What are the meanings of the two major industries of institutional intensive rating? (In the two maj

 

1. List of artificial intelligence stock leaders in 2023

In the past week, 62 institutions have conducted a total of 1302 ratings, and 871 listed companies have received positive ratings. Among them, domestic AI leader iFlytek is the most closely watched, according to Securities Times and Databank. Last week (May 8-12), 62 institutions conducted a total of 1302 ratings, and 871 listed companies have received "buy" ratings (including buy, increase, strongly recommend, and recommend).

2. List of artificial intelligence stock leaders for A-share listing

From the perspective of the Shenwan level industry, 103 stocks in the electronics industry have been rated; 93 shares and 85 shares were rated in the power equipment and pharmaceutical biology industries, respectively; Since April 27th, the price of battery grade lithium carbonate has risen for 10 consecutive times, returning to above 200000 yuan/ton in 11 industries such as mechanical equipment, computers, and food and beverage, all of which have received ratings exceeding 20 stocks. Driven by positive results, the new energy industry chain has performed actively.

3. List of artificial intelligence stock leaders 2022

From the perspective of institutional rating sectors and individual stocks, the new energy industry chain has received the majority of evaluations in the electronics industry, which is highly regarded by institutions. In the electronics industry, both Guangfeng Technology and Zhaoyi Innovation have received buy ratings from five institutions; 12 stocks, including Jiemei Technology, Wentai Technology, Northern Huachuang, and Lanqi Technology, have received positive ratings from three or more institutions. In 2022, Guangfeng Technology's light source and optical machinery business revenue reached 520 million yuan, a year-on-year increase of 80.14%. The company's customized laser projector and other core devices are accelerating their penetration into friends such as Dangbei, Anke Innovation, and Jimi.

4. List of artificial intelligence stock leaders in 2020

In the first quarter of this year, the company's revenue was 459 million yuan, with a net profit attributable to the parent company of 13.65 million yuan. As a leading player in the domestic laser display industry, the company has made continuous breakthroughs in its automotive business. Since 2023, the company has continuously obtained fixed-point positions for cockpit display and car light module products from Celes and BYD, and Guoxin Securities believes that the company's billion level market for automotive projection displays is expected to shape the company's second growth curve and maintain a "buy" rating.

5. Ranking of artificial intelligence stock leaders

Zhaoyi Innovation reported a revenue of 1.341 billion yuan in the first quarter of this year; Anxin Securities, with a net profit attributable to its parent company of 150 million yuan, stated that as a leading domestic "storage+MCU" company, the company has broad growth potential and is optimistic about its products and market capabilities in high-end consumer, industrial, and automotive industries. It has given the company a price to earnings ratio of 64 times this year and maintains a "buy A" investment rating.

6. Top 10 artificial intelligence stock leaders

According to the data bank, a total of 37 stocks have received "buy" ratings from 4 or more institutions, with the majority in the power equipment and computer industries. Among them, the artificial intelligence leader, iFlytek, has received the most attention. Recently, iFlytek successfully held a press conference on the "iFlytek Spark Cognitive Model" results.

7. List of Huawei Artificial Intelligence Stock Leaders

The iFLYTEK Spark Big Model is the company's technological exploration for general artificial intelligence, and it is also a benchmark for the technology evolution big model of overseas head products such as ChatGPT to provide solutions in the education, medical, office, vehicle and other industries. To this end, iFLYTEK has improved the coverage of the big model landing. At present, iFLYTEK open platform has opened 560 AI capabilities and gathered more than 5 million ecological partners.

8. Leading stocks in artificial intelligence stocks

Several listed companies, including Dongtu Technology, Jiulian Technology, and Qiming Information, have announced their partnership with iFlytek in terms of computing power. iFlytek, on the other hand, has partnerships with companies such as Huawei, Cambrian, and Shuguang. According to data from the first quarter of this year, Ge Weidong, the "private equity leader", holds 21698300 shares of iFlytek, with the number of shares held unchanged for three consecutive quarters.

9. List of AI stock leaders

The stock price of Kodak iFLYTEK rose from a low of 29.74 yuan in October last year to 70.1 yuan at the beginning of April this year. The latest closing price was 63.24 yuan, with a total market value of 146.9 billion yuan. In addition, GAC Group and Great Wall Motor both received buy ratings from nine institutions. On May 8, the Ministry of Ecological Environment, the Ministry of Industry and Information Technology, the Ministry of Commerce, the General Administration of Customs and the General Administration of Market Supervision jointly issued the Announcement on Matters Related to the Implementation of the National Six Emission Standard for Automobiles.

10. List of Shanghai Artificial Intelligence Stock Leaders

The announcement requires that from July 1, 2023, the national level will fully implement the 6B phase of the National VI Emission Standard, and prohibit the production, import, and sales of vehicles that do not meet the 6B phase of the National VI Emission Standard. Large domestic automobile groups will accelerate the transformation of new energy, and the penetration rate will continue to increase. The proportion of energy-saving vehicles in GAC Group will continue to increase, and the proportion of energy-saving and new energy vehicle sales for the entire year of 2022 has increased to 31.31%, We have achieved production and sales of 474000 and 452500 energy-saving and new energy vehicles respectively, with year-on-year growth of 59.86% and 51.44%, respectively. Energy saving and new energy vehicles are gradually becoming a major new growth point for GAC Group's business.

In the first four months of this year, the cumulative sales volume of the company's new energy brand Ai'an exceeded 119000 units, with a year-on-year growth of 116.6%. The sales volume continued to improve, and Great Wall Motor's new energy transformation achieved initial results. The sales volume continued to improve month on month. The company's new energy vehicle sales in April were 14800 units, with a year-on-year growth of 284.1%, and a month on month growth of 13%. The sales volume of new energy vehicles accounted for 16%, a new high since 20 months.

The penetration rate of new energy products continued to increase to 15.96%, with a month on month increase of 1.39 percentage points. It is worth noting that from the 37 stocks rated by 4 or more institutions, 15 of them belong to the new energy industry chain, accounting for over 40%. Last week, the institutions upgraded the ratings of 11 stocks according to the data bank statistics, and last week, the institutions upgraded the ratings of 11 stocks.

Jingwei Hengrun has been upgraded to a "buy" rating by Guoyuan Securities; Linglong Tire has been upgraded to a "buy" rating by Changjiang Securities; Jiugui Jiu, Laobaigan Jiu, and Shuijingfang were raised by Pacific Securities to "buy" Linglong Tire, with a net profit attributable to the parent company of 214 million yuan in the first quarter of this year, a year-on-year increase of 332.66%. In 2022, the company's new energy tire support exceeded 6 million pieces, with an overall market share of over 22%.

The company predicted in its 2022 annual report that it aims to increase the total sales of tires by 26% year-on-year in 2023. Changjiang Securities believes that Linglong Tire is the leading domestic tire manufacturer with leading supporting facilities in the country. With the implementation of the "7+5" global strategy (i.e. building seven and five production bases at home and abroad), the global industrial layout continues to optimize, and new retail driving channels and brands continue to grow, and the "buy" rating is upgraded.

Statement: All information on Databank does not constitute investment advice, and there are risks in the stock market. Investment should be cautious. Editor in Chief: Ye Shuyun Checked by: Zhao Yan

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What are the meanings of the two major industries of institutional intensive rating? (In the two maj

What are the meanings of the two major industries of institutional intensive rating? (In the two maj

机构密集评级两大行业,人工智能龙头获最多关注,上调11股评级...

2023-05-25 栏目:科技派

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