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:

for high growth stocks with annual performance, the increase of net profit of 7 stocks doubled in advance

Statistics show that as of December 6, 50 companies have announced the performance forecast for 2021. The type of performance forecast shows that there are 35 companies with pre increase and 1 company with pre profit, and the total proportion of reporting companies is 72.00%; There are 5 and 3 companies with pre reduced performance and pre loss respectively. Among the performance prediction companies, according to the median increase of expected net profit, the net profit of 7 companies increased by more than 100%; There are 8 companies with net profit growth of 50% ~ 100%.

Specific to individual stocks, Eternal Asia Supply Chain Management Ltd(002183) is expected to have the highest increase in net profit. The company expects the median increase in net profit for the whole year to be 329.36%; Juxin technology and Yanan Bicon Pharmaceutical Listed Company(002411) are expected to have a year-on-year net profit growth of 242.70% and 191.06% respectively, ranking the second and third.

63 listed companies disclosed annual performance forecasts, more than 80% of which were expected

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.

Among the 52 companies expected to be happy, 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.

decline in performance in the third quarter Jiangsu Hengshun Vinegar-Industry Co.Ltd(600305) frequent transformation actions, proposed to acquire the remaining equity of Shanxi Hengshun at a premium

After intensive price increases, condiment enterprises began to expand production capacity and layout new categories and new tracks. Recently, Jiangsu Hengshun Vinegar-Industry Co.Ltd(600305) has made frequent moves. Jiangsu Hengshun Vinegar-Industry Co.Ltd(600305) announced that it plans to acquire 35% equity of Shanxi Hengshun old vinegar Co., Ltd. at a purchase price of 19.1698 million yuan. Previously, it was announced that it was planned to raise funds for 8 major projects such as the construction of composite condiments. The industry believes that the composite seasoning is easy to be imitated and copied, so the R & D ability and channel power are the key to victory.

Previously, Jiangsu Hengshun Vinegar-Industry Co.Ltd(600305) the third quarterly report showed that in the first three quarters of this year, the company achieved an operating revenue of 1.36 billion yuan, a year-on-year decrease of 6.4%; The net profit attributable to the parent company was 135 million yuan, a year-on-year decrease of 41.7%. Among them, the third quarter revenue and net profit attributable to parent decreased by 34.97% and 91.19% respectively.

industry performance summary:

weekly report of non bank financial industry: the expected reduction of reserve requirement superimposes the release of insurance capital and securities resources, and it is good for securities companies to welcome multiple profits

The expected reduction of the reserve requirement superimposed on the release of insurance resources and securities resources, and the securities companies welcomed multiple profits. This week, the securities companies sector welcomed multiple profits, and continued to be optimistic about the cross-year market of the sector, first promoting the main line of big wealth management with the strongest growth in the sector. At the same time, they were optimistic about the undervalued head securities companies, which benefited more from favorable policies.

weekly report of coal mining industry: the benchmark price of Changxie was raised higher than expected, and Changxie company gave priority to benefit

In the short term, the peak winter season demand may continue to increase, and the fundamentals may maintain a tight balance, which still supports the market coal price. In the medium and long term, the policy threshold for the approval of supply side coal mine projects will be raised, the incremental supplement of new capacity to coal supply in the next 2 ~ 3 years will be limited, and the potential space for capacity nuclear increase is limited; On the demand side, the steady growth trend of thermal power demand may not change during the 14th Five Year Plan period, providing support for the demand for thermal coal. On the whole, the fundamentals may focus on tight balance or support the strong operation of long-term association prices in a given range.

We believe that the current coal stocks are basically at the bottom, and the policy price limit risk of undervaluation of coal stocks has been basically released. The increase of the benchmark price of the long-term association will drive the continuous improvement of the performance of the leading power coal of the high long-term association, which is expected to catalyze the valuation repair and further valuation remodeling, and is optimistic about the investment opportunities of coal stocks.

weekly report of iron and steel industry: periodic repair does not change the long-term fundamentals and continues to be optimistic about special materials

With the recovery of manufacturing demand superimposed on the background of carbon peaking and carbon neutralization, the profit logic of the steel industry has been reconstructed, and steel enterprises have further benefited from the cyclical rotation. We are still optimistic about the steel sector for a long time. The national defense, military industry and aerospace industry have a broad domestic substitution space, and products such as superalloy, special stainless steel and ultra-high strength steel occupy an absolute dominant position. It is suggested to focus on the performance of the China Daily report and the special steel leader who can realize the high prospect of the industry: Fushun Special Steel Co.Ltd(600399) ; Leaders in traditional fields + hot emerging business targets are more favored by the market. It is suggested to focus on stainless steel rods and wires and mica lithium extraction leaders: Yongxing Special Materials Technology Co.Ltd(002756) ; And the high growth leader in the field of cold rolled stainless steel: Zhejiang Yongjin Metal Technology Co.Ltd(603995) .

weekly report of pharmaceutical and biological industry: the adjustment of medical insurance drug catalogue has been implemented and the “cage for bird” has been continuously promoted

We believe that with the increasingly standardized clinical medication management, entering the medical insurance catalogue is the best way to quickly commercialize innovative drugs at this stage, especially for biotech companies with insufficient commercialization ability. It is expected that Jiangsu Hengrui Medicine Co.Ltd(600276) , Haosen pharmaceutical, Rongchang biology, Shanghai Allist Pharmaceuticals Co.Ltd(688578) , Betta Pharmaceuticals Co.Ltd(300558) , Baiji Shenzhou, Xinda biology After the relevant varieties of innovative drug companies such as Shanghai Junshi Biosciences Co.Ltd(688180) enter the medical insurance, it is expected to rapidly increase the quantity and accelerate the commercialization process of varieties.

investment strategy of non-metallic building materials industry in December: pay attention to policy marginal adjustment and actively layout high-quality stocks in the industry

The cement off-season is coming gradually, the demand shows a weakening trend, and the peak shifting production is carried out one after another, showing a pattern of both supply and demand, and the price may fall steadily; Recently, the price of glass has stabilized and increased, and the inventory has dropped slightly. With the support of the recent acceleration of terminal projects, the enterprise has a strong willingness to stabilize the price, and it is expected that the short-term price is expected to stabilize; Glass fiber prices show stable and moderate adjustment trend. At present, demand support can still be maintained. The short term price of electronic yarn shows a downward trend, which is mainly affected by downstream processing demand changes, and there is still a certain downward trend.