Entering May, many institutions, including securities companies, funds, insurance funds, etc., are still busy running around, rushing to major listed companies for research.
According to the statistics of Hong Kong Union Securities , as of the press release on May 9, 396 listed companies have been investigated by institutions for a total of 432 times in May. It is worth noting that this data has greatly exceeded the same period last month. From April 1 to April 9 this year, a total of 231 companies were surveyed by institutions for a total of 290 times.
From the perspective of specific industries, mechanical equipment, electronics, and medical biology are the most concerned by institutions. In addition, thanks to the rising popularity of the concept of AIGC (artificial intelligence generated content), companies related to the concept of AI (artificial intelligence) are still the focus of attention of institutions. From the perspective of participating institutions, securities firms and fund companies are still the main force of the research.
From the perspective of the number of institutions surveyed, 8 companies including Eston, Yaowang Technology, Zhou Dasheng, Sanhua Zhikong, Bank of Ningbo, Yuyue Medical, Chao Hongji, and Jinzai Food were patronized by more than 100 institutions within a month. Among them, Eston, the leader in industrial robots, was surveyed by 232 institutions within the month, ranking first, followed by Yaowang Technology, Zhou Dasheng, Sanhua Zhikong and Ningbo Bank. The number of institutions surveyed during the month was 216, 159, 152 and 151.
In terms of the number of times listed companies have been surveyed, more than 30 companies have been surveyed more than once by institutions within a month. Among them, Eston was surveyed by institutions up to 6 times within the month, followed by Hegang Resources and Guoguang, which were surveyed 3 times by institutions within the month, and many companies such as Chao Hongji, Xiangxin Technology, and Satellite Chemical were surveyed by institutions within the month. Research twice.
In terms of industries, according to Shenwan's first-level industry division, since May, many institutions have focused on the three major industries of machinery and equipment, electronics, and pharmaceuticals and biology in their research. More than 20 listed companies in each industry have been investigated by institutions. In addition, from the perspective of the number of institutional surveyors, industries including clothing, apparel and luxury goods, and food processing and meat have also attracted institutional attention.
It is worth noting that the popularity of the AIGC concept has not disappeared this month, and the Wind AIGC index has risen consecutively since May, with a cumulative increase of more than 4%. Correspondingly, it has also been reflected in institutional research, and AI-related concept stocks are still the focus of institutional research. Several AI-related concept stocks, including Youzu Networks, Yaowang Technology, Giant Network, Kunlun Wanwei, and Century Huatong, were surveyed by institutions within a month, and the main topics that institutions paid attention to in the research also involved the layout of listed companies in the AI field .
The leading company in the live broadcast e-commerce industry, Yuanwang Technology, ranked second in the number of companies surveyed by institutions within the month. On May 4, more than 500 people from 216 institutions, including Bosera Fund, Boyu Fund, Caitong Fund, and Lingren Investment, conducted research on Yuanwang Technology. The company previously proposed the "Smart Tinder" plan to fully upgrade "Yaowangyun" to "Yaowangyun AIOS". The company stated that, on the one hand, it uses AI to upgrade Yuanwang Cloud, and hopes to transform the platform of Yuanwang Cloud from "data presentation" to "strategy presentation" in the future; on the other hand, the company is currently working with leading AI companies to create industry solutions. plan.
In addition, Giant Network was surveyed by 31 institutions within the month, and the main topics of concern of the institutions included the company's exploration in AI and other aspects, its own advantages, and the implementation of "AI + games", etc.; Youzu Network was surveyed by 56 institutions within the month, The topics that the organization is concerned about include the impact of AI on the company's game products and whether the company will build its own small model.