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:

stable performance? Lecron Industrial Development Group Co.Ltd(300343) hand in hand Contemporary Amperex Technology Co.Limited(300750) the share price has doubled several times

According to the announcement, on December 11, Lecron Industrial Development Group Co.Ltd(300343) and Contemporary Amperex Technology Co.Limited(300750) signed the cooperation framework agreement. From the signing of the agreement to December 31, 2024, Contemporary Amperex Technology Co.Limited(300750) purchased lithium battery grade PVDF and R142b products from the company. The above cooperation framework agreement stipulates that on the premise that the technology, quality, delivery and service of Lecron Industrial Development Group Co.Ltd(300343) products can meet the use standards of Contemporary Amperex Technology Co.Limited(300750) , Contemporary Amperex Technology Co.Limited(300750) gives priority to the purchase of Lecron Industrial Development Group Co.Ltd(300343) lithium battery grade PVDF and R142b products. The purchase quantity of R142b is not less than 1700 tons by the end of December 2021; Not less than 7200 tons in 2022. The purchase volume of lithium battery grade PVDF is determined according to the production volume of Lecron Industrial Development Group Co.Ltd(300343) at that time. In addition, the products are priced monthly according to the market price, and the product price, purchase quantity, payment method and other matters shall be subject to the purchase and sales contract.

How many active accounts does 190 million investors have? “Sleeping households” have become a new explosive point of performance, and the income of securities companies has exceeded 100 million

The reporter learned that many securities companies are trying to revitalize sleeping stock accounts. Some large securities traders pointed out that for the current securities industry as a whole, the proportion of active customers has generally dropped to less than 30%. This market has great potential. For revitalizing the sleeping account, there is no better mature experience and practice in the industry. It is more about exploring the way. Some securities companies even just started this business.

The reporter noted that securities companies such as Galaxy Securities have achieved certain phased results. The transaction fee of revitalized customer stock base has exceeded 100 million, and has accumulated some data and exhibition experience. Revitalizing sleeping customers is actually the operation of stock customers by securities companies, which needs strong digital middle office support. The digital operation ability of securities companies is constantly improving.

Dongguan Winnerway Industry Zone Ltd(000573) : the company’s financial situation in the first three quarters was good, and its business situation in the fourth quarter was normal. At present, there is no situation of being St

Some investors asked questions on the investor interaction platform: Hello, chairman! Will your annual loss be st? Dongguan Winnerway Industry Zone Ltd(000573) (000573. SZ) said on the investor interaction platform on December 13 that according to the relevant provisions of the stock listing rules, the company’s financial situation is not subject to st at present. In addition, the company’s report for the third quarter of 2021 has been released, and its financial position in the first three quarters is good; The operation was normal in the fourth quarter.

industry performance summary:

weekly report of non bank financial industry: the central bank announced a comprehensive reduction in reserve requirements, and the brokerage sector is expected to benefit

The securities sector adheres to the valuation logic from cycle to growth. Focus on recommending leading securities companies Citic Securities Company Limited(600030) that get out of the bear market structure and continue to benefit from the improvement of the capital market environment. At the same time, focusing on the performance of the third quarterly report, recommend companies with greater flexibility in performance of asset management and wealth management, such as Orient Securities Company Limited(600958) , China Industrial Securities Co.Ltd(601377) .

weekly report of building materials industry: a new round of rural policy may stimulate demand and pay attention to the valuation and repair of relevant leading enterprises

On the supply side, in the short term, under the dual control of energy consumption, some provinces are expected to increase the production and power restriction of high-energy consumption industries in the second half of the year because the energy control indicators have reached the first level of early warning. Among them, Guangxi took the lead in implementing production and power restriction in September. On the demand side, in the first half of this year, due to the deleveraging of real estate and the lower than expected issuance of infrastructure bonds, the market performance of the cement industry was weak. Recently, the Politburo meeting set the direction of financial development in the second half of this year, actively promoted the progress of government bond issuance, reversed the previous market expectations, benefited from the investment products represented by cement and construction machinery, and under the repeated epidemic situation, The role of government investment in stabilizing the economy will be more prominent, and the demand is expected to continue to improve in the second half of the year. Therefore, we are optimistic about the cement market in the second half of the year. It is suggested to pay attention to Huaxin and Jiangxi Wannianqing Cement Co.Ltd(000789) for elastic varieties and Anhui Conch Cement Company Limited(600585) for Longtou.

comments on the chemical industry: the turning point of pessimistic expectation has reached optimistic about real estate related chemical products

The turning point of pessimistic expectation has arrived, and we are optimistic about real estate related chemical products. Recently, the central economic work conference was held. Next year, the keynote of economic work is “taking the lead in stability and seeking progress in stability”. In terms of real estate, the meeting stressed that under the positioning of adhering to the principle of housing, housing and non speculation, we should accelerate the development of the long-term rental housing market, promote the construction of affordable housing, support the commercial housing market to better meet the reasonable housing needs of buyers, and “implement policies for the city” to promote the virtuous circle and healthy development of the real estate industry. At the industry level, we believe that the turning point of pessimistic expectation for the real estate industry has come, and we are optimistic about the varieties of real estate related chemicals.

weekly report of home appliance industry: the real estate market ushers in repair and drives the demand for home appliances to rise

On December 6, in order to support the development of the real economy and promote the steady decline of comprehensive financing costs, the central bank decided to reduce the deposit reserve ratio of financial institutions by 0.5 percentage points on December 15, 2021. On the same day, the Political Bureau of the CPC Central Committee held a meeting to emphasize the need to promote the construction of affordable housing, support the commercial housing market to better meet the reasonable housing needs of buyers, and promote the healthy development and virtuous cycle of the real estate industry. This means that the real estate regulation policy is expected to usher in an inflection point, the reduction of reserve requirement is expected to improve market liquidity, the real estate market will usher in repair, and the demand for just needed and improved house purchase will be met, which will help to promote the improvement of sales in the home appliance market.

investment strategy of the automotive industry in 2022: Hot intelligent driving competition and the rise of independent brands

The policy supports the development of new energy vehicles in multiple dimensions. The high prosperity of the track continues, and the support policies of each Shanxi Guoxin Energy Corporation Limited(600617) vehicle continue to make efforts. In order to achieve the policy objectives of carbon peak and carbon neutralization, and seize the opportunities for the development of new energy, China’s policies favorable to the automotive industry are also increasing. The transportation sector is a key area to realize the “double carbon” vision. The need for fuel vehicles to improve fuel will force the improvement of internal combustion engine technology. Resolving the carbon emission pressure brought by the stock of traditional fuel vehicles is inseparable from the improvement of new energy penetration. The development of new energy vehicle industry chain has become a key link in the 14th five year plan.