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 give advance notice of the first quarter performance
Statistics show that a total of three companies announced the first quarter performance forecast. In terms of the type of performance forecast, there are 3 companies whose performance is increased in advance. The three companies include: Sichuan Yahua Industrial Group Co.Ltd(002497) , Nanjing Yunhai Special Metals Co.Ltd(002182) , and Jinhui shares.
1058 companies’ annual performance is expected to increase
Statistics show that as of February 24, 2442 companies have announced the performance forecast of 2021. According to the type of performance forecast, 1058 companies are added in advance and 283 companies are expected to make a profit. The proportion of companies reporting good news in total is 54.91%; There are 512 companies with pre loss and 381 companies with pre reduction of performance respectively. Among the performance prediction companies, according to the median increase of expected net profit, 741 companies have a net profit increase of more than 100%; There are 462 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.
institutions, shareholders and executives scrambled to buy these performance surge shares
From December 25, 2021 to February 24, 2022, among the dragon and tiger list, 450 stocks appeared in the figure of institutions, of which 196 stocks showed the status of net buying by institutions and 254 stocks were sold by institutions. There were 36 stocks with a net purchase of more than 100 million yuan by institutions, and the top three were Hoshine Silicon Industry Co.Ltd(603260) , Changjiang & Jinggong Steel Building(Group)Co.Ltd(600496) , Jiangsu Zhongtian Technology Co.Ltd(600522) respectively. The net inflow of institutional funds was 694 million yuan, 365 million yuan and 355 million yuan respectively. Among the 1190 stocks with significant growth (an increase of 50% or more) in 2021, 70 were net purchased by institutions from December 25, 2021 to February 24, 2022.
226 shares announced 18 shares of 2021 performance express, with a net profit of more than 10 billion yuan
Statistics show that as of February 24, a total of 226 listed companies in Shanghai and Shenzhen have issued performance letters. The highest operating income was Wuchan Zhongda Group Co.Ltd(600704) , with an operating income of 563.223 billion yuan last year, a year-on-year increase of 39.42%; Followed by Greenland Holdings Corporation Limited(600606) , China Merchants Bank Co.Ltd(600036) . In terms of growth rate, the operating revenue of 207 companies increased year-on-year, with the highest growth rate being Shandong Sunway Chemical Group Co.Ltd(002469) . Last year, the operating revenue was 2.631 billion yuan, a year-on-year increase of 289.29%; Followed by Wuxi Shangji Automation Co.Ltd(603185) , Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) .
85 Sci-tech Innovation Board shares released performance express, 3 shares with a net profit of more than 1 billion yuan
Statistics show that as of February 24, a total of 85 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 44.49 billion yuan last year, a year-on-year increase of 51.23%; Followed by China Resources Microelectronics Limited(688396) , Hunan Changyuan Lico Co.Ltd(688779) . In terms of growth rate, the operating revenue of 77 companies that issued the performance express increased year-on-year, and the highest growth rate was Suzhou Zelgen Biopharmaceuticals Co.Ltd(688266) . Last year, the operating revenue reached 201 million yuan, a year-on-year increase of 627.04%; Followed by Guizhou Zhenhua E-Chem Inc(688707) , Hunan Changyuan Lico Co.Ltd(688779) .
industry performance overview:
weekly report of iron and steel industry: stock replenishment in spring is expected to accelerate
Continue to be optimistic about steel stocks in the medium term. Against the backdrop of historically high profits and historically low valuations, the possibility of carbon neutralization has brought the ceiling of industry supply. In addition, the raw material side has contributed cost dividends again, and steel stocks will usher in a wave of sector opportunities for double rise in performance and valuation. Optimistic about the low value of high dividend ordinary steel, raw materials and some special steel. First Hunan Valin Steel Co.Ltd(000932) , Xinyu Iron & Steel Co.Ltd(600782) , Maanshan Iron & Steel Company Limited(600808) , Baoshan Iron & Steel Co.Ltd(600019) , Zhejiang Jiuli Hi-Tech Metals Co.Ltd(002318) , Citic Pacific Special Steel Group Co.Ltd(000708) and so on; Focus on Fangda Special Steel Technology Co.Ltd(600507) , Xinjiang Ba Yi Iron & Steel Co.Ltd(600581) , Inner Mongolia Eerduosi Resources Co.Ltd(600295) , Hbis Resources Co.Ltd(000923) , etc.
performance prospect of key companies in the pharmaceutical industry: strong growth in vaccine, CXO and pharmaceutical upstream
Under the influence of policies outside China, the pharmaceutical sector experienced a further correction at the beginning of the year, and the overall valuation level has been at a low level. We maintain the investment view in the annual strategy and suggest a forward-looking layout for undervalued high-quality stocks in the short term, and actively increase the layout of high-quality stocks with global innovation potential and domestic substitution advantages as market sentiment stabilizes.
power equipment and new energy industry: the leading barrier of squatting and jumping lithium battery is still
The global lithium battery industry chain has been transferred to China, and the pattern has been reshaped. China has an absolute advantage in lithium battery midstream materials. This link mainly includes the manufacturing of battery materials such as positive electrode, negative electrode, electrolyte and diaphragm. At present, the manufacturing capacity of lithium battery materials in China is leading in the world, and China also has an absolute advantage in downstream battery manufacturing.
energy materials industry: bulk commodity core data tracking
Recently, we have repeatedly mentioned the investment opportunities in the precious metal sector, which is gradually confirmed by the market. The main reason is still the risk aversion brought by the geopolitical risks of Pro Russia and Ukraine. Since the beginning of the year, due to the high inflation in the United States and the repricing of monetary policy, the double killing of U.S. stocks and bonds has been promoted, and the safe haven attribute of gold has regained its favor of funds, and the investment targets, including gold related stocks, gold ETFs and gold futures, have received capital inflows. In the short term, the Russian Ukrainian problem is difficult to ease quickly, and the risk aversion has brought some support to gold. The subsequent gold price is expected to continue to strengthen under the expectation of interest rate hike by the Federal Reserve and geopolitical factors. Related subjects: Yintai Gold Co.Ltd(000975) , Shandong Gold Mining Co.Ltd(600547) , Western Region Gold Co.Ltd(601069) .
