The prosperity of the industry is “rising steadily”, the main product is “driven by both quantity and price”… The “top students” of A-Shares have “submitted their papers in advance”!
According to the information data of Shanghai Securities News, up to now, more than 2500 A-share companies have disclosed the performance forecast of 2021, and nearly 60% (nearly 1500) of the company’s performance is “pre happy”.
Specifically, 950 companies increased in advance, 289 companies reversed losses, 202 companies increased slightly, and 27 companies continued to make profits. In terms of growth rate, the net profit of half (739) of the pre hi companies doubled year-on-year; Among them, there are 38 companies whose net profit has increased by more than 10 times year-on-year, and 45 companies whose net profit has increased by 5 to 10 times.
The “dark horse” of the new energy track can be described as frequent. The performance of many industrial chain companies such as Guangdong Tonze Electric Co.Ltd(002759) , Do-Fluoride New Materials Co.Ltd(002407) , Chengxin Lithium Group Co.Ltd(002240) , Jiangsu Dingsheng New Material Joint-Stock Co.Ltd(603876) , Nuode Investment Co.Ltd(600110) increased rapidly in 2021.
From the absolute value, the “Chinese prefix” Big Mac leading enterprises still performed steadily, and the net profit remained high.
the new energy industry chain is growing rapidly
The performance of the new energy industry chain in 2021 is quite outstanding, and it is the collective dance of the upstream and downstream of the industry chain.
Guangdong Tonze Electric Co.Ltd(002759) said that benefiting from the rapid growth of the new energy vehicle industry, the market demand for lithium hexafluorophosphate has increased greatly, and the sales price has risen. The production and sales volume of lithium hexafluorophosphate, the main product of Jiangsu Xintai, a wholly-owned subsidiary, has increased significantly. It is expected to achieve a net profit of 700 million yuan to 750 million yuan in 2021, turning losses into profits year-on-year.
On this basis, Guangdong Tonze Electric Co.Ltd(002759) “production expansion” is expected to be obvious. In the announcement, it said that the 10000 ton lithium hexafluorophosphate project under construction by the holding subsidiary Jiangsu Taiji Material Technology Co., Ltd. is expected to start trial production in the second quarter of 2022. If the trial production is successful, the company’s lithium hexafluorophosphate production capacity will be further improved.
Picture source: Do-Fluoride New Materials Co.Ltd(002407) , Chengxin Lithium Group Co.Ltd(002240) stock price trend
Do-Fluoride New Materials Co.Ltd(002407) announced that the market demand for new material products mainly lithium hexafluorophosphate is strong, the new capacity of relevant products of the company is gradually released, the capacity utilization rate has reached a high level, and the profitability has been greatly improved. In 2021, Do-Fluoride New Materials Co.Ltd(002407) pre profit was about 1.23 billion yuan to 1.33 billion yuan, with a year-on-year increase of 2429.7% to 2635.37%.
Jiangxi Special Electric Motor Co.Ltd(002176) also said that benefiting from the strong demand of lithium carbonate business and the sharp rise of selling price, the production and sales volume of lithium carbonate business of the company increased significantly year-on-year, and the revenue and profitability increased significantly year-on-year. The pre profit in 2021 was about 350 million yuan to 450 million yuan, with a year-on-year increase of 2343.03% to 3041.03%.
Chengxin Lithium Group Co.Ltd(002240) said that with the rapid development of new energy industry and the strong growth of downstream customers’ demand for lithium salt, the production, sales and sales price of lithium salt of the company increased significantly year-on-year. The pre profit in 2021 was about 830 million yuan to 920 million yuan, with a year-on-year increase of 2954.31% to 3285.5%.
Riding the east wind of the industrial chain, some companies have also turned losses into profits. Jiangsu Dingsheng New Material Joint-Stock Co.Ltd(603876) the profit in 2021 is expected to be 410 million yuan to 450 million yuan, so as to turn around the loss. The company said that in 2021, the global new energy vehicle market was hot, and the growth of power battery demand led to the increase of power battery aluminum foil demand. Power battery aluminum foil belongs to high-end aluminum foil, and the added value of the product is relatively higher, which promotes the growth of the company’s overall profit.
Nuode Investment Co.Ltd(600110) said that in 2021, the company actively grasped the market development opportunities of the new energy industry and strengthened the development of the copper foil market. At the same time, the order demand of new energy power batteries of downstream enterprises increased significantly year-on-year, and the demand for lithium battery copper foil increased significantly; The annual net profit is expected to be about 390 million yuan to 420 million yuan, with a year-on-year increase of 7142% to 7699%.
“Chinese prefix” is still “very profitable”
It can be seen from the disclosed 2021 performance forecast that the “Chinese prefix” company is still a “large profit maker”.
For example, China Mobile’s pre profit is about 114.307 billion yuan to 116.464 billion yuan, Petrochina Company Limited(601857) pre profit is about 90 billion yuan to 94.002 billion yuan, Cosco Shipping Holdings Co.Ltd(601919) pre profit is about 89.280 billion yuan, China Petroleum & Chemical Corporation(600028) pre profit is about 66.924 billion yuan to 72.924 billion yuan
China Mobile estimates that the revenue in 2021 will be about 844.877 billion yuan to 852.558 billion yuan, with a year-on-year increase of 10% to 11%; The net profit was about 114.307 billion yuan to 116.464 billion yuan, a year-on-year increase of 6% to 8%.
Source: China Mobile prospectus
“The company’s two oil and gas industrial chains operated safely and stably, the sales of main oil and gas products increased in quantity and efficiency, the main cost indicators continued to be effectively controlled, and the business performance increased significantly year-on-year, reaching the best level in the same period of nearly seven years.” Petrochina Company Limited(601857) speak frankly in the 2021 performance forecast.
In 2021, Petrochina Company Limited(601857) net profit is expected to increase by 71 billion yuan to 75 billion yuan year-on-year, with a year-on-year increase of 374% to 395%; Compared with the same period in 2019, it will increase by 44.3 billion yuan to 48.3 billion yuan, an increase of 97% to 106%, and an average increase of 40% to 43% in two years, the best level in the same period in recent seven years.
Picture source: Petrochina Company Limited(601857) performance pre increase announcement
“Haiwang” Cosco Shipping Holdings Co.Ltd(601919) predicts that the freight volume (TEUs) of the company’s container shipping business will be about 26.912 million TEUs in 2021, with a year-on-year increase of about 567500 TEUs, an increase of about 2.15%; It is estimated that the company’s profit before interest and tax (EBIT) is about 131.52 billion yuan, an increase of about 113.48 billion yuan, an increase of about 629.4%.
Image source: Cosco Shipping Holdings Co.Ltd(601919) performance pre increase announcement
Cosco Shipping Holdings Co.Ltd(601919) said that the company overcame the superposition of multiple factors such as the global epidemic and made every effort to ensure global transportation services through measures such as stable transportation capacity, guaranteed supply of containers and excellent services.
