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:
1121 companies’ annual performance is expected to increase
Statistics show that as of February 16, 2512 companies have announced the performance forecast of 2021. According to the type of performance forecast, 1121 companies are added in advance and 289 companies are expected to make a profit. The proportion of companies reporting good news in total is 56.13%; 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 778 companies have a net profit increase of more than 100%; There are 489 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.
70 performance stock increases were scrambled by institutions
Statistics show that among the 1190 stocks with significant growth (an increase of 50% or more) in 2021, 70 were net purchased by institutions from December 17, 2021 to February 16, 2022. Among them, the annual net profit of Yongxing Special Materials Technology Co.Ltd(002756) increased by 248%, and the net purchase amount of institutions was 239 million yuan, with the largest net purchase amount; There are also Nanjing Yunhai Special Metals Co.Ltd(002182) , Beijing Jetsen Technology Co.Ltd(300182) , Jc Finance & Tax Interconnect Holdings Ltd(002530) and other stocks bought by institutions.
147 shares announced 14 shares of 2021 performance express, with a net profit of more than 10 billion yuan
Statistics show that as of February 16, a total of 147 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 135 companies increased year-on-year, and the highest growth rate was Wuxi Shangji Automation Co.Ltd(603185) . Last year, the operating revenue reached 10.906 billion yuan, a year-on-year increase of 262.22%; Followed by Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) , Shenzhen Capchem Technology.Ltd(300037) .
18 Sci-tech Innovation Board stocks announced 12 performance letters in 2021, with a net profit of more than 100 million yuan
Statistics show that as of February 16, a total of 18 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 range, the operating revenue of 17 companies that issued the performance express increased year-on-year, with the highest increase being 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) .
168 shares have issued annual performance express, 32 shares, and the net profit has increased by more than 50% (attached list)
Statistics show that as of February 15, 168 shares in the A-share market have released the performance express of 2021. Among them, the net profit of 136 shares increased year-on-year, 32 shares increased by more than 50%, 18 shares doubled, the net profit of 32 shares decreased year-on-year, and 9 shares decreased by more than 50%. There are more than 10 listed companies in financial, pharmaceutical and non pharmaceutical industries. Among them, the net profits of all 19 banks in the banking sector increased year-on-year. The performance growth of several market capitalization giants Bank Of Ningbo Co.Ltd(002142) , Ping An Bank Co.Ltd(000001) , Industrial Bank Co.Ltd(601166) , China Merchants Bank Co.Ltd(600036) fell in the range of 23% – 30%, and the performance growth of China Everbright Bank Company Limited Co.Ltd(601818) and China Citic Bank Corporation Limited(601998) fell around 14%. Ping An Securities believes that in 2022, the asset quality pressure brought by the regulatory bottom line thinking is limited. With the support of a mild policy environment, the fundamentals of the sector are still expected to remain stable. Summary of
industry performance:
the net profit of 19 companies in this industry doubled! The performance is expected to exceed 70% growth “engine” here
According to the data, as of the evening of February 15, 58 of the 107 medical device enterprises in Shanghai and Shenzhen had disclosed the performance forecast of 2021. Among them, 41 companies are expected to have good performance, accounting for more than 70%. 19 companies doubled their performance, Beijing Hotgen Biotech Co.Ltd(688068) net profit increased by more than 1684% year-on-year, and Sonoscape Medical Corp(300633) performance increased by more than 543%. Insiders said that with the promotion of the new medical reform, policies such as unified consumables coding, centralized procurement of consumables and DRG / Dip medical insurance payment have reconstructed the product pattern of medical device manufacturers, and enterprises that actively promote technological innovation and seek opportunities to go to sea are expected to open up market space.
photovoltaic industry chain enterprises have expanded production one after another, and 60% of the company’s performance is expected to increase
According to the data, as of the press time of the reporter, a total of 27 companies in the A-share Shenwan photovoltaic equipment industry had issued performance forecasts for 2021, of which 17 had a positive year-on-year increase in net profit, accounting for more than 60%; The lower limit of the increase in the predicted net profit of the seven companies exceeded 100%, the highest was Xinjiang Daqo New Energy Co.Ltd(688303) , and the lower limit of the year-on-year increase in the predicted net profit was 436.69%. In terms of the amount of predicted net profit, the lower limit of net profit of the seven companies exceeds 1 billion yuan, of which the lower limit of Tongwei Co.Ltd(600438) predicted net profit is 8 billion yuan.
58 medical device companies released last year’s performance forecast, with more than 70% of the good news
According to the data, as of the press time of February 15, 58 of the 107 listed companies of medical devices in Shanghai and Shenzhen had disclosed the performance forecast of 2021. Among them, the performance of 41 companies is expected, accounting for more than 70%; The performance of 19 companies is expected to more than double. Insiders said that with the promotion of the new medical reform, policies such as unified consumables coding, centralized procurement of consumables and DRG / Dip medical insurance payment have reconstructed the product pattern of medical device manufacturers. Companies that actively promote technological innovation and seek opportunities to go to sea are expected to open up market space.
brief evaluation report of the automotive industry: the performance forecast of the sector in 2021 is disclosed, and the performance of parts enterprises in the chassis and cockpit field is good
We expect that with the deep recovery of inventory, wholesale and retail sales in the auto market is expected to usher in a synchronous recovery. 1. It is recommended to pay attention to Saic Motor Corporation Limited(600104) , Chongqing Changan Automobile Company Limited(000625) , Byd Company Limited(002594) , Great Wall Motor Company Limited(601633) in the upward product cycle. 2. Suppliers of automotive electronics related parts are expected to realize domestic substitution and price volume increase in the acceleration of the industry. It is suggested to pay attention to: Bethel Automotive Safety Systems Co.Ltd(603596) (EPB + wire controlled braking), Ningbo Tuopu Group Co.Ltd(601689) , Keboda Technology Co.Ltd(603786) (light control), Changzhou Xingyu Automotive Lighting Systems Co.Ltd(601799) (intelligent lamp), Huizhou Desay Sv Automotive Co.Ltd(002920) (Intelligent cabin system), Anhui Zhongding Sealing Parts Co.Ltd(000887) (air suspension), etc.
