In the past week, more than 100 stocks have been researched by institutions, and Xiangxin Technology has become the stock with the largest number of research institutions.
According to statistics from Securities Times·Databao, the number of institutional research companies has exceeded 100 in the past week. In terms of types of research institutions, securities companies have the most extensive research, with more than 90 companies surveyed.
"Ningwang" friends are extremely popular
Xiangxin Technology has become the stock with the largest number of research institutions in the past week, with a total of more than 300 institutions investigating the company. The company recently announced that it has signed a strategic cooperation agreement with its client CATL. The agreement is valid until the end of 2026. The two parties will focus on creating a full life cycle cooperation model in the field of battery pack boxes, deepening the global supporting cooperation model of both parties, and vigorously promoting the sustainability of the supply chain. Develop and establish strategic collaboration and communication mechanisms, etc.
In a recent survey, the company revealed that it mainly supplies power battery upper covers, end side panels, trays, bottom guards, liquid cooling plates, energy storage cabinets and other products to customer C; in storage In the field of energy and photovoltaics, the company has supplied photovoltaic inverter structural parts, energy storage cabinets and other related products to well-known domestic and foreign companies such as Customer H, Xinnengan, Customer C, Enphase Energy, Larsen, FENECONGmbH, etc.
Some organizations also asked about the progress of the company’s current cooperation with Germany’s Benteler.
The company stated that Xiangxin Technology Co., Ltd. has always been Benteler’s supplier. The two parties have a profound foundation for cooperation and recognize each other’s technical capabilities, so they give full play to the resource advantages and technologies of both parties. Advantages, further optimize the company's industrial layout, enrich the company's product types, enhance the company's technical strength, lay a solid foundation for the company's future layout of automotive chassis systems, thermoformed parts, etc., and further improve the company on the basis of achieving a win-win situation The comprehensive strength and core competitiveness are in line with the company's strategic development plan. At present, the joint venture between the company and Benteler is operating normally, and the project is being promoted in an orderly manner. Some projects have been received for production and delivery, and the company is also constantly expanding strategic customers.
Xiangxin Technology has many popular topics nowadays, including photovoltaics, energy storage, automotive thermal management, data centers, Tesla, etc. This time, it has added the concept of CATL. The company's stock price has been relatively resilient recently, rising for two consecutive weeks.
According to Databao statistics, stocks such as Shengli Precision, Kaili Medical, and Jiuzhou Pharmaceutical have been surveyed by more than 100 institutions, and stocks such as Dirui Medical, Shenling Environment, and Yingjie Electric have been surveyed by more than 50 institutions. .
On the whole, stocks with higher institutional attention are mainly concentrated in the new energy and medical directions. In terms of new energy, stocks such as Shengli Precision, Shenling Environment, and Yingjie Electric are at the forefront of institutional attention. Among them, the big bull stock Yingjie Electric has been surveyed by more than 80 institutions.
In the survey, Yingjie Electric revealed that the new orders for the whole year have continued to grow significantly compared with last year. The rapid growth of new orders will have an impact on the full-year performance in 2022 and the operating performance in 2023. A good foundation has been laid. The company is currently in a good development trend. The recent market adjustment has been relatively deep, but the company's fundamentals are still good.
Some organizations asked about the expansion of charging piles.
The company stated that the charging pile production capacity designed in the refinancing plan is to increase the production of 400,000 AC piles and 12,000 DC piles. Based on the current selling price, more than 10 charging piles can be formed. An output value of 100 million, but this does not mean that it will be achieved next year or the year after that. There is also a climbing process. Judging from the current client and market conditions, this expanded production capacity can be achieved in the next few years. If it is not digested, there may be a trend of increasing year by year.
In recent years, Yingjie Electric’s stock price has continued to hit new highs, but recently it has fallen for seven consecutive weeks, falling from over 124 yuan to over 72 yuan.
These companies have high growth and low valuations
Databao statistics show that among the listed companies surveyed by institutions in the past week, Qiule Seed Industry, Anxu Biotechnology, Wankai New Materials, and Taihe Technology The net profit of some stocks in the first three quarters increased by more than 100% year-on-year and the dynamic price-earnings ratio was less than 20 times. Among them, Qiule Seed Industry and Anxu Biotech both had net profit growth rates of more than 10 times in the first three quarters. In terms of price-to-earnings ratios, the rolling price-to-earnings ratios of stocks such as Anxu Biotechnology, Wankai New Materials, and Taihe Technology are all below 10 times.
All major indexes in the A-share market fell this week, with the Shanghai Composite Index, Shenzhen Composite Component Index and ChiNext Index all falling close to 4%. After sorting out, it was found that institutional research stocks fell by more than 5% on average in the past week, underperforming the market. The biggest increase was Huali Group, with a cumulative increase of 10%. Other stocks with large gains include Yitian Intelligent, Tongce Medical, Jinyuan Shares, etc., with cumulative increases of more than 2%.