Under the repair market, the popularity of institutional research returned to a high level. In the past five trading days, about 136 companies in the two cities were investigated by institutions, of which 52 companies were investigated by more than 20 institutions.
more than 100 companies have been investigated by institutions in recent 5 days
According to the reporter of investment express, about 136 companies in the two cities have been investigated by institutions in the past five trading days (from May 13 to May 19). The types of research institutions show that securities companies have investigated 114 companies, that is, 83.82% of the research activities of listed companies have the participation of securities companies; 113 fund companies were surveyed, ranking second; Sunshine private equity institutions surveyed 72, ranking third.
In the institutional research list, a total of 52 companies were investigated by more than 20 institutions Shenzhen Inovance Technology Co.Ltd(300124) has attracted the most attention, with 270 institutions participating in the research Ganfeng Lithium Co.Ltd(002460) was surveyed by 225 institutions, ranking second in the list Cetc Digital Technology Co.Ltd(600850) , Hengdian Group Dmegc Magnetics Co.Ltd(002056) and others were investigated by 165 and 154 institutions respectively.
During the investigation, Ganfeng Lithium Co.Ltd(002460) mentioned: “Based on the current judgment, we believe that the global market will reach a demand scale of more than 1.5 million tons of lithium carbonate equivalent by 2025, and the company has planned to form a supply capacity of no less than 300000 tons of lithium carbonate equivalent by 2025 to meet the vigorous development of the lithium market. In addition to the company’s capacity layout in Xinyu, Ningdu, Shangrao and other places in Jiangxi Province, the company also actively considers forming capacity in other regions of China. At the same time, the company’s The overseas layout is also relatively extensive, including the project capacity in Argentina, Mexico and other places. Together, all plans will form a supply capacity of 300000 tons of lithium carbonate equivalent by 2025. “
In terms of the number of institutional research, two companies have been investigated by institutions for three times, namely Jiangsu Zhangjiagang Rural Commercial Bank Co.Ltd(002839) , Norinco International Cooperation Ltd(000065) , and the institutional research is the most intensive.
Statistics show that 25 of the 20 or more institutions gathered in research stocks had net capital inflows in the past five days, Ganfeng Lithium Co.Ltd(002460) net capital inflows in the past five days were 264 million yuan, with the largest net capital inflows in the main sector; There are also Lancy Co.Ltd(002612) , Sinomine Resource Group Co.Ltd(002738) and others with large net inflows, with net inflows of 247 million yuan and 149 million yuan respectively.
In terms of market performance, among the research stocks gathered by institutions, 45 rose in the past five days, with Soyea Technology Co.Ltd(000909) , Jiangxi Black Cat Carbon Black Inc.Ltd(002068) , Hangzhou Huaxing Chuangye Communication Technology Co.Ltd(300025) and others rising by 32.67%, 25.29% and 23.41%.
Shenzhen Inovance Technology Co.Ltd(300124) most concerned by institutions
Shenzhen Inovance Technology Co.Ltd(300124) may 17 released the record of investor relations activities. On May 13, 2022, the company received a survey of 270 institutions, including QFII, insurance companies, others, fund companies, overseas institutions and sunshine private placement institutions.
During the investigation, an organization asked: “this annual report adds a description of ‘energy management’ and ‘digital business’, which belongs to a new strategic direction. What is the idea or logic of the company’s new strategy?”
In this regard, Shenzhen Inovance Technology Co.Ltd(300124) said that from the perspective of industrial trend, the extension of industrial automation to digitization and intelligence must be the trend of automation + digitization + intelligence. On this basis, with the addition of low-carbon energy management, Huichuan should grasp this trend. The company’s strategic deployment is as follows: we should focus on Huichuan’s core technology and continue to extend our core products along our main channel. Huichuan has three core foundations: Hardware Technology of power electronics, motor drive technology (algorithm, software technology, frequency converter, servo, electronic control and other products), industrial control technology (PLC control, bus control technology). Along these technologies, it continues to extend to different fields, such as elevator, industry Siasun Robot&Automation Co.Ltd(300024) , energy management. In the extension process, some new technologies will be added, such as the technology of superimposing precision machinery in the industrial Siasun Robot&Automation Co.Ltd(300024) field.
Regarding the confidence in the growth of Siasun Robot&Automation Co.Ltd(300024) business this year, Shenzhen Inovance Technology Co.Ltd(300124) responded that the company entered the industrial Siasun Robot&Automation Co.Ltd(300024) complete machine market in 2016. Through five or six years of accumulation, SCARA Siasun Robot&Automation Co.Ltd(300024) achieved the first share of domestic brands in the Chinese market in 2021, and the gross profit margin was relatively good. This was due to: ① in addition to the reducer, the company’s industrial Siasun Robot&Automation Co.Ltd(300024) other core components, including electric control system, servo system, lead screw Ontologies are self-developed and manufactured, which has a very good cost advantage; ② The downstream customers of industrial Siasun Robot&Automation Co.Ltd(300024) business and general automation business overlap, and the two sales teams work together, so the sales cost will be relatively low; ③ The product quality of the company’s industrial Siasun Robot&Automation Co.Ltd(300024) itself has been greatly improved with the cut in application and continuous optimization of downstream process points. Generally speaking, although the scale of the company’s industrial Siasun Robot&Automation Co.Ltd(300024) business is still relatively small, it will be a better sub business in the future, whether it is single business development or collaborative business development of the company. The industrial Siasun Robot&Automation Co.Ltd(300024) business has grown rapidly in recent years and achieved profitability in 2021. The financial management goal we set this year is to maintain rapid growthP align = “center” list of companies surveyed by 20 institutions in recent 5 trading days
