As the A-share market is steadily rising, public fund research presses the acceleration button.
Incomplete statistics from the public offering network show that a total of 178 public offering institutions conducted 1611 surveys last week (May 13 to May 19), covering 287 A-share listed companies, distributed in 28 Shenwan-level industries.
Most public fundraising surveyslimitpokerThe top 10 listed companies are: Industrial Fulian (601138), Bank of Ningbo (002142), Honghua Digital Science, Tom Cat, Jin Zhengda (002470), Ruiming Technology, Pumen Technology, Wall Nuclear Materials (002130), Aerospace Technology and Dingyang Technology.
Industrial Fulian was the company that received the largest number of institutional surveys last week. During the research process, the organization focused on Industrial Fulian's outlook on AI business contribution in 2024, AI server market outlook and competitive landscape. Industrial Fulian pointed out that in 2023, the company's AI-related business volume will be close to 60 billion yuan, accounting for about 30% of total cloud computing revenue, higher than the 20% level in 2022. In 2024, AI is expected to contribute 40% of the company's total cloud computing revenue, and AI servers will account for 40% of the global market share.
50 funds including Wells Fargo Fund and Southern Fund surveyed Ningbo Bank, focusing on core competitiveness, risk management and small and micro customers. Huatai Securities (601688) research report pointed out that by accelerating the layout of the gold consumption industry and opening up a national exhibition space, Ningbo Bank is expected to undertake more sinking consumer financial assets, expand its retail customer base, and achieve scale expansion.
From an industry perspective, among the 28 Shenwan-level industries covered by the public offering survey last week, no less than 10 listed companies in 24 industries were surveyed by public offering institutions. Among the Shenwan-level industries, more than 100 listed companies in electronics, medicine and biology, machinery and equipment, and automobiles have been surveyed by public offering institutions.
Does intensive fund research indicate that fund managers are ready to "bargain hunting"?limitpoker？
The answer is that research is just research. Fund research is first and foremost a visit to the situation of listed companies, and does not mean that stocks will be bought immediately. Sometimes it's not to buy, it's to prevent selling wrongly.
For example, in March 2021, E Fund Manager Zhang Kun conducted a survey on A-share listed company International Medicine (000516). Three months later, the semi-annual report disclosed by E Fund's Blue Chip Select Fund showed that as of mid-2021, the market value of Zhang Kun's stock held by international medical competitor Jinxin Reproductive had increased to 1.8 billion yuan, making it the E Fund's Blue Chip Select Fund at that time. The 12th largest position stock and had no position in international medicine.
It was not until the second quarter of 2022 that Zhang Kun began to buy large quantities of International Medicine, which increased International Medicine's position from E Fund's blue-chip funds from close to 0 to 1.limitpoker.52%。