Among the popular stocks that emerged in June, Aisino Corporation, a company also in the chip industry, and Jinghua Micro, which had the largest cumulative increase in the month of nearly 70%, had a high number of institutional visits. Listed below are the top ten stocks in terms of institutional research visits and reception volume during the period of June 1-29, as well as the latest institutional research situation for popular stocks in June.
As of the release, a total of 922 listed companies in Shanghai, Shenzhen, and Beijing received institutional research in June (June 1-29) according to Choice data statistics. Specifically, the company that received the most institutional research visits was Zhejiang Supcon Technology, with as many as 13 visits, followed by Han's Laser Technology Industry Group with 11 visits, 10 visits for Amperex Technology, and 9 visits for both Minbao Optoelectronics and Yantai Jereh Oilfield Services Group, and Shenzhen Sunlord Electronics. Please refer to the following chart for details:
In terms of the number of institutional visits received, Zhejiang Supcon Technology, Shanying International Holdings, Zhejiang Supcon Technology, Shennan Circuits, Espressif Systems, Ygsoft Inc., Yihua Health Industry, Streamax Technology, China National Nuclear Power, and China Resources Microelectronics ranked among the top ten. Zhejiang Supcon Technology, Shanying International Holdings, and Han's Laser Technology Industry Group ranked the top three, with 326, 241, and 235 institutional visits respectively. Please refer to the following chart for details:
According to the data of bull and bear stocks compiled by Caixin in June, it was found that among the many bullish stocks in the month, Eisen Enameled Wire, JHICC, Veeva Systems Inc., and Microchip Technology are among the top four companies in terms of institutional visits, with 15, 14, 1, and 1 visits respectively.
Eisen Enameled Wire from the STAR sector said during the institutional visits on Thursday that the company focuses on its core business and revolves around the key technological processes in semiconductor manufacturing and packaging, namely electroplating and lithography. With respect to electroplating solutions and supporting reagents, the company has gradually made progress in advanced packaging and wafer fabrication processes of 28nm and 14nm, while also strengthening its position as a domestic leader in traditional packaging. In terms of photoresist and supporting reagents, the company focuses on the unique process of photoresist. According to a research report released on April 24 by Minsheng Securities and others, Eisen Enameled Wire is a leader in domestic semiconductor alternatives and is ranked among the top two in the domestic market in the field of electroplating solutions and supporting reagents for semiconductor packaging.
JHICC, which belongs to the STAR sector, said during the institutional visits on June 11 that the company mainly engages in the research and development and sales of high-performance analog and mixed-signal integrated circuits, including SoC chips for medical and health, industrial control and instrumentation, and intelligent perception. JHICC will launch a blood glucose meter dedicated chip with an HCT function and an analog front-end BMS chip for multi-core lithium-ion battery charging and discharging management with an ADC in 2024. On June 6, JHICC stated on Easy Interactive that the BMS AFE chip project is in the verification phase and will mainly be applied to fields such as electric motorcycles, outdoor energy storage systems, handheld tools, wireless base stations, and sweeping robots. In the secondary market, JHICC has made the biggest cumulative increase in stock price since June, with an increase of 69.75%.
Lifang Holding said during the institutional visits on June 19 that its business in 2024 will mainly be focused on smart parking, smart access control, and transportation. Currently, Lifang Holding has completed the development of the taxi transportation supervision platform project, and the product supports the functions required for government supervision of public transportation safety and scheduling. The company is actively responding to the call of national policies and steadily promoting relevant business related to the integration of taxi patrols and networks. The smart parking business has built a multi-dimensional operation service system integrating road and off-road, parking and charging, and regional parking management. In addition, the company has set up 36 branch offices and its business network covers key cities nationwide. In the secondary market, Lifang Holding has made the biggest cumulative increase in stock price since June, with an increase of 145.2%.
MXCHIP said during the institutional visits on June 15 that its main business is the design of magnetic components and accessories. As a new project, the one-piece molded inductor has been pushed forward according to plan with various performance indicators of the tested products currently being adjusted and tested. Currently, MXCHIP has established good cooperative relations with Gongjin Electronics, ZTE, Xiaomi, Geely Vmware, WIMI Hologram Cloud, Bitmain, Foxconn, Zhibang Technology, and Saikim. On June 25, MXCHIP stated on the interactive platform that the development of AI servers and other emerging fields will bring new market space for magnetic components, and that the company will continue to iterate its technology and innovate its products to maintain its competitiveness in the market.
