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:

Angel Yeast Co.Ltd(600298) Xie Na, its brand and spokesman, sued that the dividend of “housing economy” subsided, and the net profit attributable to the parent in the third quarter fell by more than 30% year-on-year

Because Xie Na studio was sued for a dispute over a sales contract, Angel Yeast Co.Ltd(600298) was pushed to the forefront. The reporter observed that in recent years, with the slowdown of the growth rate of the yeast industry and the rising price of upstream raw materials, Angel Yeast Co.Ltd(600298) actively expand the diversified operation in the fields of health products and cosmetics, but the effect has not been significantly shown. Its third quarterly report showed that the net profit attributable to the parent company was 190 million yuan, a sharp year-on-year decrease of 35.23%.

Do-Fluoride New Materials Co.Ltd(002407) signed a long sales order of 4 billion a week, and the net profit in the first three quarters increased by 53 times

The reporter found that in order to improve the supply capacity, Do-Fluoride New Materials Co.Ltd(002407) frequently expanded production. Only in August and September this year, the company successively announced to invest and build a total annual output of 120000 tons of lithium hexafluorophosphate project in Yunnan and Shanxi. In terms of Do-Fluoride New Materials Co.Ltd(002407) , it is a significant increase in operating performance. In the first three quarters of this year, the company realized a net profit attributable to shareholders of listed companies (hereinafter referred to as net profit) of 737 million yuan, a year-on-year increase of 53 times.

the performance of Jinhao medical decreased sharply in 2021

Just one month after landing on the selected floor of the new third board, it caught up with the opening of the Beijing stock exchange. Jinhao medical (872925, BJ), which is mainly engaged in the export business of hearing aids, did not rise in the wind. In the past few years, Jinhao medical, whose performance has maintained steady growth, achieved a revenue of 138 million yuan in the first three quarters of 2021, a year-on-year decrease of 8.08%, and a net profit attributable to the parent company of 17.81 million yuan, a year-on-year decrease of 47.62%.

Kaiteng Seiko landed on the Beijing stock exchange, performance growth or facing the ceiling

On November 15, Kaiteng Seiko officially landed on the Beijing stock exchange and became the first batch of enterprises listed on the Beijing stock exchange. The core competitiveness of gravure plate making industry is the production process level and business coverage of plate roller. The industry threshold is high, but the market space in subdivided fields is limited, and there is also an obvious ceiling for enterprise performance growth. From 2018 to 2020, the annual compound growth rate of Kaiteng Seiko’s operating revenue was about 1.99%, and the annual compound growth rate after deducting non net profit was about 23.47%. In the first three quarters of 2021, Kaiteng Seiko’s operating revenue increased by 16.53% year-on-year, faster than the average level in recent years. However, due to the short-term pressure on profits caused by the rise in the price of upstream raw materials, the net profit decreased by 12.88% year-on-year.

industry performance summary:

weekly report of household appliance industry: the retail data of household appliances in October rose to the scene of good home and empty market

We believe that the real estate delivery data in the fourth quarter is expected to improve, promote the prosperity of the household appliance industry, release the demand for population structure and product renewal, and support the strong medium and long-term demand of the industry; The short-term rise in raw material prices accelerates the industry reshuffle, superimposes new opportunities brought by product innovation and channel reform, the industry concentration is expected to continue to rise, and the advantages of leading enterprises are expected to expand.

biweekly report of pharmaceutical and biological industry: medical insurance negotiation landing industry ushers in configuration opportunities

It is suggested to pay attention to the pharmaceutical sector, stabilize the policy, and bring opportunities for innovation and transformation. The impact of centralized purchase has weakened and the policy has tended to be stable. The valuation of the pharmaceutical sector has been in a low quantile. It is expected to usher in valuation repair opportunities next year, and innovation and transformation are also worth looking forward to. On the policy side, the innovative drugs most concerned in the pharmaceutical negotiations have a moderate price reduction. This year is the third year of the introduction of innovative drugs into medical insurance. The market has certain expectations for the price adjustment of medical insurance this year. The price reduction potential of centralized purchase varieties itself has been very low, and the bad has basically been exhausted. On the enterprise side, traditional pharmaceutical enterprises are also gradually realizing innovation and transformation, and the “combination of imitation and innovation” will bring opportunities.

food and beverage industry research weekly: looking for industry trends and company performance to determine the beer and catering industry chain

We believe that in 2021, the secondary high-end sector benefited from the dividend of high-end price increase and consumption upgrading, showing the growth of both volume and price. Wine enterprises seized the opportunity to rapidly expand dealers and nationalize the layout. At the same time, they also benefited from the epidemic in 20 years and the demand for wedding banquet and banquet extended to this year. It is expected that in the future, the sub high-end liquor enterprises will continue to focus on the promotion of high-end and nationalization. In the fourth quarter, they may focus on combing the channel inventory and stabilizing the price system. Compared with the current valuation level, they may be under pressure on the revenue and profit side next year. It is suggested to focus on Jiangsu Yanghe Brewery Joint-Stock Co.Ltd(002304) with the valuation at the bottom and expected reform.

investment strategy of automobile industry: grasp the three upward cycles of this round of automobile from the perspective of scarcity

We believe that at present, the triple upward large cycle resonance of the automobile industry is expected to continue: in the first cycle, the industry competition is in order, driving the penetration rate of new energy vehicles to continue to increase; In the second cycle, with the help of electric intelligent forward-looking layout, independent brand car enterprises have gradually increased their share in China; In the third cycle, China’s independent brand auto enterprises adjusted their operation mode, accelerated their efforts in overseas markets, made breakthroughs in some emerging markets, and the global market share is expected to continue to increase. The overseas expansion of parts suppliers through overseas investment and factory establishment, global mergers and acquisitions and other means has also achieved remarkable results.

a week’s coal trend in the coal mining industry: the peak season of coal consumption is gradually approaching, and the enthusiasm of downstream procurement is improved

At present, the determination of production end to ensure supply and the strength of landing are continuously improved, and the supply continues to increase. Moreover, the railway shipment is in good condition and the supply end is unblocked. At the same time, the demand is positive. In the peak season of coal consumption, the daily consumption of the power plant gradually picks up, adding that a new round of cold air is coming, and the peak season is about to start. In the later stage, more attention is paid to the changes of policies and supply and demand pattern.

Coking coal: in terms of supply, China’s supply recovered, Australian coal in some ports gradually cleared customs, and the coking coal supply side recovered rapidly. In terms of demand, the comprehensive operating rate of coking plant decreased slightly compared with that of last week, and the storage and available days of coking coal in coking plant increased. Overall, the coking coal supply side recovers rapidly, and the downstream inventory rebounds. It is expected that the short-term coking coal price may be weak.

Coke: in terms of supply, the start-up of coking plant decreased compared with last week. In terms of demand, the blast furnace operating rate of steel mills continued to fall, the coke inventory of steel mills and ports decreased, and the coke inventory of coking plants rebounded. In general, the downstream steel mills are affected by production restriction, the superimposed steel price has decreased significantly, and the coke demand of steel mills has been weakening. Up to now, the fifth round of coke has been fully landed, and it is expected that the short-term coke price may be weak.