news

한어Русский языкEnglishFrançaisIndonesianSanskrit日本語DeutschPortuguêsΕλληνικάespañolItalianoSuomalainenLatina

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

according to statistics from securities times databao, this week (august 26 to august 30), 70 institutions conducted a total of 4,560 ratings, and a total of 1,286 stocks were given "buy" ratings (including buy, increase holdings, strong recommendation, and recommendation) by brokerage research reports.

the institutions that received the most attention areshanxi fenjiu, a total of 32 institutions participated in the rating; secondly,proyathere are 29. in addition,sungrow power supply, deye power, foster, fosun, goldwind technologymany electric power equipment stocks, such as , have been rated by 10 or more institutions.

revenue exceeded 20 billion yuan

shanxi fenjiu continues rapid growth

the semi-annual report shows that the market value of more than 200 billion yuanshanxi fenjiuin the first half of the year, the company's revenue was 22.746 billion yuan, breaking the 20 billion yuan mark for the first time, up 19.65% year-on-year; its net profit attributable to the parent company was 8.41 billion yuan, up 24.27% year-on-year. in terms of performance growth, shanxi fenjiu ranks high among liquor companies.

according to the data, shanxi fenjiu's revenue target for 2024 is to strive for a year-on-year revenue growth of about 20%; based on this calculation, the company's annual revenue this year will reach about 38.3 billion yuan.the company's revenue in the first half of the year has achieved nearly 60% of its full-year target, exceeding market expectations.from a market comparison perspective, while the liquor industry is in a period of deep adjustment, shanxi fenjiu has still achieved counter-cyclical growth on the basis of a high base, and its leading position has been consolidated.

in view of the brilliant performance of shanxi fenjiu, many institutions paid close attention to it after the semi-annual report was released.cicc, shenwan hongyuan securities, everbright securities, guojin securitiesmany brokerages have released research reports, all of which give shanxi fenjiu a "recommendation" or "buy" rating. the latest rating report released by orient securities said that it maintains a "buy" rating for shanxi fenjiu, with the highest target price of 237.38 yuan.

leading chinese beauty brandproyain the first half of the year, the company delivered a brilliant performance, with revenue exceeding the 5 billion yuan mark for the first time, reaching 5.001 billion yuan, a year-on-year increase of 37.90%; net profit attributable to shareholders of the parent company was 702 million yuan, a year-on-year increase of 40.48%; and non-net profit was 679 million yuan, a year-on-year increase of 41.78%.the company's semi-annual revenue ranks first among domestic beauty companies.

it is worth mentioning that as of the end of the second quarter, gic private limited has increased its holdings of the company's shares for two consecutive quarters, holding a total of 9.1014 million shares; the national social security fund 109 portfolio has increased its holdings for three consecutive quarters, holding 5.3468 million shares. in addition, in the second quarter, schroder global fund series china a shares (exchange) newly acquired 2.1607 million shares of the company's shares.

china cinda securities stated that the company's semi-annual performance continued to be impressive, with multiple core brands jointly driving high performance growth. it is optimistic about the long-term growth potential of the leading domestic beauty company and maintains a "buy" rating.

many photovoltaic concept stocks rose sharply

institutions are optimistic about opportunities in the sector

this week, the most noteworthy is the photovoltaic leaderlongi green energy, tcl zhonghuanwith the announcement of price increases, the photovoltaic industry, which was trapped in low-price competition, finally saw hope.

stimulated by favorable news, photovoltaic equipment and wind power equipment sectors saw a sharp rise this week.sungrow power supplythe weekly increase was as high as 13.04%.penghui energysoared by more than 20%.foster, goldwind technology, tcl centralmany stocks rose by more than 10%.

several photovoltaic inverter companies disclosed their semi-annual reports, and the performance of leading companies has improved.sungrow power supplynet profit attributable to the parent company was rmb 4.959 billion, a year-on-year increase of 13.89%;germanyindustry sharesprofit was 1.236 billion yuan, down 2.21%;jinlong technologyachieved a profit of 352 million yuan, a year-on-year decrease of 43.83%;sineng electricthe company achieved a net profit attributable to shareholders of rmb 161 million, a year-on-year increase of 18.9%.

in the secondary market,sungrow power supplyafter reaching its peak in august 2021, the stock price has fluctuated and fallen in recent years, but it still sits firmly on the throne of "the largest photovoltaic company in terms of market value" in the a-share market. pacific securities said that as the global leader in the photovoltaic energy storage industry, sungrow has a deep domestic market accumulation and obvious advantages in overseas inverter + energy storage business, and is expected to fully benefit from the continued growth of industry demand.

zhu yue, an analyst at citic securities, believes that the photovoltaic sector is currently at the bottom of fundamentals and profitability, but positive marginal changes are taking place recently. on the one hand, domestic projects have started delivery in august, and it is expected that module production will continue to rise from september to november, and the industry demand side has seen marginal improvement; on the other hand, the bottom of the industry chain's profitability has become clearer, and the improvement of the industry supply side has accelerated.

dongguan securities' latest research report shows that the global power grid is increasing its investment, and the inverter industry is facing new opportunities to go overseas. individual stocks that can be watched include sungrow power supply, jinlong technology, and deye shares.

27 stocks were upgraded by brokerage firms

this week, 27 stocks received an upgrade from brokerage firms, includingtsinghua unigroup, shenzhen south circuit, tuojing technology, and pailin biotechnologywait.

on august 29, industrial bank successfully completed the "ziguang holdings' acquisition of new h3c" m&a syndicated loan, helping new ziguang group and ziguang holdings complete the acquisition of the remaining equity of new h3c. new h3c is an important holding subsidiary of ziguang holdings with a 51% stake, and ranks first in the chinese ethernet switch, enterprise network switch, campus switch, enterprise network router and other markets.if the acquisition transaction is completed, unisplendour's shareholding in h3c will increase from 51% to 81%.

caixin securities said that consideringtsinghua unigroupas the leader of the entire ict industry chain, the company has great development potential. future equity acquisitions are expected to significantly increase profits, so we raise the rating to "buy".

in addition, among the stocks rated by more than two institutions this week, the latest closing prices of 10 stocks have a potential upside of more than 80% compared with the consensus target price predicted by the institutions.huaheng biotechnologythe upside potential exceeds 158%.

july 28,huaheng biotechnologythe biological l-methionine project has successfully passed the scientific and technological achievement appraisal organized by the china light industry federation, and has built the first 3,000 tons/year biological l-methionine production line in china. methionine is the only sulfur-containing amino acid necessary for humans and animals, and has a broad market scale.

due to the pressure on performance in the short term, the stock has continued to fall sharply since may this year, with the cumulative decline in the period exceeding 60%.huaheng biotechnologyit is a leading company in synthetic biology. its main business, alanine and valine, leads the industry in anaerobic processes. its three new products and new varieties of amino acid products are expected to contribute new profit growth.