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Recently, Dawang has carefully sorted out and brought us an investment note on the A-share market. This note details which stocks are likely to perform well during the big year in the eyes of the king, and it is worth our close attention and in-depth study. In the following elaboratory, we will explore which potential stocks in the power, port shipping and pharmaceutical CRO sectors may see an upward trend during the holiday season.
First, let's focus on the power sector. In this section, Dawang singled out several companies that have attracted much attention.
Huaneng Hydropower (Huaneng Hydropower, SH600025): This company owns the right to build and develop hydropower resources in the main stream of the Lancang River basin. The Lancang River is one of the regions with the richest hydrokinetic energy resources in China, so the efficiency of building stations for power generation is very high. In addition, the company showed impressive fundamentals in the interim report, with a gross profit of more than 50%.
China Nuclear Power (China Nuclear Power, SH601985): The current absolute leader in the nuclear power industry, focusing on the development of nuclear power. In recent years, people have gradually begun to realize that nuclear power is also a clean energy, so the nuclear power industry is expected to enter a stage of rapid growth driven by the carbon neutrality policy. The company's performance has grown significantly since 2019, and both net profit and operating profit have made great progress.
Solar: The leader among China's photovoltaic companies, it currently has the largest installed capacity in China. In addition to photovoltaic module manufacturing, the company also invests in the operation of photovoltaic power plants, as well as the manufacture of solar products. In addition, for now, the company's valuation is still relatively low, and the performance in the interim report is also rising rapidly.
Jiangsu New Energy (Jiangsu New Energy, SZ002218): This is a comprehensive green energy enterprise, covering the investment and operation management of wind, biomass and photovoltaic power plants. This year's performance has grown more than three times, showing strong growth momentum.
Another high-profile sector is the pharmaceutical CRO industry, also known as the pharmaceutical clinical research outsourcing service industry. Dawang mentions several companies in his notes.
WuXi AppTec (WuXi AppTec, SZ300573): WuXi AppTec is a world-leading integrated new drug R&D platform and a leader among domestic pharmaceutical companies. In recent years, its performance growth rate has remained stable, and AH's share price is currently inverted.
Tigermed (Tigermed, SZ300347): Tigermed provides an international platform for professional clinical solutions for domestic and foreign pharmaceutical and health product research and development. Its performance growth rate has been relatively stable, but the recent rise is close to 50%, and it is currently in the middle and high range, so it is only recommended to pay close attention for the time being, and it is not recommended to enter immediately.
Zhaoyan New Drug (Zhaoyan New Drug, SZ002317): The company focuses on non-clinical safety evaluation services and sales services for laboratory animals. Solid growth.
BOTN Co., Ltd. (BOTN Co., Ltd., SZ300363): BOTN Co., Ltd. has the core technology of customized R&D services for innovative drugs and pharmaceutical intermediates, and its business covers chemical APIs CDMO, chemical preparation CDMO and biological CDMO. The company recently expanded its capacity and is expected to accelerate over the next three years.
Overall, Dawang's notes provide some closely watched stocks that are likely to perform well during the big year. However, it is worth noting that even if money may not flow into these sectors immediately in the short term, their growth certainty is considerable in the long term. These suggestions are only Dawang's personal investment views and notes and do not constitute investment advice. The final investment decision should be based on thorough research and analysis.
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