Theme mining
(1) Domestic operating system: Recently, good news has been breaking out of domestic operating system. UnionTech UOS V20 desktop operating system ushered in the annual update of version 1060, bringing 6 core functions and increasing the speed of multi-file off-disk copy by more than 900%. The 2023 Operating System Industry Conference kicked off in Zhongguancun on July 5, and China's first open source desktop operating system version, openKylin 1.0, will be unveiled at the conference, focusing on the independent construction capabilities of the openKylin community and bringing new choices for the independent development of open source.
Related companies: ArcherMind Technology (300598), Kirin Xinan (688152)
(2) Unmanned driving: The 2023 World Artificial Intelligence Conference was held on July 6, and at the opening ceremony, Tesla founder and CEO Elon Musk said that with the rapid development of artificial intelligence technology, full automatic driving will be achieved around the end of this year. Musk emphasized, "I have made many similar predictions before, and this time the prediction, I think is relatively close." ”
Related companies: iSoftStone (301236), Science and Technology Innovation (300520)
(3) Consumption: Ministry of Commerce spokesperson Shu Hengting said on the 6th that the Chinese government attaches great importance to expanding domestic demand and promoting consumption. Household consumption involves many fields, long upstream and downstream chains, and large scale, and taking targeted measures to boost it is conducive to driving the growth of household consumption and economic recovery. Recently, the Ministry of Commerce and relevant departments have drafted policy documents to promote household consumption, proposing specific measures in terms of improving supply quality, innovating consumption scenarios, improving consumption conditions, and optimizing the consumption environment. The document has been deliberated and approved by the executive meeting of the State Council and will be officially issued in the near future.
Related companies: Sophia (002572), Zhibang Home (603801)
Individual stocks with improved performance and exceeding expectations have been the focus of Beijing capital. This week, northbound funds net buy more individual stocks,
HBM (High Bandwidth Memory) is a new type of CPU/GPU memory chip that uses 3D stacking technology to stack multiple DRAM chips on top of each other and connect them together by brazing pads (TSVs). This results in smaller HBM memory and lower power consumption for the same capacity. Among domestic storage manufacturers, there is no news of HBM's mass production.
Focus on: Wanrun Technology, Shannon Xinchuang, etc.
At the same time, pay attention to: GigaDevice Innovation, Beijing Junzheng, Dongxin Co., Ltd., Longsys, Baiwei Storage, Puran Co., Ltd., Demingli, Deep Technology, Montage Technology, Juchen Co., Ltd., Shennan Circuit, Xingsen Technology.
Institutional rating stocks released, and many stocks are expected to increase in semi-annual reports
In the machinery and equipment segment, a number of construction machinery stocks have attracted institutional attention. Among them, 3 stocks have reported their results in the forecast, namely Anhui Heli, Hailunzhe and Changsheng Bearing.
Anhui Heli has the highest attention, and 6 institutions such as Orient Securities and CITIC Securities have given "buy" ratings. The company is expected to achieve a net profit of 604 million yuan to 690 million yuan in the first half of the year, a year-on-year increase of 40%-60%, and the growth rate exceeds market expectations. The increase in performance was mainly due to the rapid growth of the company's lithium battery new energy forklift and international business production and sales scale, which promoted the year-on-year improvement of business performance.
In the first half of the year, Hailunzhe is expected to achieve a net profit of 61 million yuan to 65 million yuan, a year-on-year increase of 51.61% to 61.55%.
Changsheng Bearing is expected to make a profit of 110 million yuan to 130 million yuan in the first half of the year, a year-on-year increase of 42% to 67%. Both companies were asked in recent institutional surveys whether they were in the robot-related business. Humanoid robots have high requirements for the precision and process of ball screws, and the company currently has certain production capacity. The company's plain bearings can be used in the spherical bearings and reducers of robots, which can improve the degree of freedom of joints and achieve the goal of weight reduction and cost reduction at the same time.
Hailunzhe, the company is one of the earliest enterprises to develop special robots in China, and has a first-mover advantage in miniaturization and robotization of special vehicles. Grassman, a wholly-owned subsidiary, developed firefighting robots and was awarded the "Robot Benchmarking Enterprise" in Shanghai. In the future, the company will concentrate resources to give priority to the development of the special robot industry, increase and accelerate the layout in the field of AI, and promote the company's leapfrog development.
