1. The above 325 foreign-funded institutions to research the listed companies mainly present four major features: First, most of the performance growth. As of the close of business on February 23, 180 of the above companies disclosed the 2021 annual performance forecast, 132 companies performance forecast, accounting for more than 70%. Among them, 59 companies 2021 annual net profit is expected to double year-on-year, Blue Dye Technology, DuoFuDuo, Thai crystal science and technology, double ring drive, long distance lithium and other 5 companies are expected to 2021 annual net profit year-on-year increase in the upper limit are more than 5 times.
2. is a higher degree of industry concentration. From the industry point of view, foreign research is mainly concentrated in the high boom track, the above companies are mainly concentrated in the pharmaceutical and biological, electronics, machinery and equipment, computers and other four major industries, respectively, 52, 46, 41, 32.
3. It is the stock price generally appeared to adjust. This year, the above stocks have 242 during the period of decline, accounting for more than 70%, of which, Wanli Yang, key Kai technology, Dao Tong technology, Lance technology, torchlight technology, perfect world and other six stocks during the cumulative decline of more than 32%.
Fourth, more than 50% of the stocks to obtain institutional "bullish" rating. In the past 30 days, there are 174 stocks were given "buy" or "hold" and other bullish ratings, accounting for more than 50%. Polaris, Ningde Times, Martian, Huali Group, Guanglianda, Perfect World and other six stocks have received bullish ratings 10 times or more.
4. In recent times, the A-share market part of the plate whether the valuation is too high, has become a hot topic of discussion in the market. Public fund managers also generally believe that the current is facing a high-quality assets "good and expensive" dilemma. However, in UBS Asset Management, head of Chinese equities Shi Bin, investors should continue to maintain investment in A shares.
5. The current valuation of the entire market is only slightly higher than the 10-year historical average, so from this point of view, the market is not overheated. In the A-share market sectors are either very sought after or unloved. Some sectors are very hot, but others are not as active. We believe we can still find long-term opportunities in other less popular sectors. That is why we are currently actively putting money into the A-share market.