Southern Fund, Gao Capital, etc. studied these stocks (list)
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Where does the agency go in a week?
China Southern Fund, Gao Feng Capital, etc. studied these stocks (list) Source: Securities Times Network original Wu Shaolong last week (2020).
14) The rebound of A shares continued, and the Shanghai Composite Index and Shenzhen Component Index each increased by 1.
43% and 2.
iFinD statistics show that a total of 75 listed companies disclosed the survey reports in the two cities that week, and the research methods were still focused on telephone conferences and cloud video conferences.
From the perspective of industry distribution, the companies studied are concentrated in the media, computer, chemical and other industries.
Focus of research on written organizations in the media industry ▲▲▲ According to industry classification, last week, the number of companies involved in the media industry was the largest, at 9 companies.
The computer and chemical industries are ranked two or three, with eight and seven companies being studied.
In addition, the number of companies studied in the pharmaceutical and biological, public utility, and electronics industries is also acceptable.
Affected by the epidemic, offline activities were disrupted, and online life entertainment, online office, and online education in the media sector continued to gain popularity.
The Internet team of Zhongtai Securities Media said that the trend of online consumption habits developed by consumers during the epidemic has a profound impact on the entire online industry chain, and will change the future industry competition pattern to a certain extent.
Recently, due to the rapid growth rate and high increase rate, the media sector has changed, but short-term adjustments will not affect industry trends and big logic, and continue to be optimistic about online entertainment and online education and office.
Regarding the relaxation of the refinancing policy, the Zhongtai Securities Media Internet team believes that the introduction of new refinancing rules will help the release of listed companies’ financing needs and make use of the capital market to become larger and stronger; this can be achieved and can stimulate investor enthusiasm for participation.The media sector is expected to remain active.
In the computer industry, the computer team of Guosheng Securities said that the Securities Regulatory Commission released the “new rules for refinancing” last week, and the inflection point of financial supervision policy is clear.
The new rules lift many restrictions, which is of great significance for dating strategic shareholders, realizing mergers and acquisitions in the industrial chain, and increasing market value, and is conducive to the leapfrog development of technology leaders in the long run.
It is recommended to pay attention to sector industry leaders and waist reversal companies.
In the long run, the improvement of the financing environment is not only conducive to the development of the capital market, but also more conducive to the segmentation of science and technology leaders to promote industrial mergers and acquisitions and reorganization to achieve leapfrog development.
Due to the dual effects of the Spring Festival and the epidemic, the operating rate of the chemical industry has dropped significantly.
How does 四川耍耍网 the epidemic affect the chemical industry?
The Huachuang Securities chemical team conducted a large-scale enterprise questionnaire survey with Baichuan Yingfu, an industry-wide reputation consulting agency. A total of 589 questionnaires were collected on February 10, covering industries such as petroleum, chemical industry, nonferrous metals and other periodic manufacturing industries.
Among them, the number of petrochemical companies accounted for 65%, which is the highest.
View from 589 questionnaires recovered, 37.
69% of companies choose to resume work on February 10, and 22 companies choose to resume work on February 17.
24%, 11 after March.
In terms of different industries, there is a large amount of downtime in the downstream and poor transportation. The chlor-alkali industry has been forced to reduce the load. The operating rate has dropped from 87% to 成都桑拿网 57%, which is the overall decline. Refining, substitution, PTA, polyester in petrochemicals.Such as sub-sectors have a smaller decline in operating rates.
However, the short-term downstream demand has decreased, and the industry’s overall inventory has continued to rise, which has created pressure on the industry’s profitability in recent years; the coal chemical industry’s methanol, acetic acid, urea and other products have reduced their operating rates by less than 10%. MDI, titanium dioxide, carbon black, organic silicon, Propylene oxide, yellow phosphorus, viscose fiber, spandex and other products, the overall operating rate fell within 10%, and basically remained stable.
▲▲▲ iFinD data of these listed companies are most concerned. In terms of individual stocks, China Testing has received 198 conversion agencies, ranking first; Yaguang Technology converted to 172 agencies, ranking second; Tianyin Mechanical and Electrical gradually received 150.Institutions, ranked third.
At the China Testing and Testing Research Association, the person in charge introduced the impact of the epidemic on the company, and pointed out that due to various epidemic control measures, the company’s own and customers’ continuous resumption of work may cause some orders to be delayed.
The corporate customers served by the company are mainly manufacturing industries. The poor operating conditions of some industries due to the epidemic situation will affect the company’s testing needs.
In terms of positive impacts, during the epidemic period, the demand for rigid biochemical supplies related to non-compliance testing was not inconsistent, and the company’s food sampling business has been operating normally during the Spring Festival; the government of the subsidiary has begun to accept government and enterprise orders; thermometers, oximeters, ultrasoundThe demand for testing of medical equipment such as equipment has increased; the company’s ability to detect the cytotoxicity and microbes of masks has begun to take orders; Shenzhen’s subsidiary doing inspection and quarantine related services can provide disinfection services in areas such as public places and customer plant offices.
From the perspective of specific research institutions, private equity and polyinvestment researched Changyang Technology, Yaguang Technology, Gaoyi Assets investigated Yaguang Technology, Tianyin Electromechanical, Holaike, etc. Jinglin Assets investigated Huatest, thousands of booksInvestigated Career International, Qiaoyin Environmental Protection, Dongfang Shenghong, etc. Xingshi Investment surveyed Dongfang Shenghong, Qiaoyin Environmental Protection, Huatest, etc. Xingju Investment researched Guoxing Optoelectronics, radio and television measurement.
In terms of public funds, Boshi Fund researched Jinke Culture, Sanqi Mutual Entertainment, Yaguang Technology, etc. Huaxia Fund studied Quanxin, Yaguang Technology, Hualing Steel, etc., and Castrol Fund studied Dongfang Shenghong, Jidong Cement, Guozhen Environmental Protection, etc., the South Fund studied Boya Biology, AVIC, Dongfang Shenghong, etc., the E Fund Fund studied Jinke Culture, AVIC, Weining Health, etc., China Merchants Fund investigated Huatest, Zijin Bank, Zhangjiagang BankWait.
In terms of overseas institutions, BlackRock and Gao Capital have investigated Guanglianda and Fidelity Investments, Credit Suisse has investigated Huatest, Franklin Huamei Investment has investigated AVIC Mechanical, Guanglianda, Huatest, etc., and South Korean Investment has investigatedRadio and television measurement.