The number of foreign investment in the recent 30th survey of more than 50 % of the company has been favored by more than 60 % year -on -year

16Jul

Editor's note: Recently, the A -share market has been affected by internal and external factors, and its shock has fallen. The institution generally believes that structural opportunities will occur in the future. And institutional research trends are often an important entry point for observing market wind directions. "Securities Daily" combed foreign institutions (including QFII), domestic securities firms, and funds to investigate the data of listed companies for in -depth analysis and interpretation for investors' reference. Reporter Ren Shibi's reporter Zhao Ziqiang, a reporter from this newspaper, has continued to increase its extension of foreign -funded institutions on the A -share market. In the past 30 days (June 16th to July 15th), the cumulative net inflow of funds in the north direction exceeded 9 billion yuan. From the recently released foreign -funded institutions in the second half of 2022, it can be seen that many foreign institutions such as Citibank and Goldman Sachs have expressed their optimism with Chinese assets. The number of foreign -funded research companies has increased by 50 % year -on -year As the A -share market has gradually fluctuated, and foreign investment institutions have recently increased their research on A -share listed companies. Data from Flush Shun shows that in the past 30 days, 863 A -share listed companies receive investigations including fund companies, securities companies, sunshine private equity, insurance companies, overseas institutions, and QFII. Among them, 340 listed companies have Investigations, compared with 225 companies surveyed in 2021, a year -on -year increase of 51.11%. From the perspective of single companies, 55 of the above 340 companies have received collective investigations of 10 or more foreign institutions during the period; 3 companies including Opton, Eston, and Langxin Technology have received more than 90 Foreign institutions are investigated.记者进一步梳理发现，上述340家公司中，有200家公司今年一季度归母净利润实现同比增长，占比近六成；截至目前，已有70家公司发布了2022年上半年业绩预告，有The performance of 45 companies was pre -joy, accounting for more than 60 %. The market's market has been relatively strong. According to statistics, of the above 340 foreign -funded institutions survey shares, the stock price performance of 238 stocks won the Shanghai Stock Exchange Index (a total of 2.34%during the period), accounting for 70%. Among them, 58 stocks increased by more than 20%. Behind the intensive investigation of overseas institutions is its continued optimism with the Chinese A -share market. The strategy report issued by Citi Bank's strategy analyst on July 6 stated that the Chinese stocks were promoted to superpatient because the current valuation was relatively attractive and that the Chinese policy was loose when the global monetary policy tightened. UBS Global Wealth Management Corporation recently said that in the second half of this year, the Chinese stock market will continue to perform well and retain China's best priority rating in the Asian stock market. Luca Paolini, chief strategist of Switzerland asset management, lowered the expected economic growth expectations for the euro zone, and raised China's stock rating to increase its holdings. Northbound funds also show signs of foreign capital flowing into A shares. Statistics of Tonghua Shun Data, from June 16th to July 15th, the cumulative net inflow of the northbound funds reached 9.434 billion yuan. Since this year, the cumulative net inflow of the northbound funds has 53.318 billion yuan. "Foreign capital is expected to become one of the sources of incremental funds for the A -share market in the second half of the year." According to CITIC Securities, the foreign investment is recovering steadily under the attraction of domestic economic fundamentals. It is expected that the net inflow of foreign capital in the second half of the year is expected to reach 200 billion yuan. From the perspective of industry companies surveyed by foreign institutions to investigate the six major industries, from the investigation of foreign institutions, electronics, machinery, equipment, pharmaceuticals, power equipment, basic chemicals, and computers, including six major industries, are the top 20. In this regard, Liu Youhua, deputy director of the Wealth Research Department of Paiwang.com, told reporters of the Securities Daily that the recently -influence of electronics, power equipment, computers and other scientific and technological fields of foreign -funded institutions has been affected The performance of performance has been disclosed one after another, these industries may have achieved good performance due to excellent interim report performance; on the other hand, the recent foreign -funded intensive research industry valuation does not match the performance, and has a high margin of security, which attracts foreign institutions to attract foreign capital institutions. focus on. "Since last year, the adjustment of machinery and equipment and electronic sectors has been fully adjusted, and the security margins are more prominent. The two industries are industries with competitive advantages in China. Driven by the stable growth policy, these two industries have shown the bottom of the rebound. Improvement. Medicine, biology, power equipment and other industries have both fundamentals and policies. They have received more attention including QFII, and the performance of the sector is relatively prominent. "Yuan Huaming, general manager of Huahui Chuangfu Investment, said. Chen Li, chief economist of Chuancai Securities and director of the Institute, told reporters that the recent investigations of foreign investment are still guided by performance. Focus on investigating individual stocks. Most of the years, their performance has grown steadily, and corporate profits are considerable. In terms of the electronics industry, from the recent announcement of the interim reporting preview, it has benefited from the heating of downstream demand and good profitability. Therefore, the company's performance pre -joy rate is high. With the continuous efforts of policies, the industry's prosperity is expected to continue.

