Recently, the research activities of some listed companies have attracted many investors. The reporter noted that although these enterprises belong to different industries, they all participate in the industrial chain of new energy, and the interest of investment institutions in enterprises is also concentrated in the business direction of new energy.
Specifically, some listed companies in chemical industry, electrical equipment, metal and nonmetal industries have been investigated together, and the names of several well-known fund managers have appeared in the research list of some companies, and some companies have attracted the attention of foreign-funded institutions and large sovereign funds.
Harvest, Huaxia, etc
Investigate chemical inventory
In July, many chemical stocks were focused on by institutions, and the on-site meeting held by Tianci Materials, EasTone and Dang Sheng Science and Technology attracted the attention of more than 100 institutional investors. It is worth noting that most of the chemical stocks investigated by institutions are closely related to the new energy industry.
The "King of Electrolytes" godsend material has attracted many well-known fund managers' surveys, including Yao Zhipeng of harvest fund, Ji Xinxing of Huaxia Fund, and Wang Peng, the fund manager of TEDA Manulife Fund, which has recently attracted much attention from the market, is also on the survey list. In addition, JPMorgan Chase Asset Management Company, Canadian Pension Fund Investment Company (CPPIB) and Franklin Templeton Fund Group also participated in the survey.
Institutional investors are very concerned about the performance of Tianci Materials in the second quarter of 2022. The company responded that the sales volume and price of lithium-ion battery materials, electrolyte and cathode materials increased significantly year-on-year due to the growth of demand in the new energy automobile industry. At the same time, with the help of industry development opportunities, the company has accelerated its production capacity and achieved remarkable results in the integrated layout strategy of industrial chain. With the continuous improvement of the self-production rate of raw materials, the overall profitability has been significantly improved.
EasTone, the "leading paint company", also attracted the investigation of 100 investment institutions, including the First Open E Fund, Guo Fu Fund and Huaxia Fund. In terms of foreign institutions, well-known foreign investors such as Faba Asset Management and Nomura Investment also pay attention to the company.
The organization's attention to EasTone mainly focuses on the company's main boehmite business. Yi Shitong said that coating boehmite on the negative electrode of the battery can enhance the wettability between the surface of the negative electrode material and the electrolyte, improve the charging and discharging efficiency and further improve the safety performance. At present, some customers have purchased boehmite products for coating negative electrodes from the company in small quantities, but they are still in the initial stage of market introduction, and different downstream customers have different preferences, so it is uncertain whether they can be popularized and applied in large quantities. The company will combine the development trend of new energy vehicles and lithium battery industries, as well as the strong demand expectations of downstream customers, and plan and build boehmite production capacity in advance.
Dang Sheng Science and Technology, a leading enterprise in cathode materials for lithium batteries, has also attracted the attention of more than 100 institutions. Huaxia Fund, southern fund, Guangfa Fund and other leading public offerings participated in the survey, and well-known foreign investors such as Lubomai and Bank of JPMorgan Chase also attended.
Dang Sheng Science and Technology said that the company has accumulated decades of technology research and development, and its new products include not only liquid battery materials, but also the next generation of solid-state batteries and new track product systems, representing the future development direction of materials. With the continuous expansion of market applications, products must be diversified. Strategically, the company has always adhered to the linkage of research and marketing, and adopted the trinity cooperative development model of "automobile+battery+material" to build a battery material system with customers.
South, Jiashi, Gaoying, etc.
Investigate electrical equipment unit
The electrical components and equipment industry has also received extensive attention from institutional investors. Video conferences held by listed companies such as Eston and Huichuan Technology have also attracted the attention of many institutions, and the focus of questions is also concentrated in the field of new energy.
The institutional investors attending the Eston Research Conference include public offering institutions such as southern fund and harvest fund, and well-known overseas investors such as Gaoying Capital -HCM China Fund. Eston's main business is industrial robots and complete sets of equipment, but it still benefits from the rapid development of new energy industry in China.
