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In the past week, there were 160 stocks investigated by institutions, and Mindray Medical became the stock with the largest number of investigating institutions.

In the past week,Mindray MedicalInstitutional attention is the highest, with a total of 280 institutions researching the company, including 41 fund companies, 40 securities companies, 62 private equity firms, 8 insurance funds and 58 overseas institutions.

An organization asked about the current progress of the medical equipment renewal project promoted by the state, and how to look forward to the changes in the domestic medical equipment bidding and procurement trends in the second half of the year compared with the first half of the year.

The company said that the progress of domestic bidding in the second quarter was inevitably delayed due to equipment renewal projects, but the rigid demand for medical equipment procurement still exists, and the bidding situation in the second half of the year is expected to improve compared with the first half of the year. If the originally planned ultra-long-term special treasury bond issuance and medical equipment renewal projects can be implemented and landed as scheduled this year, the company is still confident that it will achieve the established growth target for the whole year. Thanks to the unique competitive advantages brought by the digital overall solution of equipment + IT + AI, the company is confident that it will achieve market performance significantly faster than the industry and better than its main competitors in any environment.

Another institution also asked, if the US government further increases tariffs on Chinese exports to the United States in the future, what countermeasures will the company take.

The company stated that Mindray's products cover more than 190 countries and regions around the world, and the company's overseas business revenue in 2023 accounted for 38.79% of the company's total revenue, of which North American business accounted for 7.45%. Since the Sino-US trade friction in 2018, the company has been closely following the progress of relevant negotiations and actively adjusting its response strategy. It can be seen that even after the 25% tariff was imposed at that time, Mindray's pace of progress in the US market did not stop. At present, the company has covered more than 80% of IDN medical alliances in the United States. By continuously expanding the coverage and revenue share of high-end customer groups, the profitability of the company's US business has continued to increase in the past few years, and the United States has become one of Mindray's most profitable countries in the world.

To cope with relevant policy risks, the company will first accelerate the implementation of overseas localized production. It is expected that more than 10 overseas localized production bases, including Mexico, will be put into use before the end of this year; second, further enhance product added value and comprehensive competitiveness, and reduce the impact of tariffs on the company's product profit margins; third, by continuously increasing the expansion of high-end markets, effectively increase product market share and enhance the company's comprehensive profitability.

Mindray MedicalIt is the leader of the A-share medical device sector, with a latest total market value of nearly 320 billion yuan. This week, the stock price fluctuated sharply, once falling below the 244 yuan mark, setting a new low for the year.

In addition to Mindray Medical,CATL, Midea Group, SDIC Power, Changan Automobile, LONGi Green EnergyGiants with a market value of over 100 billion yuan have also received attention from institutional research.

Known as "King of Ning"CATLIn the survey, it was stated that the company has always attached great importance to shareholder returns and created long-term value for shareholders by continuously operating the company well. In 2023, the company distributed 20% regular dividends and 30% special dividends, with a total dividend amount of 22.06 billion yuan. The company's future dividends will be determined by comprehensively considering factors such as capital expenditures, cash planning, and market conditions, and will fully listen to the opinions of the market and investors.

The company also said that production and orders are full in the second half of the year, and capacity utilization is expected to increase further. Rumors about the company's production schedule often appear in the market, most of which are inaccurate. Please refer to the company's official statement.

Photovoltaic leaderLONGi Green EnergyIn the survey, it was stated that according to market price calculations, the photovoltaic main chain has been losing money for several months, and the prices of some links are even lower than their cash costs. Under such price conditions, the operating rate of the photovoltaic main chain has basically been adjusted to a low level. With the arrival of the peak demand season in the second half of the year, it will provide certain support for the prices of the industrial chain. Overall, the company believes that the current price of photovoltaic products has reached the bottom.

At present, the company has signed orders for more than 1GW of Hi-MO9 modules. Hi-MO9 modules use HPBC2.0 battery technology and have a mainstream power of 660W. According to the signed orders, the price of Hi-MO9 modules is about 20% higher than the company's own TOPCon orders, and the profit level is expected to be better than TOPCon products.

Undervalued stocks with skyrocketing performance are being targeted

According to the Securities Times Databao statistics, among the listed companies surveyed by institutions in the past week,Haida Group, Luxi Chemical, Tuobang Holdings,Guizhou Tire, Yunnan Energy Investment and other companies reported a net profit growth of more than 50% year-on-year in the first quarter, and their price-earnings ratios were less than 20 times.Guizhou TireThe price-to-earnings ratio is the lowest, less than 8 times.

This week, the main indices of the A-share market rebounded, with the Shanghai Composite Index regaining the 2,900-point mark, up 0.5% in a week. It was found that institutional research stocks rose by an average of 1.61% in the past week, outperforming the market.

The largest increase was inMicrotek Technology, with a cumulative increase of nearly 41%. According to the company's research, the company's semiconductor polishing silicon wafer products are mainly used in discrete devices such as power devices (diodes, rectifier bridges, thyristors), sensors, optoelectronic devices, etc. The polished silicon wafer products of the fundraising project are mainly used in high-end discrete devices and ultra-large-scale integrated circuits. The final application areas of single-crystal silicon wafers include consumer electronics, automotive electronics, household appliances, communications and security, green lighting, new energy and other fields.

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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