The epidemic is hard to stop, institutions are enthusiastic about research, online education and the Apple industry chain are concerned
For stocks, please read Jin Qilin analyst research report, authoritative, professional, timely, and comprehensive, to help you tap potential potential opportunities!
Securities Times reporter Yan Cui’s research progress and the epidemic slowed down, instead turning the crisis into an opportunity, non-stop.
Through the investigation of more than 20 listed companies two days before the market opening of the A-share rat year (February 1) to the present day (February 5th at 4:00 pm), a living situation of listed companies in an epidemic situation has surfaced.The company’s orders have increased sharply, some companies have been under short-term pressure, and some companies have held three conference calls within 24 hours.
Tuowei Information, a 24-hour three-way conference call, is a listed company in Shenzhen’s small and medium-sized board, which specializes in online education.
Under the outbreak of pneumonia caused by new coronavirus, online education has become more and more popular, so the company has also become the focus of research in the eyes of institutions.
Securities Times · e Company reporters noticed that within less than 24 hours from February 3, 15:00 to February 4, 11:00, Topway Information has antiqued three conference calls and accepted the concentration of 79 investment institutions across the country.Research, and at 19:30 on the evening of February 4, the company had another conference call, which attracted the collective participation of 83 institutions.
Among the participating institutions are Jinglin, Ivy, Taikang, Goldman Sachs and other well-known asset management companies.
The development of Topway’s online education business is the focus of the organization.
The company said that Topway Information and Huawei Cloud have created a smart education cloud solution and an online learning platform for primary and middle school students in Changsha. The platform has been promoted in Hunan, Guangdong, Gansu, Sichuan, Zhejiang, Guizhou, Shandong, Yunnan and other provinces.Used by more than 10,000 schools and 2 million students.
During the epidemic, the company has been shortlisted in the Hubei Province Online Learning Directory, and has been promoting the landing of other provinces simultaneously.
Qixin Group is ready to be favored by institutions for its online office concept.
On February 2nd and February 3rd, the company held conference calls for antiques, and many institutions participated.
According to the company, overall, because the first quarter is the Spring Festival, the historical proportion of revenue has always been the lowest, and the outbreak has little impact on the company’s business.
In addition, during the company’s SaaS business, such as Cloud Video, launched 500 free services, helping cloud conference offices in all walks of life. The number of new registered customers and usage has increased several times compared with the same period in the previous year. After the epidemic ended, some users gradually turned into companiesBidding client.
In terms of market performance, Topway Information and Qixin Group have reached daily limit for two consecutive days.
Huagong Technology Controllable Huagong Technology is located in Wuhan, Hubei, and is also a key supplier of Apple’s long-term cooperation with Tesla Ceramic PTC chip supplier. Therefore, its impact on the epidemic has attracted much attention.
The survey summary showed that on February 2nd, the day before the market opened, Huagong Technology received a telephone survey of about 200 institutions including Wells Fargo Fund, Jiutai Fund, Huatai New Industry Fund, China Life Assets, Shangya Investment, and Yuema Capital.
According to reports, as of February 1, one of the 8,536 total employees of Huagong Technology was diagnosed with one in Xiaogan, and the isolation and treatment were in good condition. The company’s accompanying contacts were normal, and four employees were suspected.
In general, the short-term will affect the company’s on-hand order delivery rhythm, about 4?
7-day impact. In the medium and long term, major customer orders are not affected, customer demand can be effectively protected, and the impact can be controlled.
In the research minutes, Huagong Technology referred to Apple Inc. as Company A.
Huagong Technology said that the supply chain strategy of Company A’s entire industrial chain is very clear, and there must be two or more companies with comprehensive strengths to support it.
The company has a team that has been in the United States, and nearly a hundred core employees have been supporting customer A’s projects at the customer site, and at the same time, resources have been adjusted from the nearest subsidiary in East China and South China.
At present, Company A has great trust in the company, and the project is progressing normally. The company has also maintained an order with the headquarters of Company A in cutting-edge product development projects.
In addition, in terms of supply chain security, Huagong Technology has made comprehensive preparations. If it involves the import of core chips, it has already made arrangements and layouts in the early stage, which can effectively ensure the timely and safe supply chain and ensure production delivery in accordance with the plan.
Huagong Technology also answered the questions about the impact of the epidemic that investors care about on the entire 3C industry chain.
The company said that the major shareholder of 5G communications infrastructure is this year. The growth of 5G-related business has driven the overall 5G industry layout, which is close to the middle. The most important application of 5G is 5G mobile phones. The real first year is 2020, and last year was just a test of the water.
Affected by the epidemic, the entire 5G turning point will be shortened by 3?
