Where does the agency go in a week?
More than 100 institutions focus on Central Shares (list)
Where does the agency go in a week?
Central Stocks Wins 100 Institutions Concentrated Research (List) Source: Securities Times Online Week (7.
19) A shares fluctuated, and the Shanghai Composite Index fell by 0.
22%, the Shenzhen Component Index rose 0.
iFinD statistics show that a total of 76 listed companies disclosed the survey reports in the two cities that week.
From the perspective of industry distribution, the companies being researched are concentrated in chemical, machinery and electronics industries.
Looking at the research focus of the chemical industry as an institution, the companies surveyed last week were mainly concentrated in the three major industries of chemical industry, machinery and equipment, and electronics. The number of companies involved was 9, 8, and 7 respectively.
In the chemical industry, the domestic yellow phosphorus operating rate has continued to decrease recently, and prices have continued to increase. At the same time, the downstream price of yellow phosphorus has increased significantly, and price fluctuations have begun to appear.
The Southwest Securities Research Report pointed out that as of last weekend, the high-end offer in the yellow phosphorus market was around 28,000 yuan / ton, and the mainstream offer was 23,500-25,500 yuan / ton, up 4,000 yuan / ton from last week.(Resumption of production). In most areas of Yunnan, the yellow phosphorus enterprises in Mabian, Sichuan are still out of operation. The in-produced enterprises are not reported.
68% (32 last week.
7% (0% last week), 78.
14% (74 last week.
Yellow phosphorus companies in Guizhou and Yunnan are expected to suspend furnaces for about 30-50 days, depending on environmental protection and rectification. The resumption time in Sichuan Mabian area is yet to be determined.
Investors are advised to pay attention to potential domestic related companies with yellow phosphorus production capacity.
In terms of machinery and equipment, Northeast Securities industry analyst Liu Jun pointed out that at present, about 158 companies in the machinery industry have released mid-year performance forecasts. Overall, due to the macroeconomic downturn and changes in fixed asset investment, 79% of the company’s net profit is positive., 61% of the company’s net profit growth rate is positive.
In terms of different industries, the oil and clothing preparation industry, the construction machinery industry performed better, photovoltaic equipment, lithium battery equipment performed neutrally, 3C equipment, rail transit equipment, industrial robots and automation industries performed poorly, and the industry’s interim report performance was mixed.
If the average is calculated, the average net profit of the 158 companies that have issued the interim report performance forecast is between 38.99 million and 55.07 million.
From the perspective of growth rate, the median value of 96 杭州夜网 companies reported a positive growth rate, accounting for 61%, and the median growth rate of 59 companies was negative, accounting for 37%.
From an absolute point of view, the median reported profit of 125 companies is positive, accounting for 79%, and 33 companies are negative, accounting for 21%.
In the electronics industry, BOC International Securities industry analyst Zhao Qi said that the science and technology board will be opened on Monday and it is recommended to actively pay attention to the technology stock market; this translates into the current half-year disclosure period of A shares, and investors should pay attention to the resultsExceeding expectations.
Among them, the international wafer foundry leader TSMC’s second-quarter performance forecast exceeded expectations, showing strong demand in some areas of 天津夜网 semiconductors, the economy is improving, and A-share serial IC companies’ second-quarter results are also expected to exceed expectations.
According to the iFinD data that these listed companies are most concerned about, in terms of individual stocks, there are 114 Central Share Conversion Receiving Institutions, ranking first; Golden Card Smart gradually accepts 49 institutions, ranking second, and Yingqu Technology gradually accepts 31 institutions, rankingthird.
At the survey meeting of Zhonghuan, the relevant person in charge introduced the company’s latest capacity situation. It pointed out that the first 12-inch polishing pad production line was officially put into operation in the first quarter of 2019. Yixing’s 8-inch expansion production was put into operation in the first half of 2019.The company has built an 8-inch production capacity of 300,000 wafers / month and a 12-inch production capacity of 20,000 wafers / month. Subsequent production capacity will be translated into continuous progress in the construction of the project; photovoltaic silicon single crystals will continue to June 2019, photovoltaic silicon single crystalsThe output exceeded the monthly output target, and the production capacity reached 30GW.
After the construction of the next five phases of the project is completed, the overall production capacity will exceed 56GW, and the global market share will be 45%.
From the perspective of specific research institutions, private placement of Gaoyi Assets, Jinglin Assets, and Xingshi Investment have all studied Zhonghuan shares, Kaishi Fund has studied Zhouming Technology, Zhejiang Meida; and in terms of public funds, Boshi Fund has investigated Zhouming Technology, Central Holdings, Golden Card Smart, etc., Huaxia Funds studied Red Flag Chain, Central Holdings, Opening Medical, etc. Harvest Funds studied Chau Ming Technology, Central Holdings, Sunlord Electronics, etc., Southern Funds studied Zhongshi Technology, MonaliSha, Wen’s shares, etc .; For overseas institutions, KGI Securities studied Taisheng Wind Energy, and JP Morgan Chase studied Sunlord Electronics.