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:

42 companies forecast annual performance, and 28 companies forecast an increase of

Statistics show that as of November 30, 42 companies have announced the performance forecast for 2021. The type of performance forecast shows that there are 28 companies with pre increase and 1 company with pre profit, and the total proportion of reporting companies is 69.05%; 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 4 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.

Goldenmax International Technology Ltd(002636) : the performance in the third quarter increased by 674.31% year-on-year, with a significant increase of compared with the same period last year

Goldenmax International Technology Ltd(002636) (002636. SZ) said on the investor interaction platform on November 30 that the company’s main product copper clad laminate is the basic material of the electronic industry. Affected by the fluctuation of raw material prices and downstream demand, the company’s performance will fluctuate to a certain extent every quarter. The company’s performance in the third quarter increased by 674.31% year-on-year, which has increased significantly compared with the same period last year.

industry performance summary:

pharmaceutical industry weekly: highly mutated strains have attracted much attention, focusing on prevention and treatment related stocks

Long term optimistic about the growth and innovation of segmentation leaders: when the demand is still growing, we focus on the growth and innovation, including the upstream links of the industrial chain that can maintain the cost advantage when the terminal demand continues to grow, as well as the innovative iterative pharmaceutical products guided by clinical value. Starting from the midline thinking, find the layout point, including: 1. CXO plate with high scenery and high valuation, and find balance in the shock. For example, Wuxi Apptec Co.Ltd(603259) , Asymchem Laboratories (Tianjin) Co.Ltd(002821) , and Porton Pharma Solutions Ltd(300363) of biotechnology cdmo. 2. Medical beauty, rehabilitation and other consumption tracks, such as Huadong Medicine Co.Ltd(000963) , Xiangyumedicalco.Ltd(688626) . 3. Specialized special new track: innovation iteration and innovation support system, such as antibody raw materials, tool protein, nano microspheres, magnetic microspheres and other research and development upstream scientific research service industry attention Suzhou Nanomicro Technology Co.Ltd(688690) , Acrobiosystems Co.Ltd(301080) , etc.

weekly report of textile and garment industry: the temperature drops sharply, down jacket production and sales are booming, and domestic brands are favored

Relevant data show that in early August, the price of 90% of the national standard white duck down was 335000 yuan per ton, which began to rise in September. It once reached 356000 yuan per ton in late October, and the recent price hovered around 365000 yuan. With the cold weather, down jacket consumption has gradually entered the peak season, and the price of down raw materials has increased. Industry insiders said that the rise in the price of down jacket this year is due to the rise in the price of raw materials and the increase in labor costs. In 2020, China’s down jacket Market reached 131.7 billion yuan, with an industry growth rate of 8.93%. Insiders pointed out that affected by the expectation of cold winter, it is expected to exceed 150 billion yuan this year. With the continuous upgrading of domestic down jacket brands, the prosperity of down jacket industry will be improved in the future.

weekly report of household appliance industry: ice washing sales pick up, and the margin of export sales has improved significantly

In the medium and long term, China’s white power market has gradually transformed into a stock competitive market dominated by renewal demand. Under this background, we are more optimistic about the deep barriers built by white power leaders in terms of brand, channel, R & D, management and other underlying basic capabilities. We believe that in the continuous innovation category of white power, we can rely on accumulated advantages to achieve the strength of the strong. At the same time, the white power leader with excellent product power, mature supply chain and rich overseas operation experience has the opportunity to improve the overseas market penetration, and the overseas market space is broad.

weekly report of light industry and manufacturing industry: new tobacco regulatory policies focus on the upward elasticity of the plate

We believe that under the influence of the cycle of the real estate industry, the valuation of the home industry is low, which fully reflects the pessimistic expectation. The current real estate policy pressure is gradually released, the company’s profitability continues to repair, and the home industry is expected to usher in the restoration of pessimism. We are optimistic that the leading enterprises will continue to improve their market share and take the lead in benefiting from the restoration of pessimism by virtue of their established brand and channel advantages.

food and beverage industry weekly: optimistic about Baijiu valuation switch continued concern about progress

At present, the valuation of high-end Baijiu is reasonable, and the price increase and valuation switching will continue to catalyze the high-end Baijiu market. It is suggested that the focus should be paid to the core of the high-end price, and the consumption of the core will benefit from the upgrading of the public consumption. The key is to see the mainstream price increase and the regional brand with faster contribution margin and the brand expansion of the brand to the top end of the reform.