In order to obtain the latest developments of listed companies, research has become one of
the important ways for institutional investors to obtain real information about listed companies.
Since the beginning of this year, the intensity of institutional research has significantly exceeded that of previous years
.
Data show that in the first three quarters of this year, a total of 2,242 A-share listed companies received institutions and made public research records, an increase of more than 400 over the same period last year
.
Especially in September this year, a total of 1,243 listed companies were surveyed, almost doubling the growth compared with the same period in August
.
From the perspective of the industry distribution of individual stocks surveyed, electronics, medicine and biology, medical devices and other industries have attracted much attention
from institutions.
Among them, Mindray has reached a new high with a total of 4,726 reception institutions, firmly occupying the position of the "research king" of institutions since the beginning of this year.
In the third quarter alone, the number of research institutions received as high as 1,135, including many public fund companies
such as E Fund, Shanghai Investment JPMorgan Fund, and BOCOM Schroder Fund.
Recently, Mindray has attracted the attention of many institutions, and was intensively investigated
by 137 overseas institutions for 10 trading days (September 20 to October 10).
The industry believes that Mindray's frequent research is mainly due to investors' optimism
about its development.
It is understood that Mindray's revenue in the first half of this year was 15.
356 billion yuan, a year-on-year increase of 20.
17%; The net profit was 5.
287 billion yuan, a year-on-year increase of 21.
71%.
From September 26 to October 2, institutional investors surveyed a total of 221 listed companies, and two companies received a survey of 100 institutions, including 225 institutions for opening medical and 102 institutions for
Baoming Technology.
It is understood that the main business of opening medical is independent research and development, production and sales
of medical diagnosis and treatment equipment.
According to the 2022 interim report of Open Medical, the company's main revenue is 836 million yuan, a year-on-year increase of 30.
0%; the net profit attributable to the parent was 175 million yuan, a year-on-year increase of 60.
33%; Non-net profit was 163 million yuan, up 78.
38%
year-on-year.
It is worth mentioning that benefiting from the good performance, the stock has been rated by 14 institutions in the past 90 days, with 11 buy ratings and 3 overweight ratings; The average institutional price target over the past 90 days is 48.
05
.
In addition to the above medical companies, on October 10, Weiss Medical released the record of investor relations activities, and also accepted a survey of 21 institutions on September 29, 2022, including QFII, others, fund companies, overseas institutions, securities companies, and sunshine private equity institutions
.
Since the beginning of this year, companies such as Mindray Medical, Open Medical, and Yuyue Medical have been frequently surveyed, and the performance of the medical device sector is stable, and the market development has great potential, which deserves investors' continued attention
.
However, it should be noted that the industry has also proposed that for ordinary investors, the variety of medical devices and the research threshold are high, individual stocks fluctuate, and individual investors are difficult to study, so they also need to be cautiously deployed
.
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