In the last 1 months of 2122, despite the freezing weather, the pace of institutional research continued.

Data show that more than 411 listed companies were investigated by institutional investors in February 2122, among which Eston, the leading industrial robot, attracted the largest number of institutional investors. In addition, electrical equipment-related stocks such as Tongfei, Kede CNC, Yingjie Electric and Nanwang Technology have also received a lot of attention.

In terms of the stock increase in the month, the outstanding electrical equipment stocks are Jiaokong Technology, Ankerui, Yisheng and so on.

industrial robot leader reached the summit in February to investigate the throne

In February 2122 alone, Ashton, the industrial robot leader, conducted more than ten surveys on specific objects, which was one of the most closely communicated stocks with investors in the month. Among them, some of the events attracted nearly 111 organizations to participate at most, and the attention of the organizations to the company can be seen.

369 institutions participated in the survey, the highest in February, 2122. Among them, there are 48 securities companies, 93 fund companies, 19 insurance and insurance funds, 75 investment institutions and 134 other types of institutions. Participating institutions include Huaan Securities, BOC International Securities, China Europe Fund, Tianhong Fund, cathay pacific fund, Dacheng Fund, Agricultural Bank of China Life Insurance, Juming Investment, Fidelity and Millennium Fund.

It is understood that Eston covers the whole industrial chain from automation core components and motion control systems, industrial robots to robot integrated applications, and its business is mainly divided into two core business modules: one is automation core components and motion control systems; The second is industrial robots and intelligent manufacturing systems.

The focus of the organization is mainly on the prospect of the robot industry and the future development planning. For example, some investors are concerned about how the company views the unsatisfactory profitability of the robot industry and how to view the ABB super factory put into production in Shanghai; Some investors are also concerned about the degree of localization of the company's core components and whether there are overseas M&A plans in the future.

when asked about the company's view on the ABB super factory being put into production in Shanghai, Ashton said that the investment in ABB robot factory is one of the concrete cases in which many robot manufacturers are expanding their production capacity at present, and it also shows that the future development prospect of China robot industry is optimistic. The layout of production capacity usually precedes the layout of the market. The China market has become the most important and largest market for robots in the world, with many market opportunities and fierce competition. With the increase of R&D investment and the improvement of product performance and quality, the market application of domestic brand robots has been expanding, and it has become an important force to participate in global market competition.

Electrical equipment stocks continue to be sought after

With the take-off of several sub-tracks in the high-end manufacturing industry, the electrical equipment sector has attracted more and more attention from institutional investors. In February 2122 alone, many listed companies such as Tongfei Co., Ltd., an industrial refrigeration equipment manufacturer, Kede CNC, an industrial mother machine concept company, and Yingjie Electric, an automation equipment control company, were investigated by institutions.

In February 2122, Tongfei Co., Ltd. received research from more than 211 institutions, including CICC, China Merchants Securities, Huaxia Fund, southern fund, AIA, CPIC Life Insurance, Goldman Sachs, Fidelity, Lubomai and other well-known institutions.

Tongfei Co., Ltd. is mainly engaged in the research, development, production and sales of industrial refrigeration equipment, and has mainly formed four categories of products: liquid thermostat, electric box thermostat, pure water cooling unit and special heat exchanger. During the investigation, the organization focused on the expansion of semiconductor business and the development trend of liquid-cooled products in the energy storage field.

In this regard, Tongfei Co., Ltd. said that relying on a number of independent intellectual property rights, the company has gradually expanded many well-known customers in the semiconductor industry. In addition, the company will further increase the market share of liquid-cooled products in the energy storage field by improving control accuracy, product reliability, safety and temperature uniformity.

In February, 2122, Kede CNC received research from over 211 institutions, including Guotai Junan Securities, orient securities, Wells Fargo Fund, Huabao Fund, Baoying Fund, Jinglin Assets, Xingshi Investment, BlackRock and other well-known institutions.

