According to the statistics of Securities Times and Datanewspaper, this week (from June 6th to present), institutions investigated 124 listed companies. Securities and fund institutions participated extensively, participating in the research of 90 and 82 companies respectively; Most of the respondents are companies in basic chemical industry, machinery and equipment, medicine and biology, and there are more than 10 companies on the list.
Eston, the leader of industrial robots, was investigated by 255 institutions, ranking first in number. The company has a certain influence in the field of motion control in China, and its main business is divided into two parts: automation core components and industrial robots. In the interactive session, institutions are generally interested in the company's second quarter, the impact of rising raw material prices and key industries.
Eston said that the epidemic had a great impact on the Yangtze River Delta economy, and the company's supply chain and sales delivery were affected to some extent. Now it has returned to normal, and it is hoped that the manufacturing delivery can be accelerated in June. In terms of operation, the company offset the price fluctuation of some raw materials through price management, domestic substitution and increased research and development, and the overall gross profit margin changed little.
According to the market strategy of "general+segmentation", the company focuses on new energy sources such as lithium batteries and photovoltaics, automobiles and parts, and various welding applications. At present, the automation market of new energy industries such as lithium batteries and photovoltaics is expanding rapidly, and the company judges that it will continue to grow at a high speed in the next 2-3 years. Existing products include industrial robots and automation core components in general and photovoltaic lithium battery industries.
At present, the company's robot production capacity can reach 20 thousand units/year after flexible transformation. The second phase of Eston Robot Intelligent Industrial Park will be put into use in 2023, when the annual production capacity will reach 50,000 units.
In addition, according to the previous research, the shipping target of Eston industrial robots in 2022 is10.6 million units-10.8 million units. Industries include photovoltaic, lithium battery and other new energy sources (with high growth expectation), automobiles and parts (with difficulty in delivering international brands), construction machinery and heavy industry (with increased investment in infrastructure), 3C and PCB industries (with relatively low market share and room for growth).
PPR Pipeline Leaders Reveal Internationalization Strategy
The top stocks of other research institutions include Weixing New Materials, Jade Bird Fire Protection and Yuekang Pharmaceutical, with the number exceeding 100. Weixing New Material is the leading PPR pipeline in China. In the process of investigation, the company answered the concerns of many institutions, such as policy impact, industry competition pattern and so on.
The company replied that "green building to the countryside" is a good support policy, but at present, the market side has not benefited significantly and has little impact on the company; The competition pattern of PPR pipeline market is stable, small enterprises are gradually eliminated, high-quality enterprises are constantly growing, and industry concentration is constantly improving. In the high-end field, some market competition involves foreign brands.
In the face of the downturn in the real estate boom, Wei Xing New Materials said that it would actively respond: transfer some of its work online and do a good job in online training, communication and customer relationship maintenance; Carry out large-scale public construction projects such as hotels and industrial parks to reduce the dependence of construction business on real estate; Gradually introduce services into the engineering field.
When talking about the internationalization strategy, the company said that it is mainly the layout and basic work in the early stage: first, the layout of production bases and marketing channels; The second is the reserve of international talents and the construction of international teams; Third, the brand internationalization layout; The fourth is to establish overseas technology R&D and investment platforms, and enhance the company's core competitiveness by introducing technologies and projects.
10 shares annual performance is expected to increase.
According to data treasure statistics, among the stocks surveyed by more than 20 institutions, the institutions expect that the annual net profit of 23 shares is expected to increase by more than 20% year-on-year, 10 shares is expected to exceed 50%, and 5 shares, such as China Mining Resources, Guolian Aquatic Products, tianma technology, Sanfu Outdoor and Donghong Shares, are expected to double. Among them, the net profit of Sanfu Outdoor and Donghong in the first quarter only achieved single-digit growth year-on-year, and the subsequent pressure was greater; The net profit of the other three stocks doubled in the first quarter.
In terms of valuation, the latest rolling P/E ratios of Xinyangfeng, Yuan Teng Cobalt, Yuekang Pharmaceutical and Rong Sheng Environmental Protection are all lower than 20 times.
On the market side, A shares continued to rise unilaterally this week, with the Shanghai Composite Index rising by 2.8% and the Shenzhen Component Index rising by 3.5%. 23 shares rose by 4.59% on average, outperforming the broader market in the same period. Huayang Group has accumulated more than 20%; China Mineral Resources, Xinyangfeng and tianma technology increased by more than10%; Sanfu outdoor callback exceeds 5%.