Original title: Many low-cap stocks were surveyed by hundreds of institutions, and business giants revealed key information such as transition to new energy.Sub-new shares are rarely targeted
In the past week, more than 300 individual stocks have been researched by institutions, and Yiheda has become the stock with the largest number of research institutions. According to statistics from Securities Times·Databao, there are more than 300 institutional research companies in the past week. In terms of the types of research institutions, securities companies have the most extensive research, with more than 100 companies surveyed.
Yiheda was surveyed by 180 institutions
Yiheda has become the stock with the largest number of research institutions in the past week. The stock is the second new stock listed in July last year. The data shows that a total of 180 institutions have researched the company. In the survey minutes, some institutions asked about the outlook for the company’s different downstream fields?
The company said that driven by China’s “energy security” strategy in terms of new energy, lithium batteries, and photovoltaics, whether it is the use cost, maintenance cost, or national policy orientation, it can build a large and continuously improving market. In terms of mobile phones and 3C, the expectations for 2021 are not optimistic, especially mobile phones have reached their peak shipments. A few years ago, the hardware saturation was relatively high, and the inflection point has already existed, but this year is more optimistic than expected.
In terms of automobiles, the previous focus was on traditional fuel vehicles, body and parts assembly. With the promotion of body integrated molding technology and the popularization of trams, traditional fuel vehicle parts suppliers have been transformed, and the demand for traditional parts is declining. In terms of medical treatment, in the long run, the demand for vaccine production, packaging, canning, and medical equipment assembly brought about by China’s epidemic prevention and control can have a good growth rate. Since last year, in addition to the mask machine, it has also driven other needs. . The company serves many industries such as 3C, automobile, new energy, photovoltaic, etc., which can effectively reduce the dependence on a specific single industry, and is limited by the fluctuation of a single industry.
Other stocks with a large number of research institutions include Hengdian East Magnetics, China Mining Resources, Sifangda, Jiahe Intelligence, etc., all of which have more than 100 institutions for research. The latest market value of individual stocks surveyed by a number of 100 institutions such as Sifangda, Jiahe Intelligence, and Seiko Steel Structure is less than 10 billion.
As a local business giant in Guangzhou, Haiyin is accelerating the strategic transformation and upgrading of the company’s new energy business. The company has recently obtained 101 institutional surveys. In the survey summary, some institutions asked the company why the company chose new energy as the direction of transformation.
The company stated that as early as 2016, the company established a subsidiary, Haiyin Weilan, to operate the new energy business, consciously exploring and accumulating industry and operational experience. At the same time, as a crucial link in my country’s realization of the “dual carbon” goal, new energy is an industry that is supported by national policies. Since 2020, the policies issued by the State Council have also made it clear that the replacement of renewable energy will be vigorously implemented on the premise of ensuring energy security, and the construction of a clean, low-carbon, safe and efficient energy system will be accelerated. The company actively responded to national policies to increase transformation efforts.
Other institutions asked about the specific way the company participates in the new energy business?
The company said that in the early stage, the company has participated in the new energy business through extension mergers and acquisitions. The photovoltaic projects that the company cooperates with State Power Investment Corporation are mainly carried out in the form of joint ventures with State Power Investment Corporation. In the future, the company will flexibly adopt appropriate methods to carry out business according to the actual situation of new energy projects, taking into account factors such as industry environment and policies.
These companies report high growth and low valuations
According to statistics from Databao, among the listed companies surveyed by the agency in the past week, Wankai New Materials, Zhejiang Jiaoke, Yahua Group, Changan Automobile and other stocks increased their net profits in the first quarter by more than 100% year-on-year and their dynamic price-earnings ratios were lower than 10 times. Among them, Changan Automobile and Zhejiang Jiaoke have two stock market earnings ratios of less than 8 times.
This week, the major indexes of the A-share market have corrected. The Shanghai Composite Index fell by 0.52%, the Shenzhen Component Index fell by more than 2%, and the ChiNext Index fell by nearly 4%. The carding found that in the past week, institutional research stocks fell by an average of 0.43%, outperforming the broader market. The biggest increase was Hongbai New Materials, with a cumulative increase of 38%. Other stocks with larger gains include Zhongqi New Materials, Guangdong Media, Chaoxun Communications, etc., with a cumulative increase of more than 20%.
Disclaimer: All information content of Databao does not constitute investment advice. The stock market is risky, and investment should be cautious.