According to the statistics of the data center of Oriental Fortune Network, about 120 listed companies have been surveyed
by institutions in the past five trading days (January 6 to January 12).
In terms of the number of institutional researchers, there are 28 companies that have been surveyed by more than 20 institutions
.
Among them, Xiangzhou Dasheng has attracted special attention, and the number of houses surveyed by institutions has reached 196; It was followed by Fenghua Hi-Tech and Shenglu Communications, with 120 and 102 institutions participating in the survey respectively
.
From the perspective of the industries of listed companies with intensive institutional research, they are mainly concentrated in the instrument, electronics, medicine and biology industries
.
In the past 5 trading days, 120 listed companies have been investigated by institutions! (Image source: Pharma Network)
Thirteen pharmaceutical companies were surveyed by institutions
According to statistics, in the past 5 trading days (January 6 to January 12), the pharmaceutical and biological industry is still concerned by institutions, and 14 companies have been investigated by institutions, two of which have been investigated by more than 20 institutions, namely Dirui Medical and Rhein Biotechnology
.
From the survey list, Dirui Medical has received intensive attention from institutions, and has been investigated by 62 institutions, including 8 investment companies, 25 fund management companies, 3 insurance asset management companies, etc
.
The issues that institutions are concerned about for Dirui Medical include the demand for reagents in the post-epidemic era, the winning bid of the company's participation in centralized procurement, and the expectation of the future growth rate of the company's international market
.
Dirui Medical mentioned in the research activities that it is one of the very important strategic contents to further expand the scale of the international market during the "14th Five-Year Plan" period, and said that the company's overall performance in the fourth quarter maintained a growth trend
.
According to the data, the main business of Dirui Medical is the research and development, production and sales
of medical testing instruments and supporting test strip reagents.
According to the third quarter report of 2022, the company's total operating income in the first three quarters of 2022 was 802 million yuan, a year-on-year increase of 26.
7%; The net profit attributable to the parent was 195 million yuan, a year-on-year increase of 24.
6%.
Later, Rhein Biotech received great attention from institutions, and was surveyed by 24 institutions, including 3 securities companies, 6 investment companies, 4 fund management companies, etc
.
The issues that institutions are concerned about Rhein Biotech involve revenue, production capacity, inventory and other aspects
.
At the same time, pharmaceutical companies such as Teyi Pharmaceutical, Beikang and Haixiang Pharmaceutical have also been surveyed by more than 10 institutions, with 17, 13 and 10 institutional researchers respectively
.
In addition, the pharmaceutical companies investigated by institutions in the past 5 trading days also involved Winbond Health, Watson Biologics, Heavy Medicine Holdings, Huasen Pharmaceutical, Jumbao Island, Jingjing Pharmaceutical, Fangsheng Pharmaceutical, Kingdom Dawei, etc
.
Seven pharmaceutical stocks rose, focusing on traditional Chinese medicine, medical devices and other tracks
In the secondary market, among the 14 pharmaceutical stocks surveyed by institutions in the past 5 trading days, a total of 7 stocks rose, including Haixiang Pharmaceutical, Winbond Health, Watson Biotechnology, Heavy Drug Holdings, Zhenbao Island, Rhein Biotechnology, Beikang, Dirui Medical, etc.
, mainly concentrated in traditional Chinese medicine, medical devices and other subdivisions
.
Among them, the medical device company Dirui Medical rose first, approaching 6%, and the total market value of the stock is currently 7.
087 billion yuan
.
It was followed by Chinese medicine stock Zhenbao Dao, which rose nearly 3% to a market value of 11.
906 billion yuan
.
In addition, Beyikang rose 2.
53%, and the current market value is 1.
303 billion yuan
.
The pharmaceutical stocks that fell included Huasen Pharmaceutical, Qianhong Pharmaceutical, Jingjing Pharmaceutical, Fangsheng Pharmaceutical, Teyi Pharmaceutical, King Dawei, etc.
, among which Teyi Pharmaceutical was the top decliner, down 2.
42%.
It is understood that in general, the intensive investigation of individual stocks by institutions may indicate that the stock has a certain investment value, from the recent intensive investigation of medical devices, traditional Chinese medicine companies, the current two major tracks are supported by favorable policies, medical devices under the new infrastructure is expected to accelerate domestic substitution, ushering in market growth, traditional Chinese medicine industry is frequently supported by policies, with the aging of the population, consumption level, will have room for growth
。 Intensive institutional research on individual stocks is conducive to attracting investors to buy, thereby bringing incremental funds and driving stock prices up, but during institutional research, individual stocks may also fall, and investors need to be cautious.
Disclaimer: Under no circumstances does the information or opinions expressed herein constitute investment advice
to anyone.
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