According to the data, as of December 5, 63 A-share companies had disclosed the annual performance forecast of 2021, and 52 companies were pleased, accounting for 82.54%. The gradual production of new production capacity of listed companies related to high boom industries is an important reason for performance growth.
52 companies pre hi
Among the above 52 companies, 26 companies increased slightly, 2 companies reversed losses, 6 companies continued to make profits, and 18 companies increased in advance.
From the expected net profit scale, Focus Media Information Technology Co.Ltd(002027) , Goertek Inc(002241) , Jiangsu Shuangxing Color Plastic New Materials Co.Ltd(002585) , Haili wind power, Yanan Bicon Pharmaceutical Listed Company(002411) , Shenzhen Jinjia Group Co.Ltd(002191) , Jiangsu Nhwa Pharmaceutical Co.Ltd(002262) , HuaSu Co., Ltd., Eternal Asia Supply Chain Management Ltd(002183) 9 companies are expected to have a lower limit of net profit attributable to shareholders of listed companies of more than 500 million yuan in 2021.
Focus Media Information Technology Co.Ltd(002027) temporarily listed as "profit king". The company expects the net profit attributable to the shareholders of the listed company to be about RMB 6.02 billion to RMB 6.2 billion in 2021, with a year-on-year increase of 50.36% to 54.85%. As for the main reasons for performance changes, the company said that the advertising industry recovered to a certain extent compared with 2020, and the company maintained a sustained and stable growth trend in the field of consumer goods. At the same time, benefiting from the base effect, the company's operating performance in 2021 increased significantly compared with the same period last year.
From the perspective of expected net profit growth, excluding companies that turn losses, 32 companies expect the lower limit of net profit growth attributable to shareholders of listed companies to exceed 10% in 2021, 12 companies expect to exceed 50%, and Eternal Asia Supply Chain Management Ltd(002183) , torch core technology-u, Jiangsu Hualan New Pharmaceutical Material Co.Ltd(301093) , Puya Semiconductor (Shanghai) Co.Ltd(688766) 4 companies expect the lower limit of net profit growth attributable to shareholders of listed companies to exceed 100% in 2021.
Eternal Asia Supply Chain Management Ltd(002183) temporarily listed as "growth king". The company expects the net profit attributable to the shareholders of the listed company to be 510 million yuan to 550 million yuan in 2021, with a year-on-year increase of 313.16% to 345.56%. As for the main reasons for the change of performance, the company said that the operating revenue continued to grow, vigorously promoted the adjustment of business structure, and continuously increased the proportion of brand operation and marketing business. The company completed the non-public offering of new shares in July 2021, optimized the financing structure and effectively reduced the financing cost.
actively expand production
About 60% of the companies predicted the annual performance when disclosing the third quarterly report, and most of the companies with expected performance continued the high trend of the first three quarters. Some companies forecast the annual performance in the IPO materials. The gradual production of new production capacity is an important reason for the performance growth of listed companies.
Jiangsu Shuangxing Color Plastic New Materials Co.Ltd(002585) it is estimated that the net profit attributable to shareholders of Listed Companies in 2021 will be RMB 1.355 billion to RMB 1.405 billion, with a year-on-year increase of 88% to 95%. As for the main reasons for the change of performance, the company said that the proportion of new material business has been increasing, the application field has been expanding, and the downstream demand has maintained a high prosperity. At the same time, the company has continuously optimized the product structure and customer structure. With the continuous production of new production lines, the previous capacity constraints have been alleviated, and the number and share of head customers have increased steadily. Through a series of new product R & D and technological progress, the gross profit margin of unit products has been steadily increased.
In addition, Jiangsu Shuangxing Color Plastic New Materials Co.Ltd(002585) pointed out in the record of investor relations activities disclosed on December 3 that the company actively paid attention to the project construction, steadily promoted the installation, commissioning and production of new production lines, and the production lines have been put into operation since April 2021. At present, the five new production lines are in good operation. After the production line was put into operation, the equipment was tested and the product oriented development was completed, which basically met the expectations of the annual plan. Now it is in the process of gradually increasing speed and production.
Haili wind power, Wanxiang technology and other companies said that the active expansion of production will have a positive impact on the annual performance.
Haili wind power expects that the operating revenue in 2021 will be about 5.252 billion yuan to 5.463 billion yuan, with a year-on-year increase of 33.67% to 39.05%; The net profit attributable to the shareholders of the parent company was RMB 1.096 billion to RMB 1.140 billion, with a year-on-year increase of 78.13% to 85.22%. The company said that benefiting from the policy support of wind power industry, the investment and construction speed of downstream customers has been accelerated. At the same time, the company has improved its competitiveness, enhanced its ability to obtain orders, continued to expand its production capacity, and maintained a good growth trend in operating revenue and profits.
Wanxiang technology mentioned that thanks to the scale effect brought by the rising demand for notebook computers and the expansion of the company's production and marketing scale, the company expects to achieve an operating revenue range of 1.26 billion yuan to 1.54 billion yuan in 2021, with a year-on-year increase of 13.42% to 38.62%; It is estimated that the net profit attributable to shareholders of the parent company after deducting non recurring profits and losses in 2021 will range from RMB 166.5 million to RMB 203.5 million, with a year-on-year increase of 76.73% to 116.01%.
explore investment opportunities
According to the Research Report of YueKai securities, medium and long-term investment opportunities in high boom and high-end manufacturing directions such as new energy and semiconductors, as well as consumer leading companies with high expected performance growth and low valuation in the annual report deserve attention.
The above research report points out that from the perspective of industries with high annual performance growth, industries such as medicine and biology, electronics, light industry manufacturing and electrical equipment are more eye-catching. It is suggested to pay attention to the high-quality target of the high growth and low value sector, especially the high-quality companies with continuous growth in performance in the past two years. The high-profile science and technology growth sector has long-term investment opportunities. The fundamentals of the science and technology growth sector have been improving for a long time, which is expected to promote the optimization of industrial economic structure and help economic transformation and upgrading. It is recommended to closely track the investment opportunities in the high boom and high-end manufacturing direction represented by new energy and semiconductors.
Yang Delong, chief economist of Qianhai open source fund, believes that the white horse shares in Baijiu, such as liquor, medicine and food and beverage, have strong competitiveness and have better brand value and higher configuration value. Consumer stocks have the advantage of traversing Niu Xiong. In addition, in 2021, the leading stocks of new energy vehicles, photovoltaic, wind power and hydrogen energy track performed prominently. It is expected that the new energy industry will still be one of the main investment lines in 2022.
(China Securities Journal)
