From the perspective of industry distribution of individual stocks surveyed by institutions, they are mainly concentrated in electronics, machinery, medicine, basic chemical industry, electric power equipment and new energy, computer, automobile and other popular industries.
Institutions still favor the electronic sector, 54 stocks within the plate were surveyed. In addition to star stocks such as gol shares, Hikvision, Dahua shares and Hans laser, the organization also actively participated in the research of new Jieneng, lion micro, Aohai technology, TECO, SMIC international-u and other new shares.
Although pharmaceutical stocks continued to suffer adjustment at the end of the year, the market still paid attention to them, and 35 pharmaceutical stocks were investigated by institutions. Mindray medical, meinian health, Huadong medicine, Changchun hi tech, Kangtai biology and other stocks were highly concerned.
The fourth quarter cycle stocks have also become a hot word in the market. Among the institutional research stocks, machinery, basic chemical industry, electric power equipment and new energy, building materials, real estate, non-ferrous metals, steel, petroleum and petrochemical industry also began to receive attention. CITIC special steel, Yongxing materials, Hualing iron and steel, Zhejiang Zhongtuo, tutan shares, HEC resources; Western materials, Hailiang Co., Ltd., Jinli permanent magnet Co., Ltd., Asia Pacific Technology, Ganfeng lithium industry, Yunhai metal, Yunnan Copper Co., Ltd. and other individual stocks have welcomed the investigation of many institutions.
From the perspective of the fourth quarters growth of institutional research stocks, as of November 23, among the institutional research stocks, Jinhui liquor had the best growth rate. Since the fourth quarter, the stock price has doubled, with an increase of 161.40%. Yingjia gongjiu and Yanghe shares, which are the same liquor industry, have increased by 64.91% and 39.27% respectively since the fourth quarter.
In addition, institutional research stocks, the top gainers are cycle stocks. Since the fourth quarter, among the institutional research stocks, Yahua group has risen 71.59%, Hegang resources has risen 70.29%, Changan Automobile has increased 63.66%, and BYD has also risen 58.47% in the same period.
From the perspective of institutions frequent research on stocks, Mindray medical and Weining health are the most concerned by institutions. Since November, 399 and 329 institutions have been surveyed respectively. In addition, Huichuan technology, golfer, meinian health and Hikvision also obtained 271, 243, 233 and 219 institutions respectively.
From the perspective of the 10 billion private placement survey, a total of 206 stocks were investigated by 29 private placement companies. Since the research, more than 10% of the stock price of aoming group and Tanshui, including the stock price of aoming group and Tanshui, have increased by more than 10% in the market.
According to the list of researchers, sun Qingrui, manager of Gaoyi asset fund, investigated Golden Mantis on November 2. Jintanglang is a leader in the domestic decoration industry. As of the third quarter report, Fenglius Gao yilinshan No.1 Yuanwang holds a jintanglang stock with a market value of 800 million yuan at the end of the period, and is the third largest circulating shareholder of the stock. In addition to Gaoyi assets, among the top ten circulation shareholders of Golden Mantis, three products of Tonghe investment also appear among them.
According to the announcement of Mindray medical services, the company achieved 16.064 billion yuan of operating revenue in the first three quarters, with a year-on-year increase of 29.76%; the net profit attributable to the parent company was 5.363 billion yuan, with a year-on-year increase of 46.09%. Since the beginning of the year, the share price of Mindray medical has increased by 92.64%, but it reached a high of 409.29 yuan on November 3 and then fell. As of November 23, the stock price of Mindray medical closed at 248.50 yuan.
In the process of research, the organic structure asked how to view the impact of centralized purchasing on the companys business? Mindray medical said that at present, the centralized purchase promoted by the state medical insurance bureau is mainly aimed at the field of drugs and high-value consumables. The products of the companys three major business lines do not involve drugs and high-value consumables. Among other products, orthopedic consumables, because of the small proportion of income, have no impact on the companys business at present.
As for the market outlook, 10 billion private equity said that in the short term, market volatility intensified at the end of the year, and it was optimistic that the optional consumer industries such as automobiles, home appliances, hotels and aviation recovered after the epidemic. In the long run, the layout of innovative driven and high prosperity industries will continue to look forward to the long-term growth space of new energy, innovative pharmaceutical and medical services industries.
Source of this article: Ren Hui, editor in charge of private placement network_ NBJ9607