Where is the biggest outlet when the bull wave is sweeping?

21st century economic reporter according to wind data carding mechanism of recent research, found that institutions in March focused on the target of TMT, electronics, power equipment and other industries, of which, "Internet +" the concept of the subject is sought after, there are dozens of institutions to investigate.

Newspaper reporter Lu Yuanchang shenzhen report

March 17, A-share a breakthrough 7-year high, embarked on 3500 journey. Another wave of bull market swept, where is the largest tuyere?

The path of institutional research is undoubtedly a good barometer. 21st century economic reporter according to wind data carding mechanism of recent research, found that institutions in March focused on the target of TMT, electronics, power equipment and other industries, of which, "Internet +" the concept of the subject is sought after, there are dozens of institutions to investigate.

"The agency frequently investigates a listed company, representing a high level of concern and willingness to buy." "Shenzhen, a managing director of the more than 2 billion-scale private equity fund, he introduced a quantitative trading model to follow the footsteps of institutional investors, layout agencies to study the stock, excess income is very prominent."

Institutional research hidden Cattle stocks

Wind statistics show that from February 25 to March 17, the number of institutions surveyed ranked in the top three listed companies are 2345 (002195). SZ), TCL Group (000100.SZ), Yi ' an technology (300328. SZ), they received 61, 57, 45 institutions to investigate. The three companies in the industry are Internet software and services, consumer electronics and metal products.

In the industry, TMT industry is the most concerned industry. of which, branch far shares (002380. SZ), the extension of intelligence (002178. SZ), Huayu Software (300271. SZ), Halo New Network (300383. SZ), the Great Wall Film and television (002071. SZ), Fuchun communication (300299. SZ) has many organizations to investigate.

Among them, the extension of intelligence since February 25 has received 4 groups of research institutions, the number of institutions involved in the investigation reached 20. The most recent research time is March 10, the day of the Billboard two institutions dedicated seats to buy 57.09 million yuan, accounting for the amount of the day the proportion of 8.47%.

Investor research minutes show that the agency inquired about the extension of China's intelligence in 2015, the company said "is looking for medical direction can really get through the PC side of the relevant enterprises", at the same time, "Intelligent energy-saving, intelligent transportation in the upper reaches of the industrial chain of software platform class companies."

Branch-FAR shares are also a subject of institutional concern. From March 3 to 5th, the company received a total of 4 batches of 9 institutions to investigate. The concern of the organization is the sales of the new product condenser Cleaning robot, the company's acquisition plan in the field of intelligent manufacturing, the employee stock ownership plan and the Industry 4.0 plan.

To this, branch far shares related Personage introduces, the condenser robot in 2014 test machine, the customer reflects good, the related intention contract in the negotiation. As for the epitaxial mergers and acquisitions, the company plans to focus on the intelligent manufacturing sector, acquisition of 1-2 of large-scale acquisitions. In addition, the company launched the employee shareholding plan, the total size of not more than 17.5 million yuan.

In addition to TMT, the consumer electronics industry is also quite concerned about the organization.

Wind data show that TCL Group, Jinya Technology (300028. SZ), mega-chi shares (002429. SZ) has the largest number of institutions to receive research, reaching 57, 30 and 13 respectively. In addition, de-run electronics (002055. SZ), Han's Laser (002008. SZ) and so on, there are many organizations to investigate.

It is noteworthy that some listed companies receive research, then there will be institutional funds began to pay attention to.

Public information shows that March 11, 1 institutions to investigate the Fuchun communications, and 12th of the billboard of two institutions dedicated seats total to buy 46 million yuan, the proportion of the day to buy up to 16.01%.

March 9 and 12th, Jin Jia shares (002191. SZ) has received 14 institutional research. March 13, there are two institutions dedicated seats to buy 72 million Yuan Jin Jia shares, institutional buying volume accounted for the amount of the day the proportion reached 9.69%.

"Internet +" into large tuyere

The industry and the scale of the agency research, the different style of the funds preferred stocks are different. However, the 21st century Economic report reporter learned that the institutional funds for traditional industries net the highest interest in the subject, the recent research is also around the "Internet +" as the main line.

"Department stores, clothing, household appliances have been transformed to the Internet, as long as these industries to use the Internet to generate a new profit model, can enhance the valuation, the formation of a clear profit-making effect." "An investment manager of a Chinese head insurance agency, the company's research and development department focus on the recent emphasis on the" Internet + "to bring the upgrade opportunities.

A mixed-fund manager in Shenzhen also said that the rapid rise since the beginning of the year, pure Internet companies are relatively high valuations, so the market's attention shifted to the traditional industry and the combination of the Internet target.

"Traditional industries have been using mobile Internet and IoT technology to improve their production efficiency, and the mobile internet will become an inseparable part of the enterprise." The Hybrid fund manager said that listed companies armed with new technologies such as mobile internet will regain competitiveness and become the winners of the market competition.

For example, the recent institutional concern of the extension of China's intelligence, is "Internet + medical Information," one of the representatives.

"The company through the acquisition of hospital information and regional medical information, dynamic tracking target customers real-time data." "The first mentioned in the first-word Insurance investment Manager introduction, the organization is optimistic about the intelligent, is based on its through the city can build hospital information, personal user app end of medical large data health service platform."

In addition, March 4, Industrial Suisse, GF Fund, Haitong Securities, Wells Fargo funds and other 16 institutions investigated Hainan Sea medicine, the focus of understanding is also the problem of medical information.

In the institutional view, the "Internet +" industry is mainly dispersed in the middle and close to the downstream industries, such as agriculture, medicine, home appliances and many other industries.

"The Internet will significantly transform the traditional agricultural industry chain, agricultural products manufacturers can be achieved through the agricultural Information Service platform to achieve accurate quantification of production, agricultural service providers can introduce large data technology, so that agricultural products to replace traditional sales channels." "In the theme of" Internet + Agriculture ", he is particularly bullish on big North Farmers (002385), said a fund manager who favours agricultural stocks. SZ), Batian shares (002170. SZ).

And in the home appliance industry, Qingdao Haier (600690. SH) and TCL Group (000100.SZ) are sought after by the Fund, also based on the "Internet +" logic.

"Qingdao Haier stock price goes better, is because the company launches U+app as the intelligent home entrance, the aggregation user resources, activates the Haier 120 million stock user's resources, realizes the intelligent home ecosystem." "Shanghai, a manager of the fund, the Agency is in pursuit of Qingdao Haier is optimistic about its" u+ "business model of the landing.

And the latest week of institutional research data shows that 29 institutions to investigate the Xindu chemical (002539. SZ), the institutional concern is the problem of the large platform of its agricultural power supplier.

In addition, the Guardian Tong (002268. SZ), Hua Li Chuang Tong (300045. SZ), Jinya technology (300028. SZ) has more than 20 institutional research, and these are the market hot "Internet +" concept unit. (Edit Li Yanling)