In the past week (December 4 to 8), A-shares continued to adjust, and the Shanghai Composite Index fell below 3,000 points.
At the same time, the seesaw effect recently formed between the Beijing Stock Exchange and the Shanghai and Shenzhen main boards continued, and the Beijing Stock Exchange 50 Index rose 8 percent against the trend during the week22%。
In line with the pace of the market, the stocks surveyed by institutions fell more and rose less. As of the press release of the reporter of **Times E Company, in the past week, 241 A-share companies have received institutions and disclosed activity records, of which less than 30% of the overall stock price of the whole week**.
In terms of industry distribution, the majority of the surveyed companies in the electronics, mechanical equipment and computer industries were 42, 25 and 24 respectively during the week. From the perspective of the concept sector, institutions still focus on a few hot topics such as AI computing power.
In addition, as the Beijing Stock Exchange heats up, more and more Beijing Stock Exchange companies have received institutional attention, choice data shows that there are 13 Beijing Stock Exchange companies receiving research during the week, of which 11 are more than 10% in the whole week, and Road and Bridge Information and Bai Xinglong have risen as high as65%。
In terms of popular research stocks, in the past week, Xiechuang Data, Xinxing Equipment, Macro and Micro Technology and Yingjie Electric have ushered in more than 100 institutional surveys. BYD, Muyuan, Changan Automobile and other 100 billion market value leaders have also attracted institutional attention.
Among them, the consumer electronics industry company Xiechuang Data (300857) has attracted the most attention. On December 7, more than 220 institutions such as Harvest**, Nanfang**, and GF** investigated the company, and Geng Sihua, chairman of the company, appeared at the exchange meeting.
Wind data shows that in November, the company was surveyed 26 times, which was the most frequent A-share company in the month.
At the same time, the share price of Xiechuang Data doubled in November**, and the annual increase reached 18 times. Judging from the performance of the past week, the stock once climbed to 63A record high of 71 yuan shares, although it then rose and fell, but the stock price still rose slightly by 057% to close at 543 yuan shares, with a current market value of about 13.2 billion yuan.
Listed on the Growth Enterprise Market (GEM) in July 2020, Xiechuang Data is mainly engaged in the research and development, production and sales of IoT intelligent terminals and data storage devices in the field of consumer electronics. In the first three quarters of 2023, the company achieved operating income of 322.8 billion yuan, a year-on-year increase of 4637%；Net profit not attributable to parent company is deducted 19.1 billion yuan, a year-on-year increase of 8824%。
In the latest survey, institutions mainly focus on the company's performance trend in the fourth quarter, as well as future development plans.
Xiechuang data said that at present, the company has abundant orders in hand, coupled with the expansion of new customers, and the overall operation is improving. In the next three to five years, the company will further strengthen and deepen the strategic layout of the three core industries of cloud technology, cloud entertainment and cloud manufacturing, adhere to the Internet of Things cloud platform as the business foundation, audio and visual technology as the core feature, and the technology system with IoT perception, artificial intelligence and big data as the core, focusing on the smart home industry and the Internet of Things cloud platform industry.
Xiechuang Data also focused on the layout of data storage, saying that the company's data storage equipment has a wide range of applications, and the company has a complete product line on the SSD (solid state drive) product side, especially the enterprise-level SSD with high-speed computing performance, better reliability, larger single disk capacity and higher service life, which has a competitive advantage in the industry.
With the continuous iteration of SSD technology and the gradual decline of core material costs, SSD products continue to introduce larger capacity products to the market with deep R&D technology, coupled with the advent of the era of big data and high-definition vision, massive data will generate more storage needs, and the importance and frequency of use of high-capacity and high-security external storage will also be higher and higher, and it is expected that the future will bring a wide range of growth needs to memory. Xiechuang data said.
Editor-in-charge: Zhang Qianyao.
Proofreading: Yang Lilin.