In the market season of the annual report, the performance forecast of listed companies entered an intensive disclosure period. According to the statistics of securities times · databao, as of January 27, nearly 1500 A-share listed companies have disclosed the performance forecast of 2021, 97 have issued the performance express of 2021, and three companies have completed the annual report disclosure. According to the statistics of forecast type, the prediction rate of the company with disclosed performance exceeds 70%.
The performance of doubled, and the shares were concentrated in
three industries
Among the performance prediction companies, according to the statistics of the expected net profit increase (or the median value of the expected increase), 568 companies have a net profit increase of more than 100%, more than 300 companies have an increase of 50% ~ 100%, and 35 companies have a net profit increase of more than 10 times. In terms of specific stocks, Sichuan Hebang Biotechnology Co.Ltd(603077) has the highest expected increase in net profit. The company expects the median increase in net profit in 2021 to be 7593%, and the median year-on-year increase in net profit of Inner Mongoliayuan Xing Energy Company Limited(000683) and Guangdong Tonze Electric Co.Ltd(002759) is expected to be 7169.15% and 6825.5% respectively.
By industry, the performance doubled stocks are mainly concentrated in chemical, electronic, mechanical equipment and other industries, with 121, 71 and 46 stocks respectively. In terms of the average growth rate of the industry, the average growth rate of net profit of household appliances in 2021 was close to 400%, the performance of cyclical industries increased significantly last year, and the average growth rate of net profit of four industries such as chemical industry, mining and non-ferrous metals in 2021 exceeded 200%; The net profit of communication, media, computer and other industries fell seriously.
Beishang capital warehouse performance and share increase
According to the statistics of data treasure, as of January 27, the performance is expected to double, and the shares have fallen by an average of 9.52% this year, nearly 3 percentage points lower than the Shanghai stock index.
In terms of individual stocks, 24 stocks have increased by more than 10% this year. The biggest increase is Nanjing Hicin Pharmaceutical Co.Ltd(300584) , an increase of nearly 115%. The company expects the net profit attributable to the parent company to increase by 422% ~ 441% year-on-year in 2021; Jinzhou Jixiang Molybdenum Co.Ltd(603399) increased by 75.34% in total; Xi’An Qujiang Cultural Tourism Co.Ltd(600706) , Szzt Electronics Co.Ltd(002197) and other three stocks increased by more than 35%. Among the stocks whose shares fell, xidiwei-u fell the most, with a cumulative decline of 35.26%, Jenkem Technology Co.Ltd(688356) , Pharmablock Sciences (Nanjing) Inc(300725) , Yanan Bicon Pharmaceutical Listed Company(002411) all fell by more than 30%.
Among the above performance doubled stocks, 16 stocks have obtained more than 1 percentage point of capital increase since the beginning of the year, and there are many electronics, chemical, pharmaceutical and biological stocks. In terms of the increase in positions, compared with the end of last year, the increase in positions Beijing Huafeng Test & Control Technology Co.Ltd(688200) , Zhejiang Yongtai Technology Co .Ltd(002326) and Zhejiang Orient Gene Biotech Co.Ltd(688298) of northbound funds exceeded 3 percentage points, and the median increase in net profits of the latter two companies in 2021 was close to 200%.
As one of the star companies in the lithium battery industry, for the pre increase, Zhejiang Yongtai Technology Co .Ltd(002326) said that the supply of lithium hexafluorophosphate and other products produced by the company was tight, the price continued to rise, and the profitability of products increased. After the share price reached an all-time high in October last year, the latest price has retreated nearly 60% from the high point.
Shenzhen Dynanonic Co.Ltd(300769) , Ningbo Shanshan Co.Ltd(600884) and Hangzhou Silan Microelectronics Co.Ltd(600460) with a median increase of more than 20 times of net profit received 2.48 percentage points, 2.3 percentage points and 1.2 percentage points respectively. The pre increase of Ningbo Shanshan Co.Ltd(600884) and Hangzhou Silan Microelectronics Co.Ltd(600460) performance mainly benefited from the strong demand of the new energy vehicle industry.
From the perspective of market performance, the above 16 shares have fallen by an average of nearly 14% since the beginning of the year, and 5 shares have fallen by more than 20%. Only Shenzhen Dynanonic Co.Ltd(300769) and Ningbo Ronbay New Energy Technology Co.Ltd(688005) have risen, with an increase of more than 10%. The latest closing price of Shanghai Milkground Food Tech Co.Ltd(600882) in the food and beverage sector has reached the lowest level since 2021. The company is one of the few enterprises in China that master the production technology of original cheese and processed cheese at the same time.
