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
stock performance summary:
annual performance of 891 companies is expected to increase
Statistics show that as of March 1, 2181 companies have announced the performance forecast of 2021. The type of performance forecast shows that there are 891 companies with pre increase and 269 companies with pre profit, and the total proportion of reporting companies is 53.19%; There are 480 and 347 companies with pre loss and pre reduction of performance respectively. Among the performance prediction companies, according to the median increase of expected net profit, a total of 670 companies have a net profit increase of more than 100%; There are 391 companies whose net profit increases between 50% and 100%.
In terms of individual stocks, Sichuan Hebang Biotechnology Co.Ltd(603077) expects the highest increase in net profit. The company expects the median increase in net profit for the whole year to be 759373% Inner Mongoliayuan Xing Energy Company Limited(000683) , Bode Energy Equipment Co.Ltd(300023) it is estimated that the median year-on-year growth rate of annual net profit is 716915% and 443568% respectively, ranking the second and third.
40 companies released annual reports, and the performance of 13 companies doubled
Statistics show that as of March 1, 40 companies have released their annual reports for 2021, of which 30 have increased their net profit year-on-year, 10 have decreased, 35 have increased their operating revenue year-on-year, 5 have decreased, 27 have increased their net profit and operating revenue at the same time, 2 have decreased their profit and revenue, and 13 have doubled their performance, Among them, Guangdong Tonze Electric Co.Ltd(002759) increased the most, reaching 701134%.
405 companies’ performance letters appeared, with 77% 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 March 1, 405 companies in Shanghai and Shenzhen had issued performance letters.
Combined with the operating income and net profit indicators, it is further screened and found that among the companies that have published the performance express, 310 have achieved double year-on-year growth in operating income and net profit. In terms of industry distribution, machinery and equipment are the most concentrated, with 34 companies on the list, and 29 and 27 companies in pharmaceutical, biological, basic chemical and other industries respectively.
86 companies of Beijing stock exchange disclosed that the half net profit of 2021 performance express exceeded 50 million
Statistics show that among the 86 companies, a total of 85 had a positive net profit attributable to the parent company last year, and only Northland recorded a loss. Among them, 43 had a net profit attributable to the parent company of more than 50 million yuan last year, accounting for just half of the country; Last year, there were 10 companies with a net profit attributable to the parent company of more than 100 million yuan, of which beiteri is still the “profit king”, and it is also the only company with a net profit attributable to the parent company of more than 1 billion yuan last year
industry performance summary:
At the end of the diamond industry
According to the technical route, HPHT and CVD diamonds have their own advantages in quality and are in the stage of rapid progress. At present, HPHT production capacity is concentrated in China, with obvious industrial advantages and high certainty of subsequent production expansion and performance release. CVD is leading overseas enterprises and catching up with China. Chinese enterprises have broad development prospects. Focus on Sf Diamond Co.Ltd(300179) , cultivating cutting-edge diamond industry Henan Liliang Diamond Co.Ltd(301071) and global leader in superhard materials North Industries Group Red Arrow Co.Ltd(000519) .
information technology industry: support to the science and technology industry chain under the high-speed operation of meta universe
Yuancosmos will reshape ICT business infrastructure and focus on investment opportunities for data transmission and edge computing industry upgrading. The development of metauniverse will reshape ICT infrastructure, and Beijing Vastdata Technology Co.Ltd(603138) computing and transmission requirements will bring iterative upgrading of computing power and network. IDC data show that China’s it expenditure related to yuanuniverse will reach nearly $200 billion in 2025, and the compound growth rate of 21-25 years will reach 20.2%. On the one hand, the upgrading of the computing layer requires the improvement of the computing power of the chip; On the other hand, it requires the collaborative distribution of cloud computing and edge computing. Public cloud giants are focusing on the layout of edge computing platforms, and CDN manufacturers are also actively promoting the upgrading of CDN to edge computing systems.
real estate industry weekly report: policies continue to increase and real estate enterprises’ dynamic profit restoration
The policy continued to increase, and the real estate enterprises made dynamic profit restoration. The first round of centralized land supply in Beijing has warmed up, the transaction floor price has decreased, the construction requirements have been reduced, and the land acquisition profit has been restored. It is expected that the profit level of the first batch of centralized land supply in 22 cities will generally recover. In addition to the supply side, some cities have opened up room for house prices to rise, mortgage interest rates have fallen, house prices have resumed rising expectations, and demand side profits are also continuing to repair. At the same time, Heze, Chongqing, Ganzhou and other non restricted cities have reduced the down payment ratio to 20%, releasing more demand easing signals. It is expected that the follow-up demand easing policy will be strengthened. Improved demand and some cities with slightly higher market heat will join the demand side relaxation, and the dynamic profits of real estate enterprises will be further repaired. Under the multi-dimensional policy, the state-owned enterprises and high-quality private enterprises will continue to benefit, and the property sector will usher in significant repair.
agriculture, forestry, animal husbandry and fishery weekly report No. 8: Document No. 1: the landing seed industry ushers in a warm policy period
This year No. 1 central document has adjusted the goal of “protecting pig production capacity” to “stabilize pig production capacity” and put forward for the first time that the production should change radically. It can be seen that at present, China’s pig production capacity has been surplus. It is necessary to stabilize the production capacity of fertile sows at the normal population of 41 million. At that time, it can also effectively stabilize pig prices and stabilize pig production. At the same time, Document No. 1 once again included African classical swine fever in the scope of key prevention and control, and proposed to do a good job in the prevention and control of the source of African classical swine fever. The document also proposed that the development of new breeding facilities such as industrialized intensive breeding and three-dimensional ecological breeding should be encouraged, and the breeding industry should be gradually developed in the direction of scale, intensification and automation. From the current time node, the average market value of some high-quality pig breeding stocks has fallen to a historically low level, and the configuration window has been gradually opened.
