The only one in the two cities! The 500 billion giants have been fired entirely, and Hillhouse is also focusing on

Original title: The only one in the two cities! The 500 billion giants have been fired entirely and Hillhouse is also focusing on

In a special year hit by the epidemic in 2020, the A-share market fluctuated and eventually ended up in the red.Shanghai indexDuring the year, it rose 13.87% to close at 3,473.07 points, a new high since February 2018.

Further,Shenzhen Component Index、Market Business Growth IndexThe annual increase was 38.73% and 64.96% respectively.

Acceleration of institutionalization is an important feature of the A-share market in 2020, including at the end of November 2020,Public offerbackgroundThe total scale reached 18.75 trillion yuan, a sharp increase of 4 trillion yuan since the end of 2019, andRaised fundsMasukura maximum market valuefood and drinkMedical biology, electronics and other industries are hot sectors in 2020.

As market knowledgeMain forceOne of the fund trend windows, 2020Institutional researchPopularity is better than 2019, and there are more popularInvestigationThe stock left the market doubled.

　　Mindray MedicalMost received institutions

Of the total number of institutional surveys,Oriental wealthElection dataShow that in 2020, the Shanghai and Shenzhen stock exchangesShare1511 companies listedthe companyIt obtained research from various institutions, and about 36% of A-share companies received research during the year. Among them, 59 companies have received more than 500 institutions and 18 in 2019; 18 have received more than 1,000 institutions and 4 in 2019.

In terms of individual stocks, in 2020,Mindray MedicalBeyondHikvision, Becoming the most favored company by institutions Before 2016 to 2019, securityindustryHikvision, the leading company, ranks at the top of the list of popular stocks in institutional research. In 2019, its total institutional reception volume reached 2,154, and it will further increase to 2,366 in 2020, ranking second. but,Mindray MedicalThe growth rate is even faster, from 856 in 2019 to 3802 in 2020, and it is the only company that has received more than 3,000 institutions.

Mindray Medical isTo start a businessBanbaima shares are a national R&D company and manufacturer of high-tech medical equipment whose main business covers the three main areas of information and life support, in vitro diagnostics and medical imaging. In 2020, with the gradual normalization of national procurement and medical insurance negotiations, the pharmaceutical and biological industry in which it is located will also be continuously monitored by institutions and will become a leader in medical equipment.companyMindray Medical’s degree of impact on centralized procurement has always been the focus of the organization. According to the recent survey of the company (November 17, 2020), the centralized acquisition of the state has basically no impact on the business of the company.

The ten most popular stocks in the institutional survey are all from the Shenzhen Stock Exchange, of which 9 are small and medium startups, except for the aforementioned Mindray MedicalHikvision, Followed byBreakfast SV、Yixintang、Glodon、Inovance Technology、Weining Health、Pearl River Beer、BOE AwithZhongke ChuangdaThese companies mainly belong to the information technology, medicine, electronics and other industries. The first three quarters of 2020 have been announcedPerformanceBoth performed well, in short, the technological strains of white horses are still the most favored by the institutions.

Further,Pearl River Beer、Qia Qia Food、Lai yifenWaitfood and drinkThe institutional attention of consumer companies has also increased significantly.Pearl River BeerThe volume of reception of institutions increased from 333 in 2019 to 1,250 in 2020.Qia Qia FoodwithLai yifenIn 2020, the total number of institutions received was 1,011 and 584, respectively, while the figures for the two companies in 2019 were less than 100. Year 2020food and drinkThe overall trend of the sector is striking, and the annual growth rate of Shenwan’s food and beverage sector has reached about 85%.

　　It is worth mentioning that in 2020, institutional survey hot stocks have reached varying degrees of increase. Among the top ten companies, Mindray Medical,Breakfast SV、Glodon、Inovance TechnologywithZhongke ChuangdaThe share prices of the 5 companies have doubled.among them,industryLeading company in automationInovance TechnologyThe annual increase exceeded 200%, the largest increase. On December 31, 2020, the share’s closing price reached an all-time high, closing at 93.3 yuan per share. The “king of institutional research” Mindray Medical has also reached a new record. The stock rose nearly 136% for the year, and its current price is 426 yuan per share. The latest market value has reached 517.9 billion yuan.

　　Brokerageversusfund companyAs principal investigator

From the perspective of the types of institutions participating in the survey, compared to previous years in which securities firms were the absolute main force, fund companies have also increased their research efforts in 2020 and, along with the securities firms, have become the leading force in current research on A-share institutions.

The data shows that in 2020,CITIC values、China values、Harvest backgroundThe total number of surveys ranked in the top three, respectively, 1148, 990, 942.

among them,CITIC valuesThe companies most concerned areZhou dasheng, Followed by Mindray Medical,Breakfast SV；China valuesAnd Harvest Fund are the most preferredSeagull livewithKin Long Hardware. In general, brokerage houses and fund companies pay the most attention to Mindray Medical. There are 46 brokerage houses and 57 fund companies with the most attention during the year.

Furthermore, companies that have been “failed” by private celebrity placements have always been the focus of the market. The star private equity will remain active in 2020.Specifically, Hillhouse Capital, which launched frequently in the A-share market in 2020, surveyed 35 companies and conducted a total of 60 surveys during the year. The top three stocks in terms of care were Mindray Medical,South Micro Medical、Glodon。Danshuiquan is more “diligent” in star private equity. During the period, it surveyed 184 companies and conducted a total of 299 surveys. He paid more attention to Desay SV,Huayang Group、HikvisionIn addition, Star Stone Investment is the most favoredZhou dasheng, Jinglin Assets and Chongyang Investment focused on Hikvision research;joint projectRepeated investigationYixintang,and many more.

(Source: Securities Times)

(Responsible editor: DF537)