687 companies have won the four major characteristics of securities firm's investigation in the past 30th to highlight the investment potential reporter Zhao Ziqiang, a trainee, Chu Lijun, in the near future. Although the Shanghai Index has been trembling after rushing, the market transaction continues to be active. The pace of investigation and excavating high -quality stocks. Data from Flush Shun shows that within the last 30 days (June 16th to July 15th), a total of 687 listed companies in the A -share market have been investigated by securities firms. Compared with 554 companies investigated in the same period last year, a year -on -year increase of 24.01%. Specifically, 144 listed companies received 10 or more brokerage investigations, accounting for more than 20 %. Among them, three companies including Wen's shares, Qiming Xingchen, and Huichuan Technology have been investigated by 49 brokerage firms, ranking among the top three. It can be seen that 79 companies have received high attention from other institutional investors at the 144 companies that have been intensively investigated by securities firms. Over 70 % of the stocks ran to win the market, and they found that the above 687 listed companies that have been surveyed by securities firms mainly presented four major characteristics: First, the excellent stocks are favored by securities firms. There were 393 companies in the first quarter of this year's net profit increased year -on -year, accounting for nearly 60 %. As of the closing of July 15, 176 companies took the lead in issuing the results of the first half of this year, and 111 companies' performance was pre -happy. Second, more than 70 % of stocks ran to win the market. From June 16th to July 15th, there were 482 stocks to win the Shanghai Stock Exchange Index during the same period (a total of 2.34%), accounting for over 70%. The increase was over 80%. Third, nearly a hundred companies' shares are held by securities firms. As of the end of the first quarter of this year, there were brokerage companies in the top ten companies of 95 companies, and the total number of shares of securities firms was 513 million shares. Among them, 6 companies including Qingdao Bank, SAIC Group, Hai Liang, Oriental Group, Yuanxing Energy, Crystal Optoelectronics, etc., have won more than 40 million shares. Fourth, some stocks are optimistic about rating. On the 30th, 251 stocks were given "buy" or "increase holdings" such as "buying" or "increasing holdings", accounting for 36.54%. Among them, the 35 -stock institutions are optimistic about the number of ratings of the rating more than 5 times, and the middle of the middle of Xu Chuang, Migang Communication, and Hangzhou Bank have been optimistic about the rating of the top three, 16 times, 15 times, and 15 times. Liu Yan, chairman of Anjue Assets, told reporters that from the perspective of data, the overall performance of the company's investigation stocks was quite good in the past 30 30th, and the performance was relatively excellent. In the first half of this year, the overall market recovery was sufficient. Most companies' stock prices were at a low level. In the second half of the year, the overall performance of listed companies was expected to be further improved. It is expected that the market fund will concentrate on these companies with obvious performance growth. Investors can carefully identify the selection and gradually build positions in installments. "From the perspective of the Five major industries that prefer the five major industries, the above 687 stocks are mainly concentrated in the five major industries. , 93, 75, 61, and 52. In this regard, Liu Jixin, assistant to Rongzhi Investment Fund, a subsidiary of Jianqi.com, told the reporter of the Securities Daily that the investigation of the stock market is mainly concentrated in the high prosperity industry, accompanied by the interim report The dense disclosure period is coming, the stocks with outstanding performance or good performance under the sought after by funds. In addition, these high -economic industry stocks surveyed by the brokerage firm are generally not cheap, and the performance growth in the future will be supported to support high valuations, so The frequency of investigations in these high prosperity industries will also increase. Liu Yan believes that the above five industries are at a relatively low level of history, or it has not yet started. It is expected that the market fund will be relatively abundant in the second half of the year. In the relatively low industry stocks, there will be more opportunities to enjoy the investment dividend of the market's high and low switching in the future. Liu Jixin believes that the pharmaceutical and biological industry is a large demand and a certain amount of growth. . Looking at the period of stretching, the investment value of the pharmaceutical and biological industry is constantly prominent. In terms of policy, the relevant policies of the pharmaceutical and biological industry are gradually recovering; in terms of valuation, the overall valuation is low, and there is not much room for continuing to fall. In terms of performance; with the improvement of per capita income and health awareness, and the increasing age of aging, the size of the pharmaceutical and biological market is expanding, which has provided a strong guarantee for the growth rate of industry performance. In the equipment industry, in the context of "carbon -to -peak, carbon neutral", it has accelerated new energy construction mainly based on photovoltaic and wind energy. As a result, the demand for power equipment has increased. In the past 30 days, the company has won the three industries such as public fund research machinery and equipment. In the past 30 days, 612 A -share listed companies have been investigated by public funds, which is significantly increased from 450 in the same period last year. Among them, 34 companies have obtained 50 public offering funds for investigations; All three companies have received dense investigations of public funds for more than 100.

