Home » Beishang Capital takes the lead in the industry, and oversold stocks with high growth potential please collect_ Securities Times Network

Beishang Capital takes the lead in the industry, and oversold stocks with high growth potential please collect_ Securities Times Network

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Beishang Capital takes the lead in the industry, and oversold stocks with high growth potential please collect_ Securities Times Network

(Original title: Just now, Shenzhen has set a new goal, and the added value of strategic emerging industries is 1.5 trillion! This data Shenzhen ranks third in the country, and the capital from the north is the industry leader. Please collect the oversold and high-growth potential stocks)

Shenzhen has set a new goal. By 2025, the added value of strategic emerging industries will exceed 1.5 trillion yuan, becoming the main engine for promoting high-quality economic and social development.

Shenzhen issued “Opinions” to focus on strategic emerging industries

On June 6, Shenzhen issued the “Opinions on Developing and Expanding Strategic Emerging Industry Clusters and Cultivating and Developing Future Industries” (hereinafter referred to as “Opinions”). The “Opinions” proposed 20 key segments for the development of strategic emerging industries, and 8 key development directions of future industries.

This “20+8” industrial cluster “sword” refers to the establishment of the manufacturing industry, which will stabilize the basic market of Shenzhen’s manufacturing industry, keep the proportion of the added value of the manufacturing industry in the regional GDP basically stable, enhance the development potential of the real economy, and accelerate the construction of a global market. Influential technological and industrial innovation highlands are of great significance.

Shenzhen has also set a goal: by 2025, the added value of strategic emerging industries will exceed 1.5 trillion yuan, becoming the main engine for promoting high-quality economic and social development. The “Opinions” propose to cultivate a group of high-quality leading enterprises with industrial ecological dominance, promote a group of key core technologies to make major breakthroughs, build a group of modern advanced manufacturing parks and world-class “lighthouse factories”, and form a group of network It is a leading emerging industry cluster including communications, semiconductors and integrated circuits, and intelligent terminals.

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The “Opinions” proposed to implement the “30 items” for cultivating and strengthening market entities, to promote “individual enterprises”, “small upgrades”, “refined regulations”, and “excellent listing”, and to create a group of national-level specialized, special, and new “little giant” enterprises , vigorously cultivate “unicorn” enterprises, and form a group of “hidden champion” enterprises, innovation leaders and future emerging enterprises focusing on strategic emerging industrial clusters.

Industry experts believe that Shenzhen is based on reality, closely focuses on serving the construction of a strong manufacturing country and a strong manufacturing province, develops strategic emerging industries with advanced manufacturing as the main body, and forward-looking layout of future industries, will stabilize the fundamentals of Shenzhen’s manufacturing industry and enhance the development of the real economy. It is of great significance to accelerate the construction of a technological and industrial innovation highland with global influence.

Many sub-industry leaders are heavily held by Northbound funds

According to statistics from Securities Times and Databao, the total R&D expenditure of these strategic emerging industry stocks in 2021 will be 127.9 billion yuan, and the R&D expenditure of China Mobile, BeiGene-U, SMIC, JinkoSolar, and Trina Solar will exceed 1 billion yuan. R&D expenditure accounted for 5.52% of revenue, 2.69 times the R&D intensity of A-shares.

In terms of cities, Shanghai and Beijing have the largest number of A-share companies in strategic emerging industries, and the market value of A-shares in both places exceeds one trillion yuan. Shenzhen ranked third in the number of shortlisted companies, with a total market value of 542.6 billion A-shares, second only to Shanghai and Beijing. The top places are Suzhou, Hangzhou, Changzhou and Wuxi.

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Many sub-industry leaders have acquired a heavy position in the capital from the north. Data shows that the above-mentioned strategic emerging industry stocks have a market value of more than 50 billion yuan held by Northbound funds, and the market value of positions held by Maiwei, Zhongke Thunderbolt, Zhongwei Company, Jinshan Office, and Three Gorges Energy exceeds 1 billion yuan. From the perspective of the proportion of holdings, Hangke Technology, Haier Bio, China Eastern Logistics, Bochu Electronics, Zhongke Thunder, Maiwei, Dongfang Bio, and China Micro Company, etc. 8 shares held by Beishang Capital account for more than 10% of the tradable shares. .

Since May, according to the rough calculation of the average transaction price, there are 19 more than 100 million yuan of Beishang funds. China Micro Co., Ltd. topped the list with an increase of 670 million yuan. The stock has continued to rebound slightly recently, with a gap of less than 5% from the high point of the year. Orient Bio was second with an increase of 602 million yuan in capital from the north. The stock rose sharply in January. At present, the stock price has retreated significantly, with a drop of more than 50% from the high point of the year. The ones that have increased their holdings are Maiwei Shares, Junshi Bio-U, Three Gorges Energy, Baichu Electronics, and Jingchen Shares.

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List of stocks with high growth potential released

From the perspective of institutional attention, a total of 230 shares were covered by more than 5 securities research reports. Among them, Jinshan Office, Amic, Bloomage Bio, Thundersoft, and Stone Technology are the most favored by institutions, and the number of research reports has exceeded 30 times. According to the unanimous forecast of 5 institutions, the growth rate of net profit in the next three years is expected to exceed 30%. At the same time, there are 39 stocks whose closing price on June 6 has retreated by more than 30% from the high point of the year.

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Among the above-mentioned 39 stocks with high growth and large retracement, the largest retracement was Kotei Information, whose latest closing price retraced 52.93% from the year’s high. Followed by Hengxuan Technology, Hongsoft Technology, Juyi Technology, Zhite New Materials and so on. From the perspective of valuation level, the rolling price-earnings ratio of Xindian Software and Heda Technology is less than 30 times, and the rolling price-earnings ratio of Xinrui Shares, Zhite New Materials, Jiayuan Technology, Principal Century, Pumen Technology, etc. are lower.

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Disclaimer: All information content of Databao does not constitute investment advice. The stock market is risky, and investment should be cautious.

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