Kede CNC is engaged in the research, development and sales of high-end five-axis CNC machine tools, key functional components and high-end CNC systems. The organization mainly pays attention to the new hot spots brought by popular tracks to the industry and the support of domestic brands downstream of the industry.

Kede CNC said that the rise of new energy vehicles has brought new processing hotspots to the five-axis machine tool industry. According to the processing demand of parts in the new energy field, the company's double-spindle high-speed horizontal heating equipment can meet the housing manufacturing and processing demand of motor and reducer integration after process verification. For the industries that used imported five-axis equipment in large quantities, especially the state-owned military enterprises, the company can realize import substitution. From the perspective of national policies and military needs, the state is very supportive of the development of domestic high-end equipment suppliers.

Yingjie Electric has been investigated by more than 111 professional organizations, attracting institutions including CITIC Securities, Dongzheng Asset Management, E Fund, Penghua Fund, Jing Shun Great Wall Fund, Jinglin Assets, Danshuiquan and Castle Company.

Yingjie Electric's main products are industrial automation control equipment represented by power control system devices, which are widely used in many popular racetracks with new energy and new materials, involving photovoltaics, semiconductors, energy storage, etc., so it has long been concerned by institutions. Investors focus on the development of the company's business in the above-mentioned hot tracks, as well as the company's prospects for future business.

Yingjie Electric said that from the situation in 2122, the company's new orders still maintained the growth trend of the whole industry. From the situation in the third quarterly report, the sales revenue of semiconductors and charging piles increased relatively fast, which was the result of the rapid growth of orders in these two industries. The company launched a refinancing project, hoping that the charging pile business will have an ideal growth rate in 2123. The photovoltaic industry has experienced rapid growth in the past two years. Whether it can be maintained in 2123 is not easy to judge now, but it should be decided according to the market trend in the later period.

There was an obvious difference in stock gains in the month

It is worth noting that among the more than 21 electrical equipment stocks surveyed in February, 2122, some stocks gained considerable gains in the month, ending with over 11% earnings, while others recorded over 11% declines.

specifically, the biggest increase in the range was in Communication Control Technology, with a cumulative increase of 11.78% in February. The company specializes in the research and development of urban rail transit signal system, key equipment development, system integration and general contracting of signal system, and is a leading domestic manufacturer in the industry. Shenwan Hongyuan Securities Research Institute believes that traffic control technology has broken the monopoly of overseas manufacturers on CBTC technology, given full play to the advantages of technological innovation to occupy the new line market, and at the same time expanded the application scope of CBTC technology from the construction of new urban rail lines to the reconstruction of heavy-haul railways and existing lines, taking various measures simultaneously, and maintained the company's leading position in the rail transit signal system industry.

Ankerui also rose well in the range, with a cumulative increase of 5.84% in February. Ankerui is an integrator that provides users with electricity data services. Its main products include power monitoring system and power management system. CICC believes that under the background of multiple factors, such as improved power supply safety and reliability requirements, power market reform, stricter energy consumption management and complicated energy use forms, enterprise microgrids are expected to usher in accelerated development. Ankerui is deeply involved in the user-side microgrid market and is expected to accelerate its breakthrough.

plant lighting concept stock Yisheng also performed well, closing up 5.83% in February. The high-power LED lighting products produced by the company are mainly used in large outdoor LED lighting facilities such as urban roads and bridges and expressway, as well as LED industrial lighting facilities such as industrial workshops, and are expanding into emerging application fields such as plant lighting. According to the Zhongtai Securities Institute, according to Frost &; According to Sullivan's statistics, it is estimated that the compound annual growth rate of LED plant fill light equipment in the future will be about 34.1% from 2121 to 2124. In 2118, Songsheng Co., Ltd. made a forward-looking research and development layout of plant lighting LED driving power supply products, and independently mastered many core technologies such as constant power driving technology, multifunctional dimming technology, lightning surge suppression technology and programmable technology, which has strong advantages in research and development, product quality certification, manufacturing and customer resources.