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the surge in a-shares has ignited the sentiment of institutional investors. 331 companies have been investigated by institutions.

2024-09-29

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this week (september 23 to 27), a-shares experienced a long-awaited sharp rise. boosted by multiple favorable policies, the shanghai composite index rose 12.81% for the whole week, closing at 3087.53 points; the shenzhen composite component index rose 17.93%, and entrepreneurship the board index rose 22.71%.

on the market, the industry (shenwan level 1) index all achieved double-digit growth, among which non-bank finance, steel and real estate rose by 22.67%, 18.40%, and 18.02% respectively, becoming the top three sectors with the highest growth; transportation, petroleum and petrochemicals , public utilities ranked relatively low, but also achieved increases of 11.48%, 11.02%, and 10.29% respectively.

in terms of themes, liquor, financial technology, securities companies and other themes were active, all achieving increases of more than 20%.this week, china has launched a series of policy "combinations" to support high-quality economic development. the reduction of reserve requirements and interest rates have been implemented at the same time, igniting market sentiment and catalyzing the "epic-level market" of a-shares.

driven by market sentiment, enthusiasm for institutional research has increased rapidly this week. as of 20:00 on september 27, a total of 331 companies have accepted institutional research. thanks to the overall rise in the market, all stocks surveyed by the agency achieved positive returns. among them, the stock prices of defang nano, shangpin home delivery, and runhe software performed relatively brightly, with increases of more than 40%.

judging from the popular targets, only kaiwen education received surveys from more than 100 institutions this week, siquan new materials, yutong optics, and weixing co., ltd. received more than 50 institutions, and longgao co., ltd., yahua group, yuma sunshade, and ningbo banks, cimc environmental science and technology, and harbin pharmaceutical co., ltd. have received institutional surveys three times.

kevin education was surveyed by 135 institutions this week, including zhong geng fund, sequoia capital, china asset management and many other star institutions. founded in 1999, kaiwen education is an a-share listed company with international education as its main business. the institution focuses on kaiwen education’s recent equity changes and future development plans.

on september 21, kaiwen education announced the shareholder agreement to transfer some shares and sign a custody agreement. haiguotou signed a share transfer agreement with badachu holdings, the controlling shareholder of kaiwen education. haiguotou transferred 14.84% of the company's shares held by badachu holdings. after the transfer, haiguotou will directly hold 16% of the company's shares, becoming kaiwen education’s largest shareholder and controlling shareholder.

institutions are more concerned about the impact that china state investment will have on kaiwen education after becoming the largest shareholder., kaiwen education introduced that in 2019, haiguotou agreed to transfer building 1, no. 46, baoquan 3rd street, chaoyang district, beijing, which was held by wenkaixing, a subsidiary of kaiwen education, and injected investment into the development of kaiwen education. considerable cash flow. becoming the largest shareholder this time will be more conducive to the acceleration and implementation of various types of support.

kaiwen education also stated that both hisinengke and kaiwen education are listed companies under haidian state-owned assets. after the signing of this agreement, kaiwen education will be the same as hisinengke, both in name and in substance. investment holding subsidiary. hisinentech and kaiwen education enjoy equal status in terms of shareholder support and resource sharing.

“haidian district attaches great importance to kaiwen education and has given a lot of opinions and support, such as the adjustment of school organizers after the civil promotion law and communication with the education committee, etc., so that the company can develop well on the premise that all businesses are in compliance. in addition, it also includes the coordination of current new businesses such as party and government training business, etc. haiguo investment will set short-term and long-term goals based on the company's current good development momentum and provide corresponding support." kaiwen education further pointed out.

siquan new materials is the second company to receive institutional attention this week, with a total of 59 institutions participating in its survey during the week. founded in 2011, siquan new materials is a graphite materials research and development company. its main products include high thermal conductivity graphite films and synthetic graphite sheets. the products are widely used in mobile phones, tablet computers, and led display and lighting products. since its launch in 2023, siquan new materials has added many new businesses such as cooling fans, liquid silicone, titanium alloy structural parts, and electronic glass.

the agency focused on the development of siquan new materials and new businesses. the company stated that its product strategy and key customer strategy of "thermal management materials + thermal management components + thermal management systems" have achieved initial results, and a number of new businesses have formed batch sales and there are sufficient orders, and some new products have entered the certification stage for internationally renowned consumer electronics customers.

in the first half of 2024, the company's business has developed steadily in the field of consumer electronics. among them, the demand for orders from major customers in north america has increased rapidly, and the company's market share in major customers in north america has continued to increase; revenue in the automotive field has achieved substantial growth; in smart home and unmanned aerial vehicles we have made breakthroughs in the fields of machinery and other fields, and have successfully established cooperative relationships with well-known customers in related industries.

it is worth noting that siquan new materials is also a link in apple’s industrial chain, and the company is regarded by the market as apple’s graphene cooling concept stock.according to him, in the first half of 2024, siquan's new material business has developed steadily in the field of consumer electronics. among them, order demand from major customers in north america has increased rapidly, and the company's market share among major customers in north america has continued to increase. in addition, revenue in the automotive field has also achieved significant growth; breakthroughs have been made in smart homes, drones and other fields, and partnerships have been successfully established with well-known customers in related industries.

siquan new materials also said that driven by the trend of ai technology integration, consumer electronic terminals are ushering in new market opportunities. since this year, many internationally renowned technology companies have launched ai mobile phones, aipcs, etc., and they have proposed more comprehensive cooling solutions. siquan new materials is also expected to benefit from strict functionality and heat dissipation performance requirements and obtain more orders.