Since the beginning of 2022, the successive market adjustments have made many investors worried about the market this year, but the pace of institutional research has not stagnated.
At the beginning of the year, public funds are making intensive research on listed companies, with the personal participation of many star fund managers, and public fund leaders such as Xie Zhiyu, Hu Xinwei, Dong Li and housewarming have “appeared” one after another. When combing the recent institutional research information, the reporter of the Securities Times found that “solid income” veteran Zhang Qinghua, “top flow” Zhang Kun, Hou Hao, Ge Lan, GUI Kai, Dong Li and Tong Lan also appeared intensively.
Zhang Kun, Zhang Qinghua and others “appeared” for the first time in the year
Recently, Xi’An International Medical Investment Company Limited(000516) has attracted the attention of institutions one after another, and Xi’An International Medical Investment Company Limited(000516) has been investigated by “fixed income” veteran Zhang Qinghua and 100 billion “top flow” Zhang Kun.
On January 19, Xi’An International Medical Investment Company Limited(000516) disclosed the research information, which showed that e fund managers Zhang Kun and Zhang Qinghua, GF fund manager Wu Xingwu and China Europe Fund Manager Ge Lan conducted research on the company by teleconference. Several well-known private placements such as Gaoyi assets, chaos investment and Chongyang investment were listed, and many insurance funds such as Ping An pension, PICC assets, Guohua life insurance and Huatai Insurance also participated in the research.
Recently, Xi’an high tech hospital and Xi’an Xi’An International Medical Investment Company Limited(000516) Central Hospital under Xi’An International Medical Investment Company Limited(000516) were closed for rectification for three months. On the same day, Xi’An International Medical Investment Company Limited(000516) immediately announced “wearing a hat”. Due to the relevant events triggering the corresponding situation of “other risk warnings for the shares of listed companies”, other risk warnings have been implemented for the shares of the company since the opening of the market on January 17, and the stock abbreviation has been changed from ” Xi’An International Medical Investment Company Limited(000516) ” to “St national medicine”.
On January 17, January 18 and January 19, St Guoyi fell the limit continuously. Today, there are still 1.27 million sales orders, but the turnover is only 90.79 million yuan.
St national medical said that at present, among its three hospitals, Shangluo Xi’An International Medical Investment Company Limited(000516) central hospital operates normally. The high tech hospital and the central hospital have entered the stage of closure for rectification in accordance with the requirements of the Relevant Circular of Xi’an Municipal Health Commission. Xi’an Municipal Health Commission has sent special teams to the two hospitals to assist and guide the rectification work.
St Guoyi said that stopping for three months will affect the company’s performance, but according to the historical data of previous years, the revenue in the first quarter accounts for the smallest proportion of the annual revenue, so the company believes that the impact of stopping for three months on revenue and profit is limited, and with the operation acceleration after follow-up, it can be corrected, and the impact on performance is controllable.
In addition, St Guoyi also said that at present, the company has communicated with the regulatory authorities and disclosed relevant information in accordance with the listing rules. The company has been implemented risk warning in accordance with the Listing Rules of Shenzhen Stock Exchange. According to the requirements, the company will make a timely announcement after the hospital obtains the reply from Xi’an Health Commission for follow-up visit, and apply to the exchange at the same time, Withdraw the risk warning. The relevant risk warning time is predictable, and now the prediction is about three months.
“Baijiu brother” Hou Hao rarely personally investigated
Zhang Qinghua and Zhang Kun, fund managers of e fund, Wu Xingwu, fund manager of GF and Ge Lan, fund manager of China Europe are busy investigating st national medicine, while Hou Hao, fund manager of China Merchants, has begun to study the global leader in sports shoe manufacturing.
On January 19, the research information disclosed by A-share listed company Huali Industrial Group Company Limited(300979) showed that Hou Hao, China Merchants Fund Manager, participated in the company’s research in the form of online conference during January. In addition, Hu Xinwei, huitianfu’s “consumption brother”, appeared in the research list of Huali Industrial Group Company Limited(300979) after the research of Tibet Mineral Development Co.Ltd(000762) . Many stars such as Huaxia Fund, ICBC Credit Suisse fund and Tianhong fund also participated in the company’s research.
After the release of the research information and the continuous adjustment of the market, Huali Industrial Group Company Limited(300979) shares rose against the market, closing up 3.56% on the 19th at 84.4 yuan, with a total market value of 98.5 billion yuan.
Huali Industrial Group Company Limited(300979) has a market value of nearly 100 billion, equivalent to a large cap, and Hou Hao’s position is mostly Baijiu and other large cap stocks, which are consistent with their investment preferences. Huali Industrial Group Company Limited(300979) why did he attract the interest of hundreds of billions of Hou Hao, so that the star fund manager personally participated in this teleconference research? It may be mainly due to Huali Industrial Group Company Limited(300979) ‘s leading position in global sports shoes.
