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:

61 companies forecast annual performance, and 41 companies forecast an increase of

Statistics show that as of December 10, 61 companies have announced the performance forecast for 2021. According to the type of performance forecast, there are 41 companies with pre increase and 1 company with pre profit, and the total proportion of reporting companies is 68.85%; 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, a total of 11 companies have a net profit increase of more than 100%; There are 8 companies with net profit growth of 50% ~ 100%.

Specific to individual stocks, n Dongxin expects 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) and torch core technology expect the median year-on-year growth of annual net profit to be 329.36% and 242.70% respectively, ranking the second and third.

35 GEM stocks announced the full year performance forecast for 2021, and 5 stocks are expected to double the increase of net profit

Statistics show that as of December 10, 35 GEM companies have released performance forecasts for 2021. According to the type of performance forecast, there are 22 companies to be added in advance, and the proportion of good news companies is 62.86%; There are 5 companies whose performance is expected to decline and 1 company whose loss is expected.

Among the performance prediction companies, according to the median increase of expected net profit, the net profit of 5 companies increased by more than 100%; One company has a net profit increase of 50% ~ 100%. Specifically, Henan Liliang Diamond Co.Ltd(301071) is expected to have the highest increase in net profit. The company expects to achieve a median increase of 226.05% in net profit in 2021.

industry performance summary:

investment strategy of communication industry in 2022: the next village still looks at 5g applications

The characteristics of 5g network meet the industrial requirements, and the application opportunity of vertical industry is gradually ripe. First, there is a rigid demand in the industrial scene. 5g can meet the industrial application requirements that 4G could not meet before. By locally deploying 5g private network to complete tasks such as industrial remote control, it is expected to solve the problem of improving security that the industry hopes to solve for a long time, and reduce costs and increase efficiency for all walks of life. Second, as the 5g R16 standard will be frozen for two years, the pace of Commerce will accelerate, and 5g is expected to accelerate on the industrial Internet. In the future, in the industrial chain, it is expected to benefit from sensing layer devices such as sensors and industrial modules, network layer devices of gateways and switches, and platform layer facilities such as industrial cloud applications.

comments on the commercial trade industry: the valuation and repair of the medical and American sector highlights the long-term investment value

From the perspective of medical beauty industry chain, enterprise competition barriers: the R & D barriers of enterprises at the product end and the head are high. At present, they have been updated and iterated to injection 2.0 recycled medical beauty products, which have the first mover advantage and are difficult to be overtaken by corners in the short term; On the institutional side, enterprises with brand advantages are gradually making efforts, and the “1 + n” model is expected to reduce the drainage cost and help realize the chain of remote replication. The leading enterprises are expected to take advantage of the development of the industry to further consolidate their competitive advantages and achieve sustained and high performance growth in the waves.

in depth report on agriculture, forestry, animal husbandry and fishery industry: pig breeding capacity clearing meets twists and turns, and transgenic commercialization is gradually approaching

With the clearance of inefficient sows, the efficiency of breeding pigs continues to improve, and a large amount of pork imports need to be digested for two consecutive years. The inflection point of pig cycle still needs to be observed. We judge that if there is no serious epidemic in the pig industry, the pig price will be relatively low in 2022, the industry is still in the stage of capacity clearing, and the investment opportunities in the pig breeding sector need to trade time for space.

In addition, we judge that Beijing Dabeinong Technology Group Co.Ltd(002385) , Yuan Longping High-Tech Agriculture Co.Ltd(000998) , Shandong Denghai Seeds Co.Ltd(002041) and Syngenta are expected to stand out in the commercialization process of China’s transgenic seed industry. As it will take time for production experiment, variety approval and performance fulfillment, we judge that the seed industry sector will fluctuate upward.

strategy of pharmaceutical industry in 2022: Innovation Ecology supports the rise of industrial manufacturing

Main investment lines in 2022: ① cdmo: the trend of transfer to China, superimposing the flexibility of oral covid-19 drug orders, and embracing new business forms such as mRNA vaccine, gene and cell therapy. ② Pharmaceutical equipment: facing the demand for capacity construction brought by the accelerated listing of innovative drugs, the automation and intelligent upgrading of pharmaceutical equipment + the extension to the consumables of front-end process equipment such as biological reaction separation. ③ Scientific research instrument: domestic replacement of medium and high-end mass spectrometer. ④ Low value consumables: China’s industrial chain is complete, more significant cost advantages are obtained, and the export continues to expand + the development from low-end dressing to high-end dressing; ⑤ Scientific research reagents: the continuous demand for covid-19 detection and drug R & D, the continuous promotion of basic scientific research innovation + the continuous enrichment of categories have led to the improvement of the competitiveness of Chinese enterprises. ⑥ Class II vaccine: herpes zoster, pneumonia combined vaccine, HPV and other large varieties are on the market. ⑦ Retail pharmacies: the concentration is improved, and the chain leaders continue to pay premium + the long-term increment brought by the outflow of prescriptions.

military investment strategy for the national defense industry in 2022: the prosperity is transmitted to the middle and lower reaches, focusing on the strengthening of the prosperity and the reform of state-owned enterprises

From the perspective of forward-looking indicators, the large amount of advance receipts received from the downstream general assembly also shows that the demand for weapons and equipment in the future of the 14th five year plan is still large, and the military industry is highly sustainable. From the downstream sector, the growth of aviation and information technology sector is very bright in the first three quarters of 2021: aviation is in the capacity-building period of equipment upgrading and upgrading, and will continue to grow at a high rate in the future, especially the aviation engine sub sector is expected to show a trend of strengthening prosperity; In the informatization sector, due to the improvement of equipment informatization rate + domestic substitution, the demand is still very strong in the future; Although the growth in the aerospace field is good, it may not be explosive because the order schedule is less than expected. With the gradual release of orders, the growth rate of the aerospace sector is expected to increase significantly in 2022.