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:
3 companies revised their performance downward
The performance forecast disclosure season is also a season of frequent black swans. If the performance of some companies is lower than expected, they will revise the performance downward.
Statistics show that compared with the median increase of net profit in the performance forecast, a total of three companies revised their performance downward. Among them, there is one Anhui Chaoyue Environmental Protection Technology Co.Ltd(301049) whose performance forecast type has changed before and after the correction, and Egls Co.Ltd(002619) , Shenzhen Kaizhong Precision Technology Co.Ltd(002823) whose profit growth is reduced when the performance forecast type has not changed.
4 companies give advance notice of the first quarter performance
Statistics show that a total of four companies announced the first quarter performance forecast. In terms of the type of performance forecast, there are 4 companies whose performance is increased in advance. The four companies include: Sichuan Yahua Industrial Group Co.Ltd(002497) , Nanjing Yunhai Special Metals Co.Ltd(002182) , Huakang medical and Jinhui shares.
208 company performance letters appeared, with 81% 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 23, a total of 208 companies in Shanghai and Shenzhen had issued performance letters. Further screening based on the indicators of operating income and net profit shows that among the companies that have published the performance express, 168 have achieved double year-on-year growth in operating income and net profit. In terms of industry distribution, banks are the most concentrated, with 19 companies on the list, and 16 and 15 companies in non bank finance, basic chemical and other industries respectively.
59 Sci-tech Innovation Board stocks released 41 performance letters, with a net profit of more than 100 million yuan
Statistics show that as of February 23, a total of 59 Sci-tech Innovation Board companies have released the performance express of 2021. The highest total operating income was Trina Solar Co.Ltd(688599) , with an operating income of 44.490 billion yuan last year, a year-on-year increase of 51.23%; Followed by Hunan Changyuan Lico Co.Ltd(688779) , Guizhou Zhenhua E-Chem Inc(688707) . In terms of growth, the operating revenue of 54 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. In terms of profits, among the companies that announced the performance express, 58 companies made profits last year, and 41 had a net profit of more than 100 million yuan.
high performance growth stocks in the whole year saw 750 shares in advance, and the increase of net profit doubled
Statistics show that as of February 23, 2465 companies have announced the performance forecast of 2021. According to the type of performance forecast, 1079 companies are added in advance and 283 companies are expected to make a profit, and the proportion of companies reporting good news is 55.25%; There are 513 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 750 companies have a net profit increase of more than 100%; There are 472 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.
industry performance overview:
comments on agriculture, forestry, animal husbandry and fishery industry: No. 1 document released! Emphasizing that “food security” is the bottom line, what investment opportunities are expected to bring?
Document No. 1 of 2022 mentioned “grain” 23 times (compared with 18 times in 2021), and proposed “appropriately raise the minimum purchase price of rice and wheat in 2022, and stabilize the subsidy policies for corn and soybean producers and rice subsidies” , it is expected to continuously enhance farmers’ planting enthusiasm, and the leading companies of seeds and chemical fertilizers are expected to benefit. We believe that the upward boom in the agricultural sector is an important investment opportunity this year. We continue to recommend high-quality leading companies in the subdivided agricultural sector such as pigs, seeds, feed and animal protection.
15 securities companies released 2021 performance express
Statistics show that as of February 23, a total of 15 securities companies issued performance letters. Citic Securities Company Limited(600030) had the highest operating income, with an operating income of 76.57 billion yuan last year, followed by Guotai Junan Securities Co.Ltd(601211) , with an operating income of 42.669 billion yuan. In terms of net profit, Citic Securities Company Limited(600030) had a net profit of 22.979 billion yuan last year, ranking first, followed by Guotai Junan Securities Co.Ltd(601211) , with a net profit of 15.013 billion yuan. In terms of growth, among the listed securities companies that published the performance express, 15 had a year-on-year increase in net profit, the highest increase was Central China Securities Co.Ltd(601375) , and the net profit increased by 385.57% year-on-year.
64 real estate companies forecast more than 30% of last year’s performance
According to the data, as of February 22, five listed real estate companies in A-share disclosed the performance express of 2021, and only one achieved year-on-year growth in net profit; 64 listed real estate companies disclosed the performance forecast for 2021, and more than 30% of the companies were pleased, with obvious performance differentiation.
238 listed pharmaceutical and biological companies disclosed last year’s performance forecast
According to the data, as of February 22, according to Shenwan industry, there were 430 A-share pharmaceutical and biological listed companies, of which 238 had disclosed the annual performance forecast of 2021, accounting for about 50% of the total. From the expected net profit attributable to shareholders of listed companies from January to December 2021, 182 companies have achieved profits, 56 have suffered losses, and the performance expectation rate is as high as nearly 80%.
