Finance Association, August 2 (Editor Yu Qi) According to Choice statistics, as of press release, a total of 816 listed companies in the three markets of Shanghai, Shenzhen and Beijing had been surveyed by institutions in the past month (7.1-8.2). Specifically, the listed company that received the most surveys by reception agencies was Shennan Circuit, which reached 11 times, China Control Technology and Yutaiwei received 10 times, followed by Changan Automobile, with 9 receptions. See the figure below for details:

According to institutional visitor statistics, Lanqi Technology, Crystal Optoelectronics, Lexin Technology, Lianying Medical, Cardiac Healthcare, Liberal Arts Biotech, Maiwei Bio-U, Zhongji Xuchuang, Satellite Chemistry, and Shengyi Electronics ranked in the top ten. The top three Lanqi Technology, Crystal Optoelectronics, and Lexin Technology received 402, 366, and 285 visitors respectively. See the figure below for details:

According to a weekly survey of bullbear stock data compiled by the Financial Federation over the past January period, it was found that out of the many bullish stocks launched in the same month, Shengyi Electronics, Jingwei Hengrun-W, Alter, Jingsai Technology, and Zhongjing Technology received the highest number of visitors, with 206, 62, 38, 30, and 11 companies respectively.

Shengyi Electronics, which specializes in R&D, production and sales of various types of printed circuit boards, had the biggest cumulative stock price increase of about 60% during the 4 trading days from July 9 to July 12. According to the semi-annual results forecast disclosed by Shengyi Electronics after the market on July 9, net profit from the mother is expected to reach 93.5 million yuan to 0.11 billion yuan in the first half of the year, an increase of 876.88% to 1049.27% over the previous year. According to calculations, Q2 net profit is expected to increase by 154%-216% month-on-month. When surveyed by the agency on July 17, Shengyi Electronics said that the company's pre-increase in 2024 semi-annual performance was mainly due to the company's continuous optimization of the product structure. As the market demand for high-rise, high-precision, high-density and high-reliability multi-layer printed circuit boards increased, the company's production, sales, and revenue all increased compared to the same period last year. The increase in the company's gross profit led to a significant increase in net profit.

Jingwei Hengrun, which is engaged in the overall solution business for high-level intelligent driving, said during a survey by the reception agency on July 19 that the company's main R&D investment direction includes advanced smart driving, domain controllers, other new products such as AR-HUD, self-developed software, and overall solutions for high-level intelligent driving. The company's R&D investment has shown certain results. In the automotive electronics business, the company's car body domain control, smart driving domain control, and chassis domain control products are all mass-produced by customer projects and generated revenue; the new product AR-HUD began mass production to support certain customer models in the second half of last year; in addition, the urban NOA program is expected to be mass-produced and implemented next year. In the secondary market, the biggest cumulative increase in Jingwei Hengrun's stock price since the beginning of July is close to 50%.

Alter, whose business also involves intelligent driving, said during an investigation by the reception agency on July 25 that the company is a vehicle research and development company that first developed a layout in the field of smart driving. Starting with L2 active safety products, the company has now built a full life cycle development service for intelligent driving systems, including full life cycle introduction of product integration, application layer software development (L2+), overall new product solutions, and finished product testing and verification services. The company actively explores technical and business cooperation with leading domestic and foreign industry chain partners in the fields of new energy vehicles, intelligent driving, artificial intelligence, etc. In addition, the company has actively engaged with leading domestic and foreign semiconductor and artificial intelligence technology companies such as Nvidia and Zhipu Huazhang, and has had in-depth exchanges and discussions in fields such as AI and automotive R&D and design cooperation, and large-scale models for the automotive industry.

The main business of Jingsai Technology, an individual stock of the Beijing Stock Exchange, is the R&D, manufacture and sale of quartz crystal components, electronic components, electronic component packaging components, etc. When receiving agency research on July 15, Jingsai Technology said that the company's business volume increased year-on-year in the first half of the year, mainly in the automotive electronics industry, security sector, consumer electronics, etc., and the downstream market is gradually picking up. With the iterative upgrading of markets such as optical communication and artificial intelligence, the requirements for quartz crystal oscillator products tend to develop in the direction of ultra-miniaturization, high fundamental frequency, and low energy consumption. At present, the company has successfully developed high-frequency lithography chips, which can meet the stability and other quality requirements of high-frequency products. Demand for UHF products on the market side is increasing, and the company is prepared accordingly.

Zhongjing Technology is committed to the development and production of high-quality semiconductor silicon materials. By the close of trading on Friday, China Crystal had won 3 markets in 4 days, and the biggest cumulative increase in stock prices since July 1 reached 57%. According to the investor relations activity records disclosed by Zhongjing Technology on July 24, the company's semiconductor grinding silicon wafer products are mainly used in the fields of discrete devices such as power devices (diodes, rectifier bridges, thyristors), sensors, optoelectronic devices, etc., and the polishing silicon wafer products in fund-raising projects are mainly used in high-end discrete devices and large-scale integrated circuits. The final application fields of monocrystalline silicon include consumer electronics, automotive electronics, household appliances, communication security, green lighting, and new energy. The company currently produces and operates normally, and orders are stable.