2024-09-29
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in the past week, more than 430 stocks were researched by institutions, and dingtai high-tech became the stock with the largest number of research institutions.
the a-share market has continued to surge recently, and institutional research has also reignited enthusiasm. according to statistics from securities times·databao, the number of stocks surveyed by institutions in the past week exceeded 430, a significant increase of over 30% month-on-month. generally speaking, institutional research is often a prerequisite for building a position and is expected to become a potential allocation target for institutions, which is worth investigating.
dingtai high-tech has become the stock with the largest number of research institutions in the past week. a total of 190 institutions have investigated the company, including 48 fund companies, 41 securities companies, 17 insurance companies, etc. in the first half of 2024, the company achieved operating income of 713 million yuan, a year-on-year increase of 22.3%; net profit attributable to the parent company was 89 million yuan, a year-on-year decrease of 16.05%, mainly due to a decrease in government subsidies compared with the same period last year.
dingtai high-tech revealed that in the first half of the year, the company focused on the research and development of micro-drills in high-end product fields such as ai and semiconductors, combined with the technical advantages of self-developed coatings, and continuously optimized the product structure. the company's sales ratio of micro-drills and coated drill needle products has continued improvement, the overall average price of products is relatively stable.
in terms of overseas markets, in addition to setting up a production base in thailand and a subsidiary in vietnam, the company has further expanded its overseas market layout by adding local marketing teams and overseas personnel in north america, malaysia and other regions, and continues to promote overseas markets. share gradually increased. in the first half of the year, the company achieved overseas revenue of 35.1356 million yuan, a year-on-year increase of 195.91%.
kaiwen education has also been surveyed by more than 100 institutions in the past week. the company earlier disclosed the "indicative announcement regarding the transfer of partial shares by shareholder agreement and the signing of a custody agreement and changes in equity." the company's shareholder badachu holding group co., ltd. and the controlling shareholder beijing haidian district state-owned assets investment and operation co., ltd. (hereinafter referred to as "haidian district investment") signed the "share transfer agreement" and "equity custody agreement" on september 20, 2024 . kaiwen education said that after the transfer is completed, haiguotou will directly hold 16% of its shares, becoming the company's largest shareholder and still the controlling shareholder. the two parties have clearly defined the ownership of relevant assets and kaiwen education's holdings. , straightening out the relationship between voting rights and equity. from the perspective of corporate governance and future development, this change is very beneficial to the company.
kaiwen education also stated that haidian district attaches great importance to kaiwen education and has given a lot of opinions and support. cic will set short-term and long-term goals based on the company's current good development momentum and provide corresponding support.
there are also 4 stocks with a market value of 100 billion that have entered the institutional vision, namely crrc, bank of ningbo, aier ophthalmology and changan automobile. crrc disclosed in the survey that since 2015, the company has implemented cash dividends every year. to date, the cumulative cash dividends distributed have exceeded 30 billion yuan (including tax), and the average annual cash dividend ratio has exceeded 40%. in the future, the company will strive to maintain a relatively stable level of dividends on the basis of striving to achieve high-quality operations. taking into account the cash returns of shareholders and the capital needs of the company's business development, the company will strive to maintain an upward trend in the dividend ratio and share the company's operations with shareholders. results and ensure the company's long-term sustainable development
gaoyi asset appears in 4 stocks, zhu shaoxing focuses on the "lone seedling"
stock research by well-known institutions deserves special attention. data treasure combing found that gaoyi assets appeared in the rankings of individual stock research institutions such as pharmaron chemicals, yinghe technology, yahuilong, and zhenghai biotechnology; hongdao investment investigated stocks such as kungong technology and guocheng mining; danshuiquan focused on it has selected stocks such as pharmaron chemicals, competite, loongson zhongke, china resources sanjiu, sanhuan group, and tonghe pharmaceutical; chongyang investment has selected stocks such as aladdin, bright core, and daotong technology.
some top fund managers also appeared on the survey list. among them, wells fargo fund manager zhu shaoxing investigated zhongmi holdings; china universal fund manager lao jienan investigated weixing holdings.
according to data treasure statistics, according to the semi-annual report, among the listed companies surveyed by institutions in the past week, the net profits of shanying international, yongshuntai, baos shares, aili home furnishing, sijin intelligent and other stocks increased by more than 100% year-on-year and the dynamic price-earnings ratio was lower than 20 times. in terms of net profit growth, aili home’s semi-annual net profit increased by more than 85 times year-on-year. from the perspective of price-to-earnings ratio, three gorges water conservancy is the lowest, less than 9 times.
a-shares surged across the board this week, with the shanghai composite index soaring nearly 13% and returning to the 3,000-point mark, and the chinext index soaring nearly 23%, returning to the 1,800-point mark. the reporter found that institutional research stocks rose by an average of more than 14%, outperforming the market. the biggest increase was c&d shares, with a cumulative increase of more than 24%. other stocks with large gains include energy saving environment, weichi technology, zhongyida, zhibang home furnishing, etc., with cumulative increases of more than 20%.