one week before May Day (April 25-29), with the disclosure of 2021 annual report of a shares, the heat of institutional research increased rapidly
As of the press release, more than 300 companies had received institutions and disclosed the records of investor relations activities during the week. Many leading companies such as Imeik Technology Development Co.Ltd(300896) , Contemporary Amperex Technology Co.Limited(300750) , Goertek Inc(002241) and so on were investigated by more than 100 institutions.
head mechanism’s research enthusiasm rebounded
The research enthusiasm of head institutions rebounded significantly, and star institutions such as Hillhouse capital and Gaoyi assets appeared intensively. According to the data, one week before the festival, Hillhouse capital participated in the research activities of Qingdao Tianneng Heavy Industries Co.Ltd(300569) , Shenzhen Hymson Laser Intelligent Equipments Co.Ltd(688559) , Pharmaron Beijing Co.Ltd(300759) , Konfoong Materials International Co.Ltd(300666) and Shenzhen New Industries Biomedical Engineering Co.Ltd(300832) 5 companies. Gaoyi assets investigated more than 30 companies including Goertek Inc(002241) , Imeik Technology Development Co.Ltd(300896) , Focus Media Information Technology Co.Ltd(002027) , Tcl Technology Group Corporation(000100) , Huadong Medicine Co.Ltd(000963) , Yto Express Group Co.Ltd(600233) , etc. in one week.
From the perspective of market performance, the market fluctuated around 3000 points in the week before the festival, and the Shanghai index first suppressed and then rose, but it still fell 1.29% to close at 304706 points throughout the week. Among the investigated stocks, only more than 30% of the investigated companies rose in share price in a week, with a differentiated trend. Among them, Zhejiang Tony Electronic Co.Ltd(603595) , Langold Real Estate Co.Ltd(002305) , Shenzhen Lihexing Co.Ltd(301013) , Mango Excellent Media Co.Ltd(300413) increased by about 45%, 34%, 29% and 26% respectively.
The industry sector also fell more or less, with only the share prices of building decoration, power equipment, building materials, food and beverage, household appliances and beauty care (Shenwan level) industries rising throughout the week. The research unit is mainly focused on the traditional hot industries of institutional research: medicine, biology, electronics and mechanical equipment. 36, 33 and 28 companies in these three industries have received research respectively.
Yimei faucet is on fire
From the perspective of individual stock popularity, institutions focus on popular tracks, and the figure of star A-share companies increases. According to the data of China stock market news choice, Imeik Technology Development Co.Ltd(300896) , Centre Testing International Group Co.Ltd(300012) , Goertek Inc(002241) , Wingtech Technology Co.Ltd(600745) and other companies have more than 400 reception institutions in a week.
Among them, Yimei leading Imeik Technology Development Co.Ltd(300896) reception institutions have the largest number Imeik Technology Development Co.Ltd(300896) held a teleconference on April 27, attracting 821 participants from 502 institutions, including IDG capital, Gaoyi assets, e fund, JPMorgan Chase and other well-known institutions. The company’s chairman, general manager, Secretary of the board of directors, chief financial officer and other senior executives attended. The stock rose 5.23% to 517.50 yuan / share.
Imeik Technology Development Co.Ltd(300896) in the investigation, he mainly reviewed the operation of the company and revealed the medium and long-term product matrix planning in the future. In terms of class III medical device products, Imeik Technology Development Co.Ltd(300896) said that at present, two skin filler products are in the clinical stage, and the facial implant line is in the preclinical stage.
In terms of pharmaceutical products, Imeik Technology Development Co.Ltd(300896) said that botulinum toxin used to treat eyebrow lines was in phase III clinical stage; Hyaluronidase for injection will play a unique role in the field of medicine and beauty in the preclinical research stage. At present, the preclinical research is progressing smoothly and the R & D data collection has been completed; Lidocaine tetracaine cream has been approved for clinical trial. Due to the epidemic situation, there are some delays in samples. This product will form a good supplement to the company’s medical and American products liraglutide injection is mainly used in weight management. At present, phase I clinical has been completed, and the company will continue to layout in the subdivided field of weight management in the future
In addition, Eve Energy Co.Ltd(300014) , Wens Foodstuff Group Co.Ltd(300498) , Longyuan Power, Trina Solar Co.Ltd(688599) , Henan Shuanghui Investment & Development Co.Ltd(000895) and other companies with a market value of 100 billion yuan have also received research.
it is worth mentioning that the “first brother” of power battery leader and gem market value Contemporary Amperex Technology Co.Limited(300750) held a teleconference on April 29, and 650 investors were invited. However, the company did not disclose the list of specific participating institutions
The quarterly report is published on the same day. In the first quarter of this year, Contemporary Amperex Technology Co.Limited(300750) achieved a total operating revenue of 48.678 billion yuan, a year-on-year increase of 153.97%; The net profit was 1.493 billion yuan, a year-on-year decrease of 23.62%
Regarding the rising cost of raw materials concerned by the market, Contemporary Amperex Technology Co.Limited(300750) said in the survey that the company undertook a large increase in the price of raw materials in the early stage from the perspective of maintaining the healthy development of the industry. However, due to the excessive increase in the price of raw materials represented by lithium carbonate, the company had to negotiate friendly with customers to jointly deal with the cost pressure of the supply chain, and customers also expressed great understanding and support.
The pressure of rising prices of raw materials is also the main reason for the decline of the company’s gross profit margin in the first quarter. Contemporary Amperex Technology Co.Limited(300750) believes that with the expansion of upstream production capacity, the price of raw materials will gradually return to a reasonable level. The company said that in addition to the Chinese market, it will further explore overseas markets such as Europe and the United States.
