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This week (July 22nd to 26th), 110 listed companies disclosed institutional research records.

Among them, among the top 10 companies with the largest number of participating research institutions, the stock prices of Aidite and Sanwang Communications both hit recent lows this week.

Judging from the institutional research path, institutional investors this week paid more attention to the electronics, mechanical equipment and computer industries, and most of the companies surveyed were distributed in these three industries.

In terms of research popularity, the target with the largest number of research institutions is Tiannai Technology. This company is also the only company that has been researched by more than 100 institutions this week, with a total of 111 institutions participating in the research.

Tiannai Technology is an enterprise mainly engaged in the manufacturing of chemical raw materials and chemical products. Its products include carbon nanotube powder, carbon nanotube conductive paste, graphene composite conductive paste, carbon nanotube conductive masterbatch, etc., which are mainly used in lithium batteries, conductive plastics and other fields. The industry it is in is the new materials and new energy industry that is the focus of development and support of the national industrial policy.

During an institutional survey, Tiannai Technology introduced that the company's products are currently supplied to mainstream solid-state and semi-solid-state battery manufacturers in the domestic market. The specific usage depends on the customer's own formula. Based on the company's communication with customers, its products are well used in solid-state battery projects.

In the context of the current market's pursuit of high-voltage fast charging, fast charging and fast discharging require excellent conductive efficiency. Tiannai Technology's products have strong conductive properties, especially high-generation products. Under this trend, the company's products have broad application prospects.

Tiannai Technology said that the company's shipments in the first quarter of 2024 increased by about 43% over the same period last year. Based on the company's business operations and market expansion plans, and taking into account various uncertainties such as the economic environment and market competition, the company expects shipments to continue to grow in 2024. In the future, Tiannai Technology will continue to increase its R&D investment in carbon nanotubes in other downstream fields and actively promote the upgrading of related domestic industries.

In addition to Tiannai Technology, five companies including Zhuhai Guanyu, China Media Metrology, Wanda Information, Beixinyuan, and Huanxu Electronics have been surveyed by more than 50 institutions.

Among them, Wanda Information's stock price rose by 16.96% this week. Previously, Wanda Information issued a stock price change announcement on July 24, stating that the company and its largest shareholder had no major matters that should be disclosed but were not disclosed.

Wanda Information was founded in 1995 and listed on the Shenzhen Stock Exchange in 2011. It is a company engaged in urban informatization services. Its main business scope is integrated software and services for smart cities, forming three main businesses: industry application software, professional IT services, and software and hardware system integration. Currently, China Life has become the company's largest shareholder by increasing its holdings of Wanda Information's shares several times.

During the institutional research process, Wanda Information stated that the company is a leading manufacturer in the industry in terms of medical insurance payment reform. If further refined to DIP payment, Wanda Information ranks first in market share in this segment, covering both stand-alone and SaaS products.

As a leading manufacturer in the DRG/DIP industry, Wanda Information expects to bring in tens of millions or even hundreds of millions of dollars in business opportunities and projects each year. DRG/DIP and hospital management products are the focus of future promotion.

It is understood that DRG and DIP are two medical insurance payment methods. DRG refers to payment based on disease diagnosis-related groups, while DIP refers to payment based on disease scores.

Both are aimed at standardizing complex clinical diagnosis and treatment as much as possible, achieving comparability and evaluability between the same types of diseases, and then stimulating the endogenous motivation of medical institutions to standardize diagnosis and treatment and control costs through more scientific and refined medical insurance payments.

On July 23, the General Office of the National Health Insurance Administration issued the "Notice on Printing and Distributing the 2.0 Version of the Payment by Disease Group and Disease Type Score Grouping Scheme and Further Promoting Related Work", which means that the DRG/DIP 2.0 version, which has attracted much attention in the industry, has been officially released. The National Health Insurance Administration proposed that the 2.0 version of the grouping should be implemented well, the level of medical insurance fund settlement and liquidation should be improved, and the coordination of medical insurance and medical reform should be strengthened.

When asked by institutional investors about the impact of the 2.0 version of the reform, Wanda Information said that the release of the 2.0 grouping reflects that the National Medical Insurance Administration is determined to reform the medical insurance payment. With the deepening of the reform, the increase in pilots, and the accumulation of experience, the 2.0 version of the plan has also been upgraded based on the original 1.0 version. There are better solutions to the problems encountered in the 1.0 version, so it is beneficial to promote the entire payment reform in the future. This upgrade reform is more advantageous for traditional manufacturers, while for new manufacturers who have not done 1.0, the threshold is higher and the challenge is greater.

Editor: Chen Lixiang

Proofreading: Wang Jincheng