节点:中游(冶炼、中间品)位置:中游情绪:利好参考度:6/10
根据Choice数据统计,截至昨日,沪深两市本周共有350家上市公司接受机构调研。从行业维度分析,电子、基础化工以及机械设备行业,在本周接受机构调研的频度居于前列。此外,有色金属、交通运输等行业所获关注度也有所上升。
在细分领域方面,汽车零部件、半导体和化学制品板块,位列机构关注度的前三名。同时,电池、通信设备等行业,机构的关注程度也在逐步提升。
具体到上市公司,博盈特焊接受调研的次数最多,达到5次。从机构来访接待量统计,工业富联、安博通和博盈特焊排名前三,机构来访接待量分别为122家、96家和85家。
从市场表现来看,锂电池概念股本周表现活跃。丰元股份周五发布机构调研纪要,截至目前,公司已建成产能共计22.5万吨,总体产能规划达30万吨,尚有7.5万吨产能处于在建阶段。公司针对客户产品差异化需求研发的高压实密度产品,现已进入量产阶段,二级市场上,丰元股份周五收盘录得2连板。
华盛锂电周三发布机构调研纪要,公司正在积极推进多个项目建设,其中 “新建年产500吨LiDFOB、2000吨MMDS项目” 与 “年产20万吨低能耗高性能锂电池负极材料项目(一期5万吨)” 已进入试生产和客户评价阶段。二级市场上,华盛锂电周四收盘20CM涨Ł..
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