Securities companies conduct intensive research on listed companies, and many industries are favored
2022-04-01
In the first quarter of this year, the research on listed companies by securities companies was active. According to wind data, as of March 31, 1116 A-share listed companies obtained brokerage research in the first quarter of this year. These companies are mainly distributed in the fields of industrial machinery, semiconductor products, electrical components and equipment, electronic components and so on. Although the prices of many industry sectors and individual stocks fell in the first quarter, industry insiders smelled the good opportunity of future market layout from the tight supply and demand and the boost of industrial policies. More than 1000 companies were surveyed According to wind data, Huichuan technology was the A-share listed company most concerned by securities companies in the first quarter of this year, and it received 95 securities companies for research. In the survey, securities companies pay more attention to Huichuan technology new energy vehicle business and industrial robot business. According to wind data, as of March 31, 1116 A-share listed companies received brokerage research in the first quarter of this year. In addition to Huichuan technology, the listed companies that receive the top number of research coupon merchants also include Zhongke Chuangda, rongbai technology, Huayang Group, Mindray medical, Wen's shares, qianxin-u, Junshi biology-u, Maiwei shares, etc. In the first quarter of this year, securities companies conducted the most research on Shenzhen Main Board companies, and their research enthusiasm for gem and Sci-tech Innovation Board companies is also heating up rapidly. The listed companies surveyed by securities companies in the first quarter were mainly distributed in industrial machinery, semiconductor products, electrical components and equipment, electronic components and other fields. Although the trend of coal, real estate and other sectors was good in the first quarter, the number of research on relevant companies by securities companies was not much. The reporter found that it coincides with the disclosure season of the annual report, and securities companies pay more attention to performance growth and sustainability, including the income growth and gross profit margin change of a certain business of the company, and their views on the development trend of the industry in the future; In addition, considering that many industries are facing the pressure of rising raw material prices in the upstream, the company's response measures and whether the rise in raw material prices can be smoothly transmitted to the downstream have also become the topic of concern of many securities companies. Some companies of Beijing stock exchange have also received the attention of securities companies. As of March 31, Changhong energy, a subsidiary of Sichuan Changhong and an alkaline battery enterprise, was surveyed by 13 securities companies in the first quarter. According to the research minutes disclosed by the company, the company's competitive advantage, whether there will be a board transfer plan, and the impact of rising material prices on the gross profit margin of lithium battery were all asked. Layout opportunities appear Since the beginning of the year, the market has significantly adjusted, but in the view of people in the industry, benefiting from tight supply and demand and favorable policies in the industry, there are still investment layout opportunities in many sectors in the future. Taking the semiconductor sector as an example, Xia Qingying, a computer analyst at Wanlian securities, believes that since the second half of 2020, due to the impact of the epidemic, geopolitics and other factors, the global semiconductor supply has continued to be tight, and the long verification cycle and high technical barriers of vehicle specification and industrial grade MCU and power products have become obstacles to supply side expansion. According to the current capacity construction plans of major semiconductor enterprises, the semiconductor business cycle may continue in 2022. From the perspective of valuation, the P / E ratio of Shenwan electronics sector is significantly lower than the peak level in the 4G construction cycle, and the industry valuation gradually enters a lower range. Recently, the national development and Reform Commission and the National Energy Administration jointly issued the medium and long term plan for the development of hydrogen energy industry (2021-2035), which not only brought policy support to the development of the industry, but also brought investment opportunities to many industries, including machinery and equipment. Lupe, mechanical equipment analyst of China Galaxy Securities, said that at present, China's hydrogen energy industry is in the early stage of development and is optimistic about the development prospect of hydrogen energy industry chain driven by policies. The field of equipment is expected to take the lead in benefiting. It is recommended to pay attention to relevant subjects. (Xinhua News Agency)
Edit：He Chuanning Responsible editor：Su Suiyue
Source：China Securities Journal
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