It is understood that Huali Industrial Group Company Limited(300979) is mainly engaged in the development, design, production and sales of sports shoes. Its products include sports casual shoes, outdoor boots, sports sandals and slippers. Its main customers are world-famous sports brands, including Nike, VF, Deckers, puma, Columbia, underarmour, etc. The company’s management headquarters and development and design center are located in Zhongshan, China, with more than 100000 employees and an annual output of 200 million pairs of shoes.
In 2020, affected by the epidemic, the company’s orders decreased in the first half of the year, and the revenue decreased slightly, but the net profit attributable to the parent company increased slightly. In the first three quarters of 2021, the company realized an operating revenue of RMB 12.634 billion, a year-on-year increase of 22.57%; The net profit attributable to the parent company was 1.997 billion yuan, a year-on-year increase of 51.57%, maintaining a high growth.
According to the research of Caixin securities, in recent years, with the deepening of people’s health awareness and the release of sports enthusiasm, consumers’ demand for sports shoes continues to increase, and the sports shoes market is growing rapidly. According to the data of Huali Industrial Group Company Limited(300979) prospectus, from 2010 to 2015, the growth rate of global sports shoes market scale was about 6% – 10%. Since 2016, the compound growth rate of sports shoes market scale has exceeded 13%. In 2020, affected by the epidemic, the market scale decreased slightly, but since 2021, with the strengthening of epidemic control and the recovery of consumer demand, the scale of the global sports shoe market will maintain a steady growth. It is expected that the scale of the global sports shoe market will reach about 379.1 billion US dollars in 2025. The compound growth rate from 2021 to 2025 is expected to remain above 14%, faster than that of other sub industries of textile and garment.
In the textile and garment industry, the company is a relatively rare manufacturer in the industry who can still actively expand production capacity on a large scale. Huali Industrial Group Company Limited(300979) said that the company is still a long way from the ceiling of the industry. Firstly, the company still has a large growth space in the share of original cooperative customers, and is also optimistic about the growth of new customers. Secondly, the company implements a multi customer model and looks forward to cooperation with other customers in the future.
The company said that compared with sportswear, the manufacturing process of sports shoes is more (mold development and manufacturing, sole manufacturing, upper manufacturing and final molding), the performance index requirements are more complex, and the types of raw materials of sports shoes are also very diverse. The current industry pattern is relatively difficult to produce a new shoemaking enterprise with a certain scale.
top flow collective investigation by Gui Kai and Dong Li Iflytek Co.Ltd(002230)
The research direction of fund managers is different, and the research objects are naturally different.
Recently, Iflytek Co.Ltd(002230) disclosed institutional research information. On January 17, 125 institutions participated in the company’s research. Among them, GUI Kai, the manager of Harvest Fund, appeared in the company’s research list for the first time this year, and “top stream” such as the manager of Xingzheng Global Fund and Tong Lan also actively participated in the research.
In addition, many well-known private placements such as ningquan investment, chaos investment and Xuanbu investment are listed. Insurance assets such as Guohua life insurance, Ping an asset management and everyone asset management actively participate. Asset management of securities companies such as CITIC asset management, Dongfang asset management and Shenwan asset management also join them.
From the perspective of institutional questions, institutions pay particular attention to the layout of Iflytek Co.Ltd(002230) education track. The biggest change last year was the introduction and implementation of the “double reduction” policy. Many investors are worried about whether the “double reduction” policy will have an adverse impact on Iflytek Co.Ltd(002230) . The company said that the “double reduction” not only has little impact on the existing business of Iflytek Co.Ltd(002230) , but also brings a new market opportunity of “3:30 after class”. Specifically, the double reduction can reduce the burden of out of school training and in-school homework in primary and secondary schools through AI analysis of children’s process learning data, Reduce the invalid repetition of flood irrigation.
Recently, the Ministry of Finance issued special bonds to the provincial finance. The maximum amount of special bonds that can be issued in advance is 2.19 trillion, and education is the top three expenditure. The company believes that the key application of special education debt has gone from the construction of campus network, the bottom layer, the network level, the construction of campus security level and the application weakly related to education and teaching to the level strongly related to education and teaching, such as students’ learning burden reduction, comprehensive academic evaluation, etc., which is Iflytek Co.Ltd(002230) ‘s best product.
Big adjustment in the beginning of the year! The latest moves of “top flow” fund managers Fu Pengbo, Tang Xiaobin, Zhu Shaoxing and Ren Xiangdong are coming
More than 140 institutions participated in Zhang Kun and Ge Lan’s appearance! St national medicine was investigated for the first time after its two hospitals were closed for rectification
