The hottest organization took a pragmatic line in

The year-end research of institutions takes the "pragmatic" route, industrial machinery and electronics become popular

the year-end research of institutions takes the "pragmatic" route, industrial machinery and electronics become popular

China Construction machinery information

2016 is coming to an end, and institutional research is still actively underway, looking for opportunities at the end of the year and 2017. Wind data shows that from December 1 to 26, a total of 788 institutions participated in the research activities of listed companies, and a total of 367 listed companies received institutional research. According to the data, securities companies and public and private institutions were still the main force of research in December. Although insurance funds have faced multiple changes recently, they are still looking for market opportunities

from the perspective of industry, the year-end survey of institutions has a strong "pragmatic" color. Industries such as industrial machinery, electronic components and equipment, basic chemical industry, electronic equipment and instruments, food processing and meat are favored by institutions, and some listed companies welcome institutional multi batch surveys. As for the market opportunities at the end of the year and 2017, fund institutions believe that they will focus on seizing the opportunities of high-end manufacturing and innovative consumer industries and actively layout them

institutions have "look" points at the end of the year

wind data shows that as of December 26, a total of 788 institutions participated in the research activities of Listed Companies in December, and a total of 367 listed companies in the two cities were surveyed by institutions. What does the yield point of testing machine mean? Specifically, among the institutions participating in the survey, securities companies and public and private institutions are still the main force. Industrial securities, Guotai Junan, Guangfa Securities, CITIC Securities, China Merchants Securities and other securities companies ranked first in the number of surveys. Among the subjects of the survey, listed companies such as AVIC optoelectronics, oil pump and Jinzhengda, precision measurement electronics have become the focus of the survey of securities companies, which has changed the status quo behind others

in terms of private placement, private placement institutions such as Beijing Xingshi Investment Management Co., Ltd., Shanghai Jiuge Investment Management Co., Ltd. and Huabao Investment Co., Ltd. frequently investigate listed companies, and Salt Lake Co., Ltd., Jin Zhengda, and Zhongke Chuangda have become the objects of their intensive research; In terms of public offering institutions, fund companies such as Huaxia Fund, Dacheng Fund, Chinese business fund, Harvest Fund and CCB fund actively investigated, and the listed companies they pay attention to include Beijing culture, Beida pharmaceutical, precision measurement electronics, etc. In terms of insurance companies and insurance asset management, Lujiazui Cathay Pacific Life Insurance Co., Ltd., Qianhai Life Insurance Co., Ltd. and Sunshine Insurance Group Co., Ltd. are relatively active in the research, and the research objects include listed companies such as BYD, Beida pharmaceutical and bishuiyuan

according to the data, listed companies in industrial machinery, electronic components and equipment, basic chemical industry, electronic equipment and instruments, electronic components, food processing and meat, western medicine and other industries became popular industries in the survey of institutions in December. According to the statistics of the total number of times investigated, it is found that listed companies such as BYD, Yili shares, Weichai Power, seagull sanitary ware, Sanhuan group, precision measurement electronics, and EPEC rank high, involving industries such as automobile manufacturing, food processing and meat, construction machinery and heavy trucks, household appliances and consumer goods with a special area of about 200 mu, electronic components, etc

for the hot choice of institutional research since December, some public fund managers believe that at the end of the year and the beginning of the year, institutions focus on "combining the long and short, connecting the preceding and the following". The food processing and meat industry is a traditional holiday friendly industry, which is a short-term opportunity, and institutions have significantly increased their attention; Industrial machinery, electronic components, electronic components and equipment, etc. will be long-term and enlightening new opportunities under the background of changes in the investment layout in the new year and promoting the development of the real economy. Institutions will invest in their companies in the medium and long term

pragmatism opens new opportunities

in this year's year-end institutional research, the new trend of pragmatism in tapping market opportunities was also transmitted. The analyst of China Merchants Securities believes that "in the market since this year, under the background of deleveraging and financial de leveraging, the opportunity mining of the market is also changing. Different from the previous market speculation, capital driven environment, etc., the performance and industrial layout of listed companies have become the opportunities of the market. From this perspective, the research of institutions is also more and more implemented."

observe the recent views of securities companies and other institutions on New Year's opportunities, and focus on the development of real industries and economic transformation and upgrading. Chen Guo, an analyst at Changjiang Securities, said that the theme investment in 2017 will be industry-oriented, follow policies and seek resonance. Specifically, the theme investment idea in 2017 will be screened along the two dimensions of industrial trend and policy direction, and the theme that conforms to the two dimensions will usher in a strong resonance. Agricultural supply side, new infrastructure, military modernization and chip localization are four core themes with clear industrial trends and policy encouragement and support

Cinda Securities believes that the economy will run smoothly in 2017, with a weak impact on a shares, and periodic data exceeding expectations may cause a certain impact. However, as PPI rapidly turns from negative to positive, it will boost the profitability of the middle and upper reaches of the industry. Under the stable economic operation in 2016, corporate profits have initially improved. Changes in future earnings will become an important factor driving the market