine Co.Ltd(000963) has attracted the most attention; Northking Information Technology Co.Ltd(002987) after being investigated, the market performed well, and the share price increased by more than 20%; The brokerage research industry mainly focuses on mechanical equipment, electronics, medicine, biology and chemical industry.
\u3000\u3000 Huadong Medicine Co.Ltd(000963)
investigated by 51 securities companies
According to the data, the reporter found that since this year, securities companies have investigated 162 listed companies in Shanghai and Shenzhen, a total of 693 times. Among them, Huadong Medicine Co.Ltd(000963) , Ningbo Ronbay New Energy Technology Co.Ltd(688005) were intensively investigated by more than 40 securities companies; Northking Information Technology Co.Ltd(002987) , Haili wind power and Ganyuan Foods Co.Ltd(002991) were investigated by 22 securities companies.
For Huadong Medicine Co.Ltd(000963) , which is most favored by securities companies, it was intensively investigated by 51 securities companies such as China International Capital Corporation Limited(601995) , Citic Securities Company Limited(600030) , Gf Securities Co.Ltd(000776) . Of course, not only brokers, Huadong Medicine Co.Ltd(000963) has also been concerned by hundreds of well-known institutions, including Goldman Sachs Group, Gao Yi assets, the Central Bank of Norway, Sequoia Capital, BlackRock, etc. In terms of Research Report coverage, Great Wall Guorui securities gave it a “buy” rating when it covered Huadong Medicine Co.Ltd(000963) for the first time, and Zheshang Securities Co.Ltd(601878) also maintained its “buy” rating. While Ningbo Ronbay New Energy Technology Co.Ltd(688005) was intensively investigated by 46 securities companies, the securities companies also issued 11 research reports to support, Soochow Securities Co.Ltd(601555) not only maintained its “buy” rating, but also gave the maximum target price of 179.6 yuan / share.
From the research pace of a single securities firm, China International Capital Corporation Limited(601995) , China Securities Co.Ltd(601066) , Citic Securities Company Limited(600030) ranked among the top three in terms of the total number of research, and investigated 33, 23 and 19 listed companies respectively. The listed company Northking Information Technology Co.Ltd(002987) investigated by three “Chinese prefix” securities companies has performed well in the market after being investigated, and the share price has risen by more than 20%.
In the survey, Northking Information Technology Co.Ltd(002987) said that the company has the ability to provide a package of digital RMB solutions, which will bring more business opportunities to the company in the future. The company has carried out in-depth cooperation with six large state-owned commercial banks in the field of digital RMB, and its all-round delivery ability and all-round solution ability in this field have been continuously improved. Remain optimistic about the future digital RMB related business.
From the perspective of industry distribution (Shenwan industry), since this year, the listed companies surveyed by securities companies have mainly focused on hot industries such as mechanical equipment, electronics, medicine, biology and chemical industry. Among them, the mechanical equipment industry is the most popular. 19 listed companies in the mechanical equipment industry, such as Jiangsu Rainbow Heavy Industries Co.Ltd(002483) , Suzhou Tztek Technology Co.Ltd(688003) , Jiangsu Beiren Smart Manufacturing Technology Co.Ltd(688218) , have been investigated by securities companies. Other popular industries surveyed by securities companies include electronics (17), medicine and Biology (16), chemical industry (11) and computer (9).
From the overall survey of institutions (securities companies, funds, insurance, etc.), Ningbo Ronbay New Energy Technology Co.Ltd(688005) , Huadong Medicine Co.Ltd(000963) , Ganyuan Foods Co.Ltd(002991) , Yongxing Special Materials Technology Co.Ltd(002756) , Northking Information Technology Co.Ltd(002987) have been investigated by more than 100 institutions.
