Favorable industry affects individual stocks
1. The fundamentals of the industry entered the rising channel, focusing on 5G and Internet of Things investment opportunities. Related stocks: ZTE (000063), New Eason (300502).
2. Ali Mama has teamed up with the Datao Department to build the first position of global brand digital marketing, with relevant stocks: Blue Cursor (300058) and Jiayun Technology (300242).
3. New infrastructure accelerates the digital transformation and realizes the upgrading of "intelligence+" industry. Relevant stocks: HKUST Intelligence (300222), Wanda Information (300168).
4. Since the post epidemic era, we have focused on the inflection point changes of the film and television industry. Relevant stocks: Huace Film and Television (300133), Wanda Film and Television (002739).
Selected individual stock announcements
1. WuXi AppTec (603259): Released the semi annual report for 2020, the company realized an operating revenue of 7.231 billion yuan, up 22.68% year on year; The net profit attributable to shareholders of the parent company was 1.717 billion yuan, up 62.49% year on year.
2. Tiehan Ecology (300197): The bidding consortium formed by the company and China Railway 18th Bureau Group is the bid winner of "the first bid section of the ecological landscape improvement project (ecological levee and flood land part) of Nanjuma River (Phase II) in Xiong'an New Area", with a winning amount of 197 million yuan and a total construction period of 305 calendar days. Winning the bid is expected to have a positive impact on the company's business performance in 2020 and 2021.
3. Bachu Electronics (688188): The company's operating income in the first half of the year was 220 million yuan, up 26.25% year on year, and the net profit attributable to shareholders of the listed company was 140 million yuan, up 18.33% year on year.
4. Huazheng New Material (603186): In the first half of the year, the company realized 948 million yuan of operating revenue, up 0.10% year on year; The net profit was 58.261 million yuan, up 29.50% year on year. During the reporting period, the CCL industry further deepened the implementation of product structure upgrading, and the sales proportion of low-grade products declined. H2 (growth product line) and The sales proportion of H3 (seed product line) high-grade products increased, and the sales proportion of H2 product category exceeded 50%.
5. Jinzheng Shares (600446): The 2020 semi annual report was released. During the reporting period, the company realized an operating income of 2.07 billion yuan, a year-on-year decrease of 9.08%; Net profit attributable to shareholders of the listed company was 190 million yuan, up 79.10% year on year; Basic earnings per share is 0.2232 yuan.