The number of listed companies surveyed has doubled, and institutions focus on these four themes

The number of listed companies surveyed has doubled, and institutions focus on these four themes
The number of listed companies surveyed has doubled, and institutions focus on these four themes!  Source: The official company of e company was affected by the overall shock of the broader market and the gradual approach to the end of the semi-annual report. This week, the enthusiasm of institutional research has greatly increased, and the total number of listed companies found by the institution has also doubled.  Institutions focus on four themes According to the statistics of Oriental Fortune Choice, a total of 65 companies in the Shanghai and Shenzhen cities have received institutional surveys this week, and the number of companies has doubled from 28 this week and 29 earlier in the week, of which 53 (about 80%) companiesEarlier this week, overall growth was achieved. Xinleineng, Hetai, Shenzhen Konka A, Luyan Pharmaceutical, and Kodali gained the top five in the week, respectively, 37.3%, 31.9%, 16.5%, 15.9%, 14.6%.  From the perspective of institutional research topics, this week the organization mainly focused on the four types of enterprises in the new energy vehicle industry chain, biomedicine, food consumption, and computers. Among them, the new energy vehicle industry chain is GEM, Kodali, Xingyuan Materials, and Zhongke Sanhuan., Yahua Group and other companies were approved to research, in the field of biomedicine, Luyan Medicine, Wowu Biotechnology, Livzon Group, Hokuriku Pharmaceutical, Mike Bio, Boteng (rights), Jindawei, Yixintang, Rongtai Health, etc.The company was informed that in the field of food consumption, Zhujiang Beer, Haixin Food, Wen’s shares, Anner, Tomson Becker, etc. were found. From this, Gore shares, Taiji shares, Huayu software, Lumeng Technology, etc. were found in the computer industry.  On August 20, the National Medical Insurance Bureau officially launched the “National Basic Medical Insurance, Occupational Injury Insurance and Newborn Insurance Drug Catalogue”, a routinely approved drug list.It is understood that this drug list adjustment is the first comprehensive adjustment after the establishment of the National Medical Insurance Bureau. It is 2 years after the last medical insurance list adjustment. The number and level of drugs in the new list have not changed much.Variety of species and great changes in the structure of medicines.Analysis believes that after the publication of the new catalogue, the industry structure will change and industry differentiation will intensify, which may be one of the reasons for this week ‘s batch study of biomedical related companies.  According to industry trends, the pharmaceutical industry will continue to grow as the population ages and medical spending continues to grow; along with a new round of technological innovation drive, the rise of innovative biotechnology companies will gradually change the development of new drugs.In addition, China’s policy changes from 淡水桑拿网 encouraging innovative drug research and development and improving drug quality will also bring new development potential to the pharmaceutical industry.According to the future prospects of the CDMO industry where the company is located, Botten said that based on the industry conditions in various dimensions, the company expects that the CDMO industry will maintain rapid growth in the next 5-10 years.  New energy vehicles talk about raw material fluctuations On August 19, the 2019 Global Automotive Industry Innovation Conference opened in Beijing, and Xin Guobin, Vice Minister of Industry and Information Technology, focused on the conference, to accelerate the preparation of the “New Energy Vehicle Industry Development Plan (2021–2035)”, Planning the layout of future industrial development. At the same time, the Ministry of 南京夜网 Industry and Information Technology also issued a paper this week that will support the establishment of pilots of fuel-free cars in restricted areas. The market will convey development confidence for the new energy vehicle industry chain in various aspects, and therefore this week the industryGet the attention of the organization.  GEM said in an investigation on August 22 that in the first half of the year, under the severe unfavorable situation of the sharp decline in the price of cobalt metal, the company expanded its market development efforts and expanded the sales of new energy materials to effectively hedge the replacement of cobalt prices.The material segment’s production capacity was further released, with sales revenue reaching 41.2.7 billion yuan, contributing 9.48ppm, an increase of 2 per year.19%, realizing the stabilization and growth of the operating income of the battery materials sector.Among them, the company’s ternary precursor implantation amount reached 3.In March, a year-on-year growth of 170%, accounting for more than 20% of the world market, mainstream supply of CATL supply chain, Samsung SDI and ECOPRO and other international customers and domestic customers such as Rongbai Technology, Zhenhua, Xiamen Tungsten, etc., new energy materials business has grownIt is a strong support point for the company’s overall and future performance.  On August 21, Yahua Group said in an institution study that due to the recession in new energy vehicles and the decline in state subsidies, and the impact of the “National Five” model price reduction, the market demand for new energy passenger cars shifted, power battery production was reduced, and lithium saltsProduct demand and prices have risen sharply, the reshuffle of the lithium industry’s superiority and inferiority has arrived ahead of schedule, and the industry has entered an adjustment period.The decline in the price of lithium salt products objectively put pressure on the company’s performance in the lithium industry.However, at the same time, the release of upstream lithium concentrate production capacity and the price of lithium concentrate also fluctuated, to a certain extent, hedging the impact of the decline in lithium salt product prices on the company’s performance.  Kodali, a supplier of precision structural parts for lithium batteries, also said in a recent survey that the company’s main costs include aluminum, steel, copper and plastics, of which aluminum accounts for the largest proportion. For companies concerned by the organization, how to deal with fluctuations in raw material prices.The company should focus on the balance. The company actively communicates with raw material suppliers to keep price fluctuations within a controllable range, while reducing production costs and management costs through capacity expansion and automated production.