The market continues to heat up. What is the research direction of institutional investors? As of the press release of Securities Times E Company, there were 133 reception institutions and their activity records in the week, which was basically the same as last month.
The basic chemical industry was the industry with the highest degree of investigation last week. During the week, there were 16 companies receiving institutions, among which the chemical products sub-industry companies were the most, reaching 8. In addition, mechanical equipment and computer industry have also received more attention, with 13 companies and 12 companies respectively.
In terms of hot research units, Choice data shows that Jingsheng Electromechanical, qiaqia Food, Ding Peng Holdings, Huayang Group, Genesis, Steady Medical and other 1 1 companies have obtained more than 100 institutions. In addition, industrial and commercial bank of China, Midea Group, Wen's shares and other large-scale leading companies have also made some gains.
Jingsheng electromechanical is the hottest company this week. On February 6th, 65438, more than 330 people from 229 organizations investigated the company, and many organizations including harvest fund, southern fund, CICC and Danshuiquan Investment organized many people to participate. Among them, Gaoyi Asset Partner and Chief Investment Officer also led the team, and other researchers included Gaoyi Asset Partner and Chief Research Officer Zhuo Liwei and Gaoyi Asset Partner and Senior Fund Manager Wu.
Jingsheng Electromechanical Co., Ltd. is a leading enterprise in photovoltaic equipment. The main business is the research and development, production and sales of crystal growth and processing equipment, sapphire materials and silicon carbide materials in photovoltaic and semiconductor fields. Choice data shows that from 2022 to now, the total number of people in the company's institutional research has reached 1.5 million.
During the investigation, Jingsheng Electromechanical's "photovoltaic+semiconductor" dual-line business was highly concerned by the organization, and the company introduced the orders of two major sectors of equipment. In the photovoltaic sector, Jingsheng Electromechanical Co., Ltd. introduced that as of September 30, 2022, the company's unfinished contracts for crystal growth equipment and intelligent processing equipment in the photovoltaic field totaled 265,438+330 million yuan (including value-added tax).
Regarding the progress in the field of semiconductor equipment, Jingsheng Electromechanical said that due to downstream demand and trade policies, the domestic semiconductor industry showed a rapid development momentum, and the company's semiconductor equipment business also achieved rapid development. By the end of the third quarter of this year, the unfinished semiconductor equipment contract was 2.46 billion yuan (including value-added tax). Among them, 8- 12 inch silicon wafer related equipment and power semiconductor equipment account for a relatively large proportion.
In addition, Jingsheng Electromechanical also has a layout at the material end. At present, it mainly includes sapphire, silicon carbide, timely crucible and diamond wire. Among them, in terms of silicon carbide materials, the company said that it has successfully grown an industry-leading 8-inch silicon carbide crystal and built a 6-inch silicon carbide crystal growth, slicing and polishing research and development experimental line. The products of the experimental line have been verified by some downstream customers. Jingsheng Electromechanical Co., Ltd. believes that large size is an important development direction of silicon carbide substrate preparation technology, and 6-inch silicon carbide wafer will become the mainstream product in the market without industrialization of 8-inch silicon carbide wafer. Driven by the rapid growth of downstream market demand and technological progress, the domestic silicon carbide industry will usher in a period of rapid development.
In the field of diamond wire, in June, 2022, 165438+ 10, the commissioning ceremony of Jingsheng electromechanical new generation diamond wire production project was held in Shangyu, Zhejiang. The company said that the commissioning of the project will effectively expand the development of its core auxiliary consumables business and further improve the industrial chain support in the field of semiconductor materials and equipment.
In the secondary market, Jingsheng Electromechanical's share price rose by more than 1 1% to 70.78 yuan/share last week, and its current market value is about 92.6 billion yuan.