6 months, 3C consumer electronics industry chain basically 60%?
70% are in mainland China, which will have a certain impact. The proportion of Chinese brands in the international market may be lower.
The crisis of annual company orders soaring often also contains possibilities.
This epidemic situation is also the same. Due to the stimulus from the epidemic situation, orders from representative companies in the pharmaceutical, medical equipment, food and other industries have shown a significant upward trend, such as Sanquan Food, Gaode Infrared, Boya Biotech, and Lexin Medical.
When Sanquan Food received a survey from nearly 100 institutions on February 2, it was said that the frequency of meals in households increased during the epidemic, and the role of dumplings and noodles as household meals was prominent, and the demand for quick-frozen foods increased.
From the terminal point of view, some terminals and stores in some regions have experienced shortages in products such as frozen dumplings and noodles. Distributors and supermarkets have quickly digested their inventory before the holiday season. At the same time, channel inventory has declined. At the same time, the company’s order volume has increased compared to the same period.
Recently, when Lexin Medical was surveyed by institutions, it was found that from the epidemic situation, the demand for medical device products that have passed professional medical certification is increasing. As a supplier of health IoT and intelligent health overall solutions, the company has seen moreSome opportunities.
In addition, it is understood that from a professional point of view, in the absence of specific medicines, Jing Cing (intravenous injection of human immunoglobulin) can be used as the first choice for new coronavirus pneumonia. Some data show that 98% of infected people have serumAlbumin was reduced, and 27% of patients used chlorprofen, and some major hospital doctors also used chlorprofen during the SARS diagnosis and treatment.
Boya Bio has received investigations from hundreds of institutions on February 1 and February 2 respectively for the production of static C related products.
The company 四川逍遥网 said that because the epidemic situation is currently in short supply in China, if the epidemic situation lasts too long, it will lead to the search for funding for static propane. At present, there is not much static propane in the market.In the event of a subsequent epidemic, the company’s terminal price of static C products will not be adjusted for the time being, and the follow-up market principle.
Not only that, Gaode infrared temperature measurement and thermal imaging technology has always been at the forefront of the industry. During the SARS period in 2003, 95% of the major domestic transportation hubs and industrial and mining enterprises used epidemic temperature measurement thermal imaging cameras to use their products.
The company said that from the perspective of domestic demand, the future demand for infrared thermometers is huge, and it is currently in short supply. The company has formulated a new production product plan, which can subsequently reach a capacity of 1,000 units per day.
The “House Economy” foreign force came into effect, and some companies have taken advantage of the “House Economy” brought about by this year’s special Spring Festival to realize the intervention of online businesses, such as Sanfu Outdoor, Saturday.
Sanfu Outdoor said that after the outbreak of the new coronavirus pneumonia, in response to the epidemic prevention requirements of local governments, some businesses are currently suspended, which will have a certain impact on operations.
However, the search volume of Sanfu’s e-commerce comprehensive platform has increased sharply, and consumers’ habits of online consulting and purchasing products have further formed and strengthened.
In the future, the company will continue to expand its network promotion efforts, such as focusing on expanding online influencers to bring goods.
It was stated on Saturday that the number of major anchor fans of the company during the Spring Festival is still growing, and express delivery is gradually recovering.
Generally speaking, live e-commerce will benefit from the epidemic situation. Because its interaction is more similar to offline, the advantages can play a good role and can substitute for a certain degree. It is expected that the business will continue to grow in the future.We have accepted products that cannot be digested offline. Even if the work resumes late, it will not affect the development trend.
But it cannot be ignored that there are indeed too many companies that will be under pressure in the short term due to the epidemic.
Wuhan Enterprise Ruike Laser said in an investigation on February 2 that in terms of raw materials, the company’s inventory currently meets the production needs of a quarter, and in terms of product delivery, normal supply is expected to begin in late February, and the company is expected to fully resume normal operations by the end of February.status.
In general, the company’s operating situation in the first quarter of 2020 is expected to be improved under pressure due to the delay in the epidemic, but it will begin to stabilize and improve in the second quarter.
Jewelry company Zhou Dasheng also stated that the long-term development trend of the jewelry industry and the needs of people for weddings and self-dressing exist objectively. The epidemic situation is only a temporary suppression of demand. When the epidemic situation passes, consumption will rebound, and the company is still confident in the future development.
In addition, Jidong Cement, a representative enterprise in the cement industry, also told the agency that the recent epidemic occurred during the traditional off-season of the market and that the country has also entered a tackling stage. Therefore, the current epidemic has little impact on the company’s building materials products.
At present, the company’s sales are normal. It is expected that the market will start to recover at the end of February and early March, and will return to normal demand in March.