Since April, 1199 A-share listed companies have received institutional research, involving securities companies, fund companies, insurance companies, insurance asset management companies, investment institutions, etc. Among them, Chacha Food Company Limited(002557) , Goertek Inc(002241) , Centre Testing International Group Co.Ltd(300012) , Wingtech Technology Co.Ltd(600745) , Trina Solar Co.Ltd(688599) and other 117 companies have received 100 to 576 institutional research.
Since the April of this year, statistics have been released since the April of this year, as the April of this year, the year of the April of this year, with the ‘ Shanghai Junshi Biosciences Co.Ltd(688180) , Australia and China endoscopy 10 companies are more favored by institutions, and 6 of these companies are from the science and innovation board and the gem.
The reporter of Dazhong Securities News noted that Shanghai Junshi Biosciences Co.Ltd(688180) -u of Western medicine has attracted the most attention in the list of institutional research. Since April, the company has been surveyed by 576 institutions, ranking first in the list Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) was surveyed by 551 institutions, ranking second 35353535353535353535 \yes.
Among the above companies, Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , Aohua endoscopes come from medical and health care equipment Wingtech Technology Co.Ltd(600745) , Chacha Food Company Limited(002557) , Imeik Technology Development Co.Ltd(300896) , Centre Testing International Group Co.Ltd(300012) , Goertek Inc(002241) , Hangzhou Hikvision Digital Technology Co.Ltd(002415) , Trina Solar Co.Ltd(688599) are from communication equipment, food processing and meat, biotechnology, investigation and consulting services, electronic components, electronic equipment and instruments and semiconductor products respectively.
According to the industry classification, the industries surveyed by institutions are relatively concentrated, such as food processing and meat, industrial machinery, electronic components, electronic equipment and instruments, electrical components and equipment, application software, western medicine, special chemical industry and other industries.
From the perspective of stock price performance, among the 14 companies surveyed by institutions, 14 companies have seen their share prices rise by more than 20% since April. Among the 14 companies that have seen more than 20% since April, among which the companies with the highest share price among the 14 companies that have seen more than 20% since April. Among the 14 companies that have seen more than 20% since April. Among the companies that have seen more than 20% since April, the companies with the highest share price rises are Hongda Xingye Co.Ltd(002002) 56561 \ \0.54%. Among them, Shanghai Xujiahui Commercial Co.Ltd(002561) , Yinchuan Xinhua Commercial (Group) Co.Ltd(600785) belongs to the department store industry, Joyvio Food Co.Ltd(300268) , Sanquan Food Co.Ltd(002216) belongs to the food processing and meat industry.
In terms of individual stocks, Shanghai Junshi Biosciences Co.Ltd(688180) -u received the highest attention from institutions. The company released the first quarterly report of 2022, and the company realized a net profit of -396 million yuan, which turned from profit to loss year-on-year Zhongtai Securities Co.Ltd(600918) believes that the company’s PD-1 monoclonal antibody trepril achieved a sales revenue of 110 million yuan in the first quarter of 2022, with significant year-on-year and month on month growth. The sales activities in the Chinese market have come out of the trough and gradually returned to normal.
Among institutional research stocks, only Goertek Inc(002241) released the performance forecast of the semi annual report. The company expects the median net profit to be 2.25 billion yuan, with a year-on-year increase of 30% Gf Securities Co.Ltd(000776) analyst Xu Xingjun believes that the performance guidance of Goertek Inc(002241) interim report is strong and the future development path of the company is clear.
China Industrial Securities Co.Ltd(601377) researcher Zhang Qiyao analyzed: “the frequency of institutional research can reflect the market sentiment and structural opportunities to a certain extent. At the micro level, the market value distribution and sector composition of institutional research can also reflect the current market preference for style, structure and industry, and reflect the allocation ideas and characteristics of different types of institutions in the future.”
It should be mentioned that in mid April, Ruiyuan fund, Hillhouse capital and other institutions investigated Guangdong Haid Group Co.Limited(002311) , huitianfu fund and South Fund investigated Chacha Food Company Limited(002557) , and Xingzheng Global Fund and Wells Fargo fund investigated Zhongyin Babi Food Co.Ltd(605338) . In this regard, Galaxy Securities believes that the overall performance of the market this year is weak, especially the performance of track stocks such as new energy. In April, the institution increased the research on agricultural and non-staple food stocks, showing a certain defensive posture.
