With the disclosure of the annual report in full swing, A-share listed companies can’t wait to release the performance forecast for the first quarter of 2022, 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 give advance notice of the first quarter performance
Statistics show that a total of two companies announced the first quarter performance forecast. In terms of the type of performance forecast, there are 2 companies whose performance is increased in advance. The two companies are Nanjing Yunhai Special Metals Co.Ltd(002182) and Huakang medical.
10 the company announced the annual report, and the performance growth of three companies doubled
Statistics show that as of February 15, 10 companies have released their annual reports for 2021. Among them, 6 have increased net profit year-on-year, 4 have decreased, 8 have increased operating revenue year-on-year, 2 have decreased, 5 have increased net profit and operating revenue at the same time, Focus Lightings Tech Co.Ltd(300708) , 1 has decreased profit and revenue, Shandong Wohua Pharmaceutical Co.Ltd(002107) , and 3 have doubled their performance, of which Focus Lightings Tech Co.Ltd(300708) has the largest increase, Up to 728.43%.
Performance letters of 133 companies appeared in with 79% revenue and profit increasing
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 15, a total of 133 companies in Shanghai and Shenzhen had issued performance letters.
2516 companies predict the annual performance of 1125 companies, with an increase of
Statistics show that as of February 15, 2516 companies have announced the performance forecast of 2021. According to the type of performance forecast, 1125 companies are added in advance and 289 companies are expected to make a profit. The proportion of companies reporting good news in total is 56.20%; 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 781 companies have a net profit increase of more than 100%; There are 492 companies whose net profit increases by 50% ~ 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.
15 Sci-tech Innovation Board stocks announced 11 performance letters in 2021, with a net profit of more than 100 million yuan
Statistics show that as of February 15, a total of 15 Sci-tech Innovation Board companies have released the performance express of 2021. The highest total operating income was Everdisplay Optronics (Shanghai) Co.Ltd(688538) , with an operating income of 4.021 billion yuan last year, a year-on-year increase of 60.69%; Followed by Longyan Zhuoyue New Energy Co.Ltd(688196) , Montage Technology Co.Ltd(688008) ; In terms of growth, the operating revenue of 14 of the companies that issued the performance express increased year-on-year. The highest growth was Shenzhen Sunmoon Microelectronics Co.Ltd(688699) . Last year, the operating revenue was 1.251 billion yuan, a year-on-year increase of 138.21%; Followed by Earth-Panda Advanced Magnetic Material Co.Ltd(688077) , Longyan Zhuoyue New Energy Co.Ltd(688196) .
industry performance overview:
112 chemical companies’ annual performance growth reached or exceeded 100%
Among the companies with large changes in the annual report performance of the basic chemical industry, 112 shares are expected to increase by 100% or more last year. For this sector, some people believe that the value of leading companies in the sector has returned to a low level again. With the sustainability of profits exceeding expectations, high-quality chemical assets are expected to usher in value revaluation.
brief review report of national defense industry: prediction of sector stabilization performance and verification of industry prosperity
The performance forecast verifies the prosperity of the industry, and the growth rate of aviation equipment supporting enterprises is high: 61 companies in Shenwan national defense and military industry have issued performance forecasts for 2021, of which 38 companies achieved growth and 23 companies decreased year-on-year. Among the 25 companies in the aviation equipment sector that have issued performance forecasts, 16 companies have achieved growth and 9 companies have declined. The growth rate of supporting enterprises in the middle and upper reaches is relatively high, Avic Heavy Machinery Co.Ltd(600765) , Xi’An Triangle Defense Co.Ltd(300775) , Western Superconducting Technologies Co.Ltd(688122) , Chengdu Ald Aviation Manufacturing Corporation(300696) , Guizhou Aviation Technical Development Co.Ltd(688239) , Wuxi Paike New Materials Technology Co.Ltd(605123) is expected to increase by more than 80%, which verifies the high prospect of the aviation industry chain.
28 real estate related enterprises in A-Shares had a total loss of more than 79 billion yuan last year. The main reasons for the decline in performance were price reduction and provision for impairment
The report card of “final annual examination” will be announced soon. According to the “estimated score” currently released, the probability of loss of A-share real estate sector will set a record in 2021. According to the data, as of February 14, according to the classification of Shenyin Wanguo real estate industry, 62 of the 126 listed companies in the A-share real estate sector had issued performance forecasts for 2021, of which more than 60% of the net profits had declined, and 11 of the 28 pre loss enterprises had a loss of more than 1 billion yuan.
Zhongtai Securities Co.Ltd(600918) : the performance inflection point of leading chain drugstores in 2022 is clear, and it is expected to usher in valuation repair
The weakening of the base effect and the release of new store profits, the upward trend of the performance inflection point of the leading chain drugstores in 2022 is clear, and it is expected to usher in the valuation repair; In the long run, the industry concentration will continue to increase steadily under the policy encouragement, the outflow of prescriptions under the resonance of multiple factors is expected to accelerate, the industry has broad long-term development space, and the industry leaders are expected to further expand their leading advantages. It is suggested to focus on the leading chain drugstores with capital and management advantages: Yifeng Pharmacy Chain Co.Ltd(603939) , Dashenlin Pharmaceutical Group Co.Ltd(603233) , Lbx Pharmacy Chain Joint Stock Company(603883) , Yixintang Pharmaceutical Group Co.Ltd(002727) , Yunnan Jianzhijia Health-Chain Co.Ltd(605266) .
