With the beginning of 2022, A-share listed companies can't wait to release the annual performance forecast of 2021, which has attracted the attention of many investors. Whose performance is better than expected, and who will explode the performance thunder? How to tap the investment opportunities? Summary of
individual stock performance:
64 Performance stock increases were scrambled by institutions
Statistics show that among the 938 stocks with significant growth (an increase of 50% or more) in 2021, 64 were net purchased by institutions from November 29, 2021 to January 28, 2022. Among them, the annual net profit of Yongxing Special Materials Technology Co.Ltd(002756) increased by 248%, and the net purchase amount of institutions was 239 million yuan, with the largest net purchase amount; There are also Ganfeng Lithium Co.Ltd(002460) , Ningbo Yong Xin Optics Co.Ltd(603297) , Yunnan Tin Co.Ltd(000960) , Beijing Jetsen Technology Co.Ltd(300182) , Ning Xia Yin Xing Energy Co.Ltd(000862) and other stocks bought by institutions.
95 shares announced 13 shares of 2021 performance express, with a net profit of more than 10 billion yuan
Statistics show that as of January 28, a total of 95 listed companies in Shanghai and Shenzhen have issued performance letters. The highest operating income was China Merchants Bank Co.Ltd(600036) , with an operating income of 331.234 billion yuan last year, a year-on-year increase of 14.03%; Followed by Poly Developments And Holdings Group Co.Ltd(600048) , Industrial Bank Co.Ltd(601166) . In terms of growth rate, the operating revenue of 88 companies increased year-on-year, and the highest growth rate was Shenzhen Capchem Technology.Ltd(300037) . Last year, the operating revenue was 6.951 billion yuan, a year-on-year increase of 134.76%; Followed by Hangzhou Juheshun New Material Co.Ltd(605166) , Leshan Giantstar Farming&Husbandry Corporation Limited(603477) .
institutions, shareholders and executives scrambled to buy these performance surge shares
From November 29, 2021 to January 28, 2022, among the dragon and tiger list, 537 individual stocks appeared in the figure of institutions, of which 276 stocks showed the status of net buying by institutions and 261 stocks were sold by institutions. There were 46 stocks with a net purchase of more than 100 million yuan by institutions, and the top three were Changjiang & Jinggong Steel Building(Group)Co.Ltd(600496) , Ningbo Orient Wires & Cables Co.Ltd(603606) , Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) respectively. The net inflow of institutional funds was 365 million yuan, 332 million yuan and 315 million yuan respectively.
Among the 938 stocks that increased significantly in 2021 (with an increase of 50% or more), 64 stocks were net purchased by institutions from November 29, 2021 to January 28, 2022, of which the stocks with the largest net purchase amount were: Yongxing Special Materials Technology Co.Ltd(002756) annual net profit increased by 248.00%, and the net purchase by institutions was 239 million yuan; Ganfeng Lithium Co.Ltd(002460) net profit increased by 402.61%, and the net inflow of institutional funds in longhubang was 186 million yuan; The performance of Ningbo Yong Xin Optics Co.Ltd(603297) increased by 62.00% year-on-year, and the net purchase of institutions was 179 million yuan.
86 ST shares forecast annual results 31 shares net profit forecast
Statistics show that as of January 28, a total of 86 ST shares have announced the annual performance forecast. The type of performance forecast shows that there are 31 pre profit companies, 28 pre loss companies and 23 loss reduction companies. According to the statistics of the upper limit of predicted net profit, the highest net profit in the whole year is Kangmei Pharmaceutical Co.Ltd(600518) , and the upper limit of net profit is expected to be 8.438 billion yuan, followed by Hainan Airlines Holding Co.Ltd(600221) , Shenwu Energy Saving Co.Ltd(000820) , and the upper limit of net profit in the whole year is expected to be 6.200 billion yuan and 2.200 billion yuan respectively.
list of GEM stocks with soaring performance in 2021
Statistics show that as of January 28, 522 GEM companies have released performance forecasts for 2021. According to the statistics of performance forecast type, there are 294 companies with pre increase and 60 companies with pre profit, and the proportion of companies reporting good news in total is 67.82%; There are 68, 63 and 22 companies with performance reduction, loss reduction and loss reduction respectively.
