The risk premium rate of the Shanghai Composite Index has reached 6.1%, which means that the stock market is now very undervalued and very attractive. According to historical data, the risk premium rate exceeds 6%, which is the market bottom. The longer the bottom lasts, the higher the bull market will rise in the future. There should not be panic here. Institutions believe that A shares will have a good opportunity next year. Specifically for investment in November, I have screened ten good logic brokers gold stock !
Lianlong
Reasons: 1) Lianlong anti-aging agents have increased, lubricant additives have broken through, and the performance in the third quarter of this year has maintained rapid growth; 2) Anti-aging agents new production capacity will be put into production one after another, and production capacity releases to increase new expectations;
China China Duty Free
Logic: The company efficiently promotes the Haikou International Duty Free City project to ensure that the opening conditions are met on schedule, and creates a tourism retail complex integrating tax-free + tax-free business, entertainment, catering, leisure and other formats; Sanya International Duty Free City Phase 2 project is steadily advancing and is expected to start operations in 23.
Fudan Microelectronics
Logic: 1) The application scope of FPGA and other products has expanded, and the flow of the wafer is smooth; the company's products have introduced more models of car companies; 2) FPGA advanced products have made breakthroughs and iterations have accelerated; enjoy the increment brought by the dual core of the electric meter, and general MCUs have been continuously expanded; new products in the security business have expanded market space; 3) In the long run, companies enjoy high growth rates in high-reliability fields, and multiple product lines can be continuously iterated to other ranges, and the market space has been continuously expanded.
Sifangda
logic: 1) Domestic composite superhard material leader, downstream oil service industry is in high prosperity, and the company's demand for oil and gas composite sheet products continues to increase; 2) Precision processing products are mainly used in the automotive field, and the business scale continues to expand under the background of domestic substitution; 3) The first phase of CVD cultivation drilling has been built and debugged, and it is about to enter the mass production stage to contribute incremental performance.
round tire
logic: 1) The company's revenue in 22Q2 reached the highest level in history of 5.63 billion yuan, and its net profit attributable to shareholders after deducting non-operating items reached 401 million yuan, an increase of 41.28% year-on-year and a 34.56% month-on-month increase, both year-on-year and month-on-month increase, and profitability continued to be restored; 2) The Cambodian factory began to contribute its performance, and overseas dual bases helped its performance continue to take off; 3) Liquid gold products have obtained authoritative certification, and EVE glue new production capacity has helped to enrich the product types.
Guobo Electronics
Logic: 1) Integrate 55 micro-system business units to become the largest T/R component development platform in China; 2) Strong technical capabilities, customized and developed hundreds of active phased array T/R components; 3) Holding large orders, the prospectus disclosed that the total amount of the contract being executed is 4.973 billion yuan; 4) phased array radar is the current key development direction of radar , with a wide range of applications.
information testing standard
logic: 1) The company focuses on automotive DV/PV certification and enters the supply chain of many domestic auto companies; 2) Automotive electrification and intelligence drive vehicle R&D non-force inspection demand increased; 3) The company entered other inspection fields through production expansion and mergers and acquisitions.
Jingjin Equipment
Logic: 1) The industry status is stable; 2) The downstream of traditional environmental protection and other downstream are expected to resume growth in 22 years; 3) The demand for filter press in the new energy lithium battery industry maintains high growth.
Sea Microelectronics
Logic: 1) Beijing production line, with the breakthrough of customers such as silicon wheat, filter , inertia, micro galvanometer, and other customers and the increase in volume capacity utilization rate is expected to climb rapidly, and the company's performance will usher in a turning point in improvement; 2) With the increase in the gross profit margin of Beijing production line, the scale effect of the expense rate, and the GaN business on track, the company's overall profitability will show a rapid growth trend; 3) The company has a leader in MEMS foundry with a global production capacity layout, and has huge imagination space through acquiring Fab5, investing in Fab6, Fab7, etc.
110-Yi Lian Network
Logic: 1) In the first three quarters of 2022, the company achieved operating income of 3.56 billion yuan, and increased by 40.80% year-on-year; achieved net profit attributable to shareholders of 1.781 billion yuan, a year-on-year increase of 46.21%, and the company's performance increased for a long time; 2) As the impact of the epidemic on global economic activities gradually decreased, the demand for desktop communication terminals continued to recover, and its competitiveness in the high-end market is still improving; 3) The company officially established a separate cloud office terminal business line in 2020. With the company's brand reputation, technical advantages and channel advantages accumulated over the years in the corporate communications market, the company's product line has maintained rapid development since its establishment. As the company increases its R&D investment, improves its product matrix, and launches mid-to-high-end models one after another, it is expected to continue to improve product competitiveness and ensure the company's long-term growth.
