① Sort through the list of listed companies that received more than 400 institutional visits in April (with photos). Lanqi Technology, Huaming Equipment, and Tianfu Communications ranked in the top three; ② Huazuan Testing and Hikvision, which are under the same drone concept, are all “famous on the list”.
Financial Services Association, May 5 (Editor Ruo Yu) According to Choice statistics, during the closing period from April 1 to April 30, 10 listed companies, including Lanqi Technology, Huaming Equipment, Tianfu Communications, Perea, Central Control Technology, Huace Testing, Hongfa Co., Ltd., Hikvision, Mindray Healthcare, and Aimeike received more than 400 visitors. For details, see the chart below:
Compared to the listed companies that received more than 200 visitors from April 1 to April 13, as previously sorted out by the Financial Association, Huaming Equipment, Tianfu Communications, Pelaea, Central Control Technology, China Test and Testing, Hikvision, Mindray Healthcare, and Aimec have been added to this list. (For details, see the in-depth report of the Financial Federation on April 13: Since April, these listed companies have been “broken through the threshold”! (Solid-state battery concept stocks were surveyed by a group of institutions. A list of individual stocks with the highest number of visits received by the agency)
Among them, Huaming Equipment received 552 institutions in April. The company announced on April 18 that its revenue for the first quarter was 451 million yuan, up 9.40% year on year; net profit to mother was 127 million yuan, up 7.59% year on year. Huaming Equipment released institutional research on April 29. Normally, the first quarter was the quarter with the lowest revenue for the whole year. Basically, every quarter thereafter continued to increase month-on-month. As long as it was not at the inflection point of the industry back then, it can basically maintain this trend. In the first quarter of this year, the company's core business power equipment increased by 14.6% year-on-year, and remained relatively fast. Furthermore, Huaming Equipment signed an order for batch sales at the end of October last year. Currently, the technical assessment of the product has passed, but it has not yet been delivered or put into operation on site. Later, it can slowly increase its share until it has been in operation for a certain period of time. In the secondary market, the biggest cumulative increase in Huaming Equipment's stock price since the low in April 2022 has reached 349.17%.
Tianfu Communications, the leading optical module company, received 473 visitors in April. The company announced on April 23 that revenue for the first quarter was 732 million yuan, up 154.95% year on year; net profit was 279 million yuan, up 202.68% year on year. The increase in the company's revenue is mainly due to the development of AI technology and the increase in demand for computing power. Global data center construction has driven a continuous and steady increase in demand for high-speed optical device products. In particular, demand for high-speed products is growing rapidly, leading to a year-on-year increase in the company's revenue. Tianfu Communications was surveyed by the agency on April 23 and answered “The company's overseas production capacity plan for 2024?” When asked, he said that the first phase of the production base plant built by the company in Thailand is expected to begin trial production in May this year. It will speed up the expansion of overseas business according to the customer's certification schedule and achieve the layout of multiple production bases at home and abroad as soon as possible. In the secondary market, the biggest cumulative increase in Tianfu Communications's stock price since the phased low in December 2022 reached 633.52%.
Huazue Testing and Hikvision both have a drone concept. In April, the number of visits to the agency reached 442 and 412, respectively. On April 24, China Testing revealed institutional research. The company laid out the aviation service field earlier. It obtained COMAC's qualified supplier certificate as early as 2019. It is a third-party testing laboratory approved by COMAC and COMAC. In terms of inspection capabilities, Huazu can provide multiple testing, certification, and evaluation services for civilian manned and unmanned aerial vehicles, including environmental reliability tests, electromagnetic compatibility tests, and hazardous substance testing, etc., forming a first-mover advantage in the field of technical services throughout the low-altitude economy industry chain. Hikvision was surveyed by the agency on April 20. Up to now, the company's open artificial intelligence platform has accumulated 24,000 registered users, generated more than 100,000 models for users, and implemented in more than 22,000 projects in more than 100 industries. Hikvision responded on April 25 at Interactive Easy. The company recently obtained the “Drone Mission Execution Judgment Method, Device and System” patent. The relevant technology is applied to the company's drone products.
Perea and Aimeike belong to the same cosmetics industry. In April, the number of visitors to the agency reached 469 and 408, respectively. On April 22, Perea released the minutes of the 2023 annual results briefing. The company's 2023 revenue was 8.905 billion yuan, up 39.45% year on year, and net profit to mother was 1,194 billion yuan, up 46.06% year on year. Mainly due to the year-on-year increase in the company's online channel revenue; the revenue of the main brand Peralea increased year-on-year; and the revenue of the sub-brands Caitang, Yuefu, and Off&Relax increased year-on-year. “Medical Meimao” Aimeike said during an investigation by the agency on April 25 that in the research project, injectable type A botulinum toxin and modified sodium hyaluronate gels containing medical polyvinyl alcohol gel microspheres are currently in the marketing application stage; second-generation facial implants and lidocaine butacaine cream are in clinical trials; and products such as simeglutide injections and hyaluronidase for injections are in the pre-clinical stage.
In addition, the humanoid robot concept stock central control technology agency visited 460 companies during the same period. China Control Technology revealed institutional research on April 29. The robotics sector focuses on core business directions such as humanoid robots, logistics and packaging robots, intelligent inspection and visual robots, and continues to explore segmented scenario applications, gradually establish a full-scene robot solution system for the process industry, and quickly establish a product system that meets the company's business development strategy and needs through various channels, while deepening the investment layout in the “AI+ robot” field to actively incubate the humanoid robot industry to form product advantages and technical barriers to comprehensively enhance influence.
Mindray Healthcare, a medical device concept company, visited 412 institutions during the same period. Mindray Healthcare disclosed institutional research on April 29. The news that the EU will launch an investigation into Chinese medical devices mentioned the use of international procurement instruments (IPI) for Chinese medical devices participating in EU procurement. According to the company's understanding, IPI affects goods and services with a tender purchase amount of 5 million euros or more, while the amount of all individual tenders and procurement contracts currently involved in the EU is far less than 5 million euros, so using IPI will not have any impact on Mindray's participation in EU procurement.