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:
190 the company’s profits increased by 90 month on month and entered the ranks of blue chip stocks
Statistics show that so far, 2472 annual performance forecasts have been released in 2021, and the data show that 190 companies have continuously increased their performance month on month in the past three quarters. From the 190 companies with continuous growth in performance, we selected the companies with higher annual earnings per share. Under the background of continuous improvement in performance, the annual performance of these companies has entered the ranks of blue chip stocks. The annual earnings per share of 90 companies exceeded 0.800 yuan, of which Shenzhen Dynanonic Co.Ltd(300769) , Hoshine Silicon Industry Co.Ltd(603260) , Contemporary Amperex Technology Co.Limited(300750) had the highest earnings per share, 8.9099 yuan, 8.0062 yuan and 6.5427 yuan respectively.
119 shares announced 14 shares of 2021 performance express, with a net profit of more than 10 billion yuan
Statistics show that as of February 11, a total of 119 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 109 companies increased year-on-year, with the highest growth rate being 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) .
In terms of profits, among the companies that announced the performance express, 118 companies achieved profits, and 14 companies had a net profit of more than 10 billion yuan. The highest net profit was China Merchants Bank Co.Ltd(600036) . Last year, they achieved a net profit of 119.922 billion yuan, a year-on-year increase of 23.20%, followed by Industrial Bank Co.Ltd(601166) , China Citic Bank Corporation Limited(601998) .
high growth stocks with annual performance saw 786 shares in advance, and the increase of net profit doubled
Statistics show that as of February 11, 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 median annual net profit of the company is expected to increase by 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:
A-share education listed company performance forecast mixed
Up to now, at least 18 A-share listed education companies have issued performance forecasts for 2021. The overall performance is mixed, with 8 companies expected to make profits and 10 companies expected to make losses. Among them, in 2021, the vocational education giant Offcn Education Technology Co.Ltd(002607) suffered an advance loss of 2-2.4 billion yuan, and the national examination registration fever in the fourth quarter of last year failed to significantly improve its annual performance. Another education information giant Guangzhou Shiyuan Electronic Technology Company Limited(002841) is very confident. Among the 18 companies, the only one did not release the performance forecast, but released the performance express, with a profit of 1.69 billion yuan.
The performance of small and medium-sized real estate enterprises that did not save themselves from losses last year was more than 12356 {a}
The performance forecast of real estate enterprises in 2021 can be described as “cold”. As of February 10, 56 A-share real estate enterprises have disclosed the performance forecast of 2021. Among them, the net profit of only 24 companies increased year-on-year; 23 companies suffered losses, accounting for 41.07%, and 11 companies suffered losses of more than 1 billion yuan. The losses of the above real estate enterprises are mainly affected by the industry environment, the decline of sales, the decrease of completion, the increase of asset impairment, etc. In contrast, another part of A-share small and medium-sized real estate enterprises are expected to achieve gratifying results by selling “family property” and asset restructuring.
home appliance performance forecast inventory: which enterprises really increase their income under the cost of raw materials and shipping?
The cost of raw materials and shipping logistics has weighed heavily on the household appliance industry. Recently, more than a dozen listed companies in the power industry have successively issued performance forecasts for 2021, which has made the industry ice and fire. The color TV industry is affected by the rise in the price of LCD panel and the rise in the market volume. Konka Group and other companies are carrying the weight forward, but the performance of “panel giants” BOE and Tcl Technology Group Corporation(000100) has reached a new high. Small kitchen appliances fell from “top students” to “poor students”, and Aishida Co.Ltd(002403) suffered losses; Refrigerator and washing machine industries performed steadily, Ecovacs Robotics Co.Ltd(603486) and other cleaning appliances still rose gratifying.
preliminary study on the “report card” of listed securities companies in 2021: more than 80% of the performance is red, and the net profits of Anxin, Donghai and other four companies are declining
As of February 10, a total of more than 30 listed securities companies have announced the performance express or performance forecast of 2021. Under the structural market of the stock market in 2021, the performance handed over by securities companies basically shows an increasing trend.
According to the reporter’s incomplete combing, the net profit of securities companies increased by more than 80% in 2021. The predicted net profits of the four companies Citic Securities Company Limited(600030) , Guotai Junan Securities Co.Ltd(601211) , China Merchants Securities Co.Ltd(600999) and Guosen Securities Co.Ltd(002736) exceeded 10 billion. Among them, Citic Securities Company Limited(600030) ranked first with a net profit of nearly 23 billion yuan, with a net profit increase of 54.2%; Guotai Junan Securities Co.Ltd(601211) ranked second, with a net profit of 15 billion yuan, an increase of 34.98%.
Among small and medium-sized securities companies, the scale and increase of net profit also reported good news frequently. Among them, the performance of Central China Securities Co.Ltd(601375) in 2021 soared by more than 360%, and The Pacific Securities Co.Ltd(601099) securities and Guosheng Financial Holding Inc(002670) stop loss to profit. However, it is worth noting that while the overall “bumper harvest” of the industry, the net profits of four securities companies, Anxin securities, Donghai securities, Minmetals securities and Zhongshan securities, declined.
comment report on building materials industry: cement enterprises actively participate in the allocation of leading fixed growth sectors, with high cost performance and continuous
The valuation of the sector is at a historical low, the medium and long-term pattern is optimized, the extension of the industrial chain contributes to growth, the short-term relative income is obvious, and the long-term value is prominent. As of February 10, 2012, PE (TTM) of SW cement sector was 8.3 times, pb1.5 times 2 times, both at historic lows. On the one hand, the short-term allocation of cement sector is expected to obtain excess returns under the expectation of stable growth. On the other hand, the valuation is low, the safety margin of cement allocation is high, and the defensive attribute is prominent. In the medium and long term, the sufficient capital advantage of cement is helping the industry to accelerate the integration and merger, the leading enterprises are expected to become bigger and stronger, the regions with poor pattern will also benefit from improvement, and the extension of the industrial chain of cement enterprises into aggregate, commercial concrete and other markets will fully contribute to growth. Under the optimization of the supply pattern driven by the dual carbon policy, we suggest that investors pay attention to the “long-term” investment opportunities of enterprises and look at the long-term development. We continue to focus on Anhui Conch Cement Company Limited(600585) , Huaxin Cement Co.Ltd(600801) , and suggest to focus on Gansu Shangfeng Cement Co.Ltd(000672) , China building materials, Xinjiang Tianshan Cement Co.Ltd(000877) , Guangdong Tapai Group Co.Ltd(002233) , Jiangxi Wannianqing Cement Co.Ltd(000789) , China Resources Cement, etc.
