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Less worries about stock trading

This week, the latest stocks that institutions are paying attention to are revealed.

According to statistics from Securities Times Databao, this week (July 15th to 19th), 57 institutions conducted a total of 643 ratings, and a total of 335 stocks were given "buy" ratings (including buy, increase holdings, strong recommendation, and recommendation) by brokerage research reports.

The stocks with the highest institutional attention areSatellite Chemistry, a total of 13 institutions participated in the rating; secondly,Zhongji InnolightThere are 12 rating agencies. In addition,Huahai Qingke, Haiguang Information, SmartSens, Tongfu Microelectronics, Changchuan Technology, North HuachuangMany semiconductor stocks, including , have been rated by 5 or more institutions.

Shenzhen Main Board's first semi-annual report is released

On the evening of July 17, the first 2024 semi-annual report of the Shenzhen Stock Exchange Main Board was released.Satellite ChemistryThe new energy materials business performed well in the first half of the year, with revenue increasing by 217% year-on-year. During the reporting period, the company's hydrogen products were officially sold to the public.

From the perspective of the top ten shareholders of tradable shares, in the second quarter, the company was increased by Huatai-PineBridge CSI 300 ETF, and became the seventh largest tradable shareholder with 19,917,681 shares. China Life ordinary insurance products and the National Social Security Fund 101 portfolio newly entered the position, becoming the ninth and tenth tradable shareholders respectively.

Many institutions are optimistic about the company's growth potential. Li Hui, chief chemical analyst at Zheshang Securities, predicts thatSatellite ChemistryThe net profit attributable to the parent company in 2024-2026 will be 5.637 billion yuan, 7.197 billion yuan and 9.288 billion yuan respectively. Orient Securities Research Report stated that it maintains a "buy" rating for Satellite Chemistry, with a maximum target price of 22.72 yuan, an increase of 1.61% from the previous highest target price. UBS Securities also maintains a "buy" rating for Satellite Chemistry, with a maximum target price of 24 yuan.

Benefiting from the booming industry, optical module leading stocksZhongji InnolightNet profit in the first half of the year increased by 250.3% to 307.33%. During the reporting period, the company's shipments of high-end products such as 800G/400G increased rapidly.

Tianfeng Securities stated that considering the company's excellent performance in the semi-annual report, 800G is expected to continue to increase in the second half of this year and 1.6T modules are expected to be gradually delivered. In 2025, it is expected that greater production capacity will be gradually released. Zhongji Xuchuan is given a "buy" rating.

Haitong International reiterated its optimism about the demand for 800G Ethernet on the inference side and the expansion of 1.6T in 2025. It expects Zhongji Xuchuan to be the first to benefit from the upgrade of products to higher speeds. It gave the company a target price of 190 yuan and an "outperform" rating.

Semiconductor stocks

Obtained intensive ratings from institutions

Recently, many semiconductor industry giants at home and abroad have released their performance or performance forecasts, and many companies have achieved significant growth in performance. ASML, the world's leading lithography company, expects that the semiconductor industry will usher in an upward cycle in 2025.

Due to the recovery of the semiconductor industry, semiconductor stocks have exploded recently and are expected to become the new main trend.Cambrian-UThe stock surged by more than 35% on July 16, with a daily limit of 20cm, driving the domestic computing power and semiconductor sectors to strengthen. On July 19, the semiconductor sector surged again by 3.77%.Yutaiwei-U, KaiweiteBoth limit up to 20cm.

This week, the Shenwan Semiconductor sector surged 5.29%. Many semiconductor sector stocks were unanimously favored by institutions. 32 institutions rated 28 semiconductor stocks, ranking first among all industries in terms of the number of institutional ratings.

From the perspective of individual stocks, benefiting from the recovery of the prosperity of CMP semiconductor equipment,Huahai QingkeIt is estimated that the net profit in the first half of the year will increase by up to 18% year-on-year; the company's market share in CMP equipment continues to increase.

Huatai Securities stated that the company's new products are gradually increasing in volume and its net profit is being released steadily. It gave it a valuation premium of 36.5 times (the average of comparable companies is 35.4 times), maintained a "buy" rating, and adjusted the target price to 155.13 yuan.

Haiguang InformationIt is expected that the net profit attributable to the parent company will be 788 million to 886 million yuan in the first half of the year, a year-on-year increase of 16.32% to 30.78%. In terms of a single quarter, Haiguang Information's net profit attributable to the parent company in the second quarter reached a historical high.

A research report by China Securities Co., Ltd. pointed out that Haiguang Information has successfully developed widely used processor chips, filling the gap in the domestic core processor field. It also stated that considering the scarcity of the company's x86 licenses, its mastery of core technologies and its self-iteration capabilities, its excellent product performance and market competitiveness, and its broad downstream market with large space, its outstanding performance, and its first coverage, it was given a "buy" rating.

5 stocks were upgraded by brokerage firms

This week, 5 stocks received an upgrade from brokerage firms, includingHengxuan TechnologyUpgraded to "Buy" rating by Western Securities.

The recent trend of the consumer electronics sector has also attracted much attention from the market. Benefiting from the continued growth in customer demand in the downstream smart wearable and smart home fields,Hengxuan TechnologyThe company expects to achieve a net profit of about 148 million yuan in the first half of the year, a year-on-year increase of 199.68%. The company's stock price has soared by nearly 65% ​​since April, with the latest share price at 173.54 yuan, and its total market value has exceeded 20 billion yuan.

Western Securities said that in view of the company's leading position in the TWS and wearable fields, taking into account the continuous recovery of consumer electronics sentiment and the company's introduction of new products, it upgraded the rating to "buy".

According to Databao statistics, among the individual stocks that received ratings from two or more institutions this week, the latest closing prices of 14 stocks have room for an increase of more than 50% compared to the consensus forecast target price of the institutions.

in,OtwayIt is a high-quality equipment leader spanning the three fields of photovoltaics, lithium batteries, and semiconductors. The company has been deeply involved in the field of string welding machines for more than ten years, with a global market share of more than 70%. The top ten suppliers of photovoltaic modules in the world are all customers of the company. In addition, the company continues to expand in the semiconductor field, completing the internal verification of aluminum wire bonding machines in 2020, and successively obtaining orders from leading customers such as Wuxi Delixin, Tongfu Microelectronics, and SMIC from 2021 to 2023.

OtwayThe latest share price has fallen by more than 65% from its highest point of 143.48 yuan in August 2022, and its current rolling P/E ratio is only 9.7 times. Guojin Securities gave the company a 15-fold valuation this year, with a target price of 80.65 yuan, and maintained a "buy" rating.

Statement: All information content of Databao does not constitute investment advice. The stock market is risky and investment should be cautious.

Editor: He Yu

Proofreading: Liu Rongzhi

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