Last week (August 22 to 26), the A-share major indexes fell, the Shanghai index weekly decline of 0.67%, the SSE index, GEM index fell 2.42%, 3.44%.
Last week, the market showed shock finishing, but along with the A-share half-yearly report accelerated disclosure, institutional research fever picked up significantly. As of the Securities Times - e company reporter press release, there are 204 A-share companies to receive institutions and disclose the record of activities, the number doubled compared to the previous week.
Overall, the pharmaceutical and biological industries have been investigated by the largest number of companies, among them, a number of medical machinery stocks are favored, the leading Myriad Medical is received more than 470 institutions. Concept plate, virtual power plant, energy storage and other wind companies stock price soared, and harvest institutions tracking.
Medicine and other medical equipment stocks have been intensive research
Industry distribution, last week to pharmaceutical and biological, mechanical equipment and power equipment were the majority of research companies, respectively, 25, 22 and 21.
Popular research stocks, there are 33 companies to attract more than a hundred size of the huge research group. Among them, five companies involved in the pharmaceutical and biological industries, medical equipment segment occupies three seats, respectively, Myriad Medical, open medical and fish leap medical.
Particularly medical machinery leader Myriad Medical, after the disclosure of the half-yearly report, the company held a performance briefing on August 22, attracting 476 institutions, a total of more than 1,000 people involved.
It is worth mentioning that Choice data show that since 2022, the total number of Myriad Medical reception organizations has reached 3876, temporarily for this year's A-share "research king".
The financial report shows that in the first half of this year, the medical realization of the operating income of 15.356 billion yuan, an increase of 20.17%; net profit of 5.288 billion yuan, an increase of 21.71%.
Research activities, Myriad Medical said, by the first quarter of 2021 overseas developing countries epidemic and European health care to make up for the impact of the base pressure, the first quarter of this year, the overseas market year-on-year only single-digit growth. But into the second quarter since the base pressure has been significantly eased, while overseas anti-epidemic new normal hospital outpatient volume, inpatient volume, surgical volume have been fully restored, so IVD reagents, ultrasound, anesthesia machines and other routine business to achieve a significant recovery, so that the second quarter of the overseas market growth of close to 30%, which developing countries, the growth rate of growth has also bounced back to more than 40%.
The company's advancement of new medical infrastructure has been a hotspot for the capital market, and Myriad Healthcare also introduced in the research that the company expects the operation of hospitals in the second half of the year to be significantly better than in the first half. In the next few years, the medical new infrastructure will become an important development of the domestic medical equipment market and Myriad's main line.
Virtual power plants, energy storage concept stocks by the attention of institutions
From the market performance, last week was investigated in the stock, only 30% of the company's weekly share price closed up. However, there is no lack of hot spots in the market, the share price of the company soared.
Because of the recent "lack of electricity" frequently, virtual power plants, energy storage concepts higher in turn. In this context, Zhiguang electric, science and technology trend is outstanding, weekly gains of about 36%, 28%.
According to the research report of Huaxi Securities, the virtual power plant is a kind of Internet of Things technology, the different space adjustable load, energy storage side and power side and other resources aggregated to achieve autonomous coordination and optimization control, aggregation of participation in the power system operation and power market transactions. The energy conservation work under the new power system requires vigorously improving the flexibility of power load, and the virtual power plant can fully tap the load regulation ability, both flexibility and economy.
Wisdom light electric that is the virtual power plant concept plate company, last week chopped 5 days 3 board, August 24, 25, wisdom light electric has received the Huaxia Fund, Tianfeng Securities, the South Fund, such as the research of 15 institutions. In addition, another virtual power plant concept stock Oriental Electronics, last week ushered in the investment Morgan, Boshi Fund, Huitianfu Fund and other nearly 50 institutional research.
Research, Zhiguang Electric said, the company is located in the Pearl River Delta economically developed region and the South Network coverage of regional location advantages, ahead of the layout of the integrated energy services business, micro-grid and distributed energy development, new energy power plant development, integrated energy-saving technologies, distributed energy storage, etc., as a business hand, for all types of parks and aggregation of customers to provide integrated energy services, tailored to the integrated energy overall On this basis, the company will build a virtual power plant business and participate in auxiliary services in the power market.
The company is also vigorously developing the energy storage business, Zhiguang Electric also revealed its energy storage capacity, the company in the existing 1.2GWh/year energy storage capacity delivery capacity on the basis of 1.5GWh in Guangzhou Nansha District of energy storage system integration production line project (Phase I) has entered the construction stage, is expected to realize the end of the year to put into production. The next step will continue to build new production lines to expand production capacity, the total planning capacity of 12GWh.
Dongfang Electronics also introduced its virtual power plant and energy storage business layout in the research.
On the virtual power plant business, Oriental Electronics said, the company has independent intellectual property rights of the core technology of the virtual power plant, has been in the city-level virtual power plant operation and management platform, load aggregator-level load aggregation management and control platform and the park-level virtual power plant to carry out a series of business at three levels, which is more typical of the case of the park-level virtual power plant in the Guangzhou Pearl Industrial Park project; the load aggregator-level virtual power plant "Guangdong Energy Power Plant", which is the first in the world to have a virtual power plant. The typical cases include the park-level virtual power plant Guangzhou Pearl Industrial Park project; the load aggregator-level virtual power plant "Guangdong Energy Investment" virtual power plant management project; and the city-level virtual power plant Guangzhou virtual power plant management platform.
In addition, in recent years, the initiative to carry out the transformation of the energy storage business Kexin technology on August 25, 26 consecutive reception institutions. Kexin technology stock price recently is iterative record highs. This year, the stock has risen more than 3.5 times, the current price of 53.3 yuan / share, market value of about 11.1 billion yuan.
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