Performance summary: see the annual performance forecast of 36 companies in advance! 24 increase the importance of Baijiu year Quotes

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:

36 companies predict the annual performance, and 24 increase in advance

Statistics show that as of November 22, 36 companies have announced the performance forecast for 2021. The type of performance forecast shows that there are 24 companies with pre increase and 1 company with pre profit, and the total proportion of reporting companies is 69.44%; 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 3 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.

Shenzhen Kingsino Technology Co.Ltd(002548) : the current rise in pig prices will boost the company’s performance, but the range is very limited

Shenzhen Kingsino Technology Co.Ltd(002548) (002548. SZ) said on the investor interaction platform on November 22 that the number and price of pigs sold in the fourth quarter of the company should be subject to the company’s monthly sales briefing. At present, the rise of pig prices will boost the performance of the company, but the range is very limited.

Huaan Securities Co.Ltd(600909) regulatory measures for illegal re collection of asset management business, double drop in revenue and net profit in the third quarterly report, and continuous reduction of shareholders’ holdings

On November 12, Huaan Securities Co.Ltd(600909) announced that it had received corrective measures ordered by Anhui Securities Regulatory Bureau due to violations of asset management business. A week ago, Huaan Securities Co.Ltd(600909) had just received a warning letter from Anhui Securities Regulatory Bureau due to violations of futures business. We have received regulatory measures from the CSRC twice a week, which shows that Huaan Securities Co.Ltd(600909) business compliance has been paid special attention by regulators.

In addition to business compliance issues, Huaan Securities Co.Ltd(600909) also performed poorly in the third quarter, with operating revenue and net profit declining year-on-year. While the performance declined, the second largest shareholder of Huaan Securities Co.Ltd(600909) proposed a reduction plan of 46 million shares, and the major shareholders have reduced their holdings of Huaan Securities Co.Ltd(600909) many times since last year.

industry performance summary:

Baijiu industry tracking report: emphasis on Baijiu and high season, the preferred high-end

Pay attention to the new year and peak season market, choose high-end accelerated Maotai and Fenjiu with strong potential energy, and pay attention to the theme of reform. Although the market demand for liquor in the coming year is still controversial, but from the perspective of the quality of Baijiu Baijiu industry, the basic health of the liquor industry has remained the strength of the report, and the confidence of the channel is still sufficient. Q1 has more confidence in its operation. Short term recommendations should be emphasized at the end of the year, including the dealer conference, the disclosure of Baijiu enterprises’ business plan in the coming year, and the preparation for the peak season.

weekly report of light industry: grasp the main line of home and tobacco investment, and the leading strength is HENGQIANG

Under the background of full exploration of dabaima, some new stock targets focusing on high diving tracks and outstanding manufacturing strength have high growth. It is recommended to pay attention to the investment opportunities of such lines, such as Hhc Changzhou Corp(301061) (two growth tracks of downstream card position function sofa + smart bed, vertical integrated supply chain + strong customer stickiness to ensure high profitability) Joy Kie Corporation Limited(300994) (bicycle ODM leader, electric bicycle & cross-border e-commerce drive high growth), Shandong Yuma Sun-Shading Technology Corp.Ltd(300993) (China’s leading functional sunshade materials, high-quality export manufacturing), Zhejiang Natural Outdoor Goods Inc(605080) (outdoor sports equipment leader, vertical integration opens profit space).

building materials industry research weekly: continue to be optimistic about the improvement of real estate financing and the valuation and repair of consumer building materials

The recent recovery of real estate policies is expected to have a positive impact on short-term demand. In the medium and long term, the ongoing urbanization process, the demand for stock