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The agency concentrated on investigating electronic chemical medicine and biology last week

Time: 2020-09-22

Last week (9.18~9.22) a total of 135 listed companies in the two cities disclosed their investigations. From the perspective of industry distribution, the surveyed companies are mainly concentrated in the electronics, chemical, medical and biological industries. According to industry classification, the companies surveyed last week were mainly concentrated in the three major industries of electronics, chemicals, and pharmaceuticals and biology, and the number of companies involved were 23, 15 and 13 respectively.

In the last week (9.18~9.22), a total of 135 listed companies in the two cities disclosed their investigations. From the perspective of industry distribution, the surveyed companies are mainly concentrated in the electronics, chemical, medical and biological industries. According to industry classification, the companies surveyed last week were mainly concentrated in the three major industries of electronics, chemicals, and pharmaceuticals and biology, and the number of companies involved were 23, 15 and 13 respectively.

The 12 electronic industry companies surveyed predicted the first three quarters: In the chemical industry, Shanghai Securities analyst Shao Rui pointed out in his industry research report on September 19, “The chemical industry is not only used in traditional industries, Emerging fields such as new materials are also indispensable. In the past, many high-tech industries were monopolized by foreign-funded enterprises. With the advancement of domestic technology, the gradual transfer of downstream emerging industries to the country, mergers and acquisitions, and other corner overtaking methods, chemical fine chemicals and The field of new materials is developing rapidly. Investors can lay out industries with strong performance certainty. TFT, adhesives, printing consumables, ceramic materials, lithium battery materials, functional films, etc. all have layout value."

In terms of individual stocks, Gosuncn had received 49 institutions in total last week, ranking first; Xinhecheng received 46 institutions, ranking second; Nasda received 37 institution surveys, ranking third. At the research meeting of Gosuncn, the relevant person in charge revealed that the company and Huawei are cooperating in some businesses and have signed a cooperation agreement. Huawei recognizes the company’s three-dimensional cloud defense system. Currently, the three-dimensional cloud defense system has been used in some parts of the company. Cooperation projects. In addition, with regard to the future development plan of the Internet of Vehicles business, the relevant person in charge of Gao Xinxing pointed out that the Internet of Vehicles is an area with relatively mature development, relatively large market, and relatively clear profit model in the sub-field of the Internet of Things. Gosuncn will mainly use hardware as the carrier and carry a software platform. The business prospects of this business will be very impressive.

In terms of the types of research institutions, securities firms have the strongest research interest, participating in the research of 108 companies; public funds participated in the research of 58 companies, ranking second; Sunshine Private Equity participated in the research of 51 companies, ranking third; overseas institutions and insurance companies were respectively Participated in the survey of 31 and 33 listed companies.

In terms of specific institutions, private equity Star Stone Investment investigated the clean environment, Heju Investment investigated Xinhecheng, Qianhe Capital investigated China Media Holdings, Supply and Marketing Daji, and Chongyang Investment investigated Goldwind Technology, Wen's Hecheng, Zhuque Investment researched Jingrui shares and New Times; for public funds, Bosera researched Ninestar, Gosuncn, Guangwei Composites, and Huitianfu researched Anhui Technology, Guangwei Composites, and Harvest Research With Huayi Brothers and Salt Lake, E Fund investigated Wen's shares, Gosuncn, and Bank of Hangzhou; in terms of overseas institutions, Abu Dhabi Investment Bureau investigated BOE A and Rongzhilian, and Allianz Investment investigated Helitai and Zhongbai Group. , Deutsche Securities researched Kostar and Shinwanda, Morgan Stanley researched Shinwanda, Oupai Home Furnishing, and Hao Laike, the Central Bank of Norway researched GEM and Kenrui Woneng, and Nomura Securities researched Goldwind. , Xinwangda, Credit Suisse researched Oppen Home and Haolaike.

(Original title: The institution focused on investigating electronics, chemical, pharmaceuticals and biology last week)

(Editor in charge: DF370)

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