Institutions investigated 436 listed companies in the pharmaceutical and creature industries in the monthly favored

27aug

Our reporter Yao Yao in August was a semi -annual report disclosure period of listed companies. As listed companies handed over the dazzling transcripts, investors in the A -share market were continuing to be better, and many companies were investigated intensive investigations. Data from Flush Shun shows that since the closing of August 26 this month, a total of 436 listed companies in the A -share market have received various types of institutions such as fund companies, securities companies, overseas institutions, sunny private equity, insurance companies, and QFII. Among them, 92 companies received a total of more than 100 institutions who participated in the survey during the survey. The total number of research companies is very close to the 457 in the same period last year, and the number of companies investigated by more than a hundred institutions is increased by 13 compared with the same period last year. "Mainly because fundamental analysis is increasingly valued by the market, so this year's investigation has become more concentrated than last year." Zhou Quanqing, managing director of Guangzhou Guobang Asset Management Co., Ltd., told the Securities Daily reporter. Specifically, of the above 92 companies that have obtained 100 and above institutions, 12 companies such as Rongbai Technology, Mai Rui Medical, Hengdian East Magnets, Huayang Group, and Jerry have won more than 300 institutions to investigate. ; Tianqi, Zhonglai, Puyuan Electric Power, China Mining Resources, Xu Ji Electric and other 22 companies have received a total of 300 institutions participating in the survey, but they also have more than 200. Zhou Quanqing said: "The company's densely survey companies are generally industry leaders or companies with changes in fundamentals. Through research industry leading companies, institutions can quickly understand the development trend of the industry. For companies that change fundamentals More accurate and timely information in order to accurately pricing it. "A reporter from the Securities Daily combed and found that the stocks that were collected by 100 and above institutions in August also showed three major characteristics: First, the best stock stocks were superior stocks stocks It is relatively high. Among the 92 companies mentioned above, 89 companies have announced the 2022 interim results. Among them, 65 companies have achieved a year -on -year increase in net profit at home, accounting for more than 70 % of the number of interim performance companies. Rongye's net profit in the first half of the year increased by 4443.99%year -on -year. It is worth noting that the operating income of the company with a net profit of the above 65 mother -in -law has also increased its operating income, showing a strong profitability. The second is repeatedly recommended by rating agencies. In the past month, 88 of the 92 stocks mentioned above have given "buy" or "increase holdings" and other optimistic rating, accounting for more than 90 %. Among them, 12 stocks including Fuling mustard, Qiaqia Food, Mai Rui Medical, Guanglianda, and Huali Group are optimistic about the number of rated times. Third, the institution is piled up. As of the end of the second quarter of 2022, a total of 56 companies in the top ten companies in the top ten companies appeared on social security funds, pension funds, insurance capital, QFII and securities firms, accounting for over 60 %. Among them, Mursey, Shunluo Electronics, Crystal Optoelectronics and other stocks also obtained two or more institutions. However, from the perspective of market performance, since August, as of August 26, the stock price of the above 92 stocks has performed relatively. A total of only 38 stocks have won the Shanghai Stock Exchange Index (a cumulative decline of 0.52%during the period). In this regard, Wu Qihong, chief researcher of Guangzhou Bandung Securities Consulting Co., Ltd., told a reporter from the Securities Daily: "This shows that institutional investment ideas have shifted to high and low switching, and the track stock stocks that have risen sharply in the early stage are expected to have a turn of performance. There may be value value. Listed companies in the depression. "From the perspective of the industry, the above 436 companies that have been surveyed by institutions this month involved 30 categories of application in the section of the three major industries in the three major industries including pharmaceuticals, biomedicine, basic chemicals and electronics. There are 47, 43 and 43 respectively, totaling 133, accounting for over 30 %. Wu Qihong said: "The pharmaceutical and biological industry has been influenced by factors such as collection and mining. It has been weaker for more than a year. At present, the valuation of the sector has been at a historic low, or gradually ushered in the margin. (Customized R & D and production institutions), CXO (pharmaceutical outsourcing), Chinese medicine, etc.; The track, the price of commodities in the past two years has maintained a high level, and the basic chemical industry has ushered in a high prosperity cycle. It is a historic investment opportunity. The institution's investigation of listed companies mainly intend to obtain the latest production situation, thereby calculating its profit level. "

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