strippokercomputergame| Since April, 202 companies have received centralized research by more than 100 institutions

Stock speculation to see Jin Kirin analyst research report, authoritative, professional, timely, comprehensive, to help you tap the potential of the theme opportunity!

Zhang Zhibo, a reporter from the Securities Times

After the end of the first quarter, the annual report and quarterly report focused on disclosure, and institutions also made non-stop visits to listed companies. Since April, a total of nearly 1900 listed companies have obtained institutional research, and some companies are highly concerned, and the number of institutions involved in the survey is more than 100.

Pharmaceutical and electronics industries

The number of surveyed companies is the largest.

According to the statistics of Securities Times data Bao, a total of 202 listed companies have been investigated by more than 100 institutions since April.

According to the Shenwan industry classification, the two industries of medicine, biology and electronics are the most concerned. More than 30 companies have been surveyed by more than 100 institutions, and there are also many companies in power equipment, computers, and mechanical equipment, all of which are more than 10. The total number of companies in the above five industries accounts for more than 60%.

In the pharmaceutical and biological industry, the two medical equipment companies, Liangying Medical and Mindray Medical, are the most concerned, with more than 400 institutions participating in the survey, followed by Aibo Medical and East China Medicine, with 340 or more institutions.

United Pictures Medical maintained steady growth in 2023, with revenue of 114.Strippokercomputergame.11 billion yuan, an increase of 23.52% over the same period last year, and a net profit of 1.974 billion yuan, an increase of 19.21% over the same period last year. The income structure of each product line of the company shows the trend of high-end and diversification, and the proportion of income of middle and high-end products is increasing. With the continuous increase in installed capacity, the company's service revenue will continue to grow.

Mindray Medical said in the survey that the development of medical devices in China is still far from reaching the ceiling of the industry, and there is still huge room for growth in the future, which is mainly driven by three driving factors, namely, medical demand, national policy, and the rise of domestic production. ForStrippokercomputergameTo become a leading company in the development of the global industry, Mindray Medical needs to achieve a breakthrough in core competencies in the two directions of the overall transformation of equipment business to digital intelligence solutions and the continuous expansion of the layout of consumables business.

22 companies

Survey of more than 300 institutions

According to Databao statistics, there are a total of 22 companies surveyed by more than 300 institutions. Among them, Lanqi Technology won the most research institutions, a total of 504 institutions participated; Huaming equipment, Peraia, Tianfu Communications, Central Control Technology, China testing, and so on, the number of participating research institutions was more than 440.

Lan Qi Technology is the leader of memory chips. since April, the company has been investigated by institutions for many times, including Boshi Fund, Tanshui Spring, Goldman Sachs China and many other well-known investment institutions. In the interactive question session, the organization asked the company how to look forward to the penetration rate of DDR5 this year and the proportion of the second generation.

Lanci said the industry expects DDR5 penetration to continue to rise this year and next, possibly exceeding 50 per cent in the middle of the year. DDR5 memory interface chips will continue to iterate in the next few years, helping to maintain the average selling price and gross profit margin of related products. With the continuous penetration of DDR5 downstream, it is expected that the shipments of RCD chips of the second and third generations of DDR5 in 2024 will increase significantly compared with the previous year.

Organization-intensive research company

Excellent performance

A number of companies focused on research and research reported excellent net profit in the first quarter. Among the above 22 companies, the net profit of Lanqi Technology ranked first in year-on-year growth, more than 10 times higher than that of the same period last year. Company 9-WD, Zhongji Xuchuang, Tencent Holdings and Tianfu Communications all reported net profit growth of more than 200%. Only Huatai testing and Okco billion net profit declined compared with the same period last year, and Rongbai Technology changed from profit to loss.

Lan Qi Technology achieved revenue of 737 million yuan in the first quarter, an increase of 75.74% over the same period last year; its net profit was 223 million yuan, an increase of 1032.86% over the same period last year, mainly due to the restorative growth in the demand for memory interface chips in the first quarter, and the large-scale shipment of some of the company's new products, driving the company's operating income and net profit to increase significantly over the same period last year.

Judging from the profit scale of the first quarterly report, Mindray Medical has achieved a net profit of more than 3 billion yuan, Lixun Precision has a net profit of more than 2 billion yuan, and Haikang Weiwei, Chuanyuan Holdings and Zhongji Xuchuang have all made profits of more than 1 billion yuan.

In the first quarter, Mindray's international market as a whole grew by 30%, and the three major international lines of business all achieved rapid growth. AVIC Securities said that China's new medical infrastructure continues to advance, the medical device market has been growing steadily for a long time, and Mindray Medical, as a leading enterprise, continues to benefit from the high market boom. At the same time, the company continues to expand its overseas markets and maintain its "buy" rating.

The net profit of Zhongji Xuchuang in the first quarter exceeded 1 billion yuan for the first time. China Galaxy believes that as the Internet giants gradually deepen the layout of AI and large models, and the demand for 800G and higher-speed optical modules with high gross margin is gradually increasing, 2024 may become an important year for the volume of high-speed optical modules. As an industry leader, the company is expected to continue to benefit on the basis of high growth.