Recently, many foreign investment banks agreed that the current valuation of China's stock market is reasonable, and its policies are more relaxed, and it is expected to continue to outperform the world. Among them, Citi upgraded China's stock rating to "overweight". Let’s take a look at the six most popular A-share listed companies that foreign capital likes. The proportion of holdings in once exceeded the warning line by 24%, which is a foreign capital that exceeds the allocation standard, and is more of a band and medium- and long-term opportunity.
(1) 000651 Gree Electric Appliances
Core theme: Super Brand + Household Appliances + MCU chip
Company highlights:
is the world's number one brand in the air conditioning industry, the leader in white household appliances , the first air conditioning enterprise with profit and market share; it is also a diversified and technological global industrial group, owning Gree , TOSOT and Jinghong have three major brands, including products covering two major fields: household consumer goods and industrial equipment. Foreign capital once held more than 24.18% of the shares; the current market value was 188.1 billion yuan, earnings per share was 0.68 yuan, net assets per share were 17.28 yuan, and dynamic price-to-earnings ratio was 11.70; reasonable support range was 31-33 yuan;
Institutional holdings:
Among the top ten circulating shareholders, northbound funds held 582.74 million shares, Securities Capital Company held 179.87 million shares, Huijin Company held 26.2912.56 million shares, and other institutions held more than 20.51 million shares.
(2)600009 Shanghai Airport
Core theme: Transportation services + Reform of central enterprises + Shanghai Free Trade Zone
Company highlights:
Company is one of the three largest international transit hub airports in China, The actual controller is Shanghai Airport Group , a subsidiary of the Shanghai State-owned Assets Supervision and Administration Commission, with a controlling 53.25% shareholding ratio of 53.25%; foreign capital once held more than 26.23% of the shares, with a current market value of 99.28 billion shares, with a net asset of 14.01 yuan per share;
Institutional holdings:
Among the top ten circulating shareholders, northbound funds hold 186.62 million shares, Shanghai State-owned Capital holds 134.89 million shares, Securities Capital holds 57.6166.68 million shares, Huijin Company holds 18.8209 million shares, social security fund 102 portfolio holds 10.2218.05 million shares, and other institutions hold more than 10.4 million shares.
(3)000333 Midea Group
Core theme: smart home + household appliances + MCU chip
Company highlights:
Company ranking first brand of comprehensive domestic home appliances, the first Chinese home appliance company to obtain the three major international credit ratings of S&P , Fitch and Moody's, and the leader of white home appliances; foreign capital once held more than stakes 26.06%, currently has a market value of 409.9 billion yuan, earnings per share of 1.06 yuan, net assets per share of 18.90 yuan, dynamic price-to-earnings ratio of 14.30; reasonable support range of 52-56 yuan;
Institutional holdings:
Among the top ten circulating shareholders, northbound funds hold 1.18261 billion shares, Securities Finance Corporation holds 198.15 million shares, Huijin Company holds 88.26046 million shares, Canadian Annuity Planning Investment Committee holds 70.126251 million shares, and other institutions and individuals hold more than 35.36 million shares.
(4)002008 Dajia laser
Core theme: Lithography machine +consumer electronics+chip+Photoscopic
Company highlights:
Highlights of the company:
Company is the largest laser processing equipment manufacturer in Asia. Its products are laser information marking equipment, laser welding equipment and Energy Optical cutting equipment, PCB equipment, photovoltaic equipment, LED packaging equipment, etc.; foreign capital once held more than 24.01%, with a current market value of 33.18 billion yuan, earnings per share of 0.32 yuan, net assets per share of 13.07 yuan, dynamic price-to-earnings ratio of 25.0; reasonable support range of 28-30 yuan;
institutional holdings:
Among the top ten circulating shareholders, northbound funds hold 185.13 million shares, Securities Finance Corporation holds 23.3556.07 million shares, and the social security fund holds more than 12 million shares.
(5) 300012 Huace Test
Core theme: Food safety + new crown detection + CRO
Company highlights:
The company is a pioneer and leader in China's third-party testing and verification services, helping many industries and enterprises provide one-stop comprehensive quality solutions. The company's main business is testing, certification and related services. The services provided cover four major business categories: trade guarantee, consumer goods testing, industrial goods services and life sciences; foreign capital holdings once exceeded 28.90%, with a current market value of 37.41 billion yuan and a net asset of 2.76 yuan per share; reasonable support range of 20-21.50 yuan;
Institutional holdings:
Among the top ten circulating shareholders, northbound funds hold 264.9 million shares, social security funds hold more than 50 million shares, and other institutions and individuals hold more than 23.89 million shares.
(6) 002572 Sofia
Core theme: Household supplies + e-commerce + VR
Company highlights:
Company's first brand in the domestic customized wardrobe industry. The main business model revolves around the business core of "professional customization". According to customers' personalized needs, it provides customers with satisfactory solutions. Foreign capital held more than 24.02% at one time, with a current market value of 22.32 billion yuan, earnings per share of 0.13 yuan, and net assets per share of 6.30 yuan; reasonable support range of 20-22 yuan;
Institutional holdings:
Among the top ten circulating shareholders, northbound funds hold 121.28 million shares, Morgan Stanley holds 9.3324.33 million shares; other institutions and individuals hold more than 4.83 million shares.
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