Editor's Note: On May 24th, Foxconn, which has attracted much attention from the market, will simultaneously perform online and offline subscriptions. It is reported that Foxconn plans to publicly issue approximately 1.97 billion shares of stocks this time. The value of the eight major investment projects is approximately 27.253 billion yuan. Analysts said that with industrial Internet leader, "unicorn" and many other industrial rings, the industry will become the largest technology stock with the largest A-share market value after the listing, which will boost the Foxconn industrial chain in the short term. It is also expected to continue to heat up, bringing trading opportunities to relevant concept stocks. Today, the newspaper specially analyzes the investment opportunities in the 35 Foxconn-related concept stocks from the three aspects of institutional positions, institutional ratings, and institutional research.
Accompanying On the 24th of the online subscription day of Industrial Fulian, today's Foxconn concept stocks in the two cities changed again. In the context of both stock index corrections, including Ancai Tech, Yuhuan CNC, Yaxiang integration, Tongxingda, Xinya process A number of concept stocks, including the stock market, have risen against the market one after another and have attracted much attention from the market.
In response, analysts have said that industrial rich companies with industrial networks, such as the “unicorn”, will become the largest technology stocks with the largest total A-share market value after listing. This promotion, in the short term, the heat of the Foxconn industrial chain is also expected to continue to heat up, bringing trading opportunities to related stocks in the A-share market.
In fact, many institutional investors, including social security funds, have paid high attention to the Foxconn industry chain and have laid out relevant listed companies in the first quarter of this year. From the perspective of the positions held by social security funds, the Securities Daily Research Center found that according to statistics of flush data, as of the end of the first quarter, social security funds held a total of 10 Foxconn concept stocks, of which 6 were new in the first quarter, according to the end of the period. The number of shares is ranked as follows: Tin Industry (126.62 million shares), Corson Technology (3.5533 million shares), Guangxin Materials (158.10 million shares), Shuzhi Electromechanical (95.00 million shares), Guangyunda (63.44 million shares), Tony Electronics (32.01Ten shares); and the remaining four social security fund holders also received varying degrees of increase in holdings, of which, Shenghong Technology (424.70 million shares), Sunlord Electronics (1.3747 million shares), and other two stocks in the first quarter of this year, social security fund holdings The number of shares exceeds 1 million shares. The remaining two stocks are Xinlun Technology (830,000 shares) and Anjie Technology (39.66 million shares).
In addition to social security funds, Foxconn concept stocks have been overweight, insurance companies, brokers, QFII and other organizations have also appeared frequently in the list of related top ten tradable shareholders. Specifically, as of the end of the first quarter, the insurance company held three stocks such as Tin Industry Co., Ltd., Corson Technology, and Tony Electronics. The brokers held Sunlord Electronics, Chaohua Technology, Xinlun Technology, Cosson Technology and Prince New. Materials, Anjie Technology, and Yaxiang Integration have 7 stocks. QFII holds 4 stocks including Goer Shares, Yunhai Metals, Anjie Technology, and Ancai Hi-Tech.
Overall, as of the end of the first quarter, the four types of institutions listed above collectively laid out 16 Foxconn concept stocks, among them, Anjie Technology, Sunlord Electronics, Xinlun Technology, Cosson Technology, Prince New Materials, etc. All five stocks have been getting together in two or more categories, and investment opportunities have been favored by all organizations.
The recent increase in the focus of the Foxconn Concepts Unit has also attracted more and more organizations to investigate.
The "Securities Daily" Market Research Center found that according to the statistics of the same flush data, since May, a total of 11 Foxconn industry chain-related listed company reception agencies have investigated and researched, among which, Heli-Tai (49 companies) and Sunlord Electronics ( 30 companies, Jintuo shares (30 companies), Jingfei electronics (17 companies), Anjie Technology (13 companies), Zhao Chi shares (13 companies), Xinlun technology (10 companies) and other 7 companies The reception of 10 or more institutions is highly concerned by the organization.
It is worth mentioning that, with the A-share officially entering the countdown period, overseas institutions’ actions have also been heightened by the market.attention. Among the individual stocks that received institutional research within the above-mentioned month, the stocks of the companies including Sunlord Electronics, Xinlun Technology and Zhaochi Stock Co., Ltd. have all received the attention of overseas organizations and received 2, 2 and 1 overseas institutions respectively.
Among them, Sunlord Electronics received 2 companies in the month According to statistics, Huawei, Foxconn, and OPPO are downstream customers of the company’s products. For the stock, Soochow Securities said that it expects its net profit for the period 2018-2020 to be 510 million yuan, 680 million yuan, and 880 million yuan, and the earnings per share will be 0.62 yuan, 0.83 yuan, and 1.08 yuan, respectively, based on the company's The rapid performance growth forecast for the year, 2018 valuation still has room to improve, maintain "buy" rating.
The Securities Daily Market Research Center found that among the above-mentioned Foxconn concept stocks, 16 were obtained in the last 30 days based on the statistics of flush data. Institutions are optimistic about rating such as “buy” or “overweight”, which indicates to a certain extent that institutions are optimistic about the overall future trend of the sector.
Specifically, Xinlun Technology has recently received joint recommendation from 17 organizations, Tin Industry (9 companies), Helitech (8 companies), Sunlord Electronics (7 companies), Precision Electronics. (7 companies) and other 4 stocks optimistic about the number of institutions within the last 30 days are also in 7 or more, in addition, the stocks that get two or more institutions recommended include: Guangxin materials (3), Goer shares (3 Home), Shenghong Technology (2), Lingzhi Zhizhuang (2), Fenda Technology (2).
Investment Opportunity Acquired by the Agency Xin Lun Technology has gradually transformed itself into an industry-based comprehensive service provider based on new materials. According to the data, the company has developed a number of self-developed functional electronic adhesive films. Successfully imported Apple, OPPO, Bonn, Foxconn and other well-known large customer supply chain, product design, quality have reached the level of world-class manufacturers. For the stock, Minsheng Securities stated that it expects the company's earnings per share from 2018 to 2020 to be 0.38 yuan, 0.61 yuan and 0.74 yuan, respectively, regardless of the effect of consolidation of Qianhong Electronics. It is expected that the company's earnings per share for 2018-2020 will be 0.28 yuan, 0.44 yuan, 0.57 yuan, the company's future performance has a high growth, the next two years will significantly reduce the valuation, reference Shenwan and the electronics industry as a whole, the dynamic price-earnings ratio, continue to maintain "strongly recommended" rating.
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