Institutional research enthusiasm is not reduced photovoltaic and 5G industry chain is the most popular

The Mid-Autumn Festival holiday does not change the enthusiasm of A- share institutions for research. Last week (September 9 to September 12), the number of institutional research continued to rise, the topics of institutional research gradually dispersed, and the situation of corporate orders became the focus of institutional attention. During the period, many companies revealed that the company's orders were full.

Photovoltaic 5G is concerned

According to statistics, a total of 112 listed companies in Shanghai and Shenzhen stock markets disclosed institutional research information last week, an increase of 15 from 97 in the previous week. As the working day decreased by one day compared with last week, the data showed that the enthusiasm of institutional research was gradually heating up.

Last week, the theme of institutional research is more scattered, involving photovoltaic, 5G, computer, medicine, architectural decoration, retail chain, home appliances and other fields, of which photovoltaic, 5G industrial chain enterprises in the majority. Such as Tuori Xinneng, Crystal Optoelectronics, Zhongli Group, Zhonglai shares, Jizhi Technology and other photovoltaic enterprises have received institutional research. 5G, Shanghai Electric shares, Ziguang shares, Guangxun Technology, halo new network, Wuhan Van Valley, Star Net Ruijie and other companies received institutional research.

In addition, or due to the second half of the traditional peak season in the decoration industry, Yongfu shares, Yatai International, Weixing New Materials, Wannian Youth, China Construction, Guangtian Group, Dongyi Risheng and other building decoration related stocks also received institutional research.

In terms of industry, Tuori Xinneng revealed that the photovoltaic industry will pick up in the second half of the year. The company will continue to promote the construction of self-owned power stations and EPC contracting business, and simultaneously promote the business of large and small components, glass and brackets. At the same time, the capital plan will increase the proportion of long-term financing, not limited to directional additional issuance, convertible bonds, green bonds and financial leasing and other financing methods. Hudian shares believe that 5G large-scale commercial use still needs time, the global 5G construction speed is still uncertain, and the risks related to the industrial chain are also accumulating. Guangxun Technology believes that with the construction of 5G and the improvement of wireless networks, the Internet of Things will usher in explosive growth, and the largest market for the Internet of Things is in China.

Multiple Companies Revealed Order Saturation

It is worth mentioning that a reporter from the Securities Times found that in the institutional survey last week, institutions generally paid more attention to the current order situation of enterprises and the pace of subsequent orders. In this regard, many companies revealed that the company's orders were saturated.

Zhongli Group, a photovoltaic enterprise, said that the company is currently saturated with orders. As the workshop of the Thai company is undergoing technological transformation, the orders for the fourth quarter of the United States have been transferred to the first and second quarters of next year. The company believes that there is no problem with the orders in the first half of next year.

Dow Technology, a lithium-electric industry chain company, said that the recent sharp rebound in MB cobalt prices has a positive impact on its wholly-owned subsidiary, Cana Energy, and the company's products are currently in short supply.

Meiya Baike, a leading enterprise in the domestic electronic data forensics industry, said that the construction of customers in the second half of the year is speeding up, and the company's business will be highly concentrated in the second half of the year, especially in the fourth quarter, and many bidding will also be concentrated at this time.

Haipurui, the world's major heparin sodium API supplier, said that at present, the company's CDMO (pharmaceutical customized research and development and production) orders are relatively sufficient, the company's Saiwan Bio is competitive in the field of microbial fermentation, and one after another the world's top multinational pharmaceutical enterprises have become Saiwan Bio customers.

Honglu Steel Structure, a steel structure processing manufacturer, also said that the company's orders are currently saturated. As the company's production capacity increases, it believes that the company's profits will continue to grow.