Over 1,200 stocks were investigated! Public fundraising targets these tracks

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Over 1,200 stocks were investigated! Public fundraising targets these tracks

Halfway through the fourth quarter, enthusiasm for public offering research is high, and fund managers are speeding up research in an attempt to explore investment opportunities next year.

On November 21, a reporter from the International Finance News found that in the past month, the institution had investigated a total of 1,445 A-share listed companies. Among them, the fund company investigated 1,214 A-share listed companies, covering multiple fields such as electronics, medicine and biology, and computers.

Data source: iFinD Cartography: Wei Lai

Communications, medicine and biology attract attention

Zhongji InnoLight, the leading optical module company, is undoubtedly the stock that fund companies have paid most attention to in the past month. Flush iFinD data shows that as of November 21, a total of 412 institutions, including 154 fund companies, have conducted surveys on it in the past month.

Talking about the rising demand for 400G and 800G optical modules, InnoLight said in the survey that in the next few quarters, it is expected to see a quarter-on-quarter growth in 800G/400G shipments. Especially after the first quarter of next year, the ramp-up in production capacity and delivery will be obvious. The production capacity will be established in advance and production delivery will be guaranteed every quarter.

In the first three quarters of 2023, Zhongji InnoLight achieved operating income of 7.03 billion yuan, a year-on-year increase of 2.41%; net profit attributable to the parent company was 1.296 billion yuan, a year-on-year increase of 52.01%; non-net profit attributable to the parent company was 1.244 billion yuan, a year-on-year increase of 5.964% %.

On November 21, Zhongji Xuchuang closed at 103.57 yuan per share. The share price rose by 1.19% that day, with a total market value of 83.1 billion yuan. In the past month, Zhongji InnoLight’s share price has increased by 10.1%. At the end of the third quarter, Zhongji InnoLight was held by 599 funds, accounting for 21.21% of the outstanding shares.

Kaili Medical has been targeted by 123 fund companies in the past month, and fund companies’ attention is second only to Zhongji InnoLight.

In the first three quarters of 2023, Kaili Medical achieved operating income of 1.468 billion yuan, a year-on-year increase of 17.31%; net profit attributable to the parent company was 321 million yuan, a year-on-year increase of 30.65%.

Kaili Medical stated in the survey that in terms of product lines, the ultrasound business grew steadily in the first three quarters, and the soft lens equipment business achieved rapid growth. The growth of both product lines was in line with the company’s expectations. In the third quarter alone, affected by external environmental factors, revenue was basically flat, while in terms of expenses, net profit declined due to an increase in sales expenses such as expenses for the company’s surgical team and travel expenses. The third quarter is the company’s off-season for the whole year, and the revenue in the fourth quarter has always been relatively high. As external environmental factors gradually improve, the company will strive to complete the full-year goals set at the beginning of the year.

On November 21, Kaili Medical closed at 49.09 yuan per share. The share price rose by 1.43% that day, with a total market value of 21.1 billion yuan. In the past month, Kaili Medical’s stock price has increased by 6.51%.

In addition, as of November 21, Desay SV and Haitai Xinguang had been investigated by more than 100 fund companies in the past month. Many A-share listed companies such as Mindray Medical, Luxshare Precision, China Microelectronics, CTI, and Xiangpiaopiao were investigated by more than 80 fund companies.

A-share turning point may be established

At the end of the year, fund managers are busy planning investment directions for next year, and the next market trend is also a matter of particular concern to investors.

Minsheng Canadian Fund pointed out that domestically, an inflection point in A-share fundamentals, capital, and policy may be established. After the performance disclosure period for the third quarter report ends, the profit turning point for the third quarter report is expected to be confirmed under the resonance of multiple factors such as increased government spending, improvement in consumer export growth, narrowing of negative real estate value, and rebound in price factors. Huijin stepped in to stabilize the market. The rise in U.S. bond yields and the U.S. dollar index was sluggish, Sino-U.S. relations have eased at the margin, foreign capital has returned to inflows, capital has turned to net inflows, and the unfavorable factors have been reversed. In terms of style, the main focus is on the technology growth style, taking into account some areas related to the real estate chain that may benefit from the real estate reform and may lead to improved demand.

When it comes to specific industries, Minsheng Canada Fund focuses on photovoltaics, large banks, electric power, transportation, etc. Sino-U.S. relations have recently seen a phased improvement. If trade issues ease, annual photovoltaic installed capacity may approach the 100 GW level. There will be a marginal economic recovery in 2023. Although the recovery elasticity is weak, from the perspective of the entire cycle, continued economic improvement is expected to drive the valuation of the banking sector. A low base combined with economic recovery, rising electricity consumption growth, abundant industry cash flow and high dividends may have certain defensive allocation value.

“The current market trend is mainly determined by the molecular side. On the one hand, the risk-free rate of return is declining overall, and on the other hand, the risk premium is declining, but there are twists and turns during the period. In the short term, the A-share market is still active, such as automobiles, AI Computing power, robots, etc., this continues the consistent style this year. Although most of them are thematic opportunities, there are many areas with long-term sustained growth. We pay more attention to the technology sectors that are in line with technological self-reliance and truly benefit from the rapid development of the AI ​​industry. The high-end manufacturing sector, where the prosperity remains at a high level and policies continue to be tightened, and the pharmaceutical and other sectors, where performance growth has steadily increased,” Morgan Stanley Fund pointed out.

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