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:
7 the company announced the annual report, and the performance growth of three companies doubled
Statistics show that as of February 8, seven companies have released their annual reports for 2021. Among them, five have increased net profit year-on-year, two have decreased, five have increased operating revenue year-on-year, two have decreased, four have increased net profit and operating revenue at the same time, Focus Lightings Tech Co.Ltd(300708) , one has decreased profit and revenue, Shandong Wohua Pharmaceutical Co.Ltd(002107) , and three have doubled their performance, of which Focus Lightings Tech Co.Ltd(300708) has the largest increase, Up to 728.43%.
Performance letters of 108 companies showed 76% increase in revenue and profit
According to the performance disclosure rules, some listed companies in the disclosure season of the annual report will release the performance notice or performance express in advance, and the accuracy of the performance express is stronger than the performance notice. As of February 8, a total of 108 companies in Shanghai and Shenzhen had issued performance letters.
Statistics show that Greenland Holdings Corporation Limited(600606) has the highest operating revenue among the companies that publish the performance express. Last year, the operating revenue reached 534.933 billion yuan, a year-on-year increase of 17.29%; Followed by China Merchants Bank Co.Ltd(600036) and Poly Developments And Holdings Group Co.Ltd(600048) , with operating revenue of 331.234 billion yuan and 285.048 billion yuan respectively last year. In terms of growth, the operating revenue of 98 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) , the operating revenue increased by 110.77% and 108.03% respectively year-on-year.
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%.
2526 companies forecast annual performance, 1134 increase in advance
Statistics show that as of February 8, 2526 companies have announced the performance forecast of 2021. According to the type of performance forecast, 1134 companies are added in advance and 289 companies are expected to make a profit, and the proportion of companies reporting good news in total is 56.33%; 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 787 companies have a net profit increase of more than 100%; There are 495 companies whose net profit increases between 50% and 100%.
In terms of individual stocks, Sichuan Hebang Biotechnology Co.Ltd(603077) is expected to have the highest increase in net profit. The company expects the median increase in net profit for the whole year to be 7593.73%; Nuode Investment Co.Ltd(600110) , Inner Mongoliayuan Xing Energy Company Limited(000683) it is estimated that the median year-on-year growth rate of annual net profit is 7420.50% and 7169.15% respectively, ranking the second and third. Summary of
industry performance:
prospect of 2021 annual report of building decoration industry: countercyclical regulation of wind-driven infrastructure sector is expected to continue
Undervalued starting point + driving force optimistic expectation fermentation helped construction stocks obtain excess returns. The necessary condition for the construction sector to obtain excess returns is that an optimistic expectation of the core driving force is being formed on the margin, and the stock price has not been fully reflected (such as valuation, position, etc.). At present, PE and Pb in the construction industry are still at the bottom of historical valuation. The marginal easing of liquidity helps the expansion of enterprises, and the valuation is expected to be repaired.
brief review report of automobile industry: the sales boom of new energy vehicles in January continued, and Tesla‘s performance in 2021 was strong
We expect that with the deep recovery of inventory, wholesale and retail sales in the auto market is expected to usher in a synchronous recovery. 1. It is recommended to pay attention to Saic Motor Corporation Limited(600104) , Chongqing Changan Automobile Company Limited(000625) , Byd Company Limited(002594) , Great Wall Motor Company Limited(601633) in the upward product cycle. 2. Suppliers of automotive electronics related parts are expected to realize domestic substitution and price volume increase in the acceleration of the industry. It is suggested to pay attention to: Bethel Automotive Safety Systems Co.Ltd(603596) (EPB + wire controlled braking), Ningbo Tuopu Group Co.Ltd(601689) , Keboda Technology Co.Ltd(603786) (light control), Changzhou Xingyu Automotive Lighting Systems Co.Ltd(601799) (intelligent lamp), Huizhou Desay Sv Automotive Co.Ltd(002920) (Intelligent cabin system), Anhui Zhongding Sealing Parts Co.Ltd(000887) (air suspension), etc.
seed industry: high international grain prices support China’s efforts to protect price variety rights
Considering the high + grain price + corn seed inventory bottoming out, the commercialization of genetically modified crops or the promotion of the concentration of ceiling reconstruction in the industry, as well as the recent high international grain prices and the catalysis of Chinese policies, we believe that the seed industry sector has entered a high business cycle with both volume and price, and the subsequent policies will continue to catalyze the fermentation of the market in the sector. It is recommended to actively allocate, with emphasis on Yuan Longping High-Tech Agriculture Co.Ltd(000998) , Shandong Denghai Seeds Co.Ltd(002041) Beijing Dabeinong Technology Group Co.Ltd(002385) 、 Winall Hi-Tech Seed Co.Ltd(300087) 。
weekly report of the media industry: the box office of the Spring Festival is less than expected, and the virtual human technology has won the mainstream satellite TV application again
After the new year’s Gala of many mainstream satellite TV channels in China, virtual human technology has been applied again in the programs of Beijing Satellite TV, Anhui Satellite TV and Jiangsu Satellite TV Spring Festival Gala. Although at present, virtual human technology is still mainly used in Pan entertainment fields such as virtual idol, e-commerce live broadcast, short video and news variety shows, in the future, the application scenario of virtual human technology may be further expanded to intelligent office, social networking, finance, education, medical treatment and other fields. As one of the underlying technologies of the meta universe, virtual human technology has relatively large application space.
banking industry research weekly: opportunities for fund low allocation of bank shares
In the fourth quarter, the willingness of public funds to allocate the banking sector was low, which was mainly affected by the market’s downward pressure on the economy and concerns about the quality of bank assets. Since the beginning of the year, the steady growth policy has been continuously strengthened, the policy bottom will be gradually transmitted to the economic bottom, and the downward pressure on the economy has slowed down. It is expected that public funds will pay more attention to the banking sector. On the other hand, according to the four seasons report released by the bank, the performance of high-quality banks exceeded market expectations. With the rapid growth of assets, the asset quality also improved marginally, and the investment value of bank stocks has appeared. It is suggested to pay attention to banks with outstanding regional advantages, controllable non-performing assets and excellent four seasons report, such as Bank Of Ningbo Co.Ltd(002142) , Jiangsu Changshu Rural Commercial Bank Co.Ltd(601128) and Jiangsu Suzhou Rural Commercial Bank Co.Ltd(603323) .
