welcomebonus100slot| Institutional research is booming again, and more than 10 billion private placements have visited more than 100 companies

Xu Xiaoru, a reporter from the Securities Times

As the stock market picks upWelcomebonus100slotInstitutional investors' enthusiasm for research has risen sharply, and many listed companies have welcomed dozens of institutions to gather for research.

Securities Times reporter statistics found that in the last month, institutions set off a new round of research upsurge, the number of research reached a new high in the year. Among them, 9 listed companies, including Mindray Medical (300760), Emeike, Tianfu Communications (300394), and Tencent Holdings, etc.Welcomebonus100slotThe organization in the eyes of the "hot cake", the number of institutional surveys are more than 300 times.

Tens of billions of private equity has also joined the research army, including Tanshui Spring Investment, Zhengyuan Investment, Mingshi Partnership Fund, Gao Yi assets, Harmony Huiyi, and other star private equity, which is the "most diligent" private equity survey in the past month. In particular, the freshwater spring investment, the total number of surveys in the past month is as high as 203. In addition, a lot of private placement recently bought by themselves, with "real gold and silver" firmly optimistic about the future.

Institutions set off a craze for research.

Under the background of the improvement of market liquidity and risk preference, the recent stock market sentiment has obviously picked up, and the opportunities for the growth sector continue to emerge. Institutions are eager to investigate listed companies and actively explore investment opportunities.

The number of institutional surveys reached 60179 in the past month, the highest since October last year, according to Choice. A total of 1363 listed companies are involved, an increase of 711 over the previous month, 615 on the main board and 413 on the gem.

Among them, the most popular industries surveyed by institutions are medical devices, semiconductors, computer software and electronic equipment manufacturing. The above four industries have all been investigated more than 3000 times, of which the medical device industry ranks first. 3516 times. Generally speaking, the growth plate is the main research direction of the organization.

As far as the company is concerned, nine companies, such as Mindray Medical, Aimeke, Tianfu Communications, Transmisson Holdings, No. 9, Zhongji Xuchuang (300308), China Kechuangda (300496), Lixun Precision (002475), and negotiation Food (002557), are popular in the eyes of the organization. the number of surveys conducted by the institutions has exceeded 300 times. Mindray Medical and Emick were investigated 411 times and 400 times respectively, ranking in the top two.

Among them, the computing power plate of artificial intelligence (AI) has attracted much attention from institutions. For example, AI Calculus Niuniu Zhongji Xuchuang attracted 368 institutions to investigate, including public offerings such as Boshi Fund and Guangfa Fund, as well as risky assets such as China Life Insurance (601628) and Taikang Insurance, as well as a number of brokerages, private equity firms and foreign institutions.

Huatai Securities said that the communications industry as a whole continued steady growth in the first quarter. Looking forward to the second quarter, the global AI computing side investment plus code is expected to drive the optical communications sector performance to continue high growth.

8 private equity companies are the most diligent.

As a keen institutional investor, star private placement attaches great importance to the research of listed companies.

In recent month, many tens of billions of private equity intensive research stocks, research enthusiasm is running high. According to Wind data, eight private equity companies, including Tanshui Spring Investment, Zhengyuan Investment, Hongyun Fund, Guiyuan Investment, Ming Shi Partnership Fund, Gao Yi Asset, Harmony Huiyi and Tianqi Investment, have conducted more than 100 surveys in the past month, making them the "most diligent" private equity companies in the past month.

Among them, the total number of Tamsui Spring investment research reached 203 times, ranking first in the private equity research list. A total of 180 listed companies were investigated by Danshuiquan Investment, including 98 on the main board, 48 on the gem and 34 on Science and Technology Innovation Board. The top three companies concerned were Junxin shares, Jiafa Education (300559) and Haixiang Pharmaceutical Industry (002099).

According to public data, Junxin Co., Ltd. is a leading enterprise in the field of solid waste treatment in Hunan Province, and it is a national high-tech enterprise dedicated to solid waste treatment business such as domestic waste, municipal sludge, leachate and fly ash for a long time.

Another 10 billion private equity firm, Gao Yi Asset, has conducted 117 surveys in the past month, involving 104 companies. The track that Gao Yi pays most attention to is medical biology, which surveyed a total of 26 listed pharmaceutical and biological companies; the most concerned company is Napu Mining Machine, which conducted a total of 4 surveys in April.

According to public data, Napu Mining Machine mainly deals in heavy mine mineral processing equipment and its new material wear-resistant spare parts. At present, 70% of the company's revenue comes from copper, 8% from gold, 4% from lithium ore, and the rest from iron ore. In the first quarter of this year, the total revenue of Napu Mining Machinery 2.Welcomebonus100slot4.8 billion yuan, an increase of 49% over the same period last yearWelcomebonus100slot.97%.

Ten billion private equity is bought by itself again.

In addition to research and mining investment opportunities, private equity recently once again set off a wave of self-purchase, with "real gold and silver" to show that they are optimistic about the future.

On Friday, two private equity firms, Hainan Shiwa and Jukuan Investment, issued a self-purchase announcement. Among them, Liang Hong, who is at the helm of Hainan Shiwa, bought 4.2 million yuan of the private equity products himself; Jukuan Investment and its employees raised 20 million yuan of their own funds this month, applying for 10 million yuan each of the company's Shanghai and Shenzhen 2000 Index enhanced products and CSI 2000 Index enhanced products.

Data from the private placement network show that a total of seven private equity companies have issued self-purchase announcements this year, with a total purchase amount of 405 million yuan. Among them, 10 billion private equity is the main force of self-purchase, and the total self-purchase amount of Hainan Shiwa, evolutionary assets and magic square amounts to 317 million yuan, accounting for 78.27% of the total self-purchase amount.

It is worth noting that recently, with the rise of the A-share and Hong Kong stock markets, some investors have begun to hesitate to choose profit-taking or firm holdings.

Yuan Wei, chairman of Hua an Hexin, believes that the bear market in Hong Kong stocks since February 2021 may be over, and its real bottom is in October 2022, not now. Although the latest round of Hong Kong stock market seems fierce, but in retrospect, perhaps it is only "a small tender lotus has just revealed the tip of a tightly wrapped leaf."

Yingfeng Capital said that looking ahead, with the further strength of policy, demand is expected to improve marginally, the economy is expected to accelerate recovery, the market may be further repaired, and a balanced allocation of growth and value sectors is recommended.

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