Last week (9.2~9.6), A-shares rose strongly, with the Shanghai Composite Index and Shenzhen Component Index rising 3.93% and 4.89% respectively. iFinD statistics show that a total of 113 listed companies in the two cities disclosed research reports that week. From the perspective of industry distribution, the surveyed companies are concentrated in electronics, pharmaceuticals, biology, mechanical equipment and other industries.
The electronics industry has become the focus of institutional research
According to industry classification, among the companies surveyed last week, the electronics industry involved the largest number of companies, with 19. The pharmaceutical, biological and mechanical equipment industries are closely behind, with 11 companies being investigated.
In terms of the electronics industry, Apple will hold a 2019 autumn new product launch conference at 1 a.m. Beijing time on September 11, Beijing time. It is expected that the focus of the launch conference will be the new iPhone for 2019. Liu Kai, an analyst at Everbright Securities, pointed out that the new iPhone is expected to support reverse wireless charging in 2019. For example, AirPods and ApppleWatch equipped with wireless charging can be placed behind mobile phone for emergency charging. With the Apple new product launch conference about to be held, recommends investors pay attention to Apple innovation supply chain targets, recommends pay attention to Xinwei Communications, Luxshare Precision in the field of wireless charging, and Zhaoyi Innovation in the field of crystal optoelectronics and storage.
In terms of the pharmaceutical and biological industry, the research report of the Bank of China International pointed out that the semi-annual report data shows that the pharmaceutical and biological industry continues to be differentiated, such as specialized chain hospitals, CRO/CMO, pharmaceutical retail, vaccines, medical devices and other sub-industry. These high-growth industries are less disturbed by policy, and the industry is in a high-prosperity period. The performance of related listed companies continues to grow steadily and is still a sector that investors focus on allocating. From the perspective of marginal changes, some high-quality leading companies in pharmaceutical distribution have accelerating revenue and profit growth, and cash flow continues to improve. It is judged that listed pharmaceutical distribution companies are gradually passing through the two-ticket adjustment period, and the marginal turning point is revealed. Considering that the pharmaceutical distribution sector generally has a historical low after the continuous decline, investors are reminded to pay attention to and .
In terms of the machinery and equipment industry, Zhongtai Securities believes that due to factors such as the slowdown in the macroeconomic growth rate and the continued low growth rate of manufacturing investment, the performance of the machinery and equipment industry in the second quarter of 2019 was sluggish, and the performance growth rate showed a sharp decline compared with the first quarter. Looking at the entire first half of the year, after deducting the construction machinery sector, the overall net profit of the industry achieved negative growth. Based on this, the machinery and equipment industry is given a neutral rating. In terms of investment opportunities, recommends that investors pay attention to 's subdivided sectors with core asset attributes, and still have the ability to continue to grow in the context of the overall sluggish industry; segmented sectors with "hard technology" attributes are expected to fully benefit from import substitution; downstream demand prosperity is determined to be upward, and future performance growth will have momentum.
These listed companies are the most concerned by
iFinD data shows that in terms of individual stocks, Lingyi Intelligent Manufacturing has received a total of 78 institutions, ranking first; Jiemei Technology has received a total of 71 institutions, ranking second, and Shunluo Electronics has received a total of 69 institutions, ranking third.
At the Lingyi Intelligent Manufacturing research meeting, the relevant person in charge revealed the company's future development direction. It pointed out that in the future, the company will focus on the direction of 5G smart phone display module , AMOLED display module, and MINI LED new display components, and at the same time, it will cooperate with the group's key device processing capabilities and Dijing's optoelectronic module precision assembly technology to extend the new functional module business. In the industrial chain of
, the aforementioned person in charge said that the company will continue to engage in upstream and downstream mergers and acquisitions in the industry, and will not be limited to manufacturing. It will cooperate with universities and research institutes to participate in well-known ID design companies in the industry, and try to combine all ID, raw material use, processing process and assembly of with .
From the perspective of specific research institutions, private equity and Ju Investment surveyed Jiecheng shares , Gaoyi Asset surveyed Kanghong Pharmaceutical and Ningbo Bank, Jinglin Asset surveyed Xingrong Environment, Lingyi Intelligent Manufacturing , Qianhe Capital surveyed Huayu Software , Xingshi Investment surveyed Shunluo Electronics , Zhanbo Investment surveyed Lingyi Intelligent Manufacturing ;
public fund, Boshi Fund surveyed Ningbo Bank, Entrepreneurship Huikang, Joy City, etc., Huaxia Fund surveyed Gaode Infrared , Hongda Electronics, Feirongda, etc., Jiashi Fund investigated Shunluo Electronics, Shenzhou Information, Lingyi Intelligent Manufacturing , etc., Southern Fund investigated Hongda Electronics, Ningbo Bank, Japanese Seal, etc., E Fund Fund employed Aofei Entertainment, Hualan Biology, Lizhu Group employed , etc.;
Overseas institutions, Samsung Assets investigated Zhouming Technology, JPMorgan Chase investigated Shenzhou Information, Kaiji Securities investigated Jingsheng Mechanical and Electrical, Fubon Securities investigated Greenmei, Halo New Network, Shiji Information, etc., and Abu Dabi Investment Bureau investigated Ningbo Bank.
