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:
74 performance stock increases were scrambled by institutions
Statistics show that among the 1190 stocks with significant growth (an increase of 50% or more) in 2021, 74 were net purchased by institutions from December 8, 2021 to February 7, 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) , Jc Finance & Tax Interconnect Holdings Ltd(002530) and other stocks bought by institutions.
Announcement of net profit of 123106 shares in 2021 {123106}
Statistics show that as of February 7, a total of 106 listed companies in Shanghai and Shenzhen have issued performance letters. The highest operating income was Greenland Holdings Corporation Limited(600606) , with an operating income of 534.933 billion yuan last year, a year-on-year increase of 17.29%; Followed by China Merchants Bank Co.Ltd(600036) , Poly Developments And Holdings Group Co.Ltd(600048) . In terms of growth, the operating revenue of 96 companies increased year-on-year, and the highest growth 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) .
114 Sci-tech Innovation Board companies are expected to increase their annual performance in 2021
Statistics show that as of February 7, 177 Sci-tech Innovation Board companies have announced the performance forecast for 2021. The type of performance forecast shows that there are 114 pre increase companies and 8 pre profit companies; There are 20 companies whose performance is expected to decline and 28 companies whose performance is expected to suffer losses. Among the performance prediction companies, according to the median increase of expected net profit, 56 companies have a net profit increase of more than 100%; There are 52 companies whose net profit increases between 50% and 100%.
2527 companies forecast annual performance, 1135 increase in advance
Statistics show that as of February 7, 2527 companies have announced the performance forecast of 2021. According to the type of performance forecast, 1135 companies are added in advance and 289 companies are expected to make a profit, and the proportion of companies reporting good news is 56.35%; There are 514 companies with pre loss and 380 companies with pre reduction of performance respectively. Among the performance prediction companies, according to the median increase of expected net profit, a total of 788 companies have a net profit increase of more than 100%; There are 495 companies whose net profit increases between 50% and 100%.
performance cow! 9 Beijing stock exchange companies released annual report forecast, and experts predicted that the market in the beginning of spring could be expected!
As of the last trading day of the year of the ox, nine companies of the Beijing stock exchange have disclosed the advance notice of the annual report of 2021, all of which are expected to be happy: six of them are expected to increase, and three are slightly increased. Beiteri, Yingtai biology and Jilin Carbon valley are expected to have a lower limit of net profit of more than 300 million yuan last year.
In terms of the new third board market, 48 companies have predicted the “results” of last year, and the lower limit of net profit of six listed companies, including Hengshen shares, Zhuhai Port Co.Ltd(000507) Sheng, famous product family and huaru technology, has also exceeded 100 million yuan. Among them, Zhuhai Port Co.Ltd(000507) Sheng, BOCAI network and funike, which belong to the “reserve team” of the Beijing stock exchange, have also performed quite well. Summary of
industry performance:
64 listed agricultural, forestry, animal husbandry and fishery companies released performance forecasts, and pig breeding enterprises became large loss makers
The performance impact of “pig cycle” on breeding listed companies is being presented in an intuitive way. According to the data, as of February 6, a total of 64 listed companies in agriculture, forestry, animal husbandry and fishery in Shanghai and Shenzhen issued performance forecasts. From the ranking of the lower limit of predicted net profit, it can be seen that the top four companies with the highest amount of advance loss are all pig breeding enterprises.
weekly report of Nonferrous Metals Industry: strong nonferrous performance and expected valuation repair
In the context of the “double carbon” goal, pay attention to the historic investment opportunities of new energy and new materials, and focus on new energy metals with strong demand and weak supply pattern (lithium cobalt nickel rare earth) and new metal materials benefiting from industrial upgrading and domestic substitution. In 2022, non-ferrous metal prices will remain high as a whole, corporate profits are expected to continue to increase significantly, and the valuation of the sector will return to a low level. Under the background of China’s continued loose monetary policy, we expect the valuation of the non-ferrous sector to repair the market. Lithium suggests paying attention to Tianqi Lithium Corporation(002466) , Ganfeng Lithium Co.Ltd(002460) , Yongxing Special Materials Technology Co.Ltd(002756) , Chengxin Lithium Group Co.Ltd(002240) , etc; It is suggested to pay attention to Guangdong Haomei New Materials Co.Ltd(002988) , Guangdong Hoshion Aluminium Co.Ltd(002824) , Jiangsu Pacific Quartz Co.Ltd(603688) , Ningbo Boway Alloy Material Co.Ltd(601137) etc. for new materials; Titanium suggests paying attention to Baoji Titanium Industry Co.Ltd(600456) , Sichuan Anning Iron And Titanium Co.Ltd(002978) , Western Metal Materials Co.Ltd(002149) , etc; It is suggested to pay attention to Sino-Platinum Metals Co.Ltd(600459) , Chifeng Jilong Gold Mining Co.Ltd(600988) , Yintai Gold Co.Ltd(000975) etc. for precious metals; It is suggested to pay attention to Yunnan Aluminium Co.Ltd(000807) , Henan Shenhuo Coal&Power Co.Ltd(000933) , Western Mining Co.Ltd(601168) , Zijin Mining Group Company Limited(601899) , Lizhong Sitong Light Alloys Group Co.Ltd(300428) , Sunstone Development Co.Ltd(603612) etc. for industrial metals.
February monthly report of pharmaceutical and biological industry: release of the 14th five year plan, focusing on innovation driven and industrial chain development
In the long run, looking forward to 2022, we are optimistic about “innovation frontier, made in China and consumption upgrading”, and pay close attention to the leading white horse + specialization and innovation. Under the basic construction of the review and approval and centralized purchase negotiation policies, the reform of the payment system is accelerated, and the policy closed loop is expected to be formed. Deepen industrial upgrading, strengthen industrial chain thinking, be optimistic about the upgrading of innovation Shenzhen New Industries Biomedical Engineering Co.Ltd(300832) chain and manufacturing industry, and pay attention to the technological iteration and expansion of consumption.
weekly report of textile and garment industry: the Winter Olympic Games kicked off and promoted the prosperity of the sports sector
The textile and clothing sector pays attention to the investment opportunities in the sports sector brought by the Winter Olympics, the investment opportunities in the upstream high-quality manufacturing under the revaluation of the value of the global high-quality supply chain, and the cosmetics and medical beauty sector focuses on the high barrier and high growth domestic products. Recommendation: 1) clothing and home textile: Anta sports, Biem.L.Fdlkk Garment Co.Ltd(002832) , it is suggested to pay attention to Li Ning; 2) Cosmetics and e-commerce: Imeik Technology Development Co.Ltd(300896) , Yunnan Botanee Bio-Technology Group Co.Ltd(300957) , Proya Cosmetics Co.Ltd(603605) , Bloomage Biotechnology Corporation Limited(688363) ; 3) Textile manufacturing: Huali Industrial Group Company Limited(300979) , Zhejiang Xinao Textiles Inc(603889) , Bros Eastern Co.Ltd(601339) . It is suggested to pay attention to Shenzhou International, Zhejiang Sunrise Garment Group Co.Ltd(605138) , Wuhu Fuchun Dye And Weave Co.Ltd(605189) .
