Bamboo Works: The most influential Chinese stocks in 2021

Investors looked at China's solar and wind power stocks last year, but were least interested in the hobbled education sector.

The Year of the Ox saw unprecedented challenges for Chinese concept stocks. The small and mid-sized companies covered by Bamboo Works came under intense pressure, and were no exceptions. How did the companies perform in terms of media and investor attention when looking past their stock prices and financial reports? Which company stood out despite all the pressures? Our special report highlights trends using our large database of statistics.

The attention was given to the new energy.

Our consumer and e-commerce categories were the most attention. According to the benchmark, attention to new energy stories was 3.2 times higher than the average. The attention to education stories was 3.3 times lower than the average during the unprecedented crisis for the whole category.

The new energy category was the hottest category among those we covered last year, no puns intended, said Doug Young, co-founder and editor-in-chief of Bamboo Works. People are looking to China to become a world leader in everything from electric cars to solar panels. Education was the big loser as Beijing took measures to relieve pressure on overworked students from companies that offer after-school tutoring. The social and entertainment category was the top ranking, which was behind only finance and new energy. Chinese companies in related fields may have the greatest potential for development at home and abroad.

We also calculated the 10 most read stories in 2021. Big names like Jinko, Canadian Solar, Daqo, Goldwind and TuSimple represented the huge influence of the new energy category.

The Zhiwen Group, which owns dating apps Momo and Tantan, was the only social media representative in the top 10, single-handedly raising the attention of global investors towards the entire category. Yalla's story ranked close to the top 10. This Chinese-based social media company with a Chinese founding team is another route for Chinese enterprises to go global, although Chinese people are not very familiar with it.

Emerging companies such as ATRenew and Cango have attracted investor attention.

We ranked individual stocks by their influence based on the aggregate number of story views. The larger the font, the more influential the stock was, according to the ticker cloud above. You can see the 50 small and mid-sized Chinese stocks with the most global influence from it. These stocks are a huge opportunity for Chinese companies to develop globally.

It is worth noting that this list dominated by NASDAQ and NYSE-listed companies also includes Hong Kong stocks, such as Everest Medicines and Venus MedTech, and they are from the relatively weak category of healthcare. We have reason to believe that Chinese medical companies will bring more surprises to global consumers and investors.

The ranking of countries and regions that are most interested in Chinese concept stocks was calculated using demographic data from thebambooworks.com and Dow Jones Factiva.

The United States accounts for 1 4 of Chinese stock investors. Hong Kong accounted for 19%. We have to admire the huge energy of this city. Jony Ho, managing editor of Bamboo Works, said that second listings in Hong Kong have become a way for Chinese companies to diversify political risk, increase their liquidity and boost their valuations because of all the pressure. We expect to see this trend become more popular this year. The majority of investors in China Concept Stocks are from the mainland, as per our subjective feelings. After factoring in the influence of Internet access and language barriers, mainland investors who pay attention to China Concept Stocks should be slightly higher than the 16% in the figure.

The ranking of the number of Chinese stock investors has a direct correlation with the GDP ranking of each country, and developed countries such as the United Kingdom, Canada, Japan, Germany and Australia are on the list because of the ranking of the number of Chinese stock investors. When you see that India has a slightly higher GDP than the United Kingdom and Canada, don't be too surprised, because India's GDP is seventh in the world. At the same time, East Asian and Southeast Asian countries and regions such as Singapore, Taiwan, and Malaysia also occupied places in the top 10.

Many listed companies may not be able to identify their audience among investors in a country or region. Our map can be used as a rough informative reference.

Since our inception in 2021, Bamboo Works independent reports have helped investors learn more about Chinese companies. The year 2021 was a year of great pressure on Chinese stocks. However, we believe in China's future development and strength, and believe that the value of Chinese company stocks will continue to increase, and believe that the integration of global capital markets is still a general trend. We will continue to provide more reports, analysis and data to build a better bridge for Chinese companies to communicate with global investors.