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:
The performance forecast of 127 companies was focused on the four key points of the exchange
Statistics show that as of February 9, 127 A-share companies have received attention letters or inquiry letters after issuing performance forecasts, of which 51 are “ST” family. In conclusion, based on the new delisting regulations, the supervision first focused on whether the “ST” family avoided the financial compulsory delisting indicators in 2021, and repeatedly asked whether to avoid delisting through large debt exemption; Secondly, the performance forecasts of a number of A-share companies highlight the sluggish main business, leading to repeated regulatory inquiries about countermeasures; Finally, problems such as questionable information disclosure are also concerned by regulators.
12 performance shares increased by shareholders
Statistics show that among the 1191 individual stocks with annual performance growth of more than 50%, 12 were increased by shareholders from December 11, 2021 to February 10, 2022. Among them, the annual net profit of China Baoan Group Co.Ltd(000009) increased by 58.67%, and shareholders increased their holdings of 36.1821 million shares, with an increase of up to 522 million yuan, with the largest increase in holdings; There are also Shandong Shida Shenghua Chemical Group Company Limite(603026) , Jiangsu Azure Corporation(002245) , Shanghai Zhonggu Logistics Co.Ltd(603565) and other shares with a large amount of additional holdings by shareholders.
Annual report of 1237 companies {456}
Statistics show that as of February 10, eight companies have released their annual reports for 2021. Among them, six companies’ net profit increased year-on-year, two decreased, six companies’ operating revenue increased year-on-year, two decreased, five companies whose net profit and operating revenue increased at the same time, Focus Lightings Tech Co.Ltd(300708) , one company whose profit and revenue both decreased, Shandong Wohua Pharmaceutical Co.Ltd(002107) , and three companies whose performance doubled, of which Focus Lightings Tech Co.Ltd(300708) increased the most, Up to 728.43%.
institutions, shareholders and executives scrambled to buy these performance surge shares
From December 11, 2021 to February 10, 2022, among the dragon and tiger list, 475 individual stocks appeared in the figure of institutions, of which 235 stocks showed the status of net buying by institutions and 240 stocks were sold by institutions. There were 36 stocks with a net purchase of more than 100 million yuan by institutions, and the top three were Ningbo Orient Wires & Cables Co.Ltd(603606) , Changjiang & Jinggong Steel Building(Group)Co.Ltd(600496) , Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) respectively. The net inflow of institutional funds was 778 million yuan, 365 million yuan and 315 million yuan respectively. Among the 1191 stocks that increased significantly in 2021 (with an increase of 50% or more), 77 stocks were net purchased by institutions from December 11, 2021 to February 10, 2022, of which the stocks with the largest net purchase amount were: Yongxing Special Materials Technology Co.Ltd(002756) annual net profit increased by 248.00%, and the net purchase by institutions was 239 million yuan; Ganfeng Lithium Co.Ltd(002460) net profit increased by 402.61%, and the net inflow of institutional funds in longhubang was 186 million yuan; Yunnan Tin Co.Ltd(000960) performance increased by 305.57% year-on-year, with net purchases of 173 million yuan.
117 companies released performance express: 79% last year’s net profit increased by
Statistics show that according to the performance disclosure rules, some listed companies in the disclosure season of the annual report will release the performance forecast or performance express in advance, and the accuracy of the performance express is stronger than the performance forecast. As of February 10, 117 companies in Shanghai and Shenzhen had issued performance letters.
2522 companies forecast annual performance, 1131 increase in advance
Statistics show that as of February 10, 2522 companies have announced the performance forecast of 2021. According to the type of performance forecast, 1131 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 56.30%; 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 786 companies have a net profit increase of more than 100%; There are 493 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:
12 securities companies released 2021 performance express
Statistics show that as of February 10, a total of 12 securities companies issued performance letters. Citic Securities Company Limited(600030) had the highest operating income, with an operating income of 76.57 billion yuan last year, followed by Guotai Junan Securities Co.Ltd(601211) , with an operating income of 42.669 billion yuan. In terms of net profit, Citic Securities Company Limited(600030) had a net profit of 22.979 billion yuan last year, ranking first, followed by Guotai Junan Securities Co.Ltd(601211) , with a net profit of 15.013 billion yuan. In terms of growth, among the listed securities companies that published the performance express, 12 had a year-on-year increase in net profit, the highest increase was Orient Securities Company Limited(600958) , and the net profit increased by 97.27% year-on-year.
36 companies in the communication industry predicted 5g in the annual report, driving the marginal improvement of operating business performance
On February 9, the A-share communication sector index rose sharply for the first time after the festival, closing up 3.5%. Plate leader China Mobile ushered in its first daily limit, with its share price reaching a new high since its listing and a market value of more than trillion yuan. Under the leadership of China Mobile, relevant stocks in the communication sector have performed well. According to the data, as of February 9, a total of 71 companies in the communication industry issued annual performance forecasts, of which 36 companies’ net profits increased year-on-year, accounting for more than half; 27 companies suffered performance losses, and the performance of 8 companies was pre reduced.
annual report performance prospect of environmental protection industry in 2021: intensified differentiation, optimistic about operation and technology leaders
The overall differentiation of the environmental protection industry has intensified, and it is optimistic about the valuation repair of undervalued operating assets and the performance improvement of 2B technology-based enterprises. Key recommendations 1) valuation and restoration of undervalued operating assets, mainly the subject matter of waste incineration, sanitation and water operation with strong certainty, including Everbright environment, Grandblue Environment Co.Ltd(600323) , Zhejiang Weiming Environment Protection Co.Ltd(603568) , fulongma, Infore Environment Technology Group Co.Ltd(000967) , Eit Environmental Development Group Co.Ltd(300815) , Greentech Environmental Co.Ltd(688466) ; 2) 2B technology-based enterprise performance improvement, including Longyan Zhuoyue New Energy Co.Ltd(688196) , Beijing Geoenviron Engineering & Technology Inc(603588) , Zhefu Holding Group Co.Ltd(002266) , Wuxi Delinhai Environmental Technology Co.Ltd(688069) , Vontron Technology Co.Ltd(000920) , Suntar Environmental Technology Co.Ltd(688101) .
nine companies of Beijing stock exchange issued performance forecast 3. The net profit of the company doubled
With the advent of the pre disclosure period of performance reports of listed companies, a total of 9 companies of the Beijing stock exchange, including beiteri and Jilin Carbon Valley, also successively disclosed performance forecasts after the Spring Festival of the year of the tiger. Among them, the performance of beiteri, Jilin Carbon Valley and jingsai technology increased by more than 100%. In addition to the significant performance prediction, since the beginning of this year, seven companies, including jingsai technology, Tonghui information, Yongshun biology, Hechang polymerization, Haixi communication, Qiuguan cable and Jinhao medical, have welcomed institutional research.
