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:

see the annual report performance in advance. Six companies expect the annual net profit to double

As of November 25, a total of 50 A-share listed companies have issued performance forecasts for 2021. Among them, 21 listed companies increased slightly, 13 listed companies increased in advance, and 5 listed companies continued to make profits. In terms of industry, there are 8 pharmaceutical and biological industries, 6 mechanical equipment industries, 5 chemical industries, 4 computer industries and electronics industries, and 3 light manufacturing industries. In terms of the expected increase in net profit, Eternal Asia Supply Chain Management Ltd(002183) , 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) and Zhejiang Jolly Pharmaceutical Co.Ltd(300181) 6 listed companies’ net profit increased by more than 100%.

7 pension concept stocks doubled their net profit in the first three quarters

Statistics show that there are 54 stocks in the A-share market that layout the pension industry. In terms of performance, the net profit attributable to the parent of 7 pension concept stocks in the first three quarters more than doubled, Chongqing Taiji Industry (Group) Co.Ltd(600129) with the highest increase; Other stocks with the highest growth rate include Shenzhen Worldunion Group Incorporated(002285) , Chongqing Zhifei Biological Products Co.Ltd(300122) .

some orders increased, and the performance of Kechuang board company was good in the fourth quarter

Recently, some Sci-tech Innovation Board companies said in institutional research that they are optimistic about the order revenue in the fourth quarter. The performance growth is mainly related to the high outlook of the industry, their own technical advantages and other factors. Up to now, 7 companies on the science and innovation board have disclosed the annual performance forecast of 2021, of which 6 are expected to be happy.

industry performance summary:

summary report of the third quarterly report of the pharmaceutical industry in 2021: restore high growth medicine and enter the valuation switching long cycle

With the gradual recovery of outpatient volume and hospitalization to the pre epidemic level, therapeutic products will be recovered in the first three quarters of 2021, CXO will continue the rapid growth trend, and medical services will recover significantly; As a new sector, medical beauty has a bright performance. The IVD field of the device sector continues to benefit from the continuous high growth of covid-19 virus detection.

special analysis report on cultivating diamond industry: high growth of India’s import and export and acceleration of downstream entry

The core of cultivating diamond consumer is size and price. The excellent performance and broad industrial application prospect of synthetic diamond will certainly promote its development to higher quality and larger particles. With more capital and enterprises entering the upstream production, the output is expected to accelerate; The price is expected to increase with the improvement of quality, while the price in the same quality segment is expected to decrease in the medium and long term; The quality can be improved in size, color and clarity. At present, the high temperature and high pressure method is still dominant in the production and cultivation of diamonds in the upstream. The profit of producing artificial diamond with single equipment is roughly the same as that of cultivating diamond. The output development of cultivating diamond is equivalent to expanding the market space of traditional diamond industry, which makes the original diamond output relatively tight and jointly improves the gross profit margin of upstream production enterprises.

special equipment industry dynamic report: 4680 battery attack accelerates the upgrading of lithium battery equipment

The energy of single cell of 4680 battery is increased by 5 times and the output power is increased by 6 times. Combined with the new assembly process, the endurance of electric vehicle can be increased by 54%, the battery price per kilowatt hour can be reduced by 56%, and the production cost can be reduced by 69%. So as to promote the development of power battery into a new era. 4680 battery adopts electrodeless ear technology, which greatly reduces the internal resistance of the battery and greatly improves the energy density of the battery. On the other hand, the production process requirements of 4680 battery are further improved, and the equipment requirements are further improved due to the new technology (such as electrodeless ear).

weekly report of light industry and paper industry: real estate liquidity has improved, and the valuation of household sector is expected to be repaired

It is expected that the subsequent normal rigid house purchase demand will be supported by the credit side, and the liquidity at the housing transaction level will be improved, resulting in a marginal positive change in the expectation of subsequent real estate transactions, which will help to improve the valuation of the whole home sector. Affected by this logic, the home sector rose by 3.7% this week. Through the research on the time window of past real estate regulation, we find that the current valuation level of the head home company is already at the bottom of the real estate regulation cycle. We believe that with the normal repair of the subsequent real estate transaction level, the head home company is expected to usher in a double blow.

dynamic comments on the power and public utilities industry: the inter provincial power spot trading rules were issued, and the power reform continued to advance

Under the goal of “double carbon”, the new energy operation industry has broad development prospects and high growth and certainty. With the maturity of green power, green certificate system and carbon trading market, the environmental value of green power will continue to improve and bring more additional benefits to new energy projects. It is recommended to pay attention to high-quality clean energy operators: Zhongmin Energy Co.Ltd(600163) , Fujian Funeng Co.Ltd(600483) , Gcl Energy Technology Co.Ltd(002015) . Related targets: China Three Gorges Renewables (Group) Co.Ltd(600905) , Longyuan Power (H), CGN new energy (H), China Resources Power (H).