238 institutions were surveyed in one day! Hillhouse also appeared 40 billion Beijing Easpring Material Technology Co.Ltd(300073) why is it hot?

last week (January 17-21), the market was weak and volatile, and the Shanghai index rose 0.04% to close at 3522.57. During this period, the sector rotation market continued, the recent hot sectors such as medicine, biology, national defense and military industry fell sharply, and the sectors such as coal, computer and banking led the rise.

Under the market wait-and-see mood, the institutional research heat has dropped. As of press time, 145 A-share companies have disclosed the record of investor relations activities last week, down nearly 30 from the previous week.

From the perspective of industry distribution, the bio heat of medicine remains high, and 26 companies in the sector are subject to institutional research. Followed by the mechanical equipment industry, 18 companies were investigated.

On the whole, with the intensive release of A-share performance forecast, institutions continue to pay more attention to performance pre increase shares. Among the stocks surveyed last week, 47 companies predicted the performance of 2021, of which 40 companies are expected to be happy, and 18 companies are expected to double the performance in 2021. Stocks with high performance growth are mainly concentrated in the pharmaceutical and biological, basic chemical and power equipment industries.

In terms of popular stocks, last week, Beijing Easpring Material Technology Co.Ltd(300073) , C&S Paper Co.Ltd(002511) , Topsec Technologies Group Inc(002212) , St national medicine and Iflytek Co.Ltd(002230) were investigated by more than 100 institutions. In addition, Byd Company Limited(002594) , Midea Group Co.Ltd(000333) , Aier Eye Hospital Group Co.Ltd(300015) , Yunnan Baiyao Group Co.Ltd(000538) and other 100 billion market capitalization stocks have also attracted institutional attention.

among them, Beijing Easpring Material Technology Co.Ltd(300073) with a significant increase in performance received the most institutions last week. Beijing Easpring Material Technology Co.Ltd(300073) disclosed the performance forecast after hours on January 17. On that day, 238 institutions investigated the company, including Hillhouse capital, e fund, Harvest Fund, ICBC Credit Suisse and other well-known institutions. The stock fell 2.36% to 83.3 yuan / share last week, with a current market value of about 42.2 billion yuan.

Beijing Easpring Material Technology Co.Ltd(300073) the latest performance forecast verifies the high prospect of lithium cathode materials. The company expects the net profit in 2021 to be RMB 1 billion ~ 1.05 billion, with a year-on-year increase of 159.81% ~ 172.80%; The net profit after deducting non-profit was 740 million yuan to 790 million yuan, a year-on-year increase of more than 2 times.

Beijing Easpring Material Technology Co.Ltd(300073) the performance change is attributed to the rapid growth of customers' demand for the company's products outside China. After the completion of the company's new production capacity, the company will be put into operation at full capacity, and the sales volume of lithium battery cathode materials will increase significantly year-on-year in 2021; High nickel products have achieved rapid and large-scale production, and the overall profitability of the products has been steadily improved; The company received the payment from BIC and the price of Hunan Zhongke Electric Co.Ltd(300035) shares increased, and the non recurring income increased.

During the investigation, the organization paid further attention to the company's production expansion. According to the introduction of Beijing Easpring Material Technology Co.Ltd(300073) , due to the rapid operation of the new capacity of Changzhou phase I project after completion, and the subsequent completion and continuous operation of Changzhou phase II project, the capacity scale of the company in 2022 will increase significantly on the basis of 2021.

In terms of high nickel multi-component materials, Beijing Easpring Material Technology Co.Ltd(300073) revealed that the company's shipment increased significantly year-on-year in 2021, of which more than 8 series of high nickel ternary materials have been supplied to high-quality customers outside China in large quantities, and the shipment has increased rapidly. In addition, the company's 9 series high nickel multi-element materials have been exported in large quantities overseas and become a benchmark product for international customers. The contents of nickel and cobalt used in the production of series 8 and 9 products are different. The increase of material energy density will reduce the kWh cost, so the total cost of series 9 is also relatively lower.

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