Pre-blending leader Bairun shares attracted the most attention, and 10 institutions participated in the rating. Driven by the rapid year-on-year growth of sales revenue of pre-blended cocktails and flavors and fragrances, Bairun Co., Ltd. has significantly increased its operating profit and net profit, and is expected to achieve a profit of 420 million yuan to 453 million yuan, a year-on-year increase of 90% to 105%.
A number of auto stocks rushed to the top of the rating, with BYD, Sinotruk and Great Wall Motor rating agencies at 9, 8 and 8 respectively; Weichai Power and Changan Automobile also lead in the number of rating agencies.
Buke became the stock with the largest number of research institutions in the past week, with a total of nearly 558 institutions investigating the company, including 154 funds, 50 securities companies, 108 private equity, 40 insurance companies and 11 overseas institutions. The company said that the current customer is the company's standard frameless torque motor products, based on some customers may have special application scenarios or size requirements, the company will also consider some adjustments, according to customer needs to customize. Focus on exploring the needs of customers in the fields of mobile industrial robots, collaborative robots and service robots.
Obi Zhongguang-UW, Yijiahe, Bozhon Seiko and other stocks also have robot concepts.
The main business of Obi Zhongguang-UW is the design, research and development, production and sales of 3D visual perception products, including 3D vision sensors, consumer application equipment and industrial-grade application equipment.
With the corporate vision of "becoming a world-class robot company" and the corporate mission of "applying intelligent technology to improve human life", Yijiahe company is committed to the research and development, production, sales and related services of robot products and related solutions.
More than 20 stocks, including Mindray Medical, Transsion Holdings, and China Science and Technology Chuangda, have been rated by more than 100 institutions.
Among the listed companies surveyed by institutions in the past week, Hisense Home Appliances, GF Securities, Gaotest Shares and other institutions have gathered rated individual stocks, and reported a year-on-year increase in net profit of more than 50% in the first quarter and a rolling P/E ratio of less than 30 times. Among them, Hisense Home Appliances, Gaoti Co., Ltd., JinkoSolar, Xiangpiaopiao, Kelun Pharmaceutical, etc. reported a year-on-year increase in net profit of more than 100% in the first quarter.
Institutional research stocks fell an average of 0.3% in the past week, outperforming the market. The biggest increase was KONE Technology, with a cumulative increase of more than 36%. In addition, individual stocks such as Biyi shares, Xingyuan Zhuo magnesium, and Kirin Xinan all rose by more than 20% per week.
The surge of KONE Technology is also stained with the concept of robots. However, in the survey, the company revealed that there are currently no products used in the field of robots, the current company's products are mainly used in the mainland reducer mid-end market, and gradually penetrate to the high-end market, the company's downstream industries are widely distributed, the main application areas include environmental protection, medicine, chemical, metallurgy, energy, grain and oil, engineering machinery, lifting, transportation, etc.
Yifeng Pharmacy (603939) A leading retail pharmacy stock with rapid growth! The company is located in Changsha City, Hunan Province, mainly engaged in the retail business of Chinese and Western patent medicines, Chinese medicine pieces, medical devices and personal care products.
The company is one of the four leaders in the mainland retail pharmacy industry, the pharmaceutical retail business contributes more than 90% of the revenue, the number of existing stores exceeds 10,000, can give full play to the scale effect, its own bargaining power is strong.
Yanjin Shop: net profit in the first half of the year increased by 86.29%-94.05%.
Huadong Pharmaceutical's liraglutide became the first GLP-1 product approved for weight loss in China, suitable for adult patients with an initial body mass index of ≥30kg/m2 (obesity) or ≥27kg/m2 (overweight), accompanied by at least one weight-related comorbidity (such as hypertension, type 2 diabetes or dyslipidemia). In the vernacular, it is a diabetes treatment drug of East China Medicine, which can now be used to lose weight, and is privately known as the "miracle medicine for weight loss".
Weifeng Electronics-Tesla humanoid robot connector performance stock target space 5 times.
