news

한어Русский языкEnglishFrançaisIndonesianSanskrit日本語DeutschPortuguêsΕλληνικάespañolItalianoSuomalainenLatina

Data is a treasure

Data treasure

Less worries about stock trading

747 stocks received institutional research during the month.

According to the Securities Times Databao statistics, since July, 747 A-share companies have been investigated by institutions. In terms of industries, the stocks investigated by institutions are mainly concentrated in the electronics, mechanical equipment, pharmaceutical and biological, computer and other industries, among which the number of stocks investigated by institutions in the electronics and mechanical equipment industries is the largest, reaching 117 and 115 respectively.

In the first half of 2024, domestic mobile phone and smartphone shipments hit a three-year high. The demand for consumer electronics market continues to pick up, and the industry has fully entered the recovery channel. Publicly offered funds overweighted the electronics industry in the second quarter. According to statistics from GF Securities, the allocation ratio of public funds to the electronics industry in the second quarter reached 15.81%, an increase of 3.77 percentage points from the previous month; the overweight ratio was 7.99%, an increase of 3.39 percentage points from the previous month. The allocation ratio and overweight ratio of public funds in the electronics industry ranked first among Shenwan's first-level industries.

36 stocks were surveyed by over 100 institutions

According to Databao statistics, since July, 36 stocks have been investigated by more than 100 institutions. Lanqi Technology has the highest number of institutional attention, with a total of 402 institutions investigating the stock, including 77 funds, 74 securities companies, and 44 foreign institutions.

Lanqi Technology stated in an institutional survey that in the second quarter of 2024, the company expects to achieve operating income of 928 million yuan, a year-on-year increase of 82.59%, and achieve a non-GAAP net profit attributable to shareholders of 315 million to 345 million yuan, a year-on-year increase of 88.59 times to 97.12 times. The company's non-GAAP net profit attributable to shareholders in a single quarter hit a historical high.

The company's three new AI high-performance "capacity" chip products have made new progress. PCIe Retimer chip shipments have grown rapidly. After shipping about 150,000 chips in the first quarter of 2024, about 300,000 chips were shipped in the second quarter; MRCD/MDB chip sales revenue grew rapidly. After sales revenue exceeded 20 million yuan for the first time in the first quarter of 2024, sales revenue exceeded 50 million yuan in the second quarter; In the second quarter, the company's CKD chips began to be shipped on a large scale, and sales revenue in a single quarter exceeded 10 million yuan for the first time.

Among the stocks surveyed by more than 100 institutions, Shengyi Electronics had the most outstanding performance, with a cumulative increase of 21.88% in July; Dongshan Precision had a cumulative increase of 20.34%, ranking second.

Shengyi Electronics received 179 institutional researches this month and received 2 institutional researches. In the first half of the year, the company continued to strengthen its cooperation with global leaders in the automotive electronics and electric vehicle industries, and developed related products in key technology sectors such as autonomous driving, smart cockpits, and power energy, further enhancing the market competitiveness and customer recognition of the company's automotive electronic PCB products.

Many stocks surveyed by institutions achieved outstanding performance in the first half of the year

According to Databao statistics, among the individual stocks surveyed by more than 100 institutions, 16 stocks have released first-half performance forecasts, express reports or semi-annual reports. One stock has suffered its first loss, two stocks are expected to decrease, and the remaining stocks have all expected good performance.

Zhongji Xuchuan has the largest net profit scale. The company predicts a net profit of approximately 2.15 billion yuan to 2.5 billion yuan, a change of approximately 250.30% to 307.33% compared with the same period last year. In the first half of the year, thanks to the rapid growth in the proportion of shipments of high-end products such as 800G/400G, the company's operating income and net profit increased significantly year-on-year.

The first half performance of six stocks including Shengyi Electronics, Lanqi Technology, and Zhongji Xuchuan doubled year-on-year, with an increase of more than 100%. Shengyi Electronics predicts a net profit of about 93.5 million to 110 million yuan, a year-on-year increase of 876.88% to 1049.27%. In the first half of the year, with the market demand for high-layer, high-precision, high-density and high-reliability multi-layer printed circuit boards, the company's output, sales and operating income increased compared with the same period last year.

SmartSens-W received 114 institutional surveys in July. The company turned losses into profits in the first half of the year, and predicted a net profit of about 135 million to 155 million yuan, turning losses into profits year-on-year. In the first half of the year, the company's newly launched iterative products in the field of smart security have been further improved in performance and competitiveness. With the recovery of market demand, the company's product sales have increased significantly, and sales revenue has increased significantly; in the field of smartphones, the company's high-end 50-megapixel products used in flagship mobile phones, wide-angle and telephoto lenses have increased significantly, driving the company's revenue in the field of smartphones to grow significantly, and has successfully opened up a second growth curve.

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

Editor: Xie Yilan

Proofreading: Zhu Tianting

Data treasure