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:

52 shares announced the annual performance forecast for 2021, and 36 shares were expected to increase by

Statistics show that as of December 1, 52 listed companies have announced the annual performance forecast of 2021. The type of performance forecast shows that 36 companies are expected to increase, 7 companies are expected to gain, 2 companies are expected to reverse losses, 3 companies are expected to lose and 4 companies are expected to decrease. According to the lower limit of expected net profit, there are three companies with net profit of more than 1 billion yuan, namely Focus Media Information Technology Co.Ltd(002027) , Goertek Inc(002241) and Haili wind power.

In terms of net profit growth rate, according to the statistics of the lower limit of expected net profit growth, the net profit of 14 companies increased by more than 50%. The net profits of Eternal Asia Supply Chain Management Ltd(002183) , Juxin technology, Yanan Bicon Pharmaceutical Listed Company(002411) , Hengguang shares, Jiangsu Hualan New Pharmaceutical Material Co.Ltd(301093) , Puya Semiconductor (Shanghai) Co.Ltd(688766) 6 companies doubled year-on-year. Among them, Eternal Asia Supply Chain Management Ltd(002183) is expected to have the largest increase in net profit. The company expects the lower limit of annual net profit increase in 2021 to be 313.16%.

7 shares are added in advance in the annual report, and the performance is expected to double (attached shares)

Up to now, 55 listed companies in A-Shares have issued annual report performance forecast. There are 45 companies whose performance is expected (the types of advance notice are pre increase, loss reversal, slight increase and profit renewal). Statistics show that among the 55 companies that have disclosed the performance forecast of the annual report, Chengdu Kanghong Pharmaceutical Group Co.Ltd(002773) , Jiangxi Geto New Materials Corporation Limited(300986) , Cofoe Medical Technology Co.Ltd(301087) , Hengguang shares, Wanxiang technology and other 9 performance forecasts, but the specific forecast data are not disclosed. 41 disclosed specific forecast values. From the median value of the predicted net profit, there are four companies with a net profit of more than 1 billion yuan, namely Focus Media Information Technology Co.Ltd(002027) , Goertek Inc(002241) , Haili wind power and Shenzhen Jinjia Group Co.Ltd(002191) .

In terms of the year-on-year growth rate of net profit, seven listed companies expect the net profit to double year-on-year in 2021, of which Eternal Asia Supply Chain Management Ltd(002183) has the largest growth rate. The company’s performance is expected to increase. The predicted net profit is about 510 million yuan to 550 million yuan, an increase of 313% to 345%. The company said that the operating revenue continued to grow, vigorously promoted the adjustment of business structure, and continuously increased the proportion of brand operation and marketing business. In addition, Juxin technology-u, Yanan Bicon Pharmaceutical Listed Company(002411) , Jiangsu Hualan New Pharmaceutical Material Co.Ltd(301093) , Puya Semiconductor (Shanghai) Co.Ltd(688766) , Shandong Longhua New Material Co.Ltd(301149) , Zhejiang Jolly Pharmaceutical Co.Ltd(300181) doubled its net profit.

poor performance Zhejiang Conba Pharmaceutical Co.Ltd(600572) selling assets and “throwing away the burden”

Zhejiang Conba Pharmaceutical Co.Ltd(600572) sold assets again. On November 30, Zhejiang Conba Pharmaceutical Co.Ltd(600572) relevant persons from the Securities Department told the Beijing Business Daily that the listing and transfer of 25% equity of Deere pharmaceutical aims to deal with inefficient assets. Since this year, Zhejiang Conba Pharmaceutical Co.Ltd(600572) has successively sold its assets, including 42% equity of Zhenshiming company and 100% equity of Guizhou Beite Pharmaceutical Co., Ltd. Zhejiang Conba Pharmaceutical Co.Ltd(600572) said that the sale of the above assets aims to focus on the development of the company’s core business. However, from Zhejiang Conba Pharmaceutical Co.Ltd(600572) own operation, the company’s performance trend is low. In the first three quarters of 2021, the company’s net profit decreased by 60.52% to 215 million yuan compared with the same period of the previous year.

industry performance summary:

investment strategy of the automotive industry in 2022: the boom picks up and continues to be optimistic about the smart electric vehicle track

