According to wind data, as of December 25, since December, brokerages have investigated nearly 600**. From the perspective of industry distribution, the number of ** surveyed in the machinery and equipment and electronics industries exceeded 90, becoming the two major tracks of brokerage research.
Since 2023, the number of brokerage surveys has exceeded 100,000, the cumulative number of surveys has exceeded 2,900, and the number of analysts has exceeded 4,60......0 so farFrom these data, we can get a glimpse of the business development footprint of brokerage research this year.
The mechanical equipment and electronics industries are in the spotlight.
Wind data shows that as of December 25, the reporter issued a press release, since December, nearly 600 securities companies have been surveyed, and from the perspective of Shenwan industry distribution, the machinery and equipment industry has the largest number of listed companies surveyed by brokers, reaching 94;The electronics sector ranks second with 93 companies;The computer industry ranked third with 62 companies;In addition, more than 30 companies in the pharmaceutical and biological, basic chemical, power equipment, automobile and other industries have been investigated by brokers.
In the machinery and equipment industry, Yuhuan CNC, Wald, Rifa Precision Machinery, Opt, Petrochemical Machinery, Handler, Fengguang Precision, etc. are the top brokerages in the attention since December, and they have been investigated by no less than 14 brokerages.
At the beginning of December, Fengguang Precision's share price started a round of strong **, as of December 25**, its stock price has risen by 190 since December63%。Fengguang Precision said in the recently disclosed institutional research minutes that the company's current downstream customers' main products include semiconductor vacuum pumps, servo motors, industrial robots, etc., the future market potential is huge, the demand prospects are broad, the company is striving for more downstream customers parts and components of the product share, open up more customers.
Among the more than 90** surveyed in the electronics industry, Emdoor Information, a provider of electronic products and solutions, has been favored by Emdoor Information by virtue of its recent outstanding performance in the secondary market. CITIC**, China Securities Construction Investment, China Merchants ** and other leading brokerages flocked to Emdoor Information for research, and in December alone, the company has disclosed 9 institutional surveys. As of December 25**, Emdoor Information has risen by 75 since December62%。
In the recently disclosed institutional research minutes, Emdoor Information said that AI is an important trend in the future development of the consumer electronics industry, the company has been paying attention to the expansion and progress of AI technology and its capabilities, constantly researching AI technology, and landing it in the company's smart products. At present, the company has actively followed up on mainstream models such as large language and AIGC.
The total number of surveys exceeded 100,000.
Wind data shows that as of December 25, the cumulative number of surveys of brokerages has exceeded 2,700 times since DecemberSince the beginning of this year, the total number of securities surveys has exceeded 100,000, a year-on-year increase of more than 35%, and the cumulative number of surveys has exceeded 2,900. At the same time, the team of brokerage analysts is also growing, according to the official website of the China Securities Association, as of December 25, the number of analysts in the industry exceeded 4,600.
From the perspective of the number of surveys of a single brokerage, as of the press release on December 25, CITIC ** ranked first with 4,089 surveys this year, and it is also the only brokerage with more than 4,000 surveysChina Securities Construction Investment and CICC followed closely behind, with a total of more than 3,500 surveysGuotai Junan, Tianfeng**, GF**, Yangtze River ** and other securities firms ranked first in the number of surveys, all exceeding 2,500 times;A total of 39 brokerages have conducted more than 1,000 surveys.
It is worth mentioning that some "dark horse" players have emerged in the research institutes of small and medium-sized brokerages. From the ranking of the number of brokerage surveys during the year, Guojin** climbed from 21st in the same period last year to 14th, Northeast ** improved from 26th to 18th in the same period last year, and Caitong** improved from 34th to 22nd in the same period last year.
The market inflection point is approaching.
In terms of the market, "since the beginning of this year, the industry rotation and thematic investment of the A** field have become the main line of the market structure, and the rhythm of the whole year is the main line of AI and the special valuation in the first half of the year, and the style of small and medium-sized caps in the second half of the year is overflowing, and the low valuation at the end of the year is dominant." Wang Kai, chief analyst of Guosen ** strategy, said that looking forward to 2024, policy impulse and profit repair are expected to consolidate the improvement of A-shares.
In the view of Zhang Qiyao, chief strategic analyst of Industrial **, a series of positive signals have emerged, which is expected to drive the market to gradually come out of the bottom. First of all, the recent domestic policy efforts have accelerated, and further policy easing measures such as RRR and interest rate cuts, a package of bonds, and real estate relaxation have been gradually implemented. Secondly, since December, investors have continued to take advantage of the low-level layout of ** ETFs to deploy A-shares, which has become an important backing fund for the market.
The inflection point of the market and confidence is approaching, and mid-January next year is a critical point. Qin Peijing, chief strategic analyst of CITIC, said that the real estate policy is in the observation period after the landing, and it is expected that the follow-up policy will continue to increase, and the probability of LPR reduction in January next year is higher, and the market's expectations for economic growth are still relatively large in terms of policy objectives. In terms of allocation, Qin Peijing suggested that the technology and pharmaceutical sectors that had a large decline in the early stage should be actively deployed.