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In the past month, these listed companies have been "stepped over the threshold"! A list of stocks with high reception volume from Institutions visiting as part of the Xiaohongshu Concept group research.
① A list of listed companies that have received over 100 institutional visits in the past month is compiled (attached table). Wingtech Technology, Zhejiang Crystal-optech, and Huagong Tech are ranked in the top three; ② Xiaohongshu Concept stocks such as Yidian Tianxia, and CPO Concept stocks like Huagong Tech, Guanghe Technology, and Zhongji Innolight are all "on the list."
Nomura: The approaching US election may bring about volatility to Asian stocks. It is recommended to adopt a defensive stance.
According to statistics from Daiwa, the daily volatility of the stock markets in India, Mexico, and South Africa increases by 3 to 6 times around election days, and it is believed that the US presidential election will also bring similar volatility to the asian stock markets.
Yantai China Pet Foods: Investment income increased in Q3 performance, while both selling expenses and gross margin decreased compared to the previous quarter. | Interpretations
1. yantai china pet foods Q3 performance increased significantly year-on-year, but the profit growth mainly came from investment income and government subsidies; 2. In Q3 of 2024, the company's sales expenses and gross margin both declined compared to the previous quarter, causing concerns among some investors.
The export order of products continues to be hot, and institutions suggest paying attention to the export chain of light industry and home furnishings.
According to the data from the General Administration of Customs, the export value of China's furniture and its parts reached 319.1 billion yuan in the first 8 months of this year, an increase of 12.3% compared to the same period last year. Caitong Securities believes that with the gradual end of overseas destocking, the replenishment cycle may come, and coupled with the expected recovery of the US real estate market due to interest rate cuts in 2024, export orders from overseas companies are expected to improve. It is recommended to pay attention to the export chain of light household products.
Strong demand coupled with the decline in raw material costs led to a nearly 50% year-on-year increase in net profit for Guibao Pet in H1. | Interpretations
① The demand in domestic and international markets is improving, coupled with the decrease in the cost of main raw materials, the profitability of Guibao Pets continues to increase. In the first half of this year, the company's net income increased by nearly 50% compared to the same period last year; ② The company's gross margin increased by 7.88 percentage points compared to the same period last year, with the gross margin of main pet food products increasing by 12.78 percentage points year-on-year.
Wanchen Group: The number of bulk snack stores exceeded 6,600 in Q2, with a slight increase in net margin compared to the previous quarter. Interpreting the financial report.
In the first half of the year, the company's revenue increased by 392.45% year-on-year. Among them, the revenue of the bulk snack business was 10.674 billion yuan, an increase of 447.78% year-on-year; During the reporting period, the net increase of 1,912 stores of the company's "Haoxianglai" branded snack stores reached 6,638 by the end of the reporting period; With the expansion of the bulk snack business, the company's sales expenses in the first half of the year amounted to 0.491 billion yuan, a year-on-year increase of 331.82%.