The auxiliary materials of humanoid robots mainly include brakes, connectors, cables, etc., connectors are used in robot controllers, motors and millimeter-wave radars, which can be said to be the meridian bones of humanoid robots, playing a role in signal transmission. The better domestic connectors are Weifeng Electronics and Ruida, Ruida does high-voltage connectors (new energy vehicles), and the use of humanoid robots is a large span. At present, only Weifeng Electronics can make low-voltage and precision connectors in China
Xinzhi Software: The performance exceeded expectations, and AI products continued to land
The company issued an announcement that 23H1 revenue was 700 million yuan to 720 million yuan, an increase of 23.6% to 27.1% year-on-year, net profit was 27-32 million, an increase of 195.2%-249.8% year-on-year, and non-net profit was 16.50-23.5 million, a year-on-year increase of 200%-327.6%.
Silicon Photonic, pay attention to Borche Technology, Changguang Huaxin, Yuanjie Technology
Generate take-off, report net profit fault, need to pay attention to:
Sanxin Medical, Evergreen Group, Lansheng Co., Ltd., Roshow Technology, Founder Motor, Changsheng Bearing, Rongda Photosensitive, Yuexin Health and other fault tickets, profit blessing, trend can be, each further excavation.
As of now, the report forecasts high growth.
| abbreviation | 1st Quarterly Report % | % of reported profit | Teaser type |
| Poly United | 36.33 | 3067.00 | Significant rise |
| Happy and healthy | 49.83 | 2016.50 | Turnaround |
| Evergreen Group | 267.60 | 1591.63 | Significant rise |
| COSCO Hydro Energy | 4272.57 | 1510.10 | Significant rise |
| China Super Holdings | -51.54 | 715.32 | Turnaround |
| Lansheng shares | 88.92 | 608.09 | Turnaround |
| Miao Exhibition | 106.14 | 601.49 | Turnaround |
| Hytera | 23.36 | 540.38 | Significant rise |
| Founder motor | 36.98 | 479.05 | Turnaround |
| Roshow Technology | 243.43 | 457.17 | Turnaround |
| Whirlpool | 162.42 | 432.68 | Turnaround |
| Taiji Group | 991.16 | 340.00 | Significant rise |
| Three trees | 168.20 | 228.58 | Significant rise |
| Xinzhi Software | 101.36 | 222.51 | Significant rise |
| Broadcast metering | 96.71 | 214.73 | Significant rise |
| SuperMap Software | 4.21 | 200.76 | Turnaround |
| JSC Technology | 68.97 | 177.58 | Turnaround |
| Guangdong Power A | 119.71 | 163.79 | Turnaround |
| Samsung Medical | 63.84 | 146.26 | Significant rise |
| Tongji Technology | 46.63 | 140.50 | Significant rise |
| South China Futures | 121.74 | 122.49 | Significant rise |
| Smooth wind energy | 506.88 | 120.47 | Significant rise |
| Jianlang hardware | 37.33 | 114.28 | Turnaround |
| Large photosensitivity | 72.66 | 113.00 | Significant rise |
| Hendy Pharmaceuticals | 42.76 | 111.40 | Significant rise |
| Shengyang shares | 111.82 | 110.22 | Significant rise |
| Longquan shares | 80.04 | 105.50 | Turnaround |
| Bairun shares | 104.73 | 97.50 | Significant rise |
| Tianjian shares | 43.52 | 97.00 | Significant rise |
| Changhong Huayi | 92.47 | 94.40 | Significant rise |
| Heavenly good | 32.16 | 83.32 | Significant rise |
| Ambidextrous technology | 149.23 | 82.03 | Significant rise |
| Timetron Energy | 286.97 | 81.30 | Significant rise |
| Long high power new | -28.22 | 75.02 | Significant rise |
| Zhanpeng Technology | 3483.06 | 74.40 | Significant rise |
| Smart Mind | 80.12 | 74.34 | Significant rise |
| Dong Ejiao | 100.86 | 71.50 | Significant rise |
| Zhongke Jiangnan | 1159.36 | 66.00 | Significant rise |
| SF Holding | 68.28 | 64.00 | Significant rise |
| Mingyang Electric | 229.86 | 61.78 | Significant rise |
| Hellenje | 10.18 | 56.58 | Significant rise |
| Gan Consulting | 14.03 | 56.27 | Significant rise |
| Huaming equipment | 78.48 | 55.87 | Significant rise |
| Changsheng bearings | 70.45 | 54.50 | Significant rise |
| Daikin Heavy Industries | 19.97 | 52.50 | Significant rise |
| Jetja Vistatron | 23.16 | 52.50 | Significant rise |