Breakout stocks still have a look? Recent institutional research trends may be able to hint?
According to Choice financial terminal statistics, Since October, only in the gem registration system listed companies, there are dozens of companies in the state of bankruptcy ushered in institutional research. Among them, the number of research institutions in the double-digit number of companies reached 18. (See the table below)
In terms of industry distribution, these 18 companies, large consumer, raw materials sector subjects accounted for a relatively high . And the research institutions have more than 100 times three companies, they are DIA shares, Xinde new material and steady medical, soft power followed by 97 times institutions "visit".
In the research summary of the disclosure of the details of the information, institutional focus also overlap with the current market hotspots.
The steady medical, for example, the company on November 23rd through a conference call to accept institutional research, participating institutions, including CITIC Jiantou, Noonan Fund, Tianhong Fund, invest in Morgan and so on. The company said:Currently, the demand for epidemic prevention products has surged, and demand has increased substantially in both the B- and C-end, with supply outstripping demand, and the factory is completely at full capacity, but the price has not changed much. In the short term, the volume of (expected) anti-epidemic products is up, and looking at the longer term, the volume should decline.
Stable Medical also said that on Nov. 1, it held a brand strategy cooperation release ceremony with China Resources Sanjiu, which helped the company further expand its OTC pharmacy channels, and its cooperation categories are increasing, revolving around respiratory protection, daily care, trauma care, and chronic disease care. The company opened 34 new stores in the first three quarters of this year, mainly in third- and fourth-tier cities to franchise.
Guoxin Securities analysts said that the demand for protective products is still strong, steady medical through mergers and acquisitions is expected to achieve synergies and complementary product channels, high-end dressings layout and multi-channel and show sufficient growth momentum. The company's consumer goods business, cotton era long-term brand competitiveness with the scale effect is expected to reduce the expense ratio.
SoftStone disclosed earlier this month when the institutional research and roadshow. In October 27 to November 4, *** there are Tianfeng Securities, China Europe Fund, China Merchants Fund, Huitianfu Fund and other 97 institutions to participate in the research through conference calls and on-site meetings.
SoftStone said, Financial technology in the field of Xinchuang has always been the company's layout focus. The company set up a subsidiary Honghu Wanlian focusing on open source Hongmeng research and development and commercialization landing. The company has helped more than 400 partners of more than 900 products to access HongHuWanLian, and has 7 OpenHarmony development board kits, 2 localized independent and controllable electronic sentinel, passage and epidemic prevention all-in-one smart gate products and so on. In the field of corporate finance, the company has developed a note management system IDMS in line with the new generation of note business management and interface specifications of the Bills Exchange, and has continuously won the bidding for the new generation of note management projects of a number of central enterprises and state-owned enterprise finance companies.
Minsheng Securities recently had a research report that iSoftStone is one of the core suppliers of Huawei and its major eco-companies, and the company has also expanded its presence in the Internet sector to include well-known customers such as BAT, ByteDance, Jingdong, Sina, DDT, Meituan, and NetEase. At the same time, the company is y engaged in high-tech and manufacturing industries, vigorously expanding its smart car business, and continues to serve industry leaders including Midea, SAIC, GAC, Great Wall Motor and others.
In addition, Wifeng Electronics this week disclosed the latest research summary, November 15 to 18, Tianfeng Securities, Guangfa Fund, Harvest Fund, Yinhua Fund and other dozens of organizations' representatives to participate in the research. The company introduced its industrial control connectors, automotive connectors and new energy connectors can be widely used in industrial control and automation equipment, new energy vehicles, "three power" system, photovoltaic inverter system and other series of application scenarios. At present, the industrial control plate in the fourth quarter of the overall shipments and orders to undertake the state of the third quarter than a certain degree of recovery; automotive and new energy plate has been to maintain a high degree of prosperity state. It is expected that for the whole year, the proportion of industrial control revenue will have a certain degree of decline, while the proportion of automotive and new energy will rise accordingly.
The company also said, Kunshan subsidiary will usher in a new round of expansion and capacity expansion, is expected to construction cycle of 18 months, Kunshan subsidiary is in full production and production capacity is relatively tight state. In addition, Dongguan headquarters of the new plant is expected to be put into use in the fourth quarter of 2023, including the newly established Dongguan Vikang automobile subsidiary, also need to upgrade the production environment and production processes.
Tianfeng Securities analysts said, Weifeng Electronics is the domestic industrial control connector field leader, can provide more than 15,000 kinds of products for industrial control, automotive, new energy vehicles and other areas of customers, is the Huichuan technology, BYD, sunlight power supply and other well-known enterprises suppliers. The company's South China headquarters intelligent manufacturing center construction project is expected to produce 727 million yuan of annual sales revenue, is expected to further increase the production scale of the company's connector series products, to solve the capacity bottleneck .