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 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. Two listed companies include: Nanjing Yunhai Special Metals Co.Ltd(002182) and Huakang medical.
institutions, shareholders and executives scrambled to buy these performance surge shares
From December 21, 2021 to February 20, 2022, among the dragon and tiger list, 457 individual stocks appeared in the figure of institutions, of which 204 stocks showed the status of net buying by institutions and 253 stocks were sold by institutions. There were 37 stocks with a net purchase of more than 100 million yuan by institutions, and the top three were Changjiang & Jinggong Steel Building(Group)Co.Ltd(600496) , Jiangsu Zhongtian Technology Co.Ltd(600522) , Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) respectively. The net inflow of institutional funds was 365 million yuan, 355 million yuan and 304 million yuan respectively. Among the 1190 stocks with significant growth in 2021 (an increase of 50% or more), 70 were net purchased by institutions from December 21, 2021 to February 20, 2022.
176 company performance letters appeared, with 80% revenue and profit increasing
According to the performance disclosure rules, some listed companies in the disclosure season of the annual report will release the performance notice or performance express in advance, and the accuracy of the performance express is stronger than the performance notice. As of February 21, a total of 176 companies in Shanghai and Shenzhen had issued performance letters. In terms of profits, among the companies that announced the performance express, 175 companies achieved profits, and 14 had a net profit of more than 10 billion yuan.
2490 companies forecast annual performance, 1102 increase in advance
Statistics show that as of February 21, 2490 companies have announced the performance forecast of 2021. The type of performance forecast shows that there are 1102 companies with pre increase and 285 companies with pre profit, and the proportion of companies reporting good news is 55.70%; 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 765 companies have a net profit increase of more than 100%; There are 483 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.
33 Sci-tech Innovation Board stocks released 22 performance letters, with a net profit of more than 100 million yuan
Statistics show that as of February 21, a total of 33 Sci-tech Innovation Board companies have released the performance express of 2021. The highest total operating income was Hunan Changyuan Lico Co.Ltd(688779) , with an operating income of 6.841 billion yuan last year, a year-on-year increase of 240.25%; Followed by Guizhou Zhenhua E-Chem Inc(688707) , Everdisplay Optronics (Shanghai) Co.Ltd(688538) . In terms of growth, the operating revenue of 30 companies that issued the performance express increased year-on-year. The highest growth was Guizhou Zhenhua E-Chem Inc(688707) . Last year, the operating revenue was 5.515 billion yuan, a year-on-year increase of 432.07%; Followed by Hunan Changyuan Lico Co.Ltd(688779) and chuangyao technology.
industry performance overview:
brief evaluation report of the computer industry: the project of “counting East and calculating West” was launched to promote the development of the industrial chain
With the planning and construction of the data center cluster, the demand for servers has been strongly supported. The average shelf rate of the data center in the planned cluster should reach at least 65%, and the server manufacturers are expected to benefit. In addition, the large-scale and intensive development of the national data center is beneficial to IDC manufacturers that meet the requirements of energy consumption indicators and have strong comprehensive competitiveness. It is recommended to pay attention to Inspur Electronic Information Industry Co.Ltd(000977) , Dawning Information Industry Co.Ltd(603019) , Unisplendour Corporation Limited(000938) , China Greatwall Technology Group Co.Ltd(000066) , Beijing Sinnet Technology Co.Ltd(300383) , Guangdong Aofei Data Technology Co.Ltd(300738) , etc.
weekly report of food and beverage industry: superimposed performance in the off-season and short-term market in the vacuum period also depends on emotional catalysis
Overall, the trend of steady and steady development of Baijiu industry is unchanged. The price increase of popular products has brought marginal improvement to the performance of the sector. In the long run, the market share is expected to continue to focus on leading enterprises. After the valuation falls, the investment value of leading enterprises is highlighted. Based on this, we maintain the rating of the food and beverage industry as “recommended”.
weekly report of Nonferrous Metals Industry: Valuation repair starts, focusing on Q1 performance exceeding expectations
In the context of the “double carbon” goal, pay attention to the historic investment opportunities of new energy and new materials, and focus on new energy metals with strong demand and weak supply pattern and new metal materials benefiting from industrial upgrading and domestic substitution. In 2022, non-ferrous metal prices will remain high as a whole, corporate profits are expected to continue to increase significantly, and the valuation of the sector will return to a low level. Under the background of China’s continued loose monetary policy, we will welcome the valuation repair of the non-ferrous sector. Lithium suggests paying attention to Tianqi Lithium Corporation(002466) , Ganfeng Lithium Co.Ltd(002460) , Sinomine Resource Group Co.Ltd(002738) , Yongxing Special Materials Technology Co.Ltd(002756) , Chengxin Lithium Group Co.Ltd(002240) ; It is suggested to pay attention to Guangdong Haomei New Materials Co.Ltd(002988) , Guangdong Hoshion Aluminium Co.Ltd(002824) , Lizhong Sitong Light Alloys Group Co.Ltd(300428) , Jiangsu Pacific Quartz Co.Ltd(603688) , Ningbo Boway Alloy Material Co.Ltd(601137) etc. for new materials; Titanium suggests paying attention to Baoji Titanium Industry Co.Ltd(600456) , Sichuan Anning Iron And Titanium Co.Ltd(002978) , Western Metal Materials Co.Ltd(002149) , etc; It is suggested to pay attention to Sino-Platinum Metals Co.Ltd(600459) , Chifeng Jilong Gold Mining Co.Ltd(600988) , Yintai Gold Co.Ltd(000975) etc. for precious metals; It is suggested to pay attention to Yunnan Aluminium Co.Ltd(000807) , Henan Shenhuo Coal&Power Co.Ltd(000933) , Western Mining Co.Ltd(601168) , Zijin Mining Group Company Limited(601899) , Sunstone Development Co.Ltd(603612) etc. for industrial metals.
weekly report of innovative drugs in the pharmaceutical and biological industry: Pfizer vaccine is brilliant, and Novartis China’s performance is growing strongly
At present, the homogenization of innovative drug research and development in China is more serious, and the homogenization of targeted drugs is the most serious. The era that innovative drugs are listed as blockbusters is slowly passing, and the time window period of “general innovation” given by the policy is becoming shorter and shorter. We believe that China’s innovative drug market has slowly entered the moment of “selected high-quality innovation” from “general innovation”. In the future, the homogenization competition of McAb popular targets will continue to be intense, and the homogenized products will gradually lose their competitiveness. New technologies, scarce technology platforms, differentiated treatment fields and innovative drug delivery methods may bring a better competitive pattern to enterprises, and companies with technology precipitation are expected to stand out.
