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8月11日券商今日金股:12份研报力推一股(名单)
Zheng Quan Zhi Xing· 2025-08-11 08:33
券商评级是指证券公司的分析师,通过分析上市公司的财务潜力、财务指标、公司运营治理能力,然后 进行实地考察调研后得出的评论,备受投资者关注。 据证券之星数据库不完全统计,8月11日券商共给予近30家A股上市公司"买入"评级。从行业分布看, 券商8月11日关注的个股聚焦于农牧饲渔、光伏设备、专用设备、电网设备、医疗器械、通信设备、家 电、旅游酒店等行业。 | 股票代码 | 股票简称 | 报告名称 | 评级变动 | 机构 | 近一月个 股研报数 | 行业 | 日期 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002891 | 中充股份 | 2025中报点评:自主品牌业务快速拓展,上半年 境内收入收入同比+39% | 增持 | 国信证券 | 12 | 农牧饲渔 | 8月11日 | | 600732 | 爱相股份 | 2025年半年报点评:常利修复显著,海外市场特 续突破 | 교 V | 民生证券 | ලි | 并伏设备 | 8月11日 | | 002353 | 交瑞股份 | 上半年收入同比增长39%,装备、工程、服务一体 化现强劲拐点 | 增持 | 国信 ...
九洲药业、比亚迪等目标价涨幅超50%;6家公司评级被调低丨券商评级观察
Group 1: Target Price Increases - The companies with the highest target price increases from August 4 to August 8 are Jiuzhou Pharmaceutical and BYD, with target price increases of 60.26% and 55.20% respectively, belonging to the medical services and passenger vehicle industries [1][2] - Jiuzhou Pharmaceutical's latest target price is 29.12 yuan, while BYD's latest target prices are 161.30 yuan and 158.00 yuan from different institutions [2] Group 2: Broker Recommendations - A total of 201 listed companies received broker recommendations during the same period, with Zhongchong Co. receiving the highest number of recommendations at 26, followed by Ninebot with 14 and Changshu Bank with 12 [3][4] - The top recommended companies include Jiuzhou Pharmaceutical and BYD, which received 9 recommendations each [4] Group 3: Rating Adjustments - During the period, 11 companies had their ratings upgraded, including Xugong Machinery, which was upgraded from "Recommended" to "Strongly Recommended" by Huachuang Securities [5][6] - Conversely, 6 companies had their ratings downgraded, including Rongbai Technology, which was downgraded from "Buy" to "Hold" by Everbright Securities [6] Group 4: First Coverage - A total of 74 instances of first coverage were reported, with Beiding Co. receiving an "Increase" rating from Shanxi Securities, and several other companies receiving "Buy" ratings from Huaxin Securities [7]
8月8日券商今日金股:27份研报力推一股(名单)
Zheng Quan Zhi Xing· 2025-08-08 08:15
券商评级是指证券公司的分析师,通过分析上市公司的财务潜力、财务指标、公司运营治理能力,然后 进行实地考察调研后得出的评论,备受投资者关注。 据证券之星数据库不完全统计,8月8日券商共给予超20家A股上市公司"买入"评级。从行业分布看,券 商8月8日关注的个股聚焦于食品饮料、电池、农牧饲渔、电网设备、化学制药、专用设备、银行等行 业。 | | AN ILISA MA BERT I A A more than - A B - 1 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 股票代码 | 股票间称 | 报告名称 | 评级变动 | 机构 | 近一月个 股研报数 | 行业 | 日期 | | 605499 | 东鹏饮料 | 点评报告:业绩维持高增长,东鹏补水啦增速亮 на | 增持 | 万联证劳 | 27 | 食品饮料 | 8月8日 | | 300750 | 宇德时代 | 海外 务快速增长,手利率稳步提升 | なん | 华安证券 | 10 | 甲洲 | 8月8日 | | 002891 | 中宠股价 | 盈利能力支撑业绩快增,品牌和全球 ...
