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Leading the two cities, funds gathered together and research stocks rose by more than 20%! 130 Funds Investigated VR Leaders, Two Industries Are Focused By Funds
Funds got together and research stocks led the two cities, and the list of stocks that received the most attention was released.
Funds get together and research stocks lead the two cities
Since the second quarter, A-shares have bottomed out and rebounded, market styles have switched rapidly, and hot topics have emerged one after another. Fund companies are an important part of institutional investors in the A-share market, and their research trends are worthy of attention. In the long run, they may affect institutional holdings of individual stocks.
According to the statistics of Securities Times·Databao, since the second quarter, fund companies have surveyed 918 listed companies, of which 101 listed companies have been surveyed by more than 50 fund companies, which is close to 129 in the first quarter, indicating that fund companies are willing to investigate. Increase, the possibility of opening and changing positions increases.
Most of the fund companies surveyed are the stocks that have led the recent rebound. Since April 27 (the stage low point of A-shares), the stocks surveyed by more than 50 funds have risen by an average of 21.47%, and the broader market has risen by 9.01% in the same period. 6 stocks rose more than 50%, includingHengdian East Magnetics、Eternal Asia、Tonghe Pharmaceutical、High Test Shares、Anlu Technology-U、Guoxuan Hi-Tech。
In research activities, fund companies are more inclined to focus on growth stocks with excellent performance. Among the fund research stocks, 60 stocks achieved positive growth in profit last year and the first quarter of this year, of which 23 stocks increased their net profit in the first quarter of this year by more than 100% year-on-year.Xi Diwei、China Mining Resources、General ElectronicsEarnings growth in the first quarter of this year led.
The electronics and pharmaceutical industries receive the most attention
According to statistics from Databao, in terms of industries, the electronics industry has recently been favored by fund companies. About a quarter of the research stocks that have gathered together belong to the electronics industry.Goertek、Ziguang Guowei、Luxshare PrecisionMore than 100 funders were surveyed. The pharmaceutical sector also attracted the attention of fund companies, and 17 shares were investigated by fund companies.
Compared with the first quarter, the distribution of the industries that fund companies pays attention to is more balanced. In addition to the increase in the proportion of individual stocks in the electronics industry, the machinery and equipment and computer industries with more individual stocks under investigation in the first quarter declined in popularity in the second quarter. Agriculture, forestry, animal husbandry, fishery, automobiles, Food and beverage attention increased slightly.
Divided by themes, the fund’s attention to the semiconductor industry remains high, and 15 fund companies gather together to investigate the concept of semiconductors. In addition, the digital economy, new infrastructure, and biotechnology were also investigated by fund companies, with 13, 9, and 9 stocks respectively.
Founder SecuritiesThe research report believes that the overall retracement of the semiconductor sector has been relatively large since December last year, and it has shown an accelerated decline after the Spring Festival. However, under the two major trends of localization + electrification, semiconductors are still one of the most popular sectors of public funds, and the proportion of public positions has further increased. Public fundraisers who choose to buy bottoms or increase their positions will choose subdivisions with higher prosperity, such as domestic materials and power semiconductors.
The list of stocks that the fund is most concerned about is released
According to statistics from Databao, 12 individual stocks have been surveyed by more than 100 fund companies since the second quarter.It is worth mentioning that, with the exception of Goertek, the second and third ranked researchers are not in the popular sector, respectively.Weixing shares、Chacha Food。
In terms of style, the individual stocks that fund companies focus on are more technology-attributed growth stocks, including Goertek,Junshi Biology-U、Mindray MedicalWait for 7 shares.
Huatai SecuritiesIt is believed that from a technical perspective, the current technology growth stocks are at the bottom of the oversold state and have layout opportunities.From a macro perspective, the technology cycle has a long-termdriving forcethe strategic goals of policy science and technology innovation provide policy-level support. Although science and technology growth has suffered a big decline since 2022, it still has good investment prospects.
During the research process, Goertek mainly answered questions related to performance and the future development trend of VR. Regarding the reasons for the improvement in gross profit margin, the company stated that in the fourth quarter of last year, in addition to the increasing proportion of the whole machine business, the climbing process of some new TWS earphones also had an impact on the gross profit margin.
Judging from the total number of surveys, 17 of the companies surveyed by funds have been frequently visited by investors, and the number of surveys has been more than 5 since the second quarter.Puyuan Jingdian-U was surveyed the most, received a total of 20 surveys, and an average of less than 3 days to conduct a survey. Others include Weixing Co., Ltd.,Weixing New Materials、Gold Stone Resources、Chinese GoldThe number of surveys is more than 10 times.
During the recent investigation process of Puyuan Jingdian, an agency asked about the company’s self-developed chips and new product plans for microwave and radio frequency instruments. Tape-out and verification of some core devices. The pre-research of high-end new products of the new platform has been completed, and the company expects to launch truly high-end spectrum/signal analyzers, vector network analyzers and microwave signal generator products with market competitiveness in recent years.
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