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in the past week, institution surveyed stocks in the past week, and Hengdian Dongci has become the stock with the largest number of research institutions.
Securities Times ·Databao statistics show that there are 72 companies that institutions conducted research in the past week. In terms of the types of research institutions, securities companies have relatively wide research, and have participated in the survey of more than 60 companies.
Hengdian Dongci has obtained more than 470 institutions to survey
Hengdian Dongci has become the stock with the largest number of survey institutions in the past week. Data shows that a total of 477 institutions have surveyed the company. In the survey minutes, an institution asked about European demand and price issues.
company said it is still optimistic about the overall European market. The high electricity prices in Europe have stimulated the continuation of demand for photovoltaic , and there is a high certainty in photovoltaic demand in the next 2-3 years. Regardless of the decline in the forward silicon material price, Europe's electricity consumption price is high, and the current price acceptance of 0.3 euros of components is fine. However, the probability of subsequent component prices falling is relatively certain. Distributor destocking reduces the risk of price decline, which will promote the decline of component prices. In the future, it may be affected by factors such as geopolitical , economic downward pressure, and the anti-forced labor bill. It is not ruled out that it may have a phased or short-term impact. The company will actively reduce overseas inventory and distributor customers' inventory, and adopt supply chain finance methods to reduce the risk of revenue and payment.
There are also institutions asking how the company's home storage business is progressing.
The company said that the company has low voltage and high voltage products, all of which are around 5kWh of electricity. Currently, the low-voltage 5.12kWh product has a voltage range of about 44.8-57.6V. The certification of this product in Europe has been approved, and now it has been exported to Southeast Asian countries to conduct market certification and test waters.
In addition, the company is developing high-voltage products, conducting certification and internal testing, and is also a single product with more than 5 kWh of electricity. It can be combined into relatively large products and is more inclined to be used in small business industries. This year, the main focus is on product certification , market verification, and pre-sales and after-sales service capabilities, with very small shipments. Judging from the feedback from photovoltaic channels, the demand for household storage is very large, and the company is optimistic about the prosperity of European household storage in the next 2-3 years. However, there are certain differences between home storage and photovoltaic sales, and the company is further building a sales and technical support team.
Hengdian Dongma has a rich theme, including photovoltaics, lithium batteries, energy storage, Tesla , Apple , hydrogen energy, rare earth permanent magnets and other popular concepts. The company's stock price once hit a record high this year, rising against the market this year by nearly 3%.
Other stocks with a large number of research institutions include Ruifeng New Materials, Rongbai Technology, Huichuan Technology , Jinli Permanent Magnet , Yunhai Metal , etc., and have all been surveyed by more than 100 institutions.
Ruifeng New Materials stock price has frequently hit record highs, with the cumulative increase of this year exceeding 100%. The company has recently received research from 192 institutions. In the survey minutes, the company revealed the construction of production capacity .
At present, the company has several projects underway in progress. Because the Xinxiang factory's project relies on the original foundation, has little investment and short construction cycle, it can coordinate well with the existing production capacity after completion, and will be put into production first. Among them, the first phase of the Xinxiang .15 million tons of lubricant additives project has been put into production, and the subsequent 90,000 tons of lubricant additives project will be implemented in accordance with the established project construction plan.
At the same time, the company invested in the establishment of Ruifeng Hongtai Company and actively expanded to the upstream. It is currently under steadily implementation. After the company is put into production, it can provide the company with core raw materials to ensure the safety and quality stability of the supply of the raw materials, and further enhance the company's core competitiveness.
Multiple institutional research stocks
The third quarter performance is expected to double
databao statistics. Among the listed companies that have received institutional research in the past week, Yunhai Metal, Jiangte Motor , Tianbang Food, Yunnan Copper Industry and other stocks have semi-annual net profit increased by more than 50% year-on-year and dynamic price-to-earnings ratio is less than 20 times. Among them, the net profit growth rate of Jiangte Motor exceeded 6 times.In terms of the third quarter report of
, the net profit growth rate of individual stocks such as Yutong Express , Yunnan Copper Industry, Ruifeng New Materials, Shenhuo Shares , Tianbang Food , etc. in the first three quarters all exceeded 100%.
This week, the major indexes of A-share market fluctuated strongly, and Shanghai Composite Index fell by about 1%. It was found that institutional research stocks rose by an average of 2.59% in the past week, outperforming the market. The largest increase is Ruifeng New Materials , with a cumulative increase of more than 26%. Other stocks with larger gains include Xintian Pharmaceutical , Guomai Technology , Shenglu Communication , etc., with cumulative increases of more than 15%.
Statement: All information content of Databao does not constitute investment advice. The stock market is risky, so be cautious when investing.
Editor: He Yu
Proofreading: Yao Yuan
Databao
Databao (shujubao2015): Securities Times Intelligent Original Innovation Media.
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