Afternoon Research Report selected 4 shares for institutional recommendation-ghost observer

The research report highlights: 4 shares by institutional recommended         Sina tips: This is a stock review section, only personal views and analysis of the securities consultation on related stocks or sectors, not official news, Sina does not guarantee its authenticity and objectivity, investors operate at your own risk. For all the accurate information about the stock, please take the announcement of the Shanghai and Shenzhen Stock Exchange as the standard. Sina Level2:A App: Sina speed stock Kanpan live on-line bloggers to tutor union of science and technology: Pesticide short-term business slowdown, pharmaceutical intermediates gradually Pactrometer key points: to vigorously develop pharmaceutical intermediates business, is expected to usher in a new growth. Compared with the pesticide intermediates business, the market space of pharmaceutical intermediates is greater, which is the focus of the company’s future development. At present, the first issuance of equity investment projects in 300 tons, 300 tons of Chun amine fluoride Pyraoxystrobin acid has been successfully put into operation, profitability is good, has made an important contribution to the growth performance of the company. The company recently announced the non-public issuance of the project, 4 pharmaceutical intermediates LT822, TMEDA, MACC and AMTB are the largest investment, highlighting the company overweight pharmaceutical intermediates business determination. These products have completed small-scale, pilot and industrial production, and are expected to drive a new round of growth in pharmaceutical intermediates in the future. (Zhongyuan securities buying) branch company: innovative products CT boiler was the first test run protocol the key point: the company in February 1st announcement, innovative products condenser line cleaning robot (300024) passed the performance test of Xi’an Thermal Power Research Institute, the test data indicate that the use of the product can reach the expected energy-saving effect. In the case of 330MW units, to reduce coal consumption value of 2.00g kWh, the unit of condenser line cleaning robot, the annual coal volume of about 3960 tons. We believe that the performance test results will benefit the subsequent market promotion of condenser online cleaning robot products. (Zhejiang securities holdings): Jiangsu Shentong performance inflection point clear, return to the growth trajectory of the key point: we expect the company’s 2016~2018 respectively achieved operating income of 755 million yuan, 876 million yuan and 1 billion 14 million yuan, respectively, net profit of 64 million yuan, 82 million yuan and 95 million yuan. Nuclear power valve supplier is China’s leading private enterprises, in the background of nuclear power restart, Future Ltd will return to high growth trajectory. In addition, from the major shareholder of Wuxi flange acquisition of companies and the 548 million yuan participate in the subscription set by the company, the capital operation has become more active, the future may also exist further development. Not consider the additional factors, the current stock price corresponds to 2016 EPS PE about 60 times, taking into account the current price and the price set by the flat, for the first time we cover to "buy" investment rating. (GF Securities (000776) buy) Heng Electric: ready to take off, charging pile business rapid development theory 午后研报精选:4股获机构力荐     新浪提示:本文属于个股点评栏目,仅为证券咨询人士对相关个股或板块的个人观点和分析,并非正式的新闻报道,新浪不保证其真实性和客观性,投资者据此操作,风险自担。一切有关该股的准确信息,请以沪深交易所的公告为准。 新浪财经Level2:A股极速看盘 新浪财经App:直播上线 博主一对一指导   联化科技:农药业务短期放缓,医药中间体逐步蓄力   核心观点:大力拓展医药中间体业务, 有望迎来新的增长。 与农药中间体业务相比, 医药中间体的市场空间更大, 是公司未来发展的重点。 目前首次增发募投项目中的300吨淳尼胺、 300吨氟唑菌酸已顺利投产,盈利状况较好,为公司业绩增长做出了重要贡献。 近期公司公布的非公开增发项目中, 4个医药中间体产品LT822、 TMEDA、 MACC和AMTB产品投资最大,彰显了公司加码医药中间体业务的决心。这些产品公司已完成了小试、中试和工业化生产,未来有望带动医药中间体业务新一轮的增长。(中原证券  买入)   科远股份:创新产品锅炉CT获首个试运行协议   核心观点:公司于2月1日公告,创新产品凝汽器在线清洗机器人(300024)顺利通过了西安热工院的性能试验,测试数据表明,使用该产品可以达到预期的节能效果。以典型的330MW 机组为例,以煤耗降低值2.00g kWh 计,机组采用凝汽器在线清洗机器人后,年节煤量约3,960 吨。我们认为,该性能试验结论将利好凝汽器在线清洗机器人产品的后续市场推广。(浙商证券  增持)   江苏神通:业绩拐点明确,重回增长轨迹   核心观点:我们预计公司2016~2018 年分别可实现营业收入755百万元、876 百万元和1,014 百万元,分别实现净利润64 百万元、82 百万元和95 百万元。公司是核电阀门供应商中国内领先的民营企业,在核电重启的大背景下未来公司将重回高增长轨迹。此外,从无锡法兰收购和公司大股东参与认购此次5.48 亿元定增来看,公司资本运作也趋于活跃,未来也存在进一步延伸发展的可能。暂不考虑此次增发因素,公司目前股价对应2016 年EPS 大约60 倍PE,考虑到当前价格与定增价格持平,我们首次覆盖给予“买入”的投资评级。(广发证券(000776)   买入)   中恒电气:蓄势待发,充电桩业务快速发展   核心观点:能源互联网战略持续推进,拓展公司增长空间。 为迎接电力改革分享改革红利,公司积极布局能源互联网,?略进展频频:(1)增资普瑞智能,开展用电侧节能服务;(2)不南都电源(300068)签署《?略合作协议》,进入分布式储能领域;(3)定增募集资金,开展能源互联网云平台建设。公司已完成包括用电侧电力监测管理、电网侧分布式储能以及后台大数据云平台等能源互联网全产业链的布局,同时,率先推出企业设备代维、微网电力交易、节能服务、电力大数据运营、用电 APP 增值服务等商业模式。完善的产业链布局和创新商业模式的探索,劣力公司能源互联网?略落地进入快车道,为公司长期可持续发展拓展了广阔的空间,保守估计公司今年能发展的能源互联网可运营用户数将达到两万家以上。(中投证券  强烈推荐) 进入【新浪财经股吧】讨论相关的主题文章: