On Thursday, shanghai putailai new energy technology released institutional research notes, indicating the company is currently focusing on promoting high-quality industry capacity that can enhance the company's long-term competitiveness and strengthen synergy effects, resulting in a limit-up on Friday. Sorting out this week's sectors of most concern by institutions (see table), the list of listed companies (see stock), and the latest research on lithium battery concept stocks.
Financial Associated Press, October 27th (Editor Xuan Lin) According to Choice data, as of today, a total of 165 listed companies in the Shanghai and Shenzhen stock exchanges have accepted institutional research this week. Classified by industry, machinery equipment, electronics, and medical bio have the highest frequency of institutional research. In addition, the attention of industries such as nonferrous metals and food and beverage has increased.
Looking at specific sectors, general equipment, special equipment, and auto parts sectors are the top three in institutional attention. In addition, the attention of industries such as consumer electronics and communications equipment has increased.
In terms of specific listed companies, according to Choice data, Futai Technology has the highest number of research receptions, reaching 3 times. In terms of the number of institutional visits received, hangzhou hikvision digital technology, yantai china pet foods, and sunresin new materials rank top three, with the number of institutional visits received reaching 305, 225, and 214 respectively.
In terms of market performance, lithium batteries and infants-related concept stocks were active this week. In terms of news, according to a report from 'Peking Yizhuang' on October 24, the first domestic full solid-state lithium battery production line has been officially put into operation recently. Putailai released an institutional research report on Thursday stating that there is a current situation of phased supply-demand mismatch in the lithium battery industry. Therefore, the company focuses its investment activities on key projects that can enhance its long-term core competitiveness. The current key projects being promoted by the company include an integrated production base for anode materials in Sichuan, an integrated production base for base film coating, a silicon-carbon anode production base project, and a composite flow field production base project, all of which are high-quality industry capacity enhancements that can improve the company's long-term competitiveness and enhance synergies, enabling it to adapt to the next stage of market competition in the new energy lithium-ion battery industry rather than engaging in simple redundant construction of outdated capacity.
On the secondary market, Putailai closed at the daily maximum limit on Friday.
EVE Energy Co., Ltd. released an institutional research report on Sunday, stating that the company is collaborating with lithium battery supply chain partners to jointly build a solid strategic supply chain relationship. The cooperation model has gradually shifted from traditional guidance to a more closely integrated one, demonstrating cost efficiency. The company's wet nickel-cobalt laterite smelting project in Indonesia has successfully started production, with an annual production capacity of approximately 0.12 million tons of nickel metal and about 0.015 million tons of cobalt metal. The company's joint venture with Shenzhen Dynanonic in Qujing, Yunnan Province, has completed the construction of an annual production of 0.11 million tons of lithium iron phosphate project and supplies the company's full production capacity. On the secondary market, EVE Energy closed with over a 10% increase on Friday.
Ganfeng Lithium released an institutional research report on Friday, stating that the company has a wide range of businesses, including solid-state batteries, power batteries, consumer batteries, polymer small cells, energy storage batteries, and energy storage systems, with relatively advanced technology. The energy storage market is currently showing good development momentum, and the company is focusing on energy storage as a key point for its lithium battery business, benefiting from the industry's high growth.
Chengdu Guibao Science & Technology released an institutional research report on Tuesday, stating that the infrastructure construction for the company's 0.05 million tons per year lithium battery silicon-carbon anode material and special adhesive project has been completed, and equipment installation has begun. The first phase of 3000 tons per year silicon-carbon anode and 5000 tons per year polyurethane sealant is in the process of production line debugging. The 1000 tons per year silicon-carbon anode material pilot production line is in normal production and stable supply.
Regarding infants-related concept stocks, in terms of news, the Chongqing Medical Insurance Bureau recently issued a notice on 'Notification of Price Items for Assisted Reproduction Medical Services and Medical Insurance Payment Policies,' clearly stating that starting from January 1st next year, 13 therapeutic assisted reproductive medical service items such as sperm selection and egg retrieval will be included in the scope of basic medical insurance payment.
Children's King announced the institution's research summary on Tuesday, stating that the company has launched the transformation business of children's life halls since 2023. As of September 30, the company has completed the upgrade and transformation of over 40 stores. The average transaction volume of middle and large children's black gold members in the transformed children's life halls accounted for 45%, an increase of nearly 4 percentage points year-on-year, and the frequency of consumption increased by nearly 5% year-on-year. In the future, on one hand, the company will accelerate the upgrade of children's life halls and promote according to the established goals. On the other hand, the more important aspect is to quickly implement the product categories of middle and large children in more large stores, continuously enhance user experience, and thereby drive the growth of the company's business for middle and large children. On the secondary market, Children's King closed up more than 10% on Tuesday.
Tom Cat released the institution's research summary on Wednesday, stating that in the gaming business, 'Tom Cat Adventure Park' is planned to land on platforms such as Apple Arcade in the fourth quarter; the interactive children's entertainment app 'Golden Jie Cat Enlightenment Park' targeting enlightenment has also begun preliminary testing overseas.