The investigation of the brokerage company is exposed: 3 companies are the most "eye -catching", and the pharmaceutical and biological sectors are expected to usher in "Davis Double -click"

China Times (chinatimes.net.cn) reporter Chen Feng, a reporter Zhang Mei Beijing reported

Data show that as of September 20, brokers investigated a total of 2458 times in the month. Among them, CITIC Securities survey the most "hard work", and a total of 95 investigations in the month. Mechanical equipment, pharmaceuticals, and power equipment are the three industries that focus on the investigation of securities firms. In addition, three companies were investigated intensively by securities firms, namely Yiheda (301029.SZ), Ju Guang Technology (688167.SH), and Platinum New Materials (300811.SZ).

What does listed companies have frequently investigated a number of securities firms? Chen Li, director of the Institute of Chuancai Securities and chief economist, analyzed the reporter of the Huaxia Times that the focus of the company can be seen from the investigation frequency. However, sometimes when the company has an inflection point, the frequency of investigating the brokerage company will also be strengthened.

Xing Xing, director of the Boxing Securities Institute and chief investment adviser, told the reporter of the Huaxia Times that the varieties of not investigating by securities firms have the opportunity to rise. Investors should be cautious and should not be blindly chased.

CITIC Securities is the most "hard work"

Tongllow iFind data shows that from September 1st to 20th, securities firms investigated a total of 2458 times. From the perspective of institutions, CITIC Securities has investigated 95 times, which is the most frequently investigated securities company; Guangfa Securities surveys 69 times, ranked second; Tianfeng Securities investigations 68 times, ranking third; Haitong Securities Survey 64 times, with positions, positions, and positions, with positions, and positions, with positions, and positions, with positions, and positions, with positions, and positions, with positions, with positions, with positions, with positions, with positions, with positions, with positions, with positions, with positions, with positions, with positions, with positions, with positions, with positions, and positions, with positions, and positions. The fourth; CICC and Guojin Securities averaged 60 investigations, tied for fifth.

Among them, since September, CITIC Securities has investigated 4 times in Thai and New Materials, surveyed 3 times on Yedida, and investigated the Hualley Group and Zhongshun Jierou twice. Tianfeng Securities surveyed the Hanzhong Ji machine three times, and surveyed the Shenghang, Feilida, Dayuan Pump, and Joy Zhixing twice.

From the perspective of the industry, the same Flush iFind data shows that since September, the industry that has been surveyed the most by brokers has been machinery and equipment. A total of 161 brokerage companies have investigated 481 times to the industry; the second -ranked industry is pharmaceutical creatures. The research has been surveyed 304 times; the third -ranking industry is power equipment, and 119 securities firms have investigated the industry 287 times; in addition, the basic chemical and electronics industries have also attracted much attention. There were 111 brokerage companies investigating 261 times in the electronics industry.

It is worth noting that the pharmaceutical and biological industry has been the focus of the capital market in recent years. Gao Jinyao, an associate professor of finance from Shandong University, told the reporter of "Huaxia Times" that the stock price of the pharmaceutical and biological sector in the first half of the year was sharply adjusted, and the valuation index returned to a reasonable level, and the epidemic was repeated. Looking forward to it.

Xing Xing also told the reporter of "Huaxia Times" that from the fundamental point of view, the pharmaceutical and biological sector is a national strategic emerging industry. The very important part of the large consumption field has begun to enter the weak after climbing to a historical high in 2020 to a historical high. At the stage, as of the current two years, most of the foam has gradually been digested by the market, and the impact of collecting collection on the entire sector is also weakening. Especially for related varieties that have returned to the low level, it is expected to usher in the first "David David "Double -click".

Brokerage concentrated firepower surveys 3 companies

From the perspective of listed companies, the same Flush iFind data shows that Yiche has reached the company with the largest number of investigations by securities firms. The company has been investigated 68 times since September. According to incomplete statistics, 55 securities firms including CITIC Securities, Tianfeng Securities, Guojin Securities, Zhongtai Securities, and China Merchants Securities are in the research team.

Data from Sky Eye Inspection shows that Yedida was established in December 2010. It is a one -stop procurement service that provides automated parts procurement services for non -standard automated equipment production units. The five major areas of locks, precision parts of large automated production line integration and robot system integration have accumulated a lot of process experience and the precipitation of equipment solutions.

The research report of Changjiang Securities on September 3 pointed out that the new energy industry has a high degree of prosperity and driving Yicida's performance continued to grow. In the first half of the company's revenue in the first half of 2022, the income of the lithium battery industry accounted for 31%, compared with the annual revenue in 2021, an increase of about 5%; the 3C+mobile phone industry revenue accounted for 23%; 8%; industrial robotic income accounts for 4%.

The listed company, which has been ranked second at the number of investigations, is Juoguang Technology. The company has been investigated 62 times since September. According to incomplete statistics, 52 brokers including Guangfa Securities, Tianfeng Securities, Haitong Securities, and Guo Jin Securities participated in the investigation.

Data from Tianyan Check shows that Zhuoguang Technology is a small and micro enterprise listed in the science and technology board. It was established in 2007 and is located in Xi'an, Shaanxi Province. It is mainly engaged in computers, communications and other electronic equipment manufacturing industries. The registered capital of the enterprise was 89.96 million yuan, and the directional issuance was completed in 2021.

On September 9th, Jun Guang Technology issued an announcement saying that it intends to sign the "Equity Purchase Agreement" with the Cowin DSTCO., LTD. LTD. Shareholders to pay 100%equity of the target company by paying cash, and use its own funds to pay 350 million yuan. CITIC Investment's research report on September 13 stated that the COWIN and the company's collaborative effect of the acquisition of the target of Junuang Technology, and the company's pan -semiconductor system business is expected to usher in acceleration.

Platinum New Materials has been investigated 45 times since September, ranking third. According to incomplete statistics, 46 securities firms including CITIC Securities, Guangfa Securities, Tianfeng Securities, and CICC participated in the investigation. Data from Sky Eye Inspection shows that Platinum New Materials was established in 2009. It is located in Shenzhen, Guangdong Province. It is a company mainly engaged in non -ferrous metal smelting and extension industry. Added.

The research report released by Northeast Securities on September 1st pointed out that the high -speed driving performance of new energy has grown at high speed, and the profitability of Platinum Forest New Materials continued to improve in the second quarter, and the company's metal powder core production capacity continued to expand, actively deploying upstream powder+downstream inductors.

In addition, Yingjie Electric has been investigated 38 times since September, ranking fourth. According to incomplete statistics, 33 securities firms including Haitong Securities, CICC, Xingye Securities, and Changjiang Securities were investigating the team. Ningbo Bank and Ling Yunguang have been investigated 33 times since September, ranking fifth in ranking.

Why are these listed companies be investigated densely by brokers?邢星对《华夏时报》记者表示，从这些个股的共性来看，都属于次新、小盘股，同时具备高科技与新材料等叠加性概念，包括像芯片、新材料、电力设备、新Energy, etc., is the scope of the main hotspot sector in the current market. Due to the relatively stable performance of such varieties, the potential for rising can be expected.

Chen Li analyzed the reporter of the Huaxia Times that the company's focus can be seen from the investigation frequency. Brokers will usually give a high degree of attention to hotspots in key industries. However, the difference is that some are excavating some investment opportunities in forward -looking; there is another situation that it is very familiar with this company, but when an inflection point occurs, the frequency of investigating the brokerage company will also be strengthened.

Editor: Editor Yan Hui: Xia Shencha

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