After the disclosure of the third quarterly report in 2021, A-share listed companies can’t wait to publish the annual performance forecast, 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:

64 companies forecast annual performance, 44 increase in advance

Statistics show that as of December 14, 64 companies have announced the performance forecast for 2021. According to the type of performance forecast, there are 44 pre increase companies and 1 pre profit company, and the total proportion of reporting companies is 70.31%; There are 6 and 4 companies with pre reduced performance and pre loss respectively. Among the performance prediction companies, according to the median increase of expected net profit, 13 companies have a net profit increase of more than 100%; There are 9 companies with net profit growth of 50% ~ 100%.

Specific to individual stocks, Dongxin shares 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 1090.29%; Eternal Asia Supply Chain Management Ltd(002183) , Baolingbao Biology Co.Ltd(002286) it is estimated that the median year-on-year growth rate of annual net profit is 329.36% and 301.11% respectively, ranking the second and third.

under pressure of cost and performance, the price rise of traditional Chinese medicine enterprises

Beijing Tongrentang Co.Ltd(600085) the hot discussion on the price rise of Angong Niuhuang has not completely subsided, and another Chinese medicine giant announced that the price of Angong Niuhuang Pill has been raised. On December 13, China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) said on the interactive platform that due to the rising overall cost in recent years, the ex factory price of Angong Niuhuang Pill has increased this year. The rise in the price of raw materials was attributed to the main reason for the increase in the price of products. In May this year, Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) also raised the price of Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) products on the grounds of rising cost prices. It is not known whether traditional Chinese medicine enterprises will usher in the price rise tide, but from the financial data, from Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) to Beijing Tongrentang Co.Ltd(600085) to China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) , the above enterprises are facing different degrees of performance pressure.

who is the champion of internal struggle

Looking at the A-share market, since the beginning of this year, there have been internal fights among listed companies, and the story of out of control seals has been staged frequently. There have also been opposition and arguments among the founders of the company, and even a absurd play in Guangdong Jiaying Pharmaceutical Co.Ltd(002198) (002198) not long ago in which the secretaries were beaten. Industry insiders believe that for listed companies, the management does not pay attention to corporate governance, but focuses on internal fighting, which is very unfavorable to the development of the company. Since the beginning of this year, a number of listed companies such as Beijing Transtrue Technology Inc(002771) , Leysen Jewelry Inc(603900) , Jiangxi Selon Industrial Co.Ltd(002748) , Elefirst Science & Technology Co.Ltd(300356) , Xuzhou Handler Special Vehicle Co.Ltd(300201) , Fujian Ideal Jewellery Industrial Co.Ltd(002740) have experienced internal strife. Some companies have been dragged down by internal strife, their performance has been weak, and their share prices have lost the market. For example, Beijing Transtrue Technology Inc(002771) net profit fell 140.58% in the first three quarters of this year, and Elefirst Science & Technology Co.Ltd(300356) share price fell more than 30% since this year.

industry performance summary:

non bank financial industry: financial stocks have reached an important investment opportunity

The central economic conference has ended, the curtain of steady growth has opened, and the steady growth and counter cyclical regulation and control policies will be vigorously and appropriately advanced. In the first quarter of next year, credit social finance is expected to make a good start, and the possibility of interest rate reduction is rising. The overall risk of real estate slows down and the capital market scene continues to improve, which is a highly favorable external environment for financial stocks. Therefore, we judge that “financial stocks have reached an important investment opportunity”.

food and beverage industry weekly: Baijiu boom continued upward recommendations continue to focus on

1) Baijiu boom continues upward. Hold tight the Baijiu line and look for two or three lines with high elasticity. We should pay attention to Kweichow Moutai Co.Ltd(600519) , Wuliangye Yibin Co.Ltd(000858) , Luzhou Laojiao Co.Ltd(000568) , Shede Spirits Co.Ltd(600702) , Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) , Jiangsu King’S Luck Brewery Joint-Stock Co.Ltd(603369) and so on. 2) When popular products enter Q3, the high base effect gradually disappears, and the price increase alleviates the cost pressure. With the arrival of the peak season, the performance is expected to improve marginally. It is recommended to pay attention to Foshan Haitian Flavouring And Food Company Ltd(603288) , Fu Jian Anjoy Foods Co.Ltd(603345) , Juewei Food Co.Ltd(603517) and so on.

investment strategy of home appliance industry in 2022: Xiaoyu freshmen meet dawn

This year, the home appliance industry has been negatively affected by many aspects such as real estate, raw material prices, shipping, chips and exchange rate. The operation of home appliance companies is under pressure. Looking forward to next year, the tone of real estate will not change. The policy will protect the steady development of real estate, and the stability of real estate will ensure the steady demand for home appliances to a certain extent. Next year, the price of bulk raw materials will fall, the cost pressure will be relieved, the gross profit margin of household appliance enterprises will be improved, and the performance elasticity will be released. Shipping, exchange rate, chip and other factors are short-term shocks, which will be alleviated next year.

investment strategy of chemical industry in 2022: investment direction of chemical industry under the background of “double carbon”

At this stage, China’s chemical industry is still in an important period of strategic opportunities, and the industrial structure optimization and upgrading potential of the industry is still huge. Under the background of “carbon neutralization” and “carbon peak”, the upstream material field of new energy has ushered in significant development opportunities; In addition, the long-term implementation of the “dual control of energy consumption” policy and the recent liberalization of the electricity price of high-energy consumption related industrial products will push up the production cost of high-energy consumption chemical products for a long time. Therefore, in the future, chemical enterprises will face great changes in energy consumption mode, production emission, manufacturing and consumption habits of new energy and new materials. Entering the stage of passive inventory replenishment intensifies the uncertainty of the supply and demand pattern of the chemical industry. We suggest that the chemical industry seize the structural investment opportunity in 2022: the supply and demand mismatch of key chemical materials in the upstream of the new energy industry still lasts for a long time, and the industry prosperity remains for a long time. At the same time, we focus on the chemical industry segments with continuous growth driven by demand and reversal of industry prosperity.

defense industry: China’s shipping market has become the fastest recovering and best operating aviation market in the world

We believe that China’s commercial aircraft market has become the world’s most important civil aviation passenger and freight market. At present, the civil aircraft market is mainly monopolized by Boeing and Airbus. If China’s domestic civil aircraft can enter this market, the listed companies related to the industrial chain will fully benefit from this broad market space.

COMAC has sorted out its suppliers and paid attention to the existing 1 / 2 / 3 Chinese suppliers + potential suppliers with high elasticity. At present, COMAC group has cultivated and rated a series of foreign suppliers. Among them, the suppliers controlled or participated in by Chinese listed companies / listed companies include fuselage, avionics / Electromechanical, material machining, metal / non-metallic special materials and other enterprises.