In the list of public funds participating in the research recently, the "top -flow" public fund manager of the "top -flow" public fund manager such as Yifangda Fund, Xingdi Global Fund, Cinda Australia Fund, Huitianfu Fund, Jingshun Great Wall Fund, Feng Mingyuan and Hu Xinwei They appeared in the investigation. In the survey of the "top flow" public fund manager, frequently appeared in the survey. In the past 30 days, 89 companies have received more than 30 investigations on fund companies. Among them, Feng Mingyuan and Hu Xinwei and other public fund managers investigated 6 A -share companies. Wu Qihong, chief researcher of Guangzhou Wanlong Securities Consulting Co., Ltd., told a reporter from the Securities Daily: "The company investigated by the institution is generally better, and companies that are optimistic about the agencies often have long -term investment value and deserve attention. Looking at the characteristics of the research company, the market value is often large, which can accommodate funds to enter the market, and the stock price generally has been adjusted in the early stage, and has begun to go out of the reversal market. "A reporter from the Securities Daily sorted out and found that 89 fund companies have obtained fund companies Companies with more than 30 investigations mainly present three major characteristics: First, the stock price performance is relatively outstanding. In the past 30 days, the above 89 stocks, 64 stocks have won the Shanghai Stock Exchange Index (the cumulative increase of -2.34%), accounting for over 70%. Among them, the cumulative increases of 4 stocks such as Langte Intelligence, Xiangxin Technology, Jingshan Light Machinery, and Xiamen Tungsten New Energy exceeded 50%, and they performed strongly. Secondly, nearly 70 % were "liked" by the agency. There are 62 obtained institutions to give "buy" or "increase holdings" and other optimistic rating, accounting for nearly 70 %. Third, more than 40 % of the company was held by the institution. As of the end of the first quarter of 2022, social security funds, pension funds, insurance capital, and QFII funds in the top ten shareholders of the top ten companies in 38 companies accounted for over 40 %. Among them, companies such as Weixing, Zhaowei Mechanical and Electrical, Coboda, Homai, Jiyi Technology, Jepte and other companies have won two or more institutions. In addition to the above three characteristics, it is worth investor's attention, and some fund companies' "top -flow" fund managers investigate listed companies. On June 21, June 23, and July 6, Feng Mingyuan, Manager of Cinda Australia Fund, investigated 4 companies including Jiahe Smart, Mili Technology, Asia -Pacific Technology, and Juoguang Technology; On the 28th and July 6th, Hu Xinwei, the manager of Huitianfu Fund, conducted a survey of three companies including Yanjing Beer, Robotco, and Zhuoguang Technology. The three industries such as machinery and equipment are favored by public funds to investigate more frequently for listed companies with good performance. Data show that among the 612 A -share listed companies investigated by public funds, 343 companies in the first quarter of this year have increased their net profit in the first quarter of this year, accounting for 56.05%. Among them, the net profit attributable to the 95 companies in the first quarter doubled year -on -year. In terms of its industries, the above 612 companies involved 30 categories of application in the section of industries. The three major industries such as machinery and equipment, electronics, and pharmaceuticals have a total of 256 companies surveyed by public funds, accounting for more than 40 %. Investigation object. The co -director, researcher Pan and Lin of the International Joint Business School of Zhejiang University, Pan and Lin told the "Most of these companies in the manufacturing industry in the real economy, most of them are high -end manufacturing in the manufacturing industry. Industry, with a relatively high value -added product, its industry is also the current hotspot and focus. " Tesla is about to release humanoid robots, which is expected to bring new layout opportunities to domestic artificial intelligence and high -end manufacturing industry chain; electronics represents the upstream and downstream tracks of chip semiconductor. Enterprises benefit from the industry's prosperity and are still in the rapid development stage; the direction of the pharmaceutical and drug innovation drugs in the pharmaceutical and biological industry also belongs to the high prosperity track, and it is expected to rise in the global division of labor. "Wu Qihong said. Zhou Quanqing, managing director of Guangzhou Guobang Asset Management Co., Ltd., told the "Securities Daily" reporter: "The most popular in the mechanical equipment industry is photovoltaic equipment and lithium battery equipment. Therefore, most of the companies in the electronics industry have obtained a centralized investigation of public funds; most of the companies in the electronics industry are semiconductor tracks, which are strongly supported by policies and strategic tracks; most companies that have been surveyed in the pharmaceutical and biological industry belong to the Innovation Pharmaceutical Competition Dao, innovative drugs are high -barrier tracks supported by policies. After a period of adjustment, most innovative pharmaceutical companies have become reasonable and are still one of the most worthy fields. "Recommended reading Reading Reading Reading

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Photo ｜ Bag Picture Network Station Cool Hero Production | Zhou Wenrui

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