Since July this year, the A-share market has been in adjustment again.
However, the pace of institutional research has not stopped.
According to Wind data statistics, during the above-mentioned period, various institutions surveyed more than 600 A-share listed companies.
Companies in robotics, innovative drugs, new energy, new materials and other fields have become research hotspots for major institutions during the period.
As the market adjusts, institutional research is busy. Companies in industries such as robots have become popular. Since July this year, the A-share market has once again fallen into adjustment.
However, the pace of institutional research has not stopped.
According to Wind data statistics, during the above-mentioned period, various institutions surveyed more than 600 A-share listed companies.
Judging from the number of institutions involved in the survey, dozens of companies including Eston, Lingyunguang, Tianci Materials, etc. have surveyed more than 100 institutions.
For example, in Eston's conference call on July 14 alone, the number of institutional analysts and investors participating was over a hundred, including securities firms such as Founder Securities, Bohai Securities, public funds such as Soochow Fund, HSBC Jinxin, Tianan
Life insurance and other insurance institutions, etc.
The number of institutional surveys also largely reflects the popularity of relevant listed companies under institutional surveys.
From this perspective, a total of more than 30 companies have been surveyed more than 5 times (inclusive) since July.
From the perspective of industry or track, robotics industry chain companies have become a hot spot for institutional research. Since July, many related companies have been investigated by institutions many times.
Among them, Eston is still the most typical.
Wind data shows that since July, Eston has received multiple institutional surveys. The main questions of the research institutions focus on the company's robot business.
For example, in the on-site meeting on July 27, the organization focused on asking Eston about robot-related issues.
In this regard, Eston said that in 2022, the company has set an industrial robot shipment target of 16,000-18,000 units.
Specific sub-industries include new energy sources such as photovoltaic lithium batteries (faster growth), metal processing (rich experience in sheet metal processing), automobiles and auto parts (domestic substitution), heavy industry (infrastructure investment), 3C and PCB industries (
(low market share, large room for growth) and other industries such as packaging, building materials and home furnishings, food, etc.
Regarding the situation of its subsidiary Cloos this year, the company said that Cloos's order situation this year is relatively good. It is currently facing pressure from overseas supply chains and has some difficulties in product delivery.
The company's headquarters is also actively taking some measures to help relieve the pressure on some supply chains to achieve synergy.
In addition to Eston, the agency also focused on investigating the robot-related businesses of companies such as Zhongli De, Kelda, and Hechuan Technology.
For example, in a recent survey by the receiving organization, regarding the factors that will accelerate the domestic substitution process of precision reducers in the field of industrial robots, Zhongli De said that with the rapid development of domestic industrial robot manufacturers, market competition will also
Even more intensely, if industrial robot manufacturers want to reduce costs, localization of parts will be their first choice.
After years of hard work and continuous technological innovation by domestic reducer manufacturers, the quality of domestic reducers is also constantly improving. In the future, the quality advantage of imported reducers will no longer be so obvious.
Zhonglide also said that the prospects of the industrial robot market are also very broad, and the future increase will be very large. Compared with imported reducers, which have higher prices, long delivery times, and service timeliness, they believe that future reducers will
Realizing domestic substitution is an inevitable trend.
Kelda, which specializes in industrial robots and industrial welding equipment, has recently become a hot company of institutional concern. When the company was surveyed by institutions, it responded to a number of questions about robots.
For example, when responding to questions about whether it will launch new products, Kelda said that the company will soon launch a new multi-functional robot KP25 with a working radius of 1,730 mm and a rated load of 25kg.
This new product can complete heavier load operations than the original robot, and has strong system motion control performance and precision control capabilities. It integrates robot motion control technology, robot control technology, robot safety control technology, and robot reliable operation assurance technology, etc.
The company's independently patented core technology effectively integrates the advantages of robots such as high flexibility and high automation into various fields such as handling, grinding, bending, and laser processing, and will be used in a variety of scenarios.
In response to the question of whether there is a layout in laser welding and other fields, Kelda responded that the company already has mature laser welding robot products and has sold them to companies in the automotive industry such as Chery.
In the future, the company will continue to increase R&D investment and marketing efforts in this field.
In addition to robotics track companies, innovative drugs, new energy, new materials and other track companies have also recently been subject to more frequent research by institutions.
For example, Haichuang Pharmaceutical-U recently stated in an institutional survey that the company will first develop end-line treatments for mCRPC in China and first-line treatments for mCRPC without chemotherapy globally.