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 Performance summary of
individual stocks:
4 companies give advance notice of first quarter results
Statistics show that a total of four companies announced the first quarter performance forecast. In terms of the type of performance forecast, there are 4 companies whose performance is increased in advance. The four companies include: Sichuan Yahua Industrial Group Co.Ltd(002497) , Nanjing Yunhai Special Metals Co.Ltd(002182) , Jinhui shares and Hongying intelligence.
66 performance shares were raised by institutions
Statistics show that among the 1193 stocks with significant growth (an increase of 50% or more) in 2021, 66 were net purchased by institutions from January 4 to March 3. Among them, the net profit of Hoshine Silicon Industry Co.Ltd(603260) year increased by 512.4%, and the net purchase amount of institutions was 694 million yuan, with the largest net purchase amount; There are also Wuxi Shangji Automation Co.Ltd(603185) , Nanjing Yunhai Special Metals Co.Ltd(002182) , Tianqi Lithium Corporation(002466) and other stocks bought by institutions.
annual performance high growth stocks saw 664 shares in advance, and the net profit doubled
Statistics show that as of March 3, 2165 companies have announced the performance forecast of 2021. According to the type of performance forecast, 877 companies are added in advance and 268 companies are expected to make a profit, with a total proportion of 52.89% of companies reporting good news; There are 480 and 346 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 664 companies have a net profit increase of more than 100%; There are 384 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.
performance letters of 428 companies 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 3, a total of 428 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, 330 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.
performance prospect of Beijing stock exchange: profit list of “leading” of 85 pre profit beiteri and Jilin Carbon Valley
With the end of February, all the performance express reports of 86 listed companies on the Beijing stock exchange were released. According to the reporter’s statistics, among the 86 companies of the Beijing stock exchange, more than 60% of the listed companies of the Beijing stock exchange achieved positive year-on-year growth in net profit in 2021, of which 4 companies increased by more than 100% year-on-year, up to 187.46%. Among the companies that have achieved growth in net profit attributable to the parent company in 2021, the small giant enterprises specializing in Texin show strong development toughness
industry performance summary:
weekly report of medical and health industry: the heat of medical and health is gradually warming up and optimistic about the market performance of the annual report
Under the current situation, it is suggested to strengthen the allocation and layout of the medical sector, focusing on the cost-effective growth sectors such as hospital medical devices, traditional Chinese medicine, conventional in vitro diagnosis, pharmacy and growth hormone. Optimistic about the direction of pharmaceutical innovation, the market of CXO’s first quarter annual report, the upstream API sector and the pharmaceutical upstream supply chain.
photovoltaic industry outlook in March: silicon supply is gradually released to meet the growth demand of downstream installed capacity
We insist that the change of downstream demand this year will affect the price of silicon material and form a positive correlation. The output of silicon material ensures the installed capacity of more than 200GW this year, bringing a growth rate of more than 30%. Recommended recommended silicon links Tongwei Co.Ltd(600438) \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\ etc.
banking industry in-depth report: it is recommended to pay attention to weak cycle stocks in the new era of bank financial management
Looking forward to 2022, or subject to the correction of asset quality expectations, some stocks may usher in the opportunity to improve the valuation of the sector. In the selection of individual stocks, we suggest paying attention to two main lines: first, due to the impact of the downward cycle of macro-economy, we suggest paying attention to companies with relatively weak cycle and stable growth. The second is to focus on companies whose fundamentals continue to improve and whose valuations are expected to improve.
weekly report of commercial trade industry: the tight balance between supply and demand intensifies, cultivating diamond sector to meet the good opportunity of layout
Under the repeated epidemic situation in China in 2021, the data of social zero gold jewelry showed excellent performance and bright year-on-year growth. It was less impacted by the epidemic in optional consumption, and the overall recovery exceeded expectations. Recently, the conflict between Russia and Ukraine broke out, the price of safe haven assets rose, and the gold and jewelry track ushered in a catalyst. The current position focuses on cultivating the diamond sector. The total upstream supply is stable and controllable, the downstream demand is fulfilled beyond expectations, and the midstream data continues to verify the high prosperity of the industry; The performance risks of the main targets have been fully released, and there is still room for improvement in the industry valuation.
coal industry: sustainable and strong profits are more determined under the new mechanism of long-term association price landing in March
Without tangled spot prices and policy regulation, value discovery will become the main theme of coal stock investment in 2022, and explore three alpha opportunities at the same time. 1) It is estimated that the central price of coal will rise by 80% in 2021, but the price of coal will rise sharply in 2021. It is clear that the central price of coal will rise by about 80% year-on-year, Value discovery will become the main theme of coal stock investment in 2022. 2) Under the new mechanism, the price of the high long-term association can be maintained and significantly increased year-on-year. The capital expenditure cash flow finance profit dividend will be continuously optimized. The new dividend scheme under the high long-term association and high profit in the annual report is worth looking forward to. In addition, the State encourages the treatment of coal mining subsidence areas through the construction of photovoltaic projects. We judge that some coal enterprises will use local resources to obtain green power projects, and the transformation is expected to accelerate.
