In addition to the new shares listed in the past week, it has been disclosed that 80% of the company’s shares will increase in advance for the whole year.
26 shares forecast annual performance growth
According to the statistics of securities times · databao, as of November 24, 36 A-share listed companies had issued performance forecasts for 2021. Excluding the new shares listed in the past week, the net profit of 26 shares increased in advance and 6 shares decreased in advance. In terms of industry, there are 4 pharmaceutical and biological enterprises, 3 mechanical equipment and 3 light industry manufacturing enterprises, accounting for 31.25% of the total; There are two stocks in electronics, chemical industry, computer and transportation.
In terms of the expected increase in net profit, Eternal Asia Supply Chain Management Ltd(002183) , Yanan Bicon Pharmaceutical Listed Company(002411) , Jiangsu Hualan New Pharmaceutical Material Co.Ltd(301093) , Puya Semiconductor (Shanghai) Co.Ltd(688766) , Shandong Longhua New Material Co.Ltd(301149) and Zhejiang Jolly Pharmaceutical Co.Ltd(300181) 6 shares have a median increase in net profit of more than 100%; The median increase of Jiangxi Yuean Advanced Materials Co.Ltd(688786) , Goertek Inc(002241) and Focus Media Information Technology Co.Ltd(002027) net profit fell to 50% – 100%.
Among the individual stocks with predicted annual performance, only Goertek Inc(002241) and Focus Media Information Technology Co.Ltd(002027) have the latest market value of more than 100 billion yuan. Goertek Inc(002241) the annual net profit attributable to the parent company is expected to be 4.244 billion yuan – 4.528 billion yuan, with a year-on-year increase of 49% – 59%. The company’s performance changes were mainly due to the growth of sales revenue of vr virtual reality, intelligent wearable and intelligent wireless headphones, which led to the improvement of profitability. It is noteworthy that the stock price of Goertek Inc(002241) has hit a record high recently due to the speculation of the concept of meta universe.
Focus Media Information Technology Co.Ltd(002027) the annual net profit attributable to the parent company is expected to be RMB 6.02 billion-6.2 billion, with a year-on-year increase of 50.36% – 54.85%. The pre increase is mainly due to the company’s stable growth in the field of consumer goods; The superposition benefited from the base effect, so the annual operating performance increased significantly compared with the same period last year.
The bullish space of 4-Share institutions exceeds 20%
Based on the annual performance forecast and valuation level, while the net profit of the four shares increased by more than 50% year-on-year, the rolling P / E ratio was less than 40 times, which were Focus Media Information Technology Co.Ltd(002027) , Zhejiang Jolly Pharmaceutical Co.Ltd(300181) , Jiangsu Hualan New Pharmaceutical Material Co.Ltd(301093) and Eternal Asia Supply Chain Management Ltd(002183) respectively. Among them, Focus Media Information Technology Co.Ltd(002027) P / E ratio is less than 20 times, which is 16.75 times.
Two pharmaceutical stocks performed prominently. Zhejiang Jolly Pharmaceutical Co.Ltd(300181) based on the biological fermentation technology of medicinal fungi, we produce modern biological traditional Chinese medicine products. At present, we are engaged in the research, production and marketing of medicinal fungi Wuling and bailing series products, Lingze tablets, traditional Chinese medicine decoction pieces and traditional Chinese medicine formula particles. The company expects to realize a net profit attributable to the parent company of 170 million yuan to 187 million yuan in 2021, with a year-on-year increase of 91.44-110.58%.
Jiangsu Hualan New Pharmaceutical Material Co.Ltd(301093) is mainly engaged in the research, production and marketing of direct contact with injection drug packaging materials. Although it is a new share listed for less than a month, the company has confidence in the annual performance growth. The company expects to realize a net profit attributable to the parent company of RMB 197 million to RMB 266 million in 2021, with a year-on-year increase of 141.64% – 226.92%.
From the perspective of the latest price compared with the target price unanimously predicted by the institutions, the rising space of the four stocks is more than 20%, including Shanghai Supezet Engineering Technology Corp.Ltd(688121) , Focus Media Information Technology Co.Ltd(002027) , Eternal Asia Supply Chain Management Ltd(002183) and new point software , with rising space of 113.14%, 61.02%, 51.45% and 25.54% respectively.
(data treasure)
