Nearly a week the number of institutions research stocks have more than 170, Jingsheng electromechanical become the largest number of research institutions stock.
Securities Times - data treasure statistics, in recent weeks the number of institutional research companies have more than 170. From the type of research institutions, securities companies research is relatively extensive, research more than 110 companies.
Composite copper foil leading heat burst
Jingsheng E&E has become the stock with the largest number of research institutions in recent weeks, a total of more than 240 institutional research. In second place is the composite copper foil concept leader Dong Wei technology, a total of nearly 200 institutions research. A number of well-known institutions, including 45 funds, 19 securities companies, 8 overseas institutions.
Dongwei Science and Technology recently announced that it signed a strategic cooperation framework agreement with Victory Precision, the two sides of the new high-speed and high-efficiency horizontal clamping composite copper foil plating equipment to cooperate. After meeting the prerequisites, Shengli Precision to the first half of 2023, 10 units, the second half of 30 units of the order to lock the above equipment production capacity of Dongwei Technology. According to the research summary disclosed on December 7, Dong Wei technology, the current price of its equipment at 9 million yuan -15 million yuan / unit. If this calculation, the strategic cooperation framework agreement in the 40 units of equipment, corresponding to the total price of about 360 million -600 million yuan. Previously in August-September, Dongwei Technology's composite copper foil plating equipment has signed three orders/agreements.
Dong Wei Technology's equipment is so popular, the reason is still able to reduce costs for customers. In the research summary of the agency asked the composite copper foil downstream customer feedback production costs in 3-4 yuan / _, the company how to do 3 yuan below?
Dongwei Technology said, the current market before and after the channel equipment is not the same company's complete set of equipment, imported magnetron sputtering equipment is very expensive, not less than 40 million yuan. If the full set of use of our equipment (vacuum magnetron equipment + water electroplating equipment), the price of equipment can be greatly reduced, and the technology supporting a more complete, product yields will be further improved, the integrated down the total cost of coating can be reduced to more than 2 dollars.
There are also organizations asked, why water plating is the only mass production of Dong Wei is the only company?
The company said that in 2017 the company's FPC flexible film volume to volume thickness has been done to about 20μm, the technology is in the world's leading, VCP equipment market share has been in more than 50%. 2017 the company was entrusted with the battery manufacturers began to research and development of coating equipment, the company has a deep reservoir of plating technology, to the expansion of the new energy coating equipment is a natural extension of the 2019 equipment development Successful, put into use, customer response is very good, 2020 in 2019 on the equipment to further technical updates, yield rate greatly improved, by the market vigorously promote.
Eastway Technology stock price trend also all the way north, in November is frequently hit a record high, the cumulative increase of 113% during the year.
Peng Ding Holdings, Yafei Long, Genesis and other stocks have received more than 100 institutional research ,Sanwei Xinan, Hudian shares, Huichuan technology and other stocks have received more than 90 institutional research. sub-new letter to create the concept of three did not Xinan received 98 institutional research. In the research summary, some institutions asked the company's self-research chip industrialization progress and mass production stage to what level?
Sanwei Xinan said, XS100 chip in 2020 to complete a small batch of flow, 2021 through the National Cryptography Administration Evaluation Center testing and certification, 2022 early September to complete the mass production, has begun to own and external sales. The company will continue to strengthen the high-performance cryptographic chip R & D investment, including the cloud, big data, and the Internet of Things and other application direction.
Sanwei Xin'an was listed on Dec. 2 on the Science and Technology Board, with an issue price of 78.89 yuan and a latest price of 113.07 yuan.
These companies have high growth and low valuation
Data treasure statistics, in recent weeks, institutional research in listed companies, Yafei dragon, potassium international, Kailong shares, days of Zhen shares and other stocks in the first three quarters of the year-on-year growth in net profit of more than 100% and the dynamic price-earnings ratio of less than 20 times. Among them, Kailong shares and Yafei dragon two stocks in the first three quarters of net profit growth rate of more than 300%. In terms of price-earnings ratio, Tianzhen shares, Yafei dragon, potassium international stocks dynamic price-earnings ratio are less than 15 times.
This week, the A-share market, the main indexes strong shock, the SSE index rose 1.61%, the SZSE index rose 2.51%, the GEM index rose 1.57%. Combing found that in recent weeks, the average institutional research stocks fell 0.42%, losing the broader market. The biggest gainer is the river steel resources, cumulative increase of more than 22%. Other stocks with large gains are Rabbit Baby, Han Shang Group, Warner Pharmaceuticals, etc., cumulative gains of more than 10%.