券商今日金股:27份研报力推一股(名单)
Zheng Quan Zhi Xing· 2025-08-08 07:59
8月8日又有华安证券(600909)发布研报《海外业务快速增长,毛利率稳步提升》,预计25/26/27年公司归母净利为 687.79/784.97/914.74亿元(前值693.14/846.67/1003.12亿元),对应PE为17X/15X/13X,维持"买入"评级。 券商评级是指证券公司的分析师,通过分析上市公司的财务潜力、财务指标、公司运营治理能力,然后进行实地考察调研后得出的 评论,备受投资者关注。 中宠股份(002891)也备受券商关注,近一个月获山西证券、开源证券、海通国际、华安证券、信达证券(601059)、群益证券、 东吴证券、国金证券等9份券商研报关注,位居8月8日券商力推股第三。 据证券之星数据库不完全统计,8月8日券商共给予超20家A股上市公司"买入"评级。从行业分布看,券商8月8日关注的个股聚焦于食 品饮料、电池、农牧饲渔、电网设备、化学制药、专用设备、银行等行业。 | 股票代码 | 股票简称 | 报告名称 | 评级变动 | 机构 | 近一月个 股研报数 | 行业 | 日期 | | --- | --- | --- | --- | --- | --- | --- | --- | | 6 ...
威胜信息目标价涨幅近70%;7家公司评级被调低丨券商评级观察
Group 1 - The core viewpoint of the articles highlights the recent target price adjustments and ratings changes by brokerages for various listed companies during the period from July 28 to August 3 [1][2] Group 2 - During the specified period, brokerages issued a total of 158 target price adjustments, with notable increases for companies such as Weisheng Information (69.91%), CATL (67.26%), and Aima Technology (62.48%) [1] - A total of 232 listed companies received brokerage recommendations, with Dongpeng Beverage receiving the highest number at 24 recommendations, followed by Huaneng International with 19, and Hisense Home Appliances with 17 [1] - Brokerages raised ratings for 5 companies, including Zhongyuan Securities upgrading Guangxun Technology from "Hold" to "Buy," and Northeast Securities upgrading Xinshi from "Hold" to "Buy" [1] - Conversely, 7 companies had their ratings downgraded, including CITIC Securities lowering Xinjin Road from "Buy" to "Hold," and Huajin Securities downgrading Shengyi Technology from "Buy" to "Hold" [1] Group 3 - In terms of initial coverage, brokerages provided 86 first-time ratings, with notable mentions including Sichuan Chengyu receiving an "Accumulate" rating from Pacific Securities, and Guoxin Securities giving a "Buy" rating to Guoyuan Securities [2] - Other companies receiving initial ratings include Pro Pharmaceutical with a "Buy" from Western Securities, HNA Holding with an "Accumulate" from Zhongtai Securities, and Beijing-Shanghai High-speed Railway with an "Accumulate" from Bank of China International Securities [2]
8月1日券商今日金股:25份研报力推一股(名单)
Zheng Quan Zhi Xing· 2025-08-01 07:50
东鹏饮料最受券商关注,近一个月获开源证券、太平洋、国信证券、东莞证券、信达证券、群益证券、 华安证券、国元证券、民生证券等25份券商研报关注,仅8月1日就有华源证券、西南证券、天风证券等 3份券商研报关注,位居8月1日券商力推股榜首。 其中,天风证券发布研报《公司信息更新报告:高基数下较快增长,新品表现强劲》,维持2025-2027 年归母净利润预测至42.28/52.14/57.45亿元,对应2025-2027年EPS8.13/10.03/11.05元,当前股价对应 2025-2027年35.3/28.6/26.0倍PE,电解质水势头依然较好,维持"增持"评级。 宁德时代也备受券商关注,近一个月获交银国际证券、民生证券、东莞证券、国金证券、东吴证券、中 国银河等7份券商研报关注,位居8月1日券商力推股第二。 8月1日又有国信证券发布研报《2025年中报点评:动储电池出货快速增长,产能扩张稳步推进》,预计 2025-2027年公司实现归母净利润662.02/814.66/968.20亿元,同比+31%/+23%/+19%,EPS为 14.52/17.87/21.24元,动态PE为19.1/15.5/13.0倍 ...
Is Robinhood Markets (HOOD) a Buy as Wall Street Analysts Look Optimistic?
ZACKS· 2025-07-31 14:31
Check price target & stock forecast for Robinhood Markets here>>> While the ABR calls for buying Robinhood Markets, it may not be wise to make an investment decision solely based on this information. Several studies have shown limited to no success of brokerage recommendations in guiding investors to pick stocks with the best price increase potential. When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-fi ...
