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in the past week, more than 510 stocks were investigated by institutions, and luxshare precision became the stock with the largest number of investigating institutions.

luxshare precisionthe company ranked first in terms of institutional attention, with a total of 305 institutions conducting research on the company, including 86 fund companies, 40 securities companies, 67 private equity firms, 18 insurance funds and 14 overseas institutions.

in the first half of 2024, the company achieved total operating revenue of 103.598 billion yuan, a year-on-year increase of 5.74%; net profit attributable to the parent company was 5.396 billion yuan, a year-on-year increase of 23.89%. during the survey, an institution asked whether there was a change in the stocking rhythm of products for major north american customers.

the company said that the temperature of the entire consumer electronics industry market has not changed. a product has three different stocking times and quantities from precision components to functional modules to terminal system integration. for example, precision components may be one and a half months ahead of the terminal system, and functional modules may be two weeks ahead of the terminal system. in terms of quantity, different component levels will have different quantities based on transportation and loss factors. in general, the temperature of overall demand this year is on the rise, and the speed has not changed.

in addition to luxshare precision,lens technology, boe a, shenzhen south circuitapple concept leaders and others have also received research from more than 100 institutions.

lens technologyin the first half of the year, the company achieved operating income of 28.867 billion yuan, a year-on-year increase of 43.07%; net profit attributable to shareholders of the parent was 861 million yuan, a year-on-year increase of 55.38%.

the company said that the industry has entered its peak season since the third quarter. the company has started recruiting employees since june and has recruited enough people in july. currently, there are sufficient orders on hand, and all sectors are in full production.

in terms of the company's main growth logic in the future, the company mainly mentioned three aspects. first, ai technology has begun to be implemented in consumer terminals, which has put higher requirements on the hardware side, and is expected to bring about an increase in the company's value in the future; second, ai applications may strengthen this round of replacement cycle; third, the company has achieved phased results in expanding product categories and market share.

boe athe survey mentioned the progress and profitability outlook of the company's amoled business.

the company said that in the first half of the year, the shipments and revenue of the flexible amoled business increased significantly year-on-year, and the performance improved significantly. among them, the shipments of flexible amoled exceeded 65 million pieces, an increase of more than 25% year-on-year; however, due to the competitive market environment and short-term depreciation pressure, profitability needs to be continuously improved.

lithium mining leaderganfeng lithium169 institutions surveyed. in the first half of 2024, the company achieved operating income of 9.589 billion yuan, a year-on-year decrease of 47.16%; the net profit attributable to the parent company was a loss of 760 million yuan, a year-on-year decrease of 113%.

the company revealed in the survey that after a year of capacity ramp-up, the cauchari-olaroz lithium salt lake project in argentina has reached a capacity utilization rate of about 70%.

in addition, in terms of the composition of the planned 600,000 tons of lce production capacity of lithium salt products in 2030, ganfeng lithium said that a large part of the planned 600,000 tons of lce production capacity will come from the argentine salt lake project and the mali project in africa, while there will also be a certain amount of production in china and australia. the company also stated that this is the company's planned production capacity and production will be arranged according to market demand.

these big bull stocks are being targeted

among the stocks that have been researched by institutions in the past week, according to the semi-annual report and the express report net profit calculation,baili tianheng, yiyi shares, korrun shares, ligong nengke, xingye silver tinthe net profit of stocks such as and in the first half of the year increased by more than 100% year-on-year and the rolling price-earnings ratio was less than 20 times.baili tianhengthe company made a significant turnaround, achieving a net profit of nearly 4.7 billion yuan in the first half of the year.eurolinknet profit in the first half of the year was 86.339 million yuan, a year-on-year increase of 933.8%.

this week, the major a-share indices continued to hit new lows in the adjustment. the shanghai composite index fell 0.43% in the week; the chinext index fell first and then rose, up 2.17% in the week.

after sorting out, we found that the average increase of institutional research stocks in the past week was 3.31%. the best performing stocks werewestern construction, with a cumulative increase of more than 40%. regarding the favorable policies for the development of the western region, the company said that in addition to the traditional concrete business, the company is actively participating in or connecting with a series of major national projects in the western region, and continues to track photovoltaics, water conservancy, wind power, nuclear power and other fields with development potential, in order to give full play to its own resources and technological advantages to contribute to the development of the western region and continuously enhance corporate value.

in addition,huali technology, jianke sharesthe weekly increase was more than 20%.sineng electric, kema technology, sino medicalthe increase is more than 15%.

sineng electricthe survey revealed that in recent years, the company has worked hard to expand overseas channels and actively participated in the competition in the global market. it has now completed the layout of major global photovoltaic markets including the united states, europe, india, the middle east, africa, south america, southeast asia, and central asia. in the first half of 2024, the company's overseas business revenue increased by 115.46% over the same period last year; the performance of overseas markets has gradually increased, and the company's business in the indian and middle eastern markets has achieved significant growth.