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 25 companies is expected to increase

Statistics show that as of November 24, 37 companies have announced the performance forecast for 2021. The type of performance forecast shows that there are 25 companies with pre increase and 1 company with pre profit, and the total proportion of reporting companies is 70.27%; 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 6 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%; Yanan Bicon Pharmaceutical Listed Company(002411) , Jiangsu Hualan New Pharmaceutical Material Co.Ltd(301093) it is estimated that the median year-on-year growth rate of annual net profit is 191.06% and 184.28% respectively, ranking the second and third.

29 A-share companies forecast annual performance pharmaceutical and other industries

As of 16:00 on November 23, 29 A-share companies had announced the performance forecast for 2021, of which only 2 had lost money. Among the 27 profitable companies, there are 22 companies whose net profit increases in advance and only 5 companies whose net profit decreases in advance. From the perspective of industry situation, the number of pre increased companies in pharmaceutical, electronic and chemical industries ranks first.

Among the 22 companies with pre increased net profit, there are 4 in the pharmaceutical industry, 3 in the electronic industry, 3 in the chemical industry and 2 in the computer application industry; In terms of the pre increase range, Eternal Asia Supply Chain Management Ltd(002183) , Yanan Bicon Pharmaceutical Listed Company(002411) , Jiangsu Hualan New Pharmaceutical Material Co.Ltd(301093) , tianyima, Runa Smart Equipment Co.Ltd(301129) , Shandong Longhua New Material Co.Ltd(301149) , C Yachuang, Zhejiang Jolly Pharmaceutical Co.Ltd(300181) and other 9 enterprises’ net profits increased by more than 100%; There are 4 companies with net profit growth of 50% – 100%.

Why does the fundamentals deviate from the stock price? Steady growth in performance and good asset quality. How will bank stocks go next year?

Recently, the discussion on whether LPR will be lowered, the rumors that housing loans should be released, and the news of marginal relaxation of credit policy have disturbed bank stocks. As an important sector of the A-share market, the performance of bank stocks this year may disappoint some investors; However, the data of the first three quarters show that the performance of listed banks has increased steadily, the interest margin is stabilizing with the decline of debt cost, and the moment of maximum pressure on asset quality has passed. Of course, the divergence between stock prices and fundamentals continues. Recently, a number of securities companies have made prospects for bank stock investment in 2022, and they all expect the performance of bank stocks to grow steadily.

performance robust and superimposed valuation advantage agencies concern Baijiu year

Ping An Securities believes that the Baijiu industry has high gross margin and strong pricing power. In addition, the valuation level, the liquidity environment also provides a good valuation pull for the Baijiu plate, and the superposition of Baijiu is basically good, and the growth rate is steady, and the valuation advantage is highlighted. Near the end of the year, Founder Securities Co.Ltd(601901) pointed out that Baijiu plate or usher in the valuation switch, December industry or early entry into the Spring Festival stocking stage, leading the end of the convening of the dealer conference and other factors, may be a catalyst for stock prices. Overall, the steady growth of Baijiu liquor and the trend of certainty are the core driving force for supporting the plate and keep optimistic about the fundamentals and trends of the plate.

industry performance summary:

food and beverage industry weekly: Baijiu plate warmer suggestions continue to focus on

1) the market is fluctuating continuously, and Baijiu is not changing. After adjustment, the plate enters the value range, and holds the Baijiu line, seeks the high elasticity two or three line, proposes to pay attention to Wuliangye Yibin Co.Ltd(000858) , Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) , Jiangsu King’S Luck Brewery Joint-Stock Co.Ltd(603369) and so on. 2) When popular products enter Q3, the high base effect gradually disappears, and the price increase alleviates the cost pressure. With the arrival of the peak season, the performance is expected to improve marginally. It is recommended to pay attention to Fu Jian Anjoy Foods Co.Ltd(603345) , Juewei Food Co.Ltd(603517) and so on.

weekly view of the electronics industry: yuanuniverse VR ar drives the prosperity of relevant electronic components

Metauniverse VR / AR drives the prosperity of relevant electronic components: Jibang consulting recently pointed out that as metauniverse promotes more manufacturers to invest in the construction of virtual world, the popularization of VR / AR devices will become one of the keys to the development of metauniverse industry. Jibang consulting estimates that the global shipment of VR / AR devices will be 12.02 million units in 2022, with an annual growth rate of 26.4%. As far as the electronics industry is concerned, this trend will certainly drive the prosperity of relevant electronic components. In terms of memory, rich content ecology is expected to drive the improvement of DRAM in single machine carrying capacity and the synchronous improvement of storage hardware efficiency. In terms of advanced processes, in order to make graphic imaging and large amount of data processing smoother, more advanced processes can provide computing chips with good performance in volume, efficiency and power saving. In terms of display technology, the immersion of VR / AR comes from higher resolution and refresh rate. Micro LED is bound to be paid more attention. The traditional 60Hz can not meet the presentation of advanced display effect. It is expected that the specifications above 120Hz will become the mainstream in the future.

in depth report on the real estate industry: the logic of high growth of beneficiaries in the stock era remains unchanged

The real estate industry is moving towards the stock era. The development of the property management industry is of great significance to the maintenance and appreciation of the core assets of Chinese households, and its position in the market is becoming increasingly prominent. The scale of the property management industry has exceeded the trillion mark, but there is still much room for expansion in the fields of value-added services and basic property services. The industry has certain guarantee in the sustainability of growth and profitability. At present, it is significantly adjusted mainly affected by the credit risk of the real estate industry. At present, the policies of the real estate industry have been corrected, and the valuation of the sector is still relatively low, The property management section is recommended.

investment strategy of electrical equipment industry: lithium battery supply side breaks through the key year and pays attention to post cycle and new technology

2022 is the key year for the breakthrough of lithium battery supply end. We need to pay attention to the direction of post cycle and new technology. We believe that the next year is the third stage of upward cycle investment of new energy vehicles. The high-quality supply end of lithium battery industry chain is expected to achieve a breakthrough, and the investment opportunities are reflected in the following aspects. (1) High barriers to long-term growth: batteries, diaphragms, negative electrodes, etc; Among them, the battery link will benefit from the loosening of upstream price margin, the improvement of downstream penetration and product innovation in the next year, which is in a good investment period. (2) Post cycle direction of prosperity improvement in 2022: energy storage, equipment, auxiliary materials, etc; Among them, the energy storage industry chain benefits from carbon neutralization and the rigid demand for clean energy. (3) New technologies are expected to achieve breakthroughs: 4680 battery, lifsi, etc; The product innovation led by these leading companies is expected to bring continuous cost reduction and safety improvement, so as to further open the future growth space of lithium batteries.