机构调研策略周报

Group 1: Popular Companies in Institutional Research - The top twenty companies in institutional research over the past 30 days include Crystal Optoelectronics, Ninebot Company-WD, and Lexin Technology, while the top companies in the past 7 days include Ninebot Company-WD, Huari Precision, and Tongchen Beijian [5][6][7] - Among the 27 companies with 10 or more institutional ratings, 10 have released their 2024 semi-annual earnings forecasts, and 19 have published their semi-annual reports, with positive net profit growth reported by companies such as Crystal Optoelectronics, Ninebot Company-WD, and Lexin Technology [5][6][8] Group 2: Investment Recommendations - Crystal Optoelectronics has over 20 years of experience in the optical field and has established a diversified layout with long-term growth potential, expected to benefit from the development opportunities in consumer electronics and automotive electronics [2] - Ninebot Company-WD is a leading enterprise in the smart short-distance transportation and service robot sectors, with a strong foundation in technology shared between its service robots and smart transportation products [2] - Lexin Technology is a top designer of IoT Wi-Fi MCU chips, leading global shipments in 2022, and is expected to maintain steady growth under the trend of smartization [2] - Zoli Pharmaceutical focuses on the research, production, and sales of medicinal fungi and traditional Chinese medicine products, with a dual-core growth model expected to drive market expansion [2] - Huari Precision is an advanced manufacturer in the field of hard alloy CNC tools, increasing its production capacity and sales channel development, anticipating a performance harvest period [2] - Crystal Morning is a leading company in the domestic audio and video SOC market, expanding into Wi-Fi and automotive electronics, with a diversified product line expected to drive growth [2] - Zhongji Xuchuang is a leader in the global optical module industry, continuously expanding its high-speed optical module products and actively developing new technologies [2] Group 3: Financial Performance Highlights - Crystal Optoelectronics expects a net profit of 400-450 million yuan for the first half of 2024, representing a year-on-year increase of 125.45%-153.64% [8] - Ninebot Company-WD achieved revenue of 6.666 billion yuan in the first half of 2024, a year-on-year increase of 52.20%, with net profit reaching 596 million yuan, up 167.82% [8] - Lexin Technology reported revenue of 920 million yuan in the first half of 2024, a year-on-year increase of 37.96%, with net profit of 152 million yuan, up 134.85% [8] - Zoli Pharmaceutical's revenue for the first half of 2024 was 1.428 billion yuan, a year-on-year increase of 41.21%, with net profit of 296 million yuan, up 49.78% [8] - Huari Precision's revenue for the first half of 2024 was 410 million yuan, a year-on-year increase of 14.93%, with net profit of 72 million yuan, up 15.35% [8] - Crystal Morning expects to achieve revenue of 3.016 billion yuan in the first half of 2024, a year-on-year increase of 28.32%, with net profit of 362 million yuan, up 95.98% [9] - Zhongji Xuchuang anticipates a net profit of 2.15-2.5 billion yuan in the first half of 2024, representing a year-on-year increase of 250.30%-307.33% [9]