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:
2 companies revised their performance downward
The performance forecast disclosure season is also a season of frequent black swans. If the performance of some companies is lower than expected, they will revise the performance downward.
Statistics show that compared with the median increase of net profit in the performance forecast, a total of two companies revised their performance downward. Among them, one Anhui Chaoyue Environmental Protection Technology Co.Ltd(301049) has changed the type of performance forecast before and after the correction, and Shenzhen Kaizhong Precision Technology Co.Ltd(002823) has reduced the profit growth without changing the type of performance forecast.
112 shares announced 14 shares of 2021 performance express, with a net profit of more than 10 billion yuan
Statistics show that as of February 9, a total of 112 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 rate, the operating revenue of 102 companies increased year-on-year, and the highest growth rate 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 Dynagreen Environmental Protection Group Co.Ltd(601330) , Hangzhou Juheshun New Material Co.Ltd(605166) .
nearly 20% of GEM companies are expected to double or higher performance last year
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.
1132 companies' annual performance is expected to increase
Statistics show that as of February 9, 2524 companies have announced the performance forecast of 2021. According to the type of performance forecast, 1132 companies are added in advance and 289 companies are expected to make a profit, and the proportion of companies reporting good news is 56.30%; 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 785 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.
the list of major projects with a total investment of 2 trillion in Chengdu Chongqing economic circle has been released, and the concept stocks with high growth performance are the first to see
On February 8, Chongqing Municipal Development and Reform Commission issued the notice of the joint office on promoting the construction of Chengdu Chongqing twin city economic circle on doing a good job in the implementation of major projects jointly building Chengdu Chongqing twin city economic circle in 2022. There are 160 major projects jointly building Chengdu Chongqing twin city economic circle in 2022, with an estimated total investment of about 2036.7 billion yuan and an annual planned investment of 183.5 billion yuan.
Databao has sorted out the list of concept stocks in Chengdu Chongqing special zone that predict the growth of net profit in 2021. Based on the median value of the forecast interval, the net profit of 11 shares is expected to double. Landai Technology Group Corp.Ltd(002765) rode the dust with an increase of 40.4 times. During the reporting period, the company's main touch display business and power transmission business developed well, which led to a significant increase in the company's overall performance. The performance growth of Sichuan Changhong Electric Co.Ltd(600839) , Sichuan Meifeng Chemical Industry Co.Ltd(000731) , Aecc Aero Science And Technology Co.Ltd(600391) and other three stocks was higher. Summary of
industry performance:
favorable policies frequently show the performance of traditional Chinese medicine enterprises
According to the data, as of the press time of February 8, 33 of the 71 traditional Chinese medicine enterprises in Shanghai and Shenzhen had disclosed the performance forecast of 2021. Among them, 20 companies are pre happy, accounting for more than 60%. Seven companies doubled their performance, of which Dong-E-E-Jiao Co.Ltd(000423) net profit increased by more than 888% and Zhejiang Conba Pharmaceutical Co.Ltd(600572) by more than 325%. Insiders said that with the support of policies, the traditional Chinese medicine industry will face more development opportunities.
19 A-share listed banks disclosed performance letters Bank Of Jiangsu Co.Ltd(600919) with the largest increase in net profit
The performance express of A-share listed banks in the intensive disclosure period shows a thriving scene. According to the reporter's statistics, as of February 7, all 19 A-share listed banks that have disclosed the performance express have achieved year-on-year growth in the net profit attributable to the shareholders of the parent company (hereinafter referred to as "net profit"); The provision coverage and non-performing rate have also increased and decreased to varying degrees, and the asset quality has improved significantly. It is worth mentioning that after the third quarterly report last year, Bank Of Jiangsu Co.Ltd(600919) once again ranked first in the industry with a year-on-year increase of more than 30% in net profit.
weekly report of new media consumer industry: digital people and digital collections meet during the Spring Festival and Winter Olympics
The Spring Festival in 2022 meets the Winter Olympic Games, and the annual report forecast of 2021 is implemented. The first quarterly report of 2022 is expected to open, superimposing the popularity of digital people and digital collections driven by the Winter Olympic Games and the investment dimension. First, we can pay attention to the expectation of the first quarterly report of 2022, which is expected to increase the content and the performance of the hospital and line under the support of the Spring Festival ( Hengdian Entertainment Co.Ltd(603103) , Wanda Film Holding Co.Ltd(002739) , Beijing Enlight Media Co.Ltd(300251) , Alpha Group(002292) ); Second, we can pay attention to the track of sports power in the Winter Olympics and the new scene of metacosmic commercialization brought by the application of digital people and digital collections ( China Sports Industry Group Co.Ltd(600158) , Visual China Group Co.Ltd(000681) , Beijing Fengshangshiji Culture Media Co.Ltd(300860) , Li Ning, Anta sports, Shanghai Yaoji Technology Co.Ltd(002605) , Shanghai Fengyuzhu Culture Technology Co.Ltd(603466) , Bluefocus Intelligent Communications Group Co.Ltd(300058) , Mango Excellent Media Co.Ltd(300413) , BiliBili, etc.).
holiday observation of food and beverage industry: Spring Festival Baijiu sales are in line with market expectations. Visit relatives and friends and banquet scenes have resumed
Baijiu Baijiu liquor will continue to promote the structural differentiation of liquor industry, and concentrate on high-end products and famous brand products. The recovery of consumption scenarios will have a certain role in promoting the liquor industry. We believe that the determination of the high-end Baijiu and the flexibility of the high end and regional liquor will be actively embraced throughout the year. The current emphasis is on Kweichow Moutai Co.Ltd(600519) , Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) and Shede Spirits Co.Ltd(600702) . Wuliangye Yibin Co.Ltd(000858) 、 Luzhou Laojiao Co.Ltd(000568) 、 Jiangsu Yanghe Brewery Joint-Stock Co.Ltd(002304) 、 Anhui Gujing Distillery Company Limited(000596) 、 Jiugui Liquor Co.Ltd(000799) 。
issue 5 of the weekly report of agriculture, forestry, animal husbandry and fishery industry: the low price of pigs fluctuates during the Spring Festival, and the capacity removal after the festival will accelerate
According to the prediction of zhuyitong, the number of pigs sold in 2022 may continue to increase year-on-year, with an increase of about 4-5% over 2021. From the current market pattern, the demand for goods preparation during the Spring Festival is less than expected, and it is expected that China's demand may fall significantly after the Spring Festival, while the slaughter volume of farms does not decrease, and the supply and demand pattern may still show a trend of strong supply and weak demand. At the same time, the market is generally pessimistic about the pig price after the year, and the phenomenon of trampling on the pig price cannot be ruled out. For the selection of specific targets, it is recommended in turn: Wens Foodstuff Group Co.Ltd(300498) , Shenzhen Kingkey Smart Agriculture Times Co.Ltd(000048) . In addition, Jiangxi Zhengbang Technology Co.Ltd(002157) , Tech-Bank Food Co.Ltd(002124) , New Hope Liuhe Co.Ltd(000876) , Tecon Biology Co.Ltd(002100) , Jiangsu Lihua Animal Husbandry Co.Ltd(300761) , Tangrenshen Group Co.Ltd(002567) , Hunan New Wellful Co.Ltd(600975) , Fujian Aonong Biological Technology Group Incorporation Limited(603363) , Shenzhen Kingsino Technology Co.Ltd(002548) are expected to benefit fully.
