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securities times reporter nie yinghao

this week (september 16th to 20th), a-shares rebounded overall, with the shanghai composite index rising 1.18% for the week to close at 2736.81 points; the shenzhen component index rose 1.15% and the chinext index rose 0.09%.

on the market, most of the industry (shenwan level 1) indexes were in the green, with real estate leading the industry, up 5.67% for the week. computer, coal, and food and beverage industries were among the top gainers; in terms of decline, only the power equipment and pharmaceutical and biological industries closed down during the week. in the theme sector, real estate, huawei mobile services, financial technology, huawei hongmeng and other themes performed actively. on september 20, huawei's three-fold screen mobile phone mate xt extraordinary master was officially launched, and it was sold out the moment it was launched. huawei's official website, jd.com huawei official flagship store, taobao huawei official flagship store and other channels were out of stock. as the first mass-produced three-fold screen mobile phone, huawei mate xt extraordinary master has been very popular since its official announcement, driving up the stock prices of companies in the industrial chain.

the number of companies receiving institutional research this week dropped sharply. as of 15:30 on september 20, only 45 listed companies disclosed investor research records, 170 fewer companies than last week. no company received more than 100 institutional research visits this week. from the perspective of institutional research targets, this week weixing co., ltd. and aibru received more than 40 institutional research visits, keliyuan received 34 institutional research visits, and jibeier, yinxi technology, and bingyang technology received more than 20 institutions.

the company with the most institutional research this week is weixing co., ltd., with 49 institutions including huatai securities participating in the research. weixing co., ltd. was established in 1988 and is located in huayuan industrial zone, linhai city, zhejiang province. the company is engaged in the research, development, manufacturing and sales of various mid-to-high-end clothing and luggage accessories. its main products include buttons, zippers, metal products, plastic products, webbing, ropes and signs. in the first half of 2024, weixing co., ltd. achieved operating income of 2.296 billion yuan, a year-on-year increase of 25.57%; net profit attributable to shareholders of 416 million yuan, a year-on-year increase of 37.79%.

during the survey, the institutions paid more attention to weixing's current order situation, production capacity planning in the next few years, and the progress of overseas industrial parks. weixing said that due to the influence of the terminal consumption boom, downstream brand customers were cautious in placing orders. the company's recent order growth rate has declined compared with the first half of the year, but it still maintains a certain growth trend. among the current downstream brand customers, sports and outdoor orders are performing relatively well.

weixing shares said that the reason for building production bases overseas is not because of the low labor costs overseas, but more to serve customers nearby and obtain more orders. since the company's products generally adopt the "cost plus" pricing principle, and comprehensively consider the actual operation of overseas parks, customer needs and product structure, it is expected that the gross profit margin level of overseas parks will not be much different from that of domestic ones after normal operation.

facing the rapidly growing global market, weixing co., ltd. began to deploy in southeast asia as early as 2016. in 2016, weixing co., ltd. started the construction of the bangladesh industrial park, and the comilla industrial park was completed and put into production in 2022. in 2023, the vietnam industrial park, which plans to raise 1.2 billion yuan for construction, has now officially started production in the first phase. weixing co., ltd. pointed out that since the vietnam industrial park was just completed and put into production in march this year, it is currently mainly focused on matters such as customer factory inspection, process optimization, and employee training. therefore, the actual orders received in vietnam this year are limited, and a certain loss is expected throughout the year.

aibru is also a company that has received much attention from institutions this week, with 41 institutions including guolian fund participating in the survey. according to information, aibru was established in 2013 and is a high-tech enterprise dedicated to the research and development of advanced environmental protection technologies, product development and industrial application in the sub-sector of rural environmental governance.

the focus of institutions on aibru is the company's recent capital increase. aibru has recently set its sights on the field of ai computing power, and invested 250 million yuan of its own funds to increase the capital of tpu architecture ai chip company zhonghao xinying. institutional investors focus on the reasons why aibru is deploying its business in the field of artificial intelligence. aibru said that in view of the huge development prospects of the artificial intelligence industry and the resource endowment accumulated by aibru's historical business, which has a promoting effect on the development of artificial intelligence business, the company regards artificial intelligence as an important development direction in the future.

according to iburu, zhonghao xinying's main business is ai core chip products and system solutions. it is an upstream core supplier of iburu's intelligent computing center business. zhonghao xinying is expected to usher in a good development trend in the next 3 to 5 years. this cooperation is conducive to ensuring the stability of upstream core supply, deepening the comprehensive strategic cooperation between the two parties in the field of artificial intelligence, promoting iburu's accelerated layout in the field of artificial intelligence, and enhancing the company's overall competitiveness.

regarding the future strategic positioning and planning in the field of artificial intelligence, aibru said that it will work closely with zhonghao xinying to jointly build a complete artificial intelligence software and hardware ecosystem based on the tpu route.