Eston said in the survey that the new energy industry has gradually become an important downstream application industry of the company's industrial robot business. The demand for new energy industries, mainly photovoltaic and lithium batteries, is strong, maintaining a high degree of prosperity, and it is expected to maintain rapid growth in the second half of the year. At the same time, the demand of traditional industries such as construction machinery, building materials, home furnishing, woodworking machinery and packaging is weak at present, and the prosperity needs to be restored.
Huichuan Technology, which is also deeply concerned by institutions, is also in a similar situation. Huichuan Technology's research in mid-July attracted the participation of 180 institutions, including China Europe Fund, Huitianfu Fund and well-known foreign investment (PAG). As a leading industrial control company in China, Huichuan's technology business covers general automation, elevator electrical equipment, new energy vehicles, industrial robots, rail transit and other fields, with a leading share in many links.
Huichuan Technology said that new energy vehicles are a diversified business for consumers. In a diversified space, hybrid vehicles can meet the needs of mileage-anxious customers to a certain extent. The company believes that under the development trend of new energy vehicles in China, hybrid vehicles have a certain life cycle, and began to invest in technical research and development of related products of hybrid vehicles a few years ago. "At present, we have seen that the development of hybrid vehicles is an important direction of new energy vehicles in China. The company can provide very competitive solutions in the field of hybrid power. Since 20021,it has harvested a number of designated models of hybrid power platforms. It is expected that the hybrid market will bring good development support to the company's new energy vehicle business. "
E Fund, Xing Zheng Global, etc.
Research materials unit
Some stocks belonging to metal and non-metal sectors have also been focused on by institutions. In July, companies such as Hengdian Dongci and Changyuan Lithium Branch were investigated by more than 100 institutions.
As a leading enterprise in magnetic materials and a rising star in photovoltaic and lithium battery industries, Hengdian Dongci has attracted the attention of many investors. In terms of public offering, head institutions such as E Fund and Xing Zheng Global Fund participated in the research. It is worth noting that foreign institutions are also very interested in Hengdian Dongci. NorgesBank, a heavyweight investment institution, and SAFEInvestmentCompany, a subsidiary of the State Administration of Foreign Exchange, also appeared in the list of research institutions.
Some institutional investors believe that Hengdian Dongci has both photovoltaic and lithium battery businesses. Do you consider developing energy storage business for European families? In this regard, Hengdian Dongci said that the correlation between European household energy storage and the company's current photovoltaic distribution channels is indeed relatively large, and the company also has a layout, but the company's current lithium batteries are mainly ternary materials, and lithium ferrous phosphate is more suitable for household energy storage. "We may go to the market first in the early stage, design products in combination with customer needs and application scenarios, and find customers to verify products. Because we want to be more stable in product reliability, performance optimization and design, and the cost and after-sales requirements of household energy storage will be much higher than those of photovoltaic modules, it is still in the early stage of development, and it is still too early to talk about capacity planning. "
On July 1 day, well-known public offerings such as cathay pacific fund and Bosera Fund participated in the research of long lithium, and well-known foreign investors Franklin Templeton and Schroeder Investment also participated in the research. Changli Division, which is deeply involved in the cathode material industry, has a powerful parent group-Minmetals Group. Moreover, the largest customer of the long-term lithium battery division is Contemporary Amp Technology Co., Ltd., and other important customers include Yiwei Lithium Energy and BYD.
Guo Sheng Securities Research Institute believes that Changli Division started from lithium cobaltate business, and started the research and development of ternary cathode at 20 1 1. At present, it is in the first echelon in the field of ternary cathode in China, and its profitability is leading in the industry. While binding domestic leaders, the company is also actively expanding domestic and foreign customers, among which Samsung SDI and LG Chemical have been certified for import. Based on the advantages of ternary faucet, lithium division is expected to reshape the growth curve of iron and lithium for a long time.
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