Recently, GEM companies fully disclosed the performance forecast. According to the data, 710 companies on the gem disclosed performance forecasts, of which 419 were “pre happy”, accounting for 59.01%. What is more impressive is that the net profit of 203 companies is expected to reach or exceed 100%; Accounting for 18.39% of 1104 GEM companies.
nearly 60% of the 710 performance forecasts on the gem reported good news
Since the disclosure of the annual report, the performance of listed companies has become the focus of the market. As of February 8, seven companies had disclosed the performance report of 2021, and the companies with significant performance fluctuations (50%) also disclosed the performance forecast before January 31. In other words, all companies with performance growth or decline of more than 50% in 2021 have “surfaced”.
According to statistics, 2549 of the 4638 A-share companies in Shanghai and Shenzhen have disclosed the performance forecast for 2021, accounting for 54.96%. Among them, 1470 companies were pre happy, accounting for 57.67%; Of the 1104 companies on the gem, 710 disclosed performance forecasts, and 419 pre hi companies, accounting for 64.31% and 59.01% respectively. The overall performance of GEM companies is better than that of all a shares.
Specifically, the specific distribution of the 419 GEM companies in pre hi is as follows: “pre increase” 224, “slightly increase” 97, “continue to make profits” 16 and “turn losses” 82. In terms of the pre increase range, Bode Energy Equipment Co.Ltd(300023) (300023), Jiangsu Yida Chemical Co.Ltd(300721) (300721), Shenzhen Dynanonic Co.Ltd(300769) (300769), Jiangsu Feiliks International Logistics Inc(300240) (300240), Shenzhen Ysstech Info-Tech Co.Ltd(300377) (300377), Nations Technologies Inc(300077) (300077), Ingenic Semiconductor Co.Ltd(300223) (300223) seven companies are expected to achieve a year-on-year increase of more than ten times in net profit in 2021.
The highest increase in advance is Bode Energy Equipment Co.Ltd(300023) . According to the company’s announcement, it expects the net profit attributable to the shareholders of the listed company to be 63-94 million yuan in 2021, with a loss of 1.18106 million yuan in the same period of last year; After deducting non recurring profits and losses, the net profit was 3-4.5 million yuan, with a loss of 13.074 million yuan in the same period last year. From this point of view, Bode Energy Equipment Co.Ltd(300023) became the “king of pre increase” on the gem in 2021.
Among the other 291 companies, 245 have poor performance (“pre reduction” of 78, “continued loss” of 7, “first loss” of 90, “increase of loss” of 22, “slight reduction” of 48), and 46 companies have “loss reduction”. The biggest decline in net profit is Changsha Dialine New Material Sci.&Tech.Co.Ltd(300700) (300700). The company expects the net profit in 2021 to be – 78.2 million yuan to – 68.5 million yuan, a year-on-year decrease of 5300.16% to 4655.13%, becoming the “king of pre decline” of GEM companies.
It is worth mentioning that among the 276 companies listed since the reform of the gem and the implementation of the pilot registration system, 127 have pre disclosed 2021 performance forecasts, of which 89 are pre happy (42 “pre increase”, “10” continuous profit “and” slightly increase “37), accounting for 70.08%. Among the other 38 companies, “pre reduction” 19, “first loss” 1, “slight reduction” 18, and the newly listed companies under the registration system are better than all GEM companies.
The performance of 203 company is expected to double or higher, and the leading performance is bright
More significantly, in terms of performance growth, in addition to the seven companies mentioned above, 196 companies achieved performance growth of 100% or more. From this point of view, 18.39% of the 1104 listed companies on the gem are expected to double or increase their performance in 2021.
Among these companies, Shanxi Zhendong Pharmaceutical Co.Ltd(300158) (300158), Guangdong Dowstone Technology Co.Ltd(300409) (300409), Wuxi Hodgen Technology Co.Ltd(300279) (300279), Shenzhen Microgate Technology Co.Ltd(300319) (300319), Guangdong Faith Long Crystal Technology Co.Ltd(300460) (300460), Winner Technology Co.Inc(300609) (300609), Sonoscape Medical Corp(300633) (300633), Hc Semitek Corporation(300323) (300323), Jiangsu Jujie Microfiber Technology Group Co.Ltd(300819) (300819) 9 are expected to realize a net profit of more than 500% in 2021.
In terms of profitability, 319 GEM companies are expected to achieve a net profit of 100 million yuan or more, of which 27 are expected to achieve a profit of 1 billion yuan or more. Contemporary Amperex Technology Co.Limited(300750) (300750) and Chongqing Zhifei Biological Products Co.Ltd(300122) (300122) are expected to achieve a net profit of more than 10 billion yuan.
According to the announcements of the two companies, Contemporary Amperex Technology Co.Limited(300750) the net profit in 2021 is expected to be 14 billion yuan to 16.5 billion yuan, an increase of 150.75% to 195.52% over the same period last year. Contemporary Amperex Technology Co.Limited(300750) the net profit in the first three quarters of 2021 was 7.751 billion yuan. According to this calculation, the net profit of the company in the fourth quarter of last year increased by 91.25% to 167.77% month on month. Judging from the 29.18% month on month increase in net profit in the third quarter of Contemporary Amperex Technology Co.Limited(300750) , the company is in the stage of accelerated growth.
Chongqing Zhifei Biological Products Co.Ltd(300122) it is estimated that the net profit in 2021 will be 9903.9804 million yuan to 10564.2458 million yuan, a sharp increase of 200% to 220% over the same period last year. However, from the company’s net profit of 8603607800 yuan in the first three quarters, the company’s net profit in the fourth quarter of last year decreased by 48.49% to 25.83% month on month, with a median of 37.16%. According to the company’s previous financial report, Chongqing Zhifei Biological Products Co.Ltd(300122) in the third quarter of 2021, the single quarter net profit decreased by 36% month on month.
In fact, the leading companies on the gem performed well. As of February 9, among the 12 companies with a total market value of more than 100 billion yuan, 8 pre disclosed the operating performance in 2021. Among them, except Wens Foodstuff Group Co.Ltd(300498) (300498), the performance decreased significantly (the decline range was 285.84% to 275.06%), the other 7 companies also had a minimum increase of more than 40%. In addition to Contemporary Amperex Technology Co.Limited(300750) and Chongqing Zhifei Biological Products Co.Ltd(300122) , Wuxi Lead Intelligent Equipment Co.Ltd(300450) (300450) is also expected to achieve a net profit of more than 100% in 2021 (the estimated net profit is 1450 million yuan to 1650 million yuan, an increase of 88.92% to 114.98%)
companies whose net profit growth will exceed 200% on the gem in 2021
companies with a year-on-year or more than 1000% year-on-year decrease in net profit on GEM in 2021
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