In the past week, there are more than 210 individual stocks surveyed by institutions.Nodepositbonuscasinos2022Hongfa shares became the stock with the largest number of research institutions.
Hongfa shares received the most attention, with a total of 337 institutions investigating the company, including 60 fund companies, 36 securities companies, 18 private equity companies, 22 risk funds and 54 overseas institutions. In 2023, the company achieved operating income of 129Nodepositbonuscasinos202230 million yuan, an increase of 11% over the same period last yearNodepositbonuscasinos2022.02%Nodepositbonuscasinos2022The net profit was 1.393 billion yuan, up 11.42% from the same period last year, while the non-net profit was 1.33 billion yuan, up 10.84% from the same period last year.
Beite Technology (rights protection), Okco billion, Shengyi Electronics, Weixing New Materials and other stocks have also been investigated by more than 100 institutions.
Among them, the CPO concept stock Shengyi Electronics, which was surveyed by nearly 200 institutions, rose by the limit of 20cm on Friday. In the research, the company communicated with the organization in detail about the performance in 2023 and the main reasons for the change of net profit, the products in the field of communications, the products in the field of servers, and the products in the field of automotive electronics.
Shengyi Electronics said that in the field of communications products, the company is actively cooperating with customers in the development of PCB products in 5.5G, 6G, satellite communications, 800G switches, optical modules and other application fields, and is expected to achieve mass production in 2024 and is expected to increase the unit price of the products.
In terms of server products, the company has successfully developed a number of server customers, including Amazon, and the motherboard and accelerator card projects supporting AI have entered the stage of mass production. With the commissioning and production of Dongcheng Phase IV, the company's production capacity for AI products will be further expanded.
Tianqi Lithium Industry, known as the "Lithium King", has been investigated by 63 institutions.
The company revealed that there are five lithium chemical production bases at home and abroad, which are located in Shehong, Sichuan, Tongliang, Chongqing, Zhangjiagang, Jiangsu, Quinana, Australia and Suining, Sichuan. At present, the annual production capacity of comprehensive lithium chemical products is 88800 tons. In addition, the company has started the 30,000t lithium hydroxide project in Zhangjiagang, Jiangsu Province, and is conducting a feasibility study on the construction of Chongqing 1000 ton lithium metal and supporting raw materials project. it also plans to restart the 24000 ton battery-grade lithium hydroxide project in the second phase of the Quinana plant (currently under construction and design), in order to further increase the company's medium-term lithium chemical production capacity to over 140000 tons / year.
In terms of downstream purchasing sentiment, the company said that it has recently felt a recovery in downstream purchasing sentiment, the overall pick-up performance of customers is better than earlier expectations, and some new customers have made purchase offers.
Undervalued stocks with skyrocketing performance are targeted.
According to Databao statistics, according to the median net profit of the 2023 annual report, KuaiBao or performance forecast, among the listed companies surveyed by institutions in the past week, the net profit of Sinotruk, Changhong Meiling, Xizang Pharmaceutical and Shuangjian shares increased by more than 100% year on year last year and the price-to-earnings ratio was less than 20 times. Among them, Changhong Meiling, Xizang Pharmaceutical, Shuangjian shares, New Capital and other stock market earnings ratios are less than 15 times.
It is worth mentioning that the stock price of Changhong Meiling has continued to soar in recent years, and has recently reached a new high for many years. In 2023, the company realized operating income of about 24.248 billion yuan, an increase of 19.95% over the same period last year, and a net profit of 741 million yuan, an increase of 203.04% over the same period last year.
The A-share market fell back this week, with the Shanghai Composite Index down 1.62% and the gem Index down 4.21%. Combing found that in the past week, institutional research stocks fell by an average of 2.12%. The biggest increase was in Emeishan A, with a cumulative increase of more than 40%, and moved to Telecom, * ST Hanma, soft Control shares and other stocks all rose by more than 10%.
In the first quarter of 2024, the net profit increased by 80% Mel 90% compared with the same period last year, and the net profit after deducting non-recurring gains and losses increased by 110% Mel 130% year on year.
The company said in its research that investment in M & An is a strategic focus of the company, focusing on areas related to and synergy with the company, such as vehicle networking, two-wheeled intelligent hardware, in-vehicle video, industrial routers, overall energy solutions, AI and robots.
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(article source: Databao)