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:

31 companies’ annual performance is expected to increase

Statistics show that as of December 2, 45 companies have announced the performance forecast for 2021. The type of performance forecast shows that there are 31 companies with pre increase and 1 company with pre profit, and the total proportion of reporting companies is 71.11%; 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.

can’t predict the impact of the kit on performance? Andon Health Co.Ltd(002432) crazy drama is still on

On December 2, Andon Health Co.Ltd(002432) crazy drama continued. On the news side, on December 1, Andon Health Co.Ltd(002432) issued a stock price change announcement, saying that the overseas sales revenue of covid-19 antigen home self-test OTC kit of the company’s subsidiary is closely related to the development of the epidemic. At present, the company is unable to predict the impact of the product on the company’s operating revenue and performance in the future.

In the interactive Q & A, it was explained that “the actual capacity expansion progress and production plan will be adjusted in real time according to the actual situation of the market, orders, raw material supply and so on.” Andon Health Co.Ltd(002432) explained that the production capacity is the production capacity, so it is impossible to infer the actual output, let alone the actual sales volume. Investors are kindly requested not to make wrong inferences due to conceptual confusion.

save brokerage stocks! What is the signal that the brokerage spent hundreds of millions to buy back shares? Why is the share price depressed?

In the face of “falling and falling” stock prices, securities companies shot again. On December 1, Tianfeng Securities Co.Ltd(601162) announced the progress of repurchasing A shares. By the end of November, the company had repurchased 36.3 million a shares, with a total investment of 141 million yuan.

In terms of performance, Tianfeng Securities Co.Ltd(601162) achieved an operating revenue of 2.918 billion yuan in the first three quarters, a year-on-year decrease of 15%; The net profit attributable to the shareholders of the listed company was about 635 million yuan, a year-on-year decrease of 9.61%. However, in absolute terms, Tianfeng Securities Co.Ltd(601162) the net profit of 635 million yuan in the third quarter has exceeded the level of last year.

industry performance summary:

food and beverage industry weekly: suggest continuous attention to Baijiu plate

Food and beverage rebounded strongly, Baijiu plate mood warming. Previously, the main concern of the market was the impact of the consumption tax and the epidemic on demand. At present, the consumption tax policy has not been actually implemented, the market’s concern about the consumption tax has gradually weakened, and the epidemic has been significantly alleviated. In the short term, it is recommended to focus on the disclosure of annual plans and goods preparation in peak seasons at the dealer conference at the end of the year. In addition, the seasoning industry has recently set off a price rise tide, the cost pressure has eased, and the price increase has brought marginal improvement in performance. From the perspective of valuation, there have been many callback in the popular products sector since the beginning of the year. Under the catalysis of the price rise tide, the sector is expected to usher in valuation repair.

investment strategy for agriculture, forestry, animal husbandry and fishery industry: the pig cycle is about to reverse, and the boom of planting chain continues

At the current time point, the industry is in the key stage of excess capacity removal. For the current contradiction in the pig market, we believe that: (1) the trend of pig price in 2021q4 will deviate from the de production capacity; (2) 2022hi industry will enter the game stage of capacity elimination, and the clearing of cost inferior capacity will be accelerated; (3) High breeding costs may become another thrust to accelerate the elimination of inferior production capacity. Key recommendation, leading industry cost Muyuan Foods Co.Ltd(002714) ; The recovery of production indicators was accelerated, the cost decreased rapidly Wens Foodstuff Group Co.Ltd(300498) , New Hope Liuhe Co.Ltd(000876) , and the benefit targets: Fujian Aonong Biological Technology Group Incorporation Limited(603363) , Leshan Giantstar Farming&Husbandry Corporation Limited(603477) . We expect that in the first half of 2022, the deregulation of industrial capacity may accelerate, and the pig cycle is expected to reverse in the second half of 2022.

weekly report of light industry manufacturing industry: the implementation of e-cigarette regulatory policy has lifted the price rise tide of paper enterprises

In terms of cultural paper, major cultural paper production enterprises are raising prices one after another, mainly due to the pressure on the cost of paper enterprises in the early stage, general losses, and the recovery of demand in the fourth quarter, which brings room to make up for losses. In terms of wrapping paper, the fourth quarter was in the peak market demand season, and the prices of coal and other raw materials did fall recently, which also provided strong support for the reduction of wrapping paper prices and demand side stimulation. It is suggested to pay attention to Shandong Sun Paper Co.Ltd(002078) , Shandong Bohui Paper Industry Co.Ltd(600966) in the paper sector, Jason Furniture (Hangzhou) Co.Ltd(603816) , Minhua holdings, Xlinmen Furniture Co.Ltd(603008) in the home sector, and Anhui Genuine New Materials Co.Ltd(603429) , Shenzhen Jinjia Group Co.Ltd(002191) , and Huabao international in the e-cigarette sector.

investment strategy of the automotive industry in the first half of 2022: a comprehensive recovery is in sight, singing the main melody of electric intelligence

The overall recovery of automobile is in sight, and the rise of independent brands. Looking forward to 2022, with the marginal improvement of chip supply, automobile production and sales will return to the recovery track, manufacturers’ capacity utilization will gradually increase, superimposed on the expected high price of main raw materials in the upstream, and the operating efficiency of the automobile industry is expected to rebound. In 2021, the sales volume of China’s independent brands continued to grow against the trend. Chinese parts manufacturers comply with the industry trend, actively transform electric intelligence, benefit from the rise of independent brands, and are expected to build local supply chain advantages.

pharmaceutical industry weekly: the implementation of national insulin collection officially began the pace of gradual substitution of domestic insulin

After the easing of policy concerns, the time for pharmaceutical strategic allocation has come. The valuation level of the pharmaceutical industry has been reasonably low and has a certain margin of safety. With the easing of policy concerns, we believe that the pharmaceutical strategic allocation is gradually emerging. Recently, we focus on blood products (focusing on Beijing Tiantan Biological Products Corporation Limited(600161) , Boya Bio-Pharmaceutical Group Co.Ltd(300294) with strong plasma source expansion ability), pharmaceutical auxiliary packaging materials (PEG and derivative manufacturer Jiankai technology, Chinese pharmaceutical glass giant Shandong Pharmaceutical Glass Co.Ltd(600529) ) Medical services (private hospitals & CXO), retail pharmacies and core companies ( Jiangsu Hengrui Medicine Co.Ltd(600276) , Changchun High And New Technology Industries (Group) Inc(000661) , Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) ) with large decline in short-term centralized purchase (or expected).