Since the second quarter, A-Shares have undergone significant adjustment, and then entered the bottom stage. Today, under the expectation of investors for the “519 market”, the market welcomes the independent day market again, and the three major stock indexes open low and go high. At the time of market shock, institutional investors are also strengthening their research, and their subsequent layout direction can be seen.
According to wind data, as of May 19, 2483 listed companies disclosed institutional research in the second quarter, with a total of 3970 times. Compared with 3217 times of 1953 listed companies in the same period last year, the number of listed companies surveyed increased by 27.14% and the number of surveys also increased by 23.41%.
Among them, the research involving public funds involved 901 listed companies , Konfoong Materials International Co.Ltd(300666) and other stocks were investigated by more than 50 fund companies within a month.
In many investigations, there are many public offering star fund managers and well-known private placement figures. For example, Zhejiang Nhu Company Ltd(002001) in the investigation of specific objects held on May 17, Deng Xiaofeng, chief investment officer of Gaoyi assets, Chen Hao of e fund, Luo Shuai of South Fund, Cai bin of Boshi fund, Zhao Xiaodong of Guohai Franklin fund, Fu Bin of China Merchants Fund, Xie Zhiyu of Xingzheng Global Fund and many other well-known fund managers appeared in the list of participants.
In addition, well-known fund managers such as Wang Peng of TEDA Manulife fund and Liu Changchang of Hua’an fund also appeared in the recent research of listed companies.
Zhejiang Nhu Company Ltd(002001) investigated twice in a month
According to wind data, as of May 19, Zhejiang Nhu Company Ltd(002001) has been investigated twice in the month, involving a total of 100 institutions, including 47 fund companies.
In a recent survey, Zhejiang Nhu Company Ltd(002001) maintenance plan, market status and supply and demand expectation of vitamin A products, and the impact of rising raw material prices on the cost side of products have become the focus of institutional investors Zhejiang Nhu Company Ltd(002001) said that in the first quarter, the company achieved an operating revenue of 4.3 billion yuan, a net profit of 1.2 billion yuan and a steady growth in operating performance. In the second quarter, the company’s production of nutrition, essence, new materials and API was stable. Affected by the epidemic situation, logistics, seasons and other factors, the company’s demand for nutrition in China decreased in April.
They believe that with the gradual recovery of the epidemic situation in Shanghai and Beijing, the price of pork, chicken and poultry in the lower reaches will pick up, and the demand of the company’s nutrition sector will be repaired under the trend of RMB devaluation. The business of new materials, spices and APIs is stable and will strive to achieve steady improvement of overall performance.
By the end of the first quarter of this year, Zhejiang Nhu Company Ltd(002001) had 47 institutional investors in total. Fund managers such as Chen Hao of e fund, Fu Bin of China Merchants Fund and Zhao Xiaodong of Guohai Franklin fund all held the stock. In addition, Chongyang strategic investment and JPMorgan Chase Bank were the top ten circulating shareholders of the stock.
In the research activity information disclosed on May 19, Lizhong Sitong Light Alloys Group Co.Ltd(300428) received 155 institutions in the research on May 18 and May 19. China Merchants Fund, GF fund, Harvest Fund, Nanfang fund, Boshi fund and many other companies participated, including well-known 10 billion fund managers such as TEDA Manulife fund Wang Peng.
As a stock in the auto parts sector, Lizhong Sitong Light Alloys Group Co.Ltd(300428) said in this survey that the heat-free alloy independently developed by the company has strong international competitiveness in product performance and production cost. In addition, the company has a broad and stable customer market base for new energy vehicles, directly provides product supporting services for aluminum alloy wheels for many new energy vehicle enterprises such as Weilai, ideal and Xiaopeng, and has completed the factory certification of an international leading new energy vehicle enterprise. Specific project cooperation will be carried out in the future.
In addition to this survey, Lizhong Sitong Light Alloys Group Co.Ltd(300428) has disclosed the information of five surveys this month. For a long time, the company has been surveyed seven times since the second quarter.
Liu Changchang of Hua’an fund, another fund manager who ranks among the 10 billion scale, recently participated in the research of Sichuan Anning Iron And Titanium Co.Ltd(002978) Sichuan Anning Iron And Titanium Co.Ltd(002978) in the investigation, the company has been committed to improving the comprehensive utilization level of vanadium and titanium resources for many years. Looking forward to the future titanium concentrate market, it is difficult for the supply side to increase significantly.
As for the demand side, the demand for titanium dioxide and sponge titanium in the downstream has increased rapidly in recent three years, driving the rapid growth of the demand for titanium concentrate. “The growth of the supply side is slightly lower than that of the demand side. The global titanium concentrate inventory is at a historical low, the supply and demand is tight, and the price remains booming.” Sichuan Anning Iron And Titanium Co.Ltd(002978) indicates.
Bank Of Ningbo Co.Ltd(002142) months received the most fund company research
Since May, Bank Of Ningbo Co.Ltd(002142) is the largest number of stocks surveyed by institutional investors, reaching 297, including 84 fund companies. Zhao Feng of Ruiyuan fund, Jiao Wei of Yinhua Fund, Wang Zonghe of Penghua Fund and other well-known fund managers all appeared in this survey.
Focusing on the company’s core competitiveness, business strategy in 2022 and other topics, Bank Of Ningbo Co.Ltd(002142) said in this survey that this year it will focus on the transformation and upgrading of business model and dig deep into the business moat; Pay close attention to the implementation of various risk control measures, and strictly abide by the bottom line of risk; In addition, we will accelerate the application of science and technology and strengthen financial support; Adhere to the professional business philosophy and improve the business efficiency of employees and institutions.
Followed by individual stocks Ninestar Corporation(002180) , 81 fund companies were surveyed this month, including Huaxia Fund, huitianfu fund, Nanfang fund and other head companies. As an individual stock in the semiconductor industry, Ninestar Corporation(002180) said that the net profit of the company in the next three years is expected to increase by 60%, 116% and 196% respectively compared with that in 2021. Its aipaike chip will maintain steady growth in the printing field, and the non printing field is expected to continue to grow rapidly in the next three years. The number of vehicle specification MCU chips passing certification is increasing, which has opened the market and achieved good performance in the industrial control field, In the field of home appliances and consumer electronics, we have Midea, Changhong, TCL and other customers, and will continue to be optimistic about the business in the non printing field.
In addition, five stocks, including the 30097 ”’ \ and other individual stocks have also investigated more than 50 fund companies.
