Brokerage survey favors chemical appliances sector has visited more than 100 listed companies
Original title: Research on the ideal chemical appliance sector for securities companies has visited more than a hundred listed companies since July. Zhou Shangzhang, a reporter of the newspaper, has been experiencing increased volatility in the A-share market since the second half of the year.
According to the statistics of the “Securities Daily” reporter, in the 13 working days since July, 71 securities companies have investigated 123 listed companies, a total of 328 investigations.
Among them, Sofia, Shanghai Electric Power, Zhonghe Technology, and Willie were all intensively investigated by more than 10 securities firms, and another 15 listed companies were investigated by more than 5 securities firms.
The difference from the first half of the year is that since July, the survey direction of the securities firms has changed.
From the perspective of industry distribution, listed companies studied by securities companies are mainly concentrated in chemical, household appliances, pharmaceutical and biological, building materials, machinery and equipment industries.
Sofia and other 4 companies were 成都桑拿网 investigated by more than 10 securities firms According to incomplete statistics from the reporter of the Securities Daily, since July (as of July 17, the same below), 13 brokers have been non-stop, and 71 securities firms have “visited”123 listed companies and 328 investigations.
Among them, there were 4 listed companies surveyed by more than 10 securities firms. Sofia was investigated 17 times by 17 securities firms. Hudian shares were investigated 17 times by 16 securities firms. Zhonghe Technology was investigated 14 times by 14 securities firms.Brokers researched 10 times.
Sofia, which has been investigated the most by the securities companies, is most concerned by the securities companies’ cross-border cooperation with Gree Electric. Sophia said, “The cooperation between Sofia and Gree Electric has been valued. This cooperation product is mainly an air purifier, which will be discussed later.Deeper cooperation.
“China Merchants Securities Research Report stated that it continues to be optimistic about Sofia’s excellent manufacturing capabilities in the whole-house customization field and gradually continues to expand to other non-closet customization products. At the same time, the company has strong channel capabilities, thereby further strengthening the terminal strength and multi-category layoutImproved, the contribution of engineering business increased, and the overall scale is expected to rise to a higher level.
Judging from the recommendation of the securities firm’s research report, Hudian shares are the most sought after. In the past month, 9 securities firms have issued 10 annual report recommendations, giving them a maximum target price of 14 yuan / share.
The closing price of Hudian shares on July 17 was 15.
02 yuan / share, has exceeded the expectations of the securities dealers.
At the same time, since July, the merger of Shanghai Electric Power’s shareholding institutions ranked second in institutional research. Fund companies, private equity, insurance, asset management companies, and trusts have all attracted attention.
Among them, on July 5th, BOC International gave Hudian shares an “overweight” rating for the first time, and stated that Hudian shares are the leading PCB company in China. Considering the scale of construction of 5G networks will bring growth opportunities for the company’s communications business.
Nearly 60% of the researched companies expanded this month to develop the performance of listed companies discovered by 123 securities companies since July. Currently, 51 companies are gradually shrinking, and the largest decline is 21.
58%, of which 44 companies have sustained incremental declines within 10% since July.
The merger of the remaining 72 companies surveyed by securities companies is all growing, accounting for 58.
Of the 123 listed companies surveyed by securities firms, since July, two companies have expanded by more than 20%. The expansion of Tianbang Co., Ltd. (agriculture, forestry, animal husbandry and fishery) is 23.
54%, Huachang Chemical (Chemical Industry) has a continuous growth rate of 23.
There are 16 stocks including Tangrenshen, China Merchants Port, Wen’s Shares, and Star Shuaier, which have expanded by over 10%.
From the perspective of industry distribution, according to the reporter of the Securities Daily, since the second half of the year, the trend of securities companies studying listed companies has changed, mainly in the chemical, household appliances, medical and biological, building materials, machinery and equipment industries.
Among them, the chemical industry is the most favored. 12 listed companies in the chemical industry, such as Zhejiang Longsheng and Huafeng Spandex, are under investigation by securities companies; the second is the household appliances industry, including Jiuyang, and 10 listed companies built by Skyworth Digital are under investigation by securities companies.
Regarding the chemical industry that has attracted much attention from securities companies, Gong Cheng, an analyst at Guoxin Securities, believes that “the current chemical industry is still in the process of actively destocking, and the third quarter of 2018 can basically be determined to be the top position of this round of inventory cycle.From the beginning of the quarter to the last round of passive destocking, the average time according to the inventory cycle is about 3.
After 5 years of calculation, it is expected that the current round will enter the passive destocking phase from the third quarter of 2019. By then, the chemical products will gradually rise in volume and price, and corporate profitability will be significantly restored.
The second half of this year will be an important opportunity to lay out the upswing cycle of the chemical industry in the next two years. It is recommended to highlight outstanding leading companies in the industry that have more stable profitability and long-term sustainable growth.
“Similarly, for home appliances, Huachuang Securities analyst Gong Yuanyue said,” Through the implementation of corporate tax cuts, the subsequent delivery of housing is expected to pick up, and the home appliance industry is expected to benefit from the warming up; in addition, MSCI substitution factors are gradually increasing, and the capital of Northbound will continue to flow in, optimistic about the industryMedium- and long-term allocation value.