The research path of securities firms has been revealed! These industries are receiving attention in the fourth quarter
2023-10-08
Research on the situation of listed companies by securities firms and other institutions has always been highly regarded by the market. In the first three quarters of this year, data shows that nearly 2700 listed companies on the Shanghai and Shenzhen Stock Exchanges and the Beijing Stock Exchanges have received research from securities firms, and 53 companies have received research from more than 100 securities firms. From an industry perspective, industrial machinery, electrical components and equipment, and electronic components are areas where securities firms conduct frequent research. Based on the current situation, the allocation value of some sectors in the fourth quarter has gradually become prominent. In the view of securities firms, entering a stable stage in the domestic manufacturing industry will be beneficial for the target of automotive related processing machinery and equipment; The new energy passenger vehicle market in China continues to grow, and the opportunities in the new energy vehicle industry chain are worth grasping; For the pharmaceutical sector, more oversold targets are expected to rebound in the fourth quarter. More than 50 companies have conducted over a hundred surveys with securities firms. Data shows that in the first three quarters of this year, domestic and foreign securities firms have conducted a total of 2686 A-share listed companies. From the perspective of individual companies, there are 53 companies that have received over 100 research securities firms. Haitai Xinguang, a medical imaging device industry company, received 217 research securities firms in the first three quarters, ranking first among the aforementioned 2686 companies. The research summary disclosed by Haitai Xinguang shows that the company's various endoscope development progress, 1788 system, and overseas factory construction progress in the domestic market have been repeatedly asked by securities firms, and the impact of industry events such as medical anti-corruption on the company has also received attention from securities firms. Eston, whose business covers areas such as automation core components and motion control systems, industrial robots, etc., was also a favorite for institutional research in the first three quarters of this year, receiving nearly 200 research visits from securities firms. Upon investigation, it was found that securities firms paid special attention to the industry development trends and the application prospects of some products when conducting research on Eston, including how the company views artificial intelligence, the market size of robot applications in the steel structure industry, and the company's business situation in steel structure automation. Many targets in the semiconductor industry chain received intensive research from securities firms in the first three quarters. Dongxin Co., Ltd. has received a total of 174 research securities firms in the first three quarters of this year, ranking third among the companies surveyed by securities firms during the same period. As a storage chip design company, Dongxin Co., Ltd. has been frequently asked by securities firms about various topics in the product and technology fields, including the characteristics of DDR3 products, future growth of MCP products, and how the company plans to lay out its automotive products. In addition to the aforementioned companies, companies listed in Shanghai and Shenzhen, such as Buke Group, Juguang Technology, Aohua Endoscopy, Anjing Food, Zhou Dasheng, Puyuan Precision Electric, and Guanglianda, have also received intensive research from securities firms in the first three quarters of this year. The continuous implementation of a series of reform policies has boosted market attention, and over 100 companies on the Beijing Stock Exchange have also become the target of research and attention by securities firms in the first three quarters of this year. According to the data from the top research firms in the first three quarters, as of the close on September 28th, CommScope Chemical's stock price has surged by nearly 70% in the first three quarters of this year. During the same period, the company received 33 research firms. The company is also the Beijing Stock Exchange company that securities firms are most concerned about in the first three quarters of this year. According to the research summary released by the company, the main topics that securities firms are concerned about include the reasons for the high growth rate of the company's copper extractant revenue in recent years, the company's barriers, and whether there are any other issues
Edit：Hou Wenzhe Responsible editor：WeiZe
Source：Securities Daily
Special statement: if the pictures and texts reproduced or quoted on this site infringe your legitimate rights and interests, please contact this site, and this site will correct and delete them in time. For copyright issues and website cooperation, please contact through outlook new era email：lwxsd@liaowanghn.com
Economy
Recommended Reading Change it 
Home
