Where do institutions go in one week: Yi Fangda, Thousand Joint Venture Research these stocks (list)
Where does the agency go in a week?
E Fund, Thousands Joint Venture, etc. studied these stocks (list) Source: Securities Times Online Week (6.
14) A shares fluctuated upwards, with the Shanghai Stock Index and the Shenzhen Stock Exchange Index increasing by 1, respectively.
92% and 2.
iFinD statistics show that a total of 88 listed companies disclosed survey reports in the two cities that week.
From the perspective of industry distribution, the companies being researched are mainly concentrated in mechanical equipment, chemical, electronics and other industries.
The research focus of the three major written organizations is by industry classification. Last week, the companies studied were mainly concentrated in the three major industries of machinery and equipment, chemical industry and electronics. The number of companies involved replaced 11.
In addition, the number of companies involved in non-ferrous metals, pharmaceutical biology, light industry manufacturing and other industries is also possible.
Recently, Chuancai Securities issued a 2019 medium-term strategy report for the machinery and equipment industry. The report states that the machinery and equipment sector is dominated by small-cap stocks with a total market value of less than 5 billion., 30 have risen from less than 5 billion to 50?
Between 10 billion, affected by 2019?
The impact of market growth in May has slightly eased the downward trend of the market value of the machinery sector.
In terms of investment strategy, traditional machinery focuses on oil and gas equipment and service sectors; localization of emerging advanced manufacturing equipment is the core task of China’s modern industrialization, screening of emerging industries from multiple perspectives, and focusing on electronic semiconductors, new energy and high-end equipment sectors;, Key, medium and high-end general-purpose electromechanical infrastructure equipment and key components related companies are also worthy of attention.
In the chemical industry, Gu Minhao, an analyst at Zhongyuan Securities, believes that since the second half of 2018, due to the decline in crude oil prices and factors such as demand, the decline in the price of chemical products has deviated, and industry revenue and profit growth have also shown a trend.
In the first quarter, the overall gross profit margin of CITIC Basic Chemicals was 21.
21%, down from the previous month.
80 single, profitability extended for six consecutive quarters.
Since the second half of 2018, the growth rate of investment in fixed assets in the chemical industry has begun to rise, and most of the leading companies have expanded their production.
In the future, the supply side of the industry is expected 重庆耍耍网 to gradually relax, and the concentration will further increase.
In the future, there will still be downward pressure on the demand side of the chemical industry, and it is difficult to have overall investment opportunities. In the future, investment opportunities in the industry will be mainly structural opportunities.
In the electronics industry, the Ministry of Industry and Information Technology recently announced the issuance of 5G commercial licenses to China Telecom, China Mobile, China Unicom and China Radio and Television, and China is officially moving towards 5G business.
From the investment opportunities of the electronics industry brought by 5G business, Zhang Tao, an analyst at the Shanghai securities industry, suggested that investors pay attention to the two main lines of PCBs for 5G substrates and 5G mobile phones.
According to iFinD data of these listed companies, Jinjia’s share-receiving institutions accounted for 57, ranking first; Semir Clothing gradually accepted 53 institutions, ranking second, and Xinwei Communications gradually accepted 41 institutions, rankingthird.
In addition, Shengli Precision, Origen, and the number of medical reception agencies can also be set.
At the investigation meeting of Jinjia Co., Ltd., the person in charge pointed out that in response to the internal regulatory policy’s impact on the e-cigarette subsidiary, the low-temperature non-combustion products are classified as tobacco products, which are classified by the tobacco sector.It is relatively clear; For the supervision of steam-type electronic cigarettes, the regulatory policy has not been officially launched. From the perspective of foreign experience, it is generally classified by the tobacco sector or returned to the pharmaceutical sector; the company has always been based on compliance.Standard development related business, the company is also paying close attention to the introduction of regulatory policies, the regulatory policy is conducive to the healthy long-term development of the industry, the company is affirmative and supportive attitude.
In addition, the above-mentioned person in charge also pointed out that in terms of new tobacco TOB business, the company and Yunnan Tobacco Industry Co., Ltd. signed a strategic cooperation framework agreement. At the same time, Jinjia Technology and its subsidiaries established Jiayu Technology.Tobacco smoking set production; On the TOC side, the series of heated non-burning electronic cigarettes is expected to be released later this year. The company will increase its support for electronic cigarette subsidiaries and increase the construction of sales channels to obtain good income and profits.
From the perspective of specific research institutions, private equity Gaoyi Assets investigated Ruike Laser, Jinglin Assets investigated Wen ‘s shares, Thousand Joint Ventures studied Lego Shares, Xingshi Investment investigated New Zebang, and Zhanbo Investment investigated JinjiaShares, Hengyi Petrochemical; in terms of public funds, Boshi Funds studied Dahua shares, Guanhao Biological, Zhilai Technology, etc., Southern Funds studied Dahua Shares, New Zebang, Zhilai Technology, etc., and E Fund Fund studied LakaraIn terms of overseas institutions, Schroder invested in UOB, Credit Suisse, Morgan Stanley, BNP Paribas, etc., and studied the Industrial Wealth Alliance.