After the release period of performance forecast, the 2021 performance express of A-share listed companies is being disclosed one after another.
According to the data, as of February 19, a total of 219 companies disclosed the performance express of 2021. Among them, 177 companies achieved year-on-year growth, accounting for about 81%.
in terms of the year-on-year growth rate of net profit, the performance of 29 companies doubled , mainly distributed in electronic , pharmaceutical and biological , {123456. among them, 10 companies achieved a net profit increase of more than 200%, with the performance increase of Nyocor Co.Ltd(600821) (600821. SH), Hunan Changyuan Lico Co.Ltd(688779) (688779. SH), Shanxi Lanhua Sci-Tech Venture Co.Ltd(600123) (600123. SH), Shenzhen Sunmoon Microelectronics Co.Ltd(688699) (688699. SH) being the most prominent, and achieved a net profit increase of about 621%, 538%, 525% and 493% respectively.
In addition, the interface news found that among the companies that have released the 2021 annual performance express, the growth rate of net profit disclosed in the performance express of five companies exceeded the upper limit of previous performance forecast. In addition to Nyocor Co.Ltd(600821) and Hunan Changyuan Lico Co.Ltd(688779) , the net profit of Wuxi Chipown Micro-Electronics Limited(688508) (688508. SH) increased by 101.80%, the net profit of Wuxi Paike New Materials Technology Co.Ltd(605123) (605123. SH) increased by 82.59%, and the net profit of Wuxi Apptec Co.Ltd(603259) (603259. SH) increased by 72.19%.
The interface news summarizes the newly disclosed performance express every week. According to statistics, a total of 82 listed companies disclosed the 2021 annual performance express last week, and these companies had previously issued performance forecasts. Except Hengdian Entertainment Co.Ltd(603103) (603103. SH), the net profit of other companies increased year-on-year compared with last year. Among them, the net profit of 19 companies doubled, including 8 companies whose net profit increased by more than 200%.
The high performance growth of Nyocor Co.Ltd(600821) is related to its “buy buy” model. After years of losses, the company changed from an old department store to a new energy upstart through asset restructuring. After stripping the original department store business, the company’s performance reversed the decline. Following the turnaround in 2020, the operating revenue will reach 1.908 billion yuan in 2021, with a year-on-year increase of 40.61%; The net profit attributable to the shareholders of the parent company was 406 million yuan, a year-on-year increase of 620.56%. In the past 2016-2019, the company had a cumulative loss of about 591 million yuan in four years, and its shares were once warned of delisting risk by Shanghai stock exchange because the audited net profit attributable to shareholders of Listed Companies in 2018 and 2019 was negative. At present, the company’s acquisition action is still continuing. In the face of greater financial pressure, a new round of fixed growth financing has been opened recently.
Under the soaring momentum of lithium battery, the Hunan Changyuan Lico Co.Ltd(688779) who landed on the science and Innovation Board last August gave a good answer. In 2021, the company achieved a year-on-year increase of 240.25% in operating revenue to 6.841 billion yuan, while achieving a net profit of 701 million yuan, a year-on-year increase of 538.17%. The company has entered the field of ternary cathode materials since 2011. At present, its main products include ternary cathode materials and precursors, lithium cobalt oxide cathode materials, spherical nickel, etc. Against the background of large increase in performance, the performance of the company’s share price is not optimistic. Since it hit 34.43 yuan / share in August last year, the stock has plummeted all the way, with a cumulative decline of about 36%.
The coal sector is also in a boom cycle in 2021. The coal producer Shanxi Lanhua Sci-Tech Venture Co.Ltd(600123) achieved a record high performance last year, with a net profit of 2.342 billion yuan in the current period, an increase of 525.12% year-on-year. Only the net profit in 2021 exceeded the sum of the net profits in the past three years. In 2019 and 2020, the company achieved net profits of 663 million yuan and 375 million yuan respectively, down 39% and 43% year-on-year. In the secondary market, the stock has performed well since the beginning of the year, and the stock price has increased by about 25% since the beginning of the year.
Affected by the strong downstream demand, the profitability of the main business of the listed company Keda Industrial Group Co.Ltd(600499) (600499. SH) in the mechanical equipment sector has also increased significantly. Last year, the operating revenue was 9.591 billion yuan, a year-on-year increase of 31.43%. At the same time, the net profit was 1.032 billion yuan, a year-on-year increase of 294.6%. On the one hand, the performance growth benefited from the continuous growth of local product demand due to the limited import of building ceramics in Africa; On the other hand, the growing demand for building materials machinery and equipment outside China has driven the strong demand for orders of the company’s building materials machinery business.
In addition, among the companies that disclosed the performance express last week, expressway companies Jilin Expressway Co.Ltd(601518) (601518. SH), chemical companies Shandong Fiberglass Group Co.Ltd(605006) (605006. SH) and mechanical equipment companies Wuxi Shangji Automation Co.Ltd(603185) (603185. SH) all achieved a year-on-year growth of more than 200%. It is worth mentioning that under the background of “photovoltaic heat”, the annual revenue of photovoltaic special processing equipment supplier Wuxi Shangji Automation Co.Ltd(603185) exceeded 10 billion for the first time, and achieved a net profit of 1.637 billion yuan last year, exceeding the sum of the company’s accumulated net profits in the past nine years.
While the performance express has been released one after another, the company has disclosed the annual report of 2021. According to wind data, as of February 19, 14 A-share companies disclosed their annual reports, mainly in the electronics, chemical, pharmaceutical and biological sectors. Among these companies, the operating revenue of 10 companies increased year-on-year, and the net profit of 9 companies increased year-on-year.
In the electronics sector, the performance of three companies rose and that of two fell. Last year, the net profit of Focus Lightings Tech Co.Ltd(300708) (300708. SZ) increased by 728.43%, the net profit of Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) (300390. SZ) increased by 218.44% and the net profit of Guangdong Create Century Intelligent Equipment Group Corporation Limited(300083) (300083. SZ) increased by 171.71%; The net profits of Guangzhou Fangbang Electronics Co.Ltd(688020) (688020. SH) and Infotmic Co.Ltd(000670) (000670. SZ) decreased by 68.27% and 68.00% respectively year-on-year.
The listed company Shanghai Kaikai Industry Company Limited(600272) (600272. SH) in the field of medicine and biology achieved a year-on-year increase of 58.81% in net profit in 2021; The net profit of Shandong Wohua Pharmaceutical Co.Ltd(002107) (002107. SZ) decreased by 8.66%, and the net profit of Huasu Holdings Co.Ltd(000509) (000509. SZ) changed from profit to loss.
Two companies in the chemical sector disclosed their annual reports, Xinjiang Zhongtai Chenical Co.Ltd(002092) (002092. SZ) achieved a net profit of 2.703 billion yuan last year, a year-on-year increase of 1769.96%, mainly because the sales price and sales volume of the company’s main products PVC resin, viscose fiber and viscose yarn increased compared with the same period of last year; The net profit of tire manufacturing enterprise Qingdao Sentury Tire Co.Ltd(002984) (002984. SZ) decreased by 23.17% year-on-year.
