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In the past week, more than 220 stocks were investigated by institutions, and Mywell Biopharma-U became the stock with the largest number of investigating institutions.

Maiwei Bio-U has received the most institutional attention in the past week

In the past week, Mywell Bio-U has received the most institutional attention, with a total of 213 institutions researching the company, including 69 funds, 38 securities companies, 28 private equity firms, 14 insurance funds, and 7 overseas institutions.

An organization asked about the progress of the company's Nectin-4 ADC project. The company said that by the end of the year, it is expected to fully cover clinical research from first-line to second- and third-line patient groups; immunity + ADC is the company's major strategic direction. At present, the UC indication is expected to enter the key registration clinical phase III within the year, and the TNBC indication has obtained phase II clinical approval.

An organization asked about the company's current cash flow situation. The company said that although several Phase III clinical trials are about to be launched, the current cash flow situation is relatively stable. As of March 31, the company had a cash reserve balance of 1.95 billion yuan (including 102 million yuan in adalimumab settlement in 2023). Generally speaking, the research costs of a Phase III clinical trial will be spread over the next few years. The company will vigorously expand its commercialization capabilities. Currently, three products have been approved for marketing in China, and it has already deployed in many emerging markets, and is expected to increase sales revenue in the future.

This week, the share price of Maiwei Bio-U fell sharply, with a cumulative decline of more than 10%, hitting a new low since March. This week, many innovative drug concept stocks fell sharply, including Shouyao Holdings, Alis, Baicheng Pharmaceutical, and Tebao Bio. The innovative drug sector has continued to plummet in recent years, with a cumulative decline of more than 28% this year, a decline of nearly 3% last year, and a decline of more than 20% in 2022.

Qi'anxin, Yiheta, Tiannai Technology, Bozhong Precision and other stocks have also received much attention from overseas institutions. Among them, Yiheta has been surveyed by more than 30 overseas institutions and is the stock that foreign capital has paid the most attention to in the past week. When talking about overseas business in the survey, the company said that on the one hand, the company will actively participate in the overseas capacity reconstruction of China's advantageous industries such as 3C and new energy. Based on the trust accumulated in domestic cooperation, these customers will continue to cooperate overseas smoothly; on the other hand, the overall demand for parts and components from overseas local customers is larger, which provides the company with a large number of markets to be developed. The company will take the spillover of China's production capacity as an opportunity to complete the capacity adaptation from "products, technologies and services going overseas" to "global layout" in terms of standard certification, brand channels, quality services, supply models, market operations, etc., and provide one-stop supply chain support for global equipment parts procurement, so that Yiheta's selection standard influence will go from domestic to global.

Zhongji Xuchuan, a leading CPO company with a market value of nearly 140 billion yuan, has also been surveyed by nearly 100 institutions. The company revealed that its overall revenue and shipments continued to grow month-on-month in June, and did not decline month-on-month; in June, the company's optical modules shipped from China to overseas markets decreased month-on-month, but the company's overseas factory shipments continued to increase month-on-month, mainly 800G and 400G. At present, overseas customer demand is strong, and the company has not seen a decrease in orders or a decrease in shipments.

The company expects that shipments in the third quarter will continue to grow month-on-month, and the existing production capacity will be able to support the production of orders in the second half of the year; at the same time, the company will further expand its production capacity based on the rapidly growing demand in overseas markets. The company also stated that the gross profit margin of overseas factories is now basically the same as that in China. The overseas capacity utilization rate, worker efficiency and product yield have all increased rapidly, and in the long run, overseas will also have cost advantages.

Undervalued stocks with skyrocketing performance are being targeted

According to Securities Times Databao statistics, among the listed companies surveyed by institutions in the past week, the first quarter net profits of Mingyang Electric, Changqing Group, Hals, Haosheng Electronics and other stocks increased by more than 100% year-on-year and the price-earnings ratio was less than 20 times. Among them, Haosheng Electronics had the lowest price-earnings ratio, less than 5 times.

This week, the main indices of the A-share market experienced a correction, with the Shanghai Composite Index falling below the 2,900-point mark, a weekly decline of more than 3%, and the ChiNext Index falling nearly 4%. It was found that the average decline of institutional research stocks in the past week was 1.62%.

The company with the largest increase was Zhongqi New Materials, with a cumulative increase of more than 21%. The company revealed in an institutional survey that the middle and outer sands produced by the company for photovoltaic quartz crucibles have been put into production and sold; the company's high-purity inner sand is now in trial production and has begun to send samples to downstream customers. After the customer made the crucible and tested it, the product parameters were stable, the transparent layer performed well, the total impurity content was low and the impurity distribution was appropriate. The downstream customer verification results were good and it has been tested and used in 36-40 inch crucibles.

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

Editor: Xie Yilan

Proofread by: Tang Haocheng

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