news

this week, institutions’ latest attention to individual stocks came to light.

recently, favorable policies have been issued frequently in the a-share capital market, and market sentiment has rebounded rapidly. this week, the shanghai composite index rose by 12.8%, ranking first in the world. from an industry perspective, shenwan's first-level industries rose across the board this week, with food and beverages, beauty care, non-bank finance, and real estate leading the gains in both cities, with weekly increases exceeding 20%. as the market's vane, securities analysts have important guiding significance in their research and judgment on the market and individual stocks.

according to statistics from securities times·databao, this week (september 23 to september 27), 64 institutions conducted a total of 403 ratings, and a total of 303 stocks were given a "buy" rating (including buy, overweight, highly recommended, recommended).

the one with the highest institutional attention is jifeng shares, which has been rated by 13 institutions; secondly, jinshiyuan has been rated by 12 institutions, ranking second. in addition, food and beverage stocks such as kweichow moutai, haitian flavors, and qiaqia food have been rated by more than 2 institutions.

a-share stock king restored: kweichow moutai market value exceeds 2 trillion yuan

jifeng co., ltd., the domestic leader in automotive seats, has received focus from institutions. on the evening of september 22, the company announced that its holding subsidiary grammer planned to sell 100% of toledo molding & die company ("tmd company") to apc at an initial transaction price of us$40 million.

this transaction will have a greater impact on jifeng's performance in 2024. according to preliminary calculations, the company is expected to cause a loss of 280 million yuan to 380 million yuan, which will exceed the net profit of 204 million yuan in 2023.

in october 2018, jifeng shares believed that through the acquisition of tmd company, grammer could significantly expand its product portfolio and process technology in the field of thermoplastic applications, enhance its market position in north america, and achieve its profit goals. now it seems to have become a drag.

however, tmd company was an important bleeding point for grammer before. after the spin-off, grammer's performance will have greater flexibility in recovery, and many institutions have affirmed it.

zhongtai securities stated in this regard that after the plan to divest the burden of overseas losses, the turning point of jifeng seat and overseas double profits has been reached. it is expected that the company’s net profit attributable to the parent company from 2024 to 2026 (excluding losses caused by the disposal of tmd) will be respectively they are 430 million yuan, 1.14 billion yuan, and 1.45 billion yuan. the three-year growth rates are 109%, 167%, and 27% respectively. maintain a "buy" rating.

kaiyuan securities also stated that jifeng shares’ profitability is expected to continue to be revised upward, with net profits attributable to the parent company expected to be 63 million yuan, 811 million yuan and 1.299 billion yuan respectively from 2024 to 2026.

the liquor sector has become the vanguard of this week's rebound, with kweichow moutai rising 28.9% during the week and jinshiyuan rising nearly 25% during the week. in addition to policy catalysts, with the coming of the national day holiday, the consumer sector has experienced a festive effect, and the liquor sector has experienced a collective rebound.

on september 27, kweichow moutai’s market value exceeded 2 trillion yuan and once again topped the list of a-share stocks. in addition to market sentiment, kweichow moutai had previously made a combination of moves: on the one hand, the company planned to repurchase shares for 3 billion to 6 billion yuan. , optimizing market value management to stabilize the stock price by repurchasing shares, which was the first repurchase since listing; on the other hand, it stabilized wine prices by stopping the supply of large boxes of kweichow moutai and abolishing the unpacking order. this move greatly improved investor confidence, and many institutions such as dongguan securities and soochow securities gave positive ratings.

recently, a number of listed liquor companies have disclosed their 2024 business target completion status and target strategies through performance briefings and research institutions. the 2024 annual target of huai'an liquor leader jin shiyuan liquor industry is 12.2 billion yuan in revenue, and the half-year performance has been achieved, which is close to 60% of the full-year target; the net profit target is 3.7 billion yuan, nearly 67% has been completed, and the full-year performance target has been achieved the certainty is clear.

guohai securities stated that it continues to be optimistic about the future growth resilience of jinshiyuan and maintains a "buy" rating.

cross-border computing power stocks rebound with state-owned assets background

this week, 3 stocks were upgraded by brokerage institutions, including china metallurgical corporation, great wall motors, and yapp holdings.

on september 25, great wall motors announced that the second-generation haval h9 was officially launched. the new car has been launched in three versions. among them, the exploration version is priced at 199,900 yuan, the expansion version is 215,900 yuan, and the extreme version is 229,900 yuan. the price has further dropped. explore. in addition, the tank brand firmly ranks as the number one off-road brand in the high-value market. west china securities is optimistic about the success of great wall motor's upward focus on breakthrough strategy, and raised its rating to "buy".

yap co., ltd. is a pioneer in going overseas for auto parts, with sustained high dividends and growth potential. the company has insisted on paying continuous dividends since its listing in 2018. this year it also launched its first interim dividend, with cumulative cash dividends reaching 1.668 billion yuan and an average dividend rate of 56.61%.

china post securities stated that assuming the company's dividend rate in 2024 can maintain the average level since listing, according to its profit forecast for the company in 2024, the current stock price corresponds to a dividend rate of 4.85%, which has high dividend investment value, and the rating is raised to "buy".

in addition, among the stocks rated by more than 2 institutions this week, the latest closing prices of 9 stocks have room for an increase of more than 30% compared with the target price predicted by the institutions, among which china railway has an emergency room for increase of more than 50%.

huatie emergency said on a recent investor interaction platform that the company's current computing power business is progressing smoothly, with a total value of newly signed computing power service contracts of 2.018 billion yuan, providing long-term computing power services for a period of 3-5 years. the performance of the contract is expected to have a positive impact on the company's performance.

in july this year, after the controlling shareholder of huatie emergency was changed to haikong industrial investment, the actual controller was changed to hainan state-owned assets supervision and administration commission. backed by hainan's state-owned assets, huatie's emergency financing pressure will gradually ease, and it is expected to further accelerate the development of equipment leasing business and computing power leasing business layout. judging from the stock price trend, the company's stock price on september 23 retraced nearly 40% from its may high, and rose by more than 17% in the last four trading days of this week.