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Six funds investigated more than a thousand times during the year, focusing on new energy and other

日期: 2022-08-08
浏览次数: 0

Since the beginning of this year, Public Offering of Fund has started an intensive research mode, and the research intensity has significantly exceeded that of the same period last year. According to the data of Wind, 124 Public Offering of Fund companies conducted more than 100 surveys on A-share companies during the year, and 119 research companies had more than 100 surveys, among which 6 Public Offering of Fund companies conducted more than 1,000 surveys during the year. From the perspective of specific industries and industrial chains, new energy and high-end manufacturing have become the key areas of concern in Public Offering of Fund.

Six fund companies conducted more than a thousand surveys during the year.

In August, the pace of institutional research is still intensive. On August 5th, the record of investor relations activities released by Ruichuang Weina, a domestic infrared thermal imaging technology supplier, showed that on the morning of the same day, the company received research from many institutions, including Jing Shun Great Wall Fund, Zheshang Fund, Xingquan Fund, GF Securities, Industrial Securities, CITIC Securities and many other fund companies and securities companies; On the same day, the record of investor relations activities disclosed by Kangda New Materials showed that the company received the investigation from many institutions including Penghua Fund that morning. According to the data of Wind, since August, 41 A-share companies have been surveyed by institutions for 67 times, including 119 fund companies, 75 securities companies, 21 insurance companies, 214 investment institutions and 11 foreign-funded institutions.

In fact, since the beginning of this year, many institutions, including fund companies, have been conducting non-stop research on listed companies, and the research intensity has significantly exceeded that of the same period last year. According to the data of Wind, as of press release on August 7th, since the beginning of this year, 3,270 companies in the A-share market have been investigated by institutions for a total of 12,471 times, of which 1,727 companies have been investigated by fund companies. In the same period last year, 2,352 companies in the A-share market received 7,957 surveys from institutions, of which 1,181 companies were surveyed by fund companies.

It is worth noting that since this year, Public Offering of Fund has started an intensive research mode. Wind data shows that since the beginning of this year, 124 Public Offering of Fund companies have conducted more than 100 surveys on A-share companies, among which 6 fund companies have conducted more than 1,000 surveys during the year, and 63 fund companies have conducted more than 500 surveys. In the same period last year, there were 100 Public Offering of Fund companies with more than 100 surveys, of which only 7 fund companies had more than 500 surveys. The total number of surveys in harvest fund ranked first was 751, and there were only 88 research companies in Public Offering of Fund with more than 100 companies.

Harvest fund, Huaxia Fund, southern fund, Wells Fargo Fund, Boss Fund and Guangfa Fund have become the most diligent fund companies in this year, with the total number of surveys being 1,537, 1,214, 1,226, 1,207, 1,166 and 1,037 respectively. The six listed companies that Public Offering of Fund is most concerned about include Huichuan Technology, Huali Group and Mei. In addition, eight fund companies, such as Penghua Fund, China Europe Fund, Yin Hua Fund, Tianhong Fund, Huitianfu Fund, China Merchants Fund, Bank of Communications Schroder and Huaan Fund, have conducted more than 900 surveys. Besides the above listed companies, the most concerned stocks include Jianlang Hardware, Puyuan Jingdian, Sifangda, Chaohongji and Shede Wine Industry.

New energy, high-end manufacturing and other fields have received attention.

From the perspective of specific industries and industrial chains, new energy and high-end manufacturing have become hot research areas in Public Offering of Fund. Since the beginning of this year, more than 100 listed companies of fund companies have participated in the research, mostly in high-end manufacturing industries such as semiconductors, medical and health care equipment, biotechnology, communication equipment, mechanical equipment, motor vehicle spare parts and equipment, special chemicals and other upstream and downstream industries of new energy industry chain. Eleven high-end manufacturing and new energy-related enterprises, including Juguang Technology, Rongbai Technology, Gaoce Co., Ltd. and Huichuan Technology, have been investigated by more than a number of fund companies.

Juguang Technology, the leader of laser components, has become the most 'favored' A-share company by fund companies this year. The company was investigated by institutions for five times during the year, but many fund companies conducted research on it. Two records of investor relations activities disclosed by Juguang Technology in April and May this year show that three or four hundred institutions participated in the two surveys, including fund managers of hundreds of fund companies, including E Fund, Huaxia Fund, Penghua Fund, harvest fund and other large Public Offering of Fund. The concerns of many fund companies include the strategic layout and future business expansion of the company's vehicle-mounted lidar-related products.

According to the disclosed second quarterly report of the fund, new energy and high-end manufacturing have also become the key layout areas of Public Offering of Fund. According to the data of Wind, as of the end of the second quarter, the top three industries with the highest market value in Public Offering of Fund are manufacturing, finance, information transmission, software and information technology services. Among them, Public Offering of Fund has surpassed the manufacturing industry by 7.65% relative to the A-share market, accounting for 65.03% of Public Offering of Fund's stock investment market value. In terms of industry configuration, the top four industries of public offering configuration are power equipment and new energy, food and beverage, medicine and electronics. At the same time, in the second quarter, Public Offering of Fund actively increased its positions in the new energy sector.

'In the second quarter of 2022, the Fund's investment is still focused on emerging industries such as new energy, technology and high-end manufacturing.' Feng Mingyuan, the Cinda Asia Fund, said in the second quarterly report of Xinao Zhiyuan's three-year fund that looking forward to the future, the market will pay more attention to the quality of fundamentals, and will continue to pay attention to major tracks such as new energy, science and technology, high-end manufacturing, and dig deep into high-quality stocks with solid fundamentals to tap investment opportunities from bottom to top.

Qi He, the fund manager of E Fund, said in the second quarterly report of the fund that although the stock prices of high-quality enterprises in some cyclical growth industries have experienced a big retracement, the big logic of the company's development has not been destroyed, especially in the new energy sector. Under the background of soaring traditional energy prices, the demand for new energy is more urgent.

In terms of future investment opportunities, China-Europe Fund Grant believes that it mainly focuses on four directions: First, the new energy photovoltaic industry will usher in demand-driven investment opportunities in the coming year; Second, the semiconductor industry, looking for internationally competitive companies; Third, consumer goods must be selected, immune to macroeconomic and external shocks, such as medicine and some food and beverage, and some companies already have certain attraction; It is a four-cycle industry. After the supply-side reform, it pays attention to the leading companies with stable industry structure and low valuation.


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