Passenger cars focus on leading enterprises and car enterprises in the new product cycle. The sales volume of passenger car enterprises is differentiated, and the market share of car enterprises with outstanding comprehensive competitiveness and upward product cycle is expected to continue to increase. It is recommended to Great Wall Motor Company Limited(601633) , Chongqing Changan Automobile Company Limited(000625) , and pay attention to Guangzhou Automobile Group Co.Ltd(601238) , Saic Motor Corporation Limited(600104) . In the field of commercial vehicles, driven by the elimination and renewal of national three vehicles, the treatment of overload and overrun and other factors, we expect that heavy trucks will maintain a high outlook in 2022. Compliance and the implementation of national six year plan are expected to bring both the volume and price of light trucks. We pay attention to Beiqi Foton Motor Co.Ltd(600166) , Anhui Jianghuai Automobile Group Corp.Ltd(600418) .

weekly report of real estate industry: three batches of centralized land supply were opened in many cities, Chengdu and Guangzhou relaxed the supervision of pre-sale funds

The starting point of the current policy is “two maintenance”. The focus of regulation is not only to ensure the reasonable demand for house purchase, but also to gradually focus on the directional easing of the operating cash flow of real estate enterprises. We believe that the counter cyclical policy adjustment at this stage is slightly insufficient, and it is expected to see the introduction of more vigorous adjustment policies in the future. The upward trend of the industry beta trend remains unchanged, and the steady green housing enterprises will accelerate the concentration. We recommend the head Green Housing enterprises with advantages in investment and financing, and A-Shares recommend China Vanke Co.Ltd(000002) , Poly Developments And Holdings Group Co.Ltd(600048) , Gemdale Corporation(600383) , China Merchants Shekou Industrial Zone Holdings Co.Ltd(001979) , Seazen Holdings Co.Ltd(601155) ; H shares recommend Longhu group, China Resources Land, China Overseas Development and Xuhui holding group.

in depth analysis of cultivating diamond industry: the opportunity has come to move towards the new

At the demand level, consumers in the U.S. market have reached a high level of acceptance of cultivated diamond products, accounting for 80% of the global terminal share, resulting in the rapid growth of global demand for cultivated diamonds and the continuous high growth of India’s import and export data of cultivated diamonds. The demand for diamond cultivation in China is still in the initial stage. It is expected that with the increase of brand layout and frequent media reports of China Central Television, consumers’ awareness of diamond cultivation is expected to be further improved. At the supply level, China, as the largest country cultivating diamond rough production, is far ahead in the high-temperature and high-pressure preparation process. At present, the competition pattern of China’s upstream links is relatively stable, benefiting from the rapid growth of diamond demand abroad, and the supply of diamond rough products cultivated by Chinese manufacturers is in short supply. With the steady growth of global diamond demand, the shrinking supply of natural diamonds and the rise of young consumers, it is expected that cultivating diamonds is expected to improve the penetration rate in diamond marriage and self pleasing demand by virtue of higher cost performance, more personalized product form and sustainable proposition of consumers.

medical and health industry: improving sleep health awareness and broad market of sleep aid economy

The fast-paced and stressful modern social life will give birth to a wider group of sleep disorders. With the growing group of sleep disorders, companies related to sleep drugs and health products are expected to usher in market dividends. Attention should be paid to the investment opportunities of drug and health products companies in the field of sleep. On the one hand, attention should be paid to drug manufacturers in the field of sleep, focusing on common sleeping drugs with less adverse reactions, such as non BZDs. On the other hand, we should pay attention to the pharmaceutical enterprises that cut into sleep health products, especially the layout of melatonin and GABA, which are relatively hot at present. Relevant listed companies include Jiangsu Nhwa Pharmaceutical Co.Ltd(002262) , Bloomage Biotechnology Corporation Limited(688363) , etc.

insurance industry 2022 strategy report: Valuation bottom waiting to be broken

Recently, the supervision has issued a number of policies to broaden the application scope of insurance funds and form a certain support for the investment side. Insurance companies that achieve a good balance between risk and income, that is, insurance companies that have advanced investment and research capabilities, master project resources and effectively control risks, have certain advantages.

We believe that under the difficulties of reform, tightening supervision and macroeconomic downturn, head insurance companies have unique advantages in stepping out of the industry transformation and adjustment period due to their diversified and forward-looking business layout. At present, the industry is at a historical low valuation. It is recommended to pay attention to AIA, Ping An Insurance (Group) Company Of China Ltd(601318) , China Pacific Insurance (Group) Co.Ltd(601601) .