Since September, agency intensive research 21 companies

According to Wind statistics, since September, 485 companies in Shanghai and Shenzhen have obtained institutional investigations. Among them, 21 companies including Foshan Lighting, Supor, Qianjiang Motorcycle, Bank of Ningbo, Zhenyou Technology, and Heart pulse medical treatment have been favored by institutions.

"Public Securities News" reporter noticed that in the investigation of the institution, Yedida has the highest attention. Since September, 484 institutions participating in this company's research have been ranked first in the list; Yingjie Electric has been by 382 institutions. The survey, ranked second; Jingshan Light Machinery, Junguang Technology, Ningbo Bank, Heartai Medical, Minglida, Xiangxin Technology, Qianjiang Motorcycle, and Taihe New Materials were investigated.

According to institutional survey information, Xiangcai Fund recently conducted a survey of Minglida. Minglida was one of the manufacturers who invested in the development of new energy vehicle precision structures earlier. ) With various types of new energy vehicle lightweight structural components, it has fully possessed related manufacturing capabilities, and has fully entered the main domestic supply chain of new energy vehicle manufacturers, such as BYD, Ningde Times, BAIC, Geely, etc. The company has successively broke through technical difficulties such as high -profile, high -precision, high -intensity aluminum alloy die casting and large -scale high -intensity and high extension of body structure parts in the field of automotive structural parts. Die -casting structure.

In addition, Yingjie Electric was investigated by 7 institutions on September 5, including 5 funds and 2 investment companies. During the investigation of the institution, the company told the visiting institutions: "The power supply business involves multiple industries. The large industry types include electronic materials such as photovoltaic, semiconductors, and dozens of segments. There are companies in the industry, but basically the company can maintain a market share of more than 50%or even higher. For example, the power supply of the photovoltaic industry can reach the market share of more than 70%. "

In response to the current investment strategy, the Northeast Securities Strategy Team believes: "The industry's ups and downs is still the main line. First, the adjustment has been relatively sufficient but the prosperity has continued to rise. Upstream materials and parts, consumer electronics), media (game, meta universe, etc.), computers (localization, cloud computing), etc.; ","

Looking forward to the market outlook, Caixin Securities Analyst Huang Hongwei predicts that the performance and index of A -share performance and index will improve in the third quarter of this year (especially after September). According to the calculation of advanced financial indicators, it is estimated that science and technology boards, GEM, and Bei Stock Exchange A shares will be on in the first place. The performance of the next 1-3 quarters will maintain rapid growth, and the growth rate is higher than the motherboard market. In terms of valuation, the valuation of CSI 500 and the GEM fingers have fallen, and it has the advantage of cost -effectiveness. Reporter Zhang Yan

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