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:
69 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, 69 were net purchased by institutions from December 26, 2021 to February 25, 2022. Among them, the annual net profit of Hoshine Silicon Industry Co.Ltd(603260) increased by 512.4%, and the net purchase amount of institutions was 694 million yuan, with the largest net purchase amount; There are also Yongxing Special Materials Technology Co.Ltd(002756) , Nanjing Yunhai Special Metals Co.Ltd(002182) , Tianqi Lithium Corporation(002466) and other stocks bought by institutions.
19 the company announced the annual report, and the performance of seven companies doubled
Statistics show that as of February 25, 19 companies have released their annual reports for 2021. Among them, 14 have a year-on-year increase in net profit, 5 have a decrease, 16 have a year-on-year increase in operating revenue, 3 have a decrease, 12 have a simultaneous increase in net profit and operating revenue, one has a decrease in profit and revenue, and seven have doubled their performance, of which Guangdong Tonze Electric Co.Ltd(002759) has the largest increase, 7011.34%.
257 companies released performance express: 84% last year’s net profit increased by
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 25, a total of 257 companies in Shanghai and Shenzhen had issued performance letters. Further screening combined with operating income and net profit indicators found that among the companies that have published the performance express, 207 have achieved double year-on-year growth in operating income and net profit. In terms of industry distribution, medicine and biology are the most concentrated, with a total of 19 companies on the list, and 19 and 17 companies in banking, mechanical equipment and other industries respectively.
high performance growth stocks in the whole year saw 723 shares in advance, and the increase of net profit doubled
Statistics show that as of February 25, 2389 companies have announced the performance forecast of 2021. The type of performance forecast shows that there are 1018 companies with pre increase and 280 companies with pre profit, and the proportion of companies reporting good news in total is 54.33%; There are 508 and 377 companies with pre loss and pre reduction of performance respectively. Among the performance prediction companies, according to the median increase of expected net profit, 723 companies have a net profit increase of more than 100%; There are 444 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:
pharmaceutical supply chain industry weekly: domestic substitution is expected to continue to accelerate, and the upstream supply chain has broad prospects
Continuous industrial upgrading + policy encouragement to accelerate domestic substitution, China Meheco Group Co.Ltd(600056) upstream supply chain is expected to usher in rapid development during the 14th Five Year Plan period. The importance of pharmaceutical upstream supply chain was emphasized in the pharmaceutical industry development plan of the 14th five year plan, and “supply chain stability and controllability” was mentioned for the first time and many times. Focus on the investment opportunities in the supply chain, including equipment, scientific instruments, upstream reagent consumables for scientific research, upstream consumables for pharmaceutical industry and raw and auxiliary packaging materials. The end of the industrial chain is mainly in the direction of API.
comments on major issues in the coal industry: launch of a new price mechanism for power coal or stabilize long-term expectations
Since this year, the performance of coal price has been stronger than expected. The performance expectation of mainstream coal listed companies in 2022 corresponds to PE valuation of about 6x, and the valuation is still attractive. Overseas energy prices remain high, steady growth, relaxation of real estate policy and other policy expectations are expected to continue to improve market sentiment and become a catalyst to strengthen the sector market. Although the price rise of power coal is constrained by a reasonable range, the price expectation of coking coal, chemical coal and other non power coal is not affected. We continue to recommend along three main lines: 1) pay attention to Shaanxi Coal Industry Company Limited(601225) , Shan Xi Hua Yang Group New Energy Co.Ltd(600348) with large sales of chemical coal, 2) Yankuang energy, Shanxi Lanhua Sci-Tech Venture Co.Ltd(600123) with flexible performance of coal chemical sector, and 3) Pingdingshan Tianan Coal Mining Co.Ltd(601666) , Huaibei Mining Holdings Co.Ltd(600985) , Shanxi Lu’An Environmental Energydev.Co.Ltd(601699) with valuation advantages in metallurgical coal companies.
series of reports on seed industry comments: the conflict and crisis between Russia and Ukraine have intensified. It is expected that global food prices will remain high
It is expected that global food prices will remain in the channel of high prosperity in 2022, and the planting and seed sector and pig breeding sector may continue to benefit. In terms of specific targets, the planting sector is good Jiangsu Provincial Agricultural Reclamation And Development Co.Ltd(601952) ; Recommended for seed sector: Yuan Longping High-Tech Agriculture Co.Ltd(000998) , Shandong Denghai Seeds Co.Ltd(002041) , Beijing Dabeinong Technology Group Co.Ltd(002385) . Recommendations for pig breeding sector: Zhejiang Huatong Meat Products Co.Ltd(002840) , Fujian Aonong Biological Technology Group Incorporation Limited(603363) , Leshan Giantstar Farming&Husbandry Corporation Limited(603477) , Tecon Biology Co.Ltd(002100) , Dongrui Food Group Co.Ltd(001201) , COFCO jiajiakang, Muyuan Foods Co.Ltd(002714) , Wens Foodstuff Group Co.Ltd(300498) .
in depth research on automobile industry: the fluctuation of monthly sales ratio between my and M3 improves exports to meet the peak of this quarter
Tesla manufacturing Revolution: 4680ctc + integrated die casting will promote Tesla wave in the next stage. We expect that Tesla will appear in batches in 2022: Tesla will become the largest customer, and new forces will enter the domestic suppliers of Tesla industrial chain of the top five customers. Recommend Ningbo Tuopu Group Co.Ltd(601689) , Zhejiang Yinlun Machinery Co.Ltd(002126) , Ningbo Xusheng Auto Technology Co.Ltd(603305) , Ikd Co.Ltd(600933) , Huayu Automotive Systems Company Limited(600741) , Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) , Fuyao Glass Industry Group Co.Ltd(600660) , Ningbo Joyson Electronic Corp(600699) , and pay attention to Wencan Group Co.Ltd(603348) , Huada Automotive Technology Corp.Ltd(603358) , Changzhou Xingyu Automotive Lighting Systems Co.Ltd(601799) , Zhejiang Shuanghuan Driveline Co.Ltd(002472) .