Among the performance prediction companies, according to the median increase of expected net profit, 148 companies have a net profit increase of more than 100%; There are 91 companies with a net profit increase of 50% ~ 100%. Specifically, Bode Energy Equipment Co.Ltd(300023) is expected to have the highest increase in net profit. The company expects to achieve a median increase in net profit of 4435.68% in 2021; The median year-on-year growth rates of Jiangsu Yida Chemical Co.Ltd(300721) and Shenzhen Dynanonic Co.Ltd(300769) expected net profits are 3577.68% and 2899.14% respectively, ranking the second and third.
108 Sci-tech Innovation Board companies are expected to increase their annual performance in 2021
Statistics show that as of January 28, 136 Sci-tech Innovation Board companies have released performance forecasts for 2021. The type of performance forecast shows that there are 108 pre increase companies and 7 pre profit companies; There are 8 companies whose performance is expected to decline and 8 companies whose loss is expected. Among the performance prediction companies, according to the median increase of expected net profit, 54 companies have a net profit increase of more than 100%; There are 47 companies whose net profit increases between 50% and 100%. Summary of
industry performance:
the company's performance increased in advance, accounting for nearly 80% of the new energy industry chain continued to exceed expectations
The annual reports of Shanghai and Shenzhen stock markets are coming to an end. Under more than 1500 announcements, companies with excellent and poor performance have been unveiled one after another, and the industrial prosperity is at a glance. In 2021, the new energy track is worthy of the name of the strongest track in terms of performance. The upstream chemical industry, nonferrous metals and other sectors of new energy continued to have a high momentum, and the performance doubled and stocks appeared frequently. In addition, recently, companies have successively disclosed that large impairment was accrued at the end of last year, raising the performance alarm, but on the whole, the performance growth is still the mainstream.
the performance of several lithium battery companies doubled, and the leading enterprise of cathode materials "does not close in the Spring Festival"
Under the strong market demand, a number of listed companies of lithium battery cathode materials in China reported good results, Beijing Easpring Material Technology Co.Ltd(300073) , Ningbo Ronbay New Energy Technology Co.Ltd(688005) and so on. On January 26, Xtc New Energy Materials( Xiamen) Co.Ltd(688778) released the performance express for 2021, which showed that the company achieved a revenue of 15.56 billion yuan, a year-on-year increase of 94.7%; The net profit attributable to the parent company was 555 million yuan, a year-on-year increase of 121.5%. In 2021, the sales volume of lithium cobaltate products of the company continued to improve, benefiting from the increase of terminal demand, and the sales volume of ternary materials increased year-on-year. The relevant person in charge of Xtc New Energy Materials( Xiamen) Co.Ltd(688778) said, "at present, our production capacity is running at full capacity. In order to meet the demand of downstream orders, we 'don't close' during the Spring Festival and continue to work overtime."
performance PK of 12 listed trust companies in 2021: Minmetals trust net profit leads
With Anxin Trust Co.Ltd(600816) (600816. SH) disclosing the performance forecast of 2021, the performance of trust companies listed as a whole and listed on the curve is displayed in front of investors. According to the announcement of listed companies, in addition to the unpublished financial data of oceanwide Minsheng trust, a total of 12 listed trust companies disclosed the performance forecast and unaudited financial data of 2021.
leisure service industry: the policy escort of the sports industry is in the ascendant. Driven by the Winter Olympic Games, the ice and snow industry is expected to welcome the golden period of development
In 2022, many international sports events such as the Winter Olympic Games, the Asian Games and the Universiade will help China's strategy of becoming a sports power. China's sports industry has experienced the scour of the epidemic and is in the ascendant. Under China's huge sports consumer base, active policy escort, digital economy transformation and the upgrading of sports consumption concept, we are optimistic about bringing considerable development to the sports industry for a long time. Relevant leading enterprises in sports digital economy, national fitness and ice and snow industry are expected to usher in a new wave of dividends. First of all, they will benefit from the rapid development of the industry. It is suggested to pay attention to [ China Sports Industry Group Co.Ltd(600158) ] [ Shuhua Sports Co.Ltd(605299) ].