For the recent intensive research on listed companies by securities companies and other institutions, Zhao Yayun, a researcher of CITIC reform and development research foundation, said in an interview with Securities Daily, “There are many reasons for the intensive research of securities companies. On the one hand, the hot tracks such as new energy last year were too crowded, the valuation of hot stocks had been too high, and institutions also felt that it was too cold at the top. Funds left the huddled stocks on a large scale, so they needed to select the target for changing positions; on the other hand, nearly 2.9 billion doses of epidemic vaccine had been inoculated in China, and the complete vaccination rate was close to 90%. After the weather warmed in the second quarter, the epidemic began to decline The situation will be greatly relieved, the economy will recover better, and the monetary policy will be relatively loose, which provides a good foundation for the rise of the stock market. Under such good conditions, securities companies and other institutions should, of course, actively prepare for the long-term bull market. “
\u3000\u3000 Kweichow Moutai Co.Ltd(600519) 、 Jiangsu King’S Luck Brewery Joint-Stock Co.Ltd(603369)
attracted institutional attention
In addition to the active layout in research, securities companies are also constantly infiltrating and providing in-depth support at the research end.
According to China Stock Market News Choice data statistics, from the concern of securities companies to stocks, this year, Kweichow Moutai Co.Ltd(600519) and Jiangsu King’S Luck Brewery Joint-Stock Co.Ltd(603369) two Baijiu shares attracted much attention, and they were all covered by the research newspaper over 20 times. At present, the share price of Kweichow Moutai Co.Ltd(600519) hovers around the 2000 yuan / share mark, and investors still pay high attention to Kweichow Moutai Co.Ltd(600519) , as do institutions. Huachuang securities gave Kweichow Moutai Co.Ltd(600519) the highest recent target price of 2600 yuan / share on January 4. In this regard, Huachuang Securities said that Kweichow Moutai Co.Ltd(600519) 2021 will set the tone with stable growth and end smoothly. In 2022, the bottleneck of volume growth will be broken through, the average price is expected to continue to improve, and the acceleration at the reporting end is highly deterministic. After the new leader took office, he made clear the market-oriented reform direction of the marketing system, and promoted a series of reform measures step by step, which provided business guarantee for long-term value, maintained the target price of 2600 yuan / share and “strong promotion” rating.
The popularity of Jiangsu King’S Luck Brewery Joint-Stock Co.Ltd(603369) institutions is “comparable” with Kweichow Moutai Co.Ltd(600519) . Anxin securities, Everbright Securities Company Limited(601788) , Zhongtai Securities Co.Ltd(600918) , Zheshang Securities Co.Ltd(601878) , Shanxi Securities Co.Ltd(002500) , Guosen Securities Co.Ltd(002736) all gave them a “buy” rating, and on January 11, Anxin securities gave Jiangsu King’S Luck Brewery Joint-Stock Co.Ltd(603369) the highest target price of 72 yuan / share for 12 months.
Tianfeng Securities Co.Ltd(601162) is pushing the high-end Baijiu more vigorously for nine weeks. Liu Chang, chief analyst of the food and beverage industry, “High-end Baijiu has strong barriers, business model has superiority, and the performance in 2022 is still strong. Currently, the market has higher expectations of higher prices and higher performance. The high-end Baijiu has been shifting at present, and the following will mainly be stable operation and quality improvement. The core logic of the high-end plate is to raise prices and high-end products. Liquor companies have been improving their price, but enterprises are steadily raising their prices according to their own development rhythm, which is the way to long-term development. The excessive price increase in the short term or the overall operation quality of enterprises will be affected. Therefore, it is suggested that the high-end Baijiu should be viewed with a long view, which is a long-term core quality asset with high quality.
From the aspect of raising individual stock rating and first coverage, since this year, China Merchants Bank International has raised S.F.Holding Co.Ltd(002352) rating to “buy”, Sinolink Securities Co.Ltd(600109) rating to “buy”, Tianfeng Securities Co.Ltd(601162) rating to “buy”. Meanwhile, securities companies have issued 139 first coverage research reports.
Hou Hao, a business investment fund: Baijiu has basic support, followed by high-end and sub high-end varieties.
Is Baijiu flavor special purchases for the Spring Festival? Expert: the market of medium and low-end brands is shrinking or relatively cold
