Release the report this week (this week refers to December 6 to December 12, 2021, the same below)
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Henan Liliang Diamond Co.Ltd(301071) fy2021 performance forecast comments: it is expected that the net profit attributable to the parent company will be + 217% – 235%, and the revenue of diamond cultivation business will increase significantly
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Industry view this week
Henan Liliang Diamond Co.Ltd(301071) the annual performance forecast of 2021 was disclosed this week. The company expects the net profit attributable to the parent company to be RMB 232-245 million in 2021, a year-on-year increase of + 217% – 235%. On December 9, 2021 Henan Liliang Diamond Co.Ltd(301071) the company released the performance forecast for 2021. The company expects to realize the net profit attributable to the parent company of RMB 232-245 million in 2021, with a year-on-year increase of 217% – 235%. In 2021, the company expects that the impact of non recurring profits and losses on the net profit attributable to the parent company will be about 8.5-9.5 million yuan. In 2021, the net profit deducted by the company from non attributable to the parent company will be about 137-160 million yuan, with a year-on-year increase of 103-137%.
Cultivate diamonds, continuously expand production, improve technology and industry, and increase the price of diamonds, resulting in high performance. The high performance of Henan Liliang Diamond Co.Ltd(301071) is mainly due to the substantial growth of diamond cultivation business. On the one hand, the continuous laying of the company’s new press has led to a significant increase in output; on the other hand, the company’s technology has been continuously improved, and the proportion of high-grade diamonds has increased, resulting in an increase in the overall average price. In addition, the cultivation of high-profile diamond market or squeezed the industrial diamond production capacity. The supply of diamond single crystal market was tight and the price increased significantly, which also increased the performance of the company’s industrial diamond sector.
Cultivate the diamond industry to maintain a high outlook, and the rise in the price of industrial diamond will also improve the overall profitability of leading enterprises. Henan Liliang Diamond Co.Ltd(301071) as a leading enterprise cultivating the upstream diamond industry, and its performance has verified the high outlook of the whole industry. The rise in the unit price of industrial diamond is also conducive to the improvement of the profitability of the leading enterprises of industrial diamond. We believe that the diamond cultivation industry will still maintain a high outlook, the downstream demand penetration is still rapidly improving, and there are still equipment barriers and process barriers in the upstream. The leading enterprises may continue to benefit.
Recommended object: Henan Liliang Diamond Co.Ltd(301071) . It is suggested to pay attention to: North Industries Group Red Arrow Co.Ltd(000519) , Henan Huanghe Whirlwind Co.Ltd(600172) , Sinomach Precision Industry Co.Ltd(002046) , Beijing Worldia Diamond Tools Co.Ltd(688028) and Sf Diamond Co.Ltd(300179) .
Risk tip: the expansion of production capacity is less than expected, the improvement of yield is less than expected, and the acceptance of consumers in the end market is less than expected.
