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:

the annual performance of 32 companies is expected to increase

Statistics show that as of December 3, 46 companies have announced the performance forecast for 2021. The type of performance forecast shows that there are 32 companies with pre increase and 1 company with pre profit, and the total proportion of reporting companies is 71.74%; There are 4 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 6 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.

250 billion semiconductor giant suddenly caught fire! Because the fourth quarter performance exceeded expectations? Urgent clarification is coming!

A media report triggered a 10% rise in the share price of Will Semiconductor Co.Ltd.Shanghai(603501) (603501), a semiconductor enterprise with a market value of 250 billion A-Shares and a leader of CIS (image sensor). The content of the report was anecdotal rumors that the company disclosed in institutional exchanges that the company’s performance in the fourth quarter of this year exceeded expectations. In this regard, Will Semiconductor Co.Ltd.Shanghai(603501) issued an announcement to clarify that there was no communication to investors about the company’s fourth quarter performance or expected performance.

Hubei Yihua Chemical Industry Co.Ltd(000422) : the company will issue the 2021 annual performance forecast no later than January 31, 2022

Some investors asked on the investor interaction platform: when will the forecast of 2021 annual report be issued? At present, other companies have made annual report advance notice. Please make advance notice as soon as possible. Hubei Yihua Chemical Industry Co.Ltd(000422) said on the platform on February 3 that the company will release the performance forecast of 2021 by January 31, 2022 at the latest.

industry performance summary:

comment report on light industry manufacturing industry: draft of e-cigarette management measures issued, industrial chain specification accelerated

We believe that the standardization process of electronic atomized tobacco products forms a mapping to the launch of HNB products that belong to the category of tobacco, and the process of China’s market is expected to accelerate. According to our calculation, under the neutral scenario, if the penetration rate of HNB in the tobacco market is 10% (according to the announcement of PMI company, the current iqos penetration rate in the Japanese market has reached 22.9%), assuming that the unit price of smoking set is 500 yuan (refer to the price of iqos equipment), the market space of smoking set will reach 15 billion yuan; Assuming that the consumption of tobacco flakes is 170 tons / 10000 cases (HNB tobacco flakes are 3-5 times that of traditional tobacco flakes), the tobacco flake market will be 15.6 billion yuan. Under the leadership of China tobacco, we are optimistic about the opportunities of HNB industrial chain.

new energy vehicle industry and investment strategy for 2022: the new energy vehicle market is booming and the industrial chain is booming

The high growth in sales of new energy vehicles drives the boom of the industrial chain. In the context of the booming industrial chain, we suggest to select the best among the best and tap the companies with the most performance growth potential: under the surge of demand, the supply of rigid cyclical varieties and lithium battery material leading companies are the two main lines, and their investment logic is gradually verified and recognized by the market. We judge that the inflection point of the lithium industry cycle is not yet reached, the leading companies of lithium battery materials have significant competitive advantages, expand rapidly, and the performance of relevant listed companies continues to release.

household appliance industry weekly: focus on the new forces of kitchen electricity and find opportunities for the dishwasher track

The valuation is at a low level, and the investment value of subdivided leading enterprises is prominent. We believe that the continuous improvement of real estate delivery data next year is expected to promote the prosperity of the household appliance industry, release the demand for population structure and product renewal, and support the strong medium and long-term demand of the industry; The short-term rise in raw material prices accelerates the industry reshuffle, superimposes new opportunities brought by product innovation and channel reform, the industry concentration is expected to continue to rise, and the advantages of leading enterprises are expected to expand.

Citic Securities Company Limited(600030) : pay attention to the important guidelines of the annual meeting of the game industry for the industry

We are optimistic about the long-term development and global competitiveness of China’s game industry. The annual conference of the game industry is one of the core conferences with guiding significance in the industry. In the past five years, the main tone of the conference has been successively implemented, which has become an industrial policy or an important direction and has great guiding significance for the trend of the industry. At the same time, the re review of the release information of the version number in 2018 has also had a positive impact on the secondary market. It is recommended to pay close attention to the upcoming meetings and key instructions this year, and to the leading companies with core competitiveness in the industry, Tencent Holdings (00700. HK) and Netease (ntES. O / 09999. HK).

special research on cement manufacturing industry: pay attention to the opportunity to improve the supply pattern under “double carbon and double control”

The current profit is better than last year. It is optimistic about the marginal recovery of infrastructure / real estate demand. By the end of last week, the national cement price was 584 yuan / ton, down nearly 40 yuan / ton from the high in October, but it is still 127 yuan / ton higher than the same period last year, and the benefited coal price has fallen sharply. The current water coal price difference is 60 yuan / ton higher than the same period last year, reflecting that the enterprise’s profit is better than last year. We believe that the cement price may still be slightly adjusted from January to February in the future, but it is unlikely to fall sharply. The price is at a high starting point in the beginning of 2022. On the demand side, it is expected that there will be marginal improvement on the infrastructure side in Q1 in 2022, the bottom of the real estate side will pick up, and the demand is expected to begin to improve. Although the medium and long-term demand shows a slow downward trend, the improvement on the supply side may be greater under the background of carbon emission reduction, and the profits of leading enterprises are still expected to grow.