The latest research results of the institutions were released. 142 listed companies were investigated, and 20 10 billion private placement companies such as Danshui spring participated. The pharmaceutical and biological industry is most favored by institutions, Beijing Easpring Material Technology Co.Ltd(300073) , C&S Paper Co.Ltd(002511) , Topsec Technologies Group Inc(002212) , St national medicine, Iflytek Co.Ltd(002230) and other stocks have attracted the attention of more than 100 institutions.
Last week, the market fluctuated repeatedly, and the Shanghai Composite Index rose slightly by 0.04%; The Shenzhen composite index fell 0.86% weekly; The gem index fell 2.72% this week. Northward capital inflows increased, with a cumulative net purchase of 29.197 billion yuan in a week. Institutional research enthusiasm remains.
According to the statistics of 21 INVESTMENT link, in the week from January 17 to January 23, 142 listed companies obtained institutional research, only two less than the previous week.
the pharmaceutical and biological industry is most favored by institutions
Statistics show that among the 142 companies surveyed by institutions, 54 belong to the gem, 6 enterprises on the science and innovation board and 2 enterprises on the Beijing stock exchange. 80 are from the main board of Shanghai and Shenzhen, accounting for more than 50%.
In terms of industry distribution, pharmaceutical and biological industry is the most popular, with 26 companies receiving institutional attention. In addition, more than 10 companies in mechanical equipment, computer, basic chemical industry, power equipment and other industries have been investigated.
performance is expected! 238 institutions investigated the leading enterprise of lithium battery cathode materials
Specifically, for listed companies, 15 listed companies have been investigated by more than 50 institutions, of which Beijing Easpring Material Technology Co.Ltd(300073) (300073. SZ) has become the most favored stock by institutions and received 238 institutional investigations.
According to the China Automobile Association, the total Shanxi Guoxin Energy Corporation Limited(600617) automobile output in 2021 was 3.545 million, up 159.5% year-on-year; The sales volume was 3.521 million, a year-on-year increase of 157.5%. The year-on-year growth of production and sales of new energy vehicles is much higher than that of all vehicles.
At the same time, the price of lithium salt also rose sharply in 2021. Recently, many enterprises in the lithium battery industry chain issued announcements of pre increase of performance in 2021.
As a leading enterprise of lithium battery cathode materials in China, Beijing Easpring Material Technology Co.Ltd(300073) is mainly engaged in the R & D, production and sales of small lithium battery and power lithium battery cathode materials such as lithium cobaltate, multi materials and lithium manganate. The company also recently released a performance forecast.
Due to the substantial year-on-year growth of the company's lithium cathode material sales in 2021, the steady improvement of the overall profitability of high nickel products and the increase of non recurring income, the net profit of Beijing Easpring Material Technology Co.Ltd(300073) in 2021 increased significantly year-on-year.
According to the disclosed performance forecast, the net profit attributable to the parent company is expected to be 1-1.05 billion yuan in 2021, with a year-on-year increase of 159.81% ~ 172.80%. Most institutions believe that the company's performance meets expectations and are optimistic about its future profitability.
"How do you view the future competition pattern of cathode material industry?" Beijing Easpring Material Technology Co.Ltd(300073) said that at present, it has established cooperative relations with world-class battery enterprises and automobile enterprises, and has established close strategic cooperative relations with SK, FMG, Cngr Advanced Material Co.Ltd(300919) , Zhejiang Huayou Cobalt Co.Ltd(603799) , satellite blue new energy and other industrial chain giants.
In addition, C&S Paper Co.Ltd(002511) (002511. SZ), Topsec Technologies Group Inc(002212) (002212. SZ), St Guoyi (000516. SZ), Iflytek Co.Ltd(002230) (002230. SZ) and other companies have attracted the attention of more than 100 institutions.
20 well-known 10 billion private equity participated in the research
In terms of 10 billion private placement, Danshui spring, Panjing investment, Xitai investment, Tongyuan investment and other 20 well-known 10 billion private placement participated in the research of that week. Beijing Easpring Material Technology Co.Ltd(300073) (300073. SZ) won the favor of nine ten billion private placement companies such as Panjing investment, Xitai investment and Tongyuan investment, Topsec Technologies Group Inc(002212) (002212. SZ) and youningwei (301166. SZ) both attracted five ten billion private placement research companies.
Among them, Topsec Technologies Group Inc(002212) has been continuously increased by Fu Pengbo, star fund manager of Ruiyuan fund since the fourth quarter. according to the announcement on the top ten shareholders of share repurchase and the top ten shareholders with unlimited conditions of sale, as of January 14, 2022, among the latest top ten circulating shareholders of the company, the Ruiyuan growth value hybrid fund managed by Fu Pengbo continued to rank among them, holding 58.4906 million shares, with a market value of nearly 1 billion yuan, ranking the fourth largest circulating shareholder of Topsec Technologies Group Inc(002212) . Compared with the end of the third quarter of last year, the fund increased its holdings of Topsec Technologies Group Inc(002212) 1422400 shares.
According to public information, Topsec Technologies Group Inc(002212) has been focusing on the field of network security since its establishment. At present, it has two business lines: security and big data products and security services with core competitiveness.
When asked about the main financial indicators and trends of the company's network security business in recent years, Topsec Technologies Group Inc(002212) said that the company's network security business has outperformed the average growth rate of the industry in recent years, showing a continuous growth trend. At the same time, it is expected that the growth rate of overall expenses will slow down, and the growth rate of net profit should perform better in the future.