Should You Invest in Constellation Energy Corporation (CEG) Based on Bullish Wall Street Views?
ZACKS· 2025-07-24 14:31
Core Viewpoint - The article discusses the reliability of brokerage recommendations, particularly focusing on Constellation Energy Corporation (CEG), and highlights the importance of using these recommendations in conjunction with other analytical tools like the Zacks Rank to make informed investment decisions [1][5][10]. Brokerage Recommendations - Constellation Energy Corporation has an average brokerage recommendation (ABR) of 1.69, indicating a position between Strong Buy and Buy, based on recommendations from 16 brokerage firms [2]. - Out of the 16 recommendations, 10 are classified as Strong Buy, accounting for 62.5%, while one is classified as Buy, making up 6.3% of the total recommendations [2]. Zacks Rank vs. ABR - The Zacks Rank is a proprietary stock rating tool that classifies stocks into five groups based on earnings estimate revisions, providing a more reliable indicator of near-term price performance compared to ABR [8][11]. - Unlike ABR, which is based solely on brokerage recommendations and may not be up-to-date, the Zacks Rank reflects timely changes in earnings estimates, making it a more accurate tool for predicting future price movements [12]. Earnings Estimates for CEG - The Zacks Consensus Estimate for Constellation Energy Corporation's earnings for the current year remains unchanged at $9.45, indicating steady analyst views on the company's earnings prospects [13]. - The unchanged consensus estimate has resulted in a Zacks Rank of 3 (Hold) for Constellation Energy Corporation, suggesting a cautious approach despite the Buy-equivalent ABR [14].
Wall Street Analysts Think Emcor Group (EME) Is a Good Investment: Is It?
ZACKS· 2025-07-21 14:31
Core Viewpoint - The article discusses the reliability of brokerage recommendations, particularly focusing on Emcor Group (EME), and highlights the importance of using these recommendations in conjunction with other analytical tools like the Zacks Rank to make informed investment decisions [1][5]. Group 1: Brokerage Recommendations - Emcor Group has an average brokerage recommendation (ABR) of 1.75, indicating a consensus between Strong Buy and Buy, with 75% of the eight recommendations being Strong Buy [2][5]. - Despite the positive ABR, relying solely on this information for investment decisions may not be advisable, as studies show brokerage recommendations often lack success in guiding investors towards stocks with significant price appreciation potential [5][10]. Group 2: Analyst Bias and Zacks Rank - Brokerage analysts tend to exhibit a strong positive bias in their ratings due to vested interests, resulting in a disproportionate number of favorable ratings compared to negative ones [6][10]. - The Zacks Rank, which is based on earnings estimate revisions, is presented as a more reliable indicator of a stock's near-term price performance compared to the ABR [8][11]. - The Zacks Rank is updated more frequently and reflects timely changes in earnings estimates, making it a better tool for predicting future stock prices [13]. Group 3: Emcor Group's Earnings Estimates - The Zacks Consensus Estimate for Emcor Group's current year earnings remains unchanged at $23.59, suggesting stability in analysts' views regarding the company's earnings prospects [14]. - The unchanged consensus estimate has led to a Zacks Rank of 3 (Hold) for Emcor Group, indicating a cautious approach despite the Buy-equivalent ABR [15].
道通科技目标价涨幅超65%,长春高新评级被调低丨券商评级观察
Group 1 - The core viewpoint of the article highlights the target price increases for several listed companies, with notable gains for Daotong Technology, Wanhua Chemical, and Zhengfan Technology, showing increases of 68.84%, 61.52%, and 60.11% respectively [1][2] - The data indicates that from July 7 to July 11, a total of 88 target price adjustments were made by brokerages, reflecting a positive sentiment towards certain sectors [1][2] - The companies with the highest number of brokerage recommendations during this period include Yanjing Beer with 16 recommendations, Industrial Fulian with 14, and Juhua Co., Ltd. with 10 [3] Group 2 - Seven companies had their ratings upgraded during the same period, including Ruike Laser, which was upgraded from "Hold" to "Buy" by Northeast Securities [4][5] - Three companies experienced rating downgrades, with Xin'an Co., Ltd. being downgraded from "Buy" to "Hold" by Tianfeng Securities [6][7] - A total of 48 new coverage ratings were initiated, with notable mentions including Xidi Micro receiving a "Strong Buy" rating from Huachuang Securities [8]