In the past week, a number of institutions conducted a total of 190 stocks. Among them, medical device leader Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) has become the stock with the largest number of research institutions.
According to the statistics of securities times · databao, from January 14 to January 20, 190 listed companies were investigated by institutions in total; Divided by the types of institutions, securities, funds, private placement and insurance investigated 161, 142, 84 and 79 listed companies respectively.
the leader of medical devices was investigated by 430 institutions
In January 17th, 430 institutions conducted a centralized research on Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) . 91 funds, 85 private placement, 75 overseas institutions and QFII, 39 securities and 33 insurance were all involved. Li Wenmei, Secretary of the board of directors, received the reception. In the survey summary, the company first denied the rumors that the salesperson left the company and the performance did not meet the expectations, and then answered the current progress and future expectations of China’s new medical infrastructure, the ecology and admission of the product “SanRui” and the highlights of the company in 2022.
The company said that from the perspective of Mindray’s accessible market, the business opportunity of new medical infrastructure in China has reached 20 billion yuan. At present, the expected orders of the project have been realized; In the next few years, the business opportunities of “thousand county project” are expected to reach 10 billion yuan; In 2021, the “SanRui” ecological hospital was in good condition, and the number of signing hospitals of ruizhilian it scheme, Ruiying cloud + + and Mairui Zhijian informatization scheme increased rapidly; In 2022, the company expects that its main business will grow steadily, and emerging businesses such as in vitro diagnosis business, global new medical infrastructure, orthopedics and IVD products will continue to grow at a high speed.
At the same time, the company also received a number of agency ratings due to the recent release of the draft employee stock ownership plan in 2022. The participants of the draft are no more than 2700 core technical or business personnel, with a subscription price of 50 yuan / share, and an average of 322100 yuan per person. Citic Securities Company Limited(600030) said that the draft high performance growth target reflects the company’s confidence in the development prospect and continues to be optimistic about the company’s growth potential. In the long run, the company is an integrated platform medical device company, and the diversified product layout corresponds to a broad industry space, which will continue to open a new growth pattern of the company. It is estimated that the company’s revenue is expected to exceed 100 billion yuan in 2030.
Sanyuan leading the production capacity will increase significantly in 2022
The top stocks investigated by other institutions include Zhejiang Sunoren Solar Technology Co.Ltd(603105) , Beijing Easpring Material Technology Co.Ltd(300073) , Andon Health Co.Ltd(002432) , Topsec Technologies Group Inc(002212) , with 327, 239, 161 and 151 research institutions respectively.
Sanyuan leading Beijing Easpring Material Technology Co.Ltd(300073) predicted the annual performance on January 17, and it is expected to achieve a net profit of 1-1.05 billion yuan, with a year-on-year increase of 159.81% – 172.8%, mainly due to the rapid growth of demand, the full load operation of new production capacity, the substantial growth of cathode material sales, the rapid volume of high nickel products and the steady improvement of profitability.
In the interactive question session, some institutions asked about the company’s capacity arrangement in 2022 and the progress of two projects invested by raising funds.
Beijing Easpring Material Technology Co.Ltd(300073) said that due to the rapid operation of Changzhou phase I project and the completion and continuous operation of phase II project, the capacity scale of the company will increase significantly in 2022; In terms of raised investment projects, the company is accelerating the construction of 50000 tons of high nickel cathode materials in Changzhou dangsheng phase II. Relevant construction preparations have also been started for Jiangsu dangsheng phase IV project, and some production capacity will be completed and put into production in the second half of the year.
Beijing Easpring Material Technology Co.Ltd(300073) also responded to the layout of lithium iron phosphate.
The company said that overseas iron lithium materials are mainly used in logistics vehicles and energy storage, and entry-level passenger vehicles may also be used in the later stage. The company is actively arranging the lithium iron phosphate business. The development of materials has been completed, and various performance indicators are good. At present, it is in the stage of customer certification.
The net profit of 7 companies doubled in 2021
Data treasure counted the list of stocks with more than 50 research institutions in the past week, with a total of 29 shares. In terms of the market, the Shanghai index rose first and then fell this week, with a cumulative closing of 0.04%. 29 shares underperformed the market, with an average decline of 2.19%. On the increase list, Lingnan Eco&Culture-Tourism Co.Ltd(002717) , Hand Enterprise Solutions Co.Ltd(300170) , Northking Information Technology Co.Ltd(002987) ranked first, with increases of 28.61%, 12.09% and 11.16% respectively; On the decline list, youningwei, Dongguan Yutong Optical Technology Co.Ltd(300790) fell 16.86% and 12.84% respectively, and four stocks such as Guangdong Yizumi Precision Machinery Co.Ltd(300415) , Yongxing Special Materials Technology Co.Ltd(002756) fell more than 10%.
Of the above 29 shares, 11 have issued annual performance express / forecast. Based on the median value of the forecast interval, the net profit of all 11 shares increased by more than 20%, of which 7 shares doubled. The net profit of Andon Health Co.Ltd(002432) , Guangzhou Tinci Materials Technology Co.Ltd(002709) increased by more than 300%; Yongxing Special Materials Technology Co.Ltd(002756) , Hand Enterprise Solutions Co.Ltd(300170) increased by more than 200% in advance. In terms of valuation, the latest dynamic P / E ratio is less than 20 times, including Guangdong Yizumi Precision Machinery Co.Ltd(300415) , Chengdu Wintrue Holding Co.Ltd(002539) , Jiangsu Changshu Rural Commercial Bank Co.Ltd(601128) .
According to the institutional forecast, Tongfu Microelectronics Co.Ltd(002156) , Qingdao Haier Biomedical Co.Ltd(688139) the net profit in 2021 is expected to double, and the latest valuations of the two stocks are also in a reasonable range, 25.8 times and 25.2 times respectively; Then Topsec Technologies Group Inc(002212) the increase of net profit in 2021 is also expected to reach 75.89%. The latest dynamic P / E ratio is less than 10 times, only Wuxi Rural Commercial Bank Co.Ltd(600908) , which is 7.09 times.
