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 28 companies is expected to increase

Statistics show that as of November 29, 41 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 70.73%; There are 3 companies whose performance is expected to decline and 3 companies whose performance is expected to suffer losses. 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%; N torch core 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.

detect 6 million shares of the faucet and seal the trading limit. The mutant strain is threatening! Here comes the list of high performance and hot stocks

Today’s A-share market as a whole shows a situation of opening low and going high. Although the covid-19 epidemic related sectors opened significantly higher, the covid-19 detection sector had callback as of the noon closing. The market value of the pharmaceutical and biological sector increased by nearly 27 billion yuan. In the covid-19 testing sector, Jiangsu Skyray Instrument Co.Ltd(300165) , Jiangsu Bioperfectus Technologies Co.Ltd(688399) , Shanghai Zj Bio-Tech Co.Ltd(688317) and other stocks increased by more than 10%. As of press time, Jiangsu Skyray Instrument Co.Ltd(300165) has exceeded the 60000 hand sealed limit. According to the company, Bessie biology, a wholly-owned subsidiary of Jiangsu Skyray Instrument Co.Ltd(300165) , has the production capacity of covid-19 virus rapid detection reagent.

Statistics show that as of the latest closing date, the share price has been corrected by more than 35% compared with the highest closing price of the year, and the agency predicts that the share price will rise by more than 35%. There are 19 pharmaceutical and science and technology stocks that are expected to exceed last year’s net profit growth this year. The three technology stocks Shenzhen Sunmoon Microelectronics Co.Ltd(688699) , Shanghai Newtouch Software Co.Ltd(688590) , Hangzhou Pinming Software Co.Ltd(688109) have the top three rising space, all exceeding 75%.

Argus ( Shanghai) Textile Chemicals Co.Ltd(603790) the completion of raised investment projects was delayed, and the performance in the first three quarters of this year still increased steadily

Recently, Argus ( Shanghai) Textile Chemicals Co.Ltd(603790) announced that the delayed completion of the Internet customer color integration construction of the raised investment project is mainly due to the impact of objective factors such as personnel communication and cooperation and material transportation, and the product marketing is also limited, resulting in the delay of the development progress and promotion progress of the software and hardware of the raised investment project. However, in the first half of 2021, China’s macro economy maintained a good growth momentum, and the company’s downstream textile printing and dyeing industry recovered. In the first three quarters, the company achieved revenue and net profit of 696 million yuan and 60.9975 million yuan respectively, with a year-on-year increase of 18.52% and 18.71%.

industry performance summary:

weekly report of light industry manufacturing industry: the implementation of electronic cigarette policy recommends the manufacturing leader of electronic atomization equipment

The recent implementation of the e-cigarette industry policy marks that there is a formal law for industry supervision. If the subsequent relevant departments issue detailed rules, industry access mechanism and whether to implement monopoly, the e-cigarette industry is expected to experience a reshuffle at the brand side and channel side. From the production side, the implementation of “article 65” in the implementation regulations is good for the production standard Electronic cigarette manufacturers with high technical standards.

Focus on recommending the implementation of China’s e-cigarette regulatory policy, and benefit from the implementation of China’s e-cigarette policy of smore international. The standardization of the industry continues to be strengthened, which is of great benefit to smore international, a production leader with strong advantages in technology, R & D and customers; On October 13, 2021, the US FDA approved the collection of electronic cigarette products, namely three products of VUSE, and recognized the harm reduction of tobacco flavor atomized electronic cigarette for the first time, which is expected to have a certain reference for the direction of electronic cigarette supervision in other countries, and the growth space of the industry is expected to be further increased.

weekly report of textile and garment industry: clothing ushers in the peak winter sales season and is optimistic about Q4’s high performance elasticity

The clothing industry is about to enter the winter clothing sales peak season from December to January. The double 11 record and the rise of domestic products have opened the sales curtain of the peak season. The beauty of cosmetic medicine is leading the consumer industry, and the head brand R & D innovation, channel expansion and marketing promotion effect are obvious. Recommendation: 1) clothing and home textile: Anta sports, Biem.L.Fdlkk Garment Co.Ltd(002832) , Xin Hee Co.Ltd(003016) , it is recommended to pay attention to Bosideng and Li Ning; 2) Cosmetics and e-commerce: Imeik Technology Development Co.Ltd(300896) , Yunnan Botanee Bio-Technology Group Co.Ltd(300957) , Proya Cosmetics Co.Ltd(603605) , Bloomage Biotechnology Corporation Limited(688363) ; 3) Textile manufacturing: Huali Industrial Group Company Limited(300979) , Winner Medical Co.Ltd(300888) . It is suggested to pay attention to Shenzhou International and Zhejiang Sunrise Garment Group Co.Ltd(605138) .

weekly report of household appliance industry: export data are full of toughness, and the demand for overseas household appliances is expected to pick up

After the double 11, dishwasher sales continued to improve, in line with the trend, and there is still a large space in the future; The functions of integrated stoves are constantly enriched, the sales proportion of high-end products continues to increase, and gradually seize the market share of traditional cigarette stoves. Recommended target: Marssenger Kitchenware Co.Ltd(300894) : with the help of e-commerce dividends, seize the market leader of integrated stoves, gradually strengthen dealer management and force offline; Zhejiang Entive Smart Kitchen Appliance Co.Ltd(300911) : the reform in management, products and channels has achieved results, and two are guaranteed and one is contested in the integrated stove market.

weekly report of new chemical materials industry: continue to look at the market of new materials, and more flowers are blooming

Large single product is the direction, looking for opportunities around self-sufficiency rate + growth of downstream industries. The core feature of new materials is new and small. To grow into a large enterprise, it needs to benefit from its excellent performance and the growth of downstream industries to become a large single product, or strive to become a platform company of a certain kind of technology. Looking to the future, electronic chemicals driven by the rising self-sufficiency rate, battery materials driven by low-carbon economy and deep processing of traditional raw materials are expected to become the most concentrated areas for companies with large market value.

weekly report of agriculture, forestry, animal husbandry and fishery industry: supply and demand are booming, and the market of pig price in xiaoyangchun may continue in December

The pig cycle reversal is imminent, and the transgenic breeding policy will be implemented. In 2022, the pig cycle reversal is imminent, and the capacity removal period will be arranged. It is suggested to focus on Muyuan Foods Co.Ltd(002714) with prominent cost advantages and rapid growth of marketing scale; The production index has basically returned to the pre epidemic level and the capital reserve is relatively abundant Wens Foodstuff Group Co.Ltd(300498) ; Relevant beneficial objects Fujian Aonong Biological Technology Group Incorporation Limited(603363) , Leshan Giantstar Farming&Husbandry Corporation Limited(603477) .