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:
the first annual report of A-Shares this year was inquired continuously Huasu Holdings Co.Ltd(000509) received inquiry letter
Generally speaking, the first annual report of A-Shares every year is a highlight, and many blue chip companies want to “take the lead”. The first 2021 annual report of A-Shares was won by Huasu Holdings Co.Ltd(000509) ( Huasu Holdings Co.Ltd(000509) ), but it failed to bring good luck to the company. The Shenzhen stock exchange quickly sent an inquiry letter to it. Compared with the financial situation disclosed in the previous restructuring, the Shenzhen stock exchange requires Huasu Holdings Co.Ltd(000509) to explain the difference in the proportion of revenue, the difference in gross profit margin, asset accrual and other issues one by one.
After two delays, Huasu Holdings Co.Ltd(000509) finally disclosed a formal reply on March 1, announcing that the trade environment improved in the fourth quarter of 2021, and the number of LCD exports showed an increasing trend, which accurately judged and strengthened market expansion. Nevertheless, this did not dispel the doubts of the regulators. The Shenzhen stock exchange quickly sent a second inquiry letter to Huasu Holdings Co.Ltd(000509) the 2021 annual report, focusing on the overseas customers, suppliers, inventory, production mode, operating income deduction and other five aspects of the listed company.
annual performance of 883 companies is expected to increase
Statistics show that as of March 2, 2171 companies have announced the performance forecast of 2021. According to the type of performance forecast, 883 companies are added in advance and 268 companies are expected to make a profit, with a total proportion of 53.02% of companies reporting good news; There are 480 and 346 companies with pre loss and pre reduction of performance respectively. There are 666 companies whose net profit is expected to increase by more than the median, with a total increase of 666%; There are 388 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.
46 company announces annual report, 14 companies double their performance
Statistics show that as of March 2, 46 companies have released their annual reports for 2021, of which 35 have increased net profit year-on-year, 11 have decreased, 41 have increased operating revenue year-on-year, 5 have decreased, 32 have increased net profit and operating revenue at the same time, 2 have decreased profit and revenue, and 14 have doubled their performance, Among them, Guangdong Tonze Electric Co.Ltd(002759) increased the most, reaching 701134%.
418 companies’ performance letters appeared with 77% increase in revenue and profit
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 2, 418 companies in Shanghai and Shenzhen had issued performance letters.
Further screening based on the indicators of operating income and net profit shows that 321 of the companies that have published the performance express 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.
profit margin up to 99%, the annual report of more than 60% of the company of the Beijing stock exchange
Statistics show that at present, all 86 listed companies on the Beijing stock exchange have disclosed the performance express of 2021. Except Northland, other companies have achieved profits, with a profit range of 99%. Among them, 54 companies are expected to increase their net profit, accounting for 63%; 47 companies are expected to increase their net profit after deducting non recurring profits and losses, accounting for 55%.
Specifically, the profit scale of beiteri, Yingtai biology, Tongli and other companies ranked first, the net profit of jingsai technology, Jiaxian shares and Jilin Carbon Valley doubled, and the net profit of Huayang variable speed, meizhigao, Jinhao medical and other companies fell by more than 30% due to the rise in raw material prices
industry performance summary:
16 securities companies released 2021 performance express
Statistics show that as of March 2, a total of 16 securities companies issued performance letters Citic Securities Company Limited(600030) operating income was the highest, 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) last year’s net profit was 22.979 billion yuan, 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, 16 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.
month’s banking industry: there is still room for valuation repair, and the annual report focuses on the quality of earnings
According to the performance express currently disclosed, under the downward pressure of the economy in the fourth quarter of 2021, the fundamentals of most listed banks remained stable, the revenue growth rate increased steadily, the asset quality was generally stable, the asset negative ends expanded steadily, and the profit growth rate maintained high growth. Looking forward to the first quarter of 2022, the gradual implementation of the steady growth policy is expected to support the fundamentals of banks. At present, the static valuation level of the sector is only 0.64x, which is still at an absolute low in history and has a sufficient margin of safety. We are still optimistic about the valuation repair opportunities of the sector under the excessively pessimistic expectation of the economy and the quality of bank assets. Recommendation of individual stocks: 1) a bank with both asset quality performance and wealth management ability represented by China Merchants Bank Co.Ltd(600036) , Bank Of Ningbo Co.Ltd(002142) , Postal Savings Bank Of China Co.Ltd(601658) ; 2) High quality regional banks represented by Bank Of Chengdu Co.Ltd(601838) have significantly improved their fundamentals and margins, and their growth is better than that of their peers.
computer industry weekly: welcome the tide of digital economic dividends and pay attention to the opportunities of digital new infrastructure
Welcome the dividend tide of digital economy and pay attention to the opportunities of new digital infrastructure. New policies in the field of digital economy such as digital village and real three-dimensional continue to be implemented, and new increments of digital economy continue to emerge. Under the tide of long-term construction of digital economy, the dividend of digital construction is expected to continue to be released, and domestic software manufacturers are expected to become the “pioneer” of Digital China.
chemical industry investment strategy in March: optimistic about the investment direction of biodiesel, potassium fertilizer, phosphorus chemical industry and trichlorosilane
We are firmly optimistic that benefiting from the major transformation and upgrading of China’s energy structure, China’s chemical industry is in an important period of strategic opportunities, and the upstream material field of new energy has ushered in major development opportunities. We are still optimistic about the sustained high momentum of new energy chemical products such as EVA, iron phosphate lithium iron phosphate, industrial silicon trichlorosilane polycrystalline silicon and PVDF this year, We suggest paying attention to the rebound opportunities of relevant new energy chemical materials.
