Brokers study 873 companies within half a year 50 additional brokers visit 6 companies together
Our reporter Zhou Shangzhen this year, under the influence of the A-share market, the trend of individual stocks has become more differentiated, and the demand for brokers to adjust their positions and exchange shares has increased.
Therefore, the research pace of securities firms has also accelerated significantly.
According to statistics from the Securities Daily, since this year, as of June 24, 153 securities companies have investigated 873 listed companies, with a total of 7,656 investigations.
Among them, Hikvision, Huichuan Technology, Shangpin Home Delivery, Mindray Medical, Estun and Guanglianda were all intensively investigated by more than 50 securities companies, and 67 listed companies were investigated by more than 20 securities companies.
From the perspective of industry distribution, listed companies studied by securities companies are mainly concentrated in popular industries such as electronics, chemicals, computers, machinery and equipment, pharmaceuticals and biology.
According to incomplete statistics from Securities Daily reporters, six companies including Hikvision were investigated by more than 50 securities firms. Since the beginning of this year (as of June 24, the same below), the investigation of securities firms has accelerated significantly.
In 6 months, in only 118 working days, 153 securities firms “visited” 873 listed companies, and the number of investigations was as high as 7,656.
Among them, there are 6 listed companies surveyed by more than 50 brokers. Among them, Hikvision was surveyed 129 times by 79 brokers, Huichuan Technology was surveyed 113 times by 63 brokers, and Shangpin Home Delivery was surveyed 85 times by 53 brokers.Mindray Medical was investigated 94 times by 52 brokers, Estun was 97 times studied by 50 brokers, and Guanglianda was investigated 116 times by 50 brokers.
The “star” listed company that has been surveyed the most by securities companies this time is Hikvision. Since this year, the company has received 1002 institutions, ranking first in the institution’s research list, and the average price of fund companies, private equity and insurance is close to attention.
From the perspective of individual 深圳SPA会所 stocks, Guanglianda, Mindray Medical, and Home Furnishing have all been recommended by securities dealers to focus on “buy”.
Among them, Guanglianda has been issued 40 papers recommended by the 24 securities companies this year to recommend “buy”, and Huachuang Securities has given its highest target price of 34.
96 yuan / share, Oriental Fortune Securities gives it a minimum target price of 29.
19 yuan / share, as of now, the stock price hovering around 31 yuan, has exceeded the minimum expectations given by the brokerage.
Mindray Medical has issued 59 research reports recommending “buy” a total of 19 times this year. Southwest Securities has given its highest target price of 177.
1 yuan / share, so far the price of the stock is hovering around 158 yuan.
At the same time, Shangpin Home Delivery was also loved by brokers during the year. A total of 59 research reports issued by 19 brokers recommended “buy”. Northeast Securities gave its highest target price of 121.
37 yuan / share, as of now, the stock price is hovering around 73 yuan.
Regarding Guanglianda, a listed company that has attracted much attention from securities companies, Guosheng Securities analyst Liu Gaochang believes that “the sale of Guanglianda’s employee shareholding plan has been completed and the short-term suppression factors have been fully released.The second phase of the employee stock ownership plan has been sold.
At the same time, Guanglianda’s SaaS cloud transformation is smooth, which is the perfect embodiment of the three laws of cloud computing.
The transition of the company’s cost cloud business is smooth, and there is huge space for the completion of construction information integration, maintaining a ‘buy’ level.
90% of the companies surveyed expanded their growth. From the performance of 873 listed companies discovered by securities companies this year, the securities companies have not “looked away.”
In the ups and downs of A shares, only 91 companies have continued to decline this year, with the largest drop of 45.
34%, of which 59 companies continued to fall within 10% of the average value, and the remaining 782 companies surveyed by securities companies are all growing, accounting for 89.
At the same time, unless new stocks are listed this year, until June 24, Sinosteel Tianyuan (Non-Ferrous Metals) expanded by 269 out of 873 listed companies found by securities firms.
There are also 7 stocks that have increased by more than 200%, including New Wufeng (Agriculture, Forestry, Animal Husbandry and Fishery), Zhengbang Technology (Agriculture, Forestry, Animal Husbandry and Fishery), Meijin Energy (Extraction), Shun Ye (Rights Protection) (Light Industry Manufacturing)Medicine (medical biology), Jinyun laser (electronic), Jinli permanent magnet (non-ferrous metal), respectively 255.
In addition, there are 35 listed companies surveyed by securities companies that have increased by more than 100% each year.
Affected by the science and technology board and 5G, the electronic sector is ready to be concerned. From the perspective of industry distribution, according to the reporter of the Securities Daily, affected by the science and technology board, the listed companies found by securities firms are mainly concentrated in electronics, chemicals, computers, machinery and equipment, Pharmaceutical and biological industries.
Among them, the electronics industry is the most favored. Hikvision, BOE A, Northern Huachuang, Shanghai Electric Power, and other 92 listed companies in the electronics industry have been investigated by brokers.
Affected by the science and technology innovation board and 5G, the electronic sector is ready to be popular during the year. As a result, Guangfa Securities said that in the second half of the year, the electronics industry will deploy hard technology and look for deterministic industry trends.From the perspective of the industry as a whole, the current environment is subject to interference from the external environment, so internal companies in security surveillance, consumer electronics and other sub-sectors face uncertainty in the operating environment; and the logic within the industry is very clear. 5G, AIAs well as the three major trends of localization and replacement in the upstream field of the industrial chain, the direction of the three major trends is clear and continued to land. Leading companies in related fields (full semiconductor industry chain, 5G-related parts of consumer electronics and PCBs, security monitoring) have clear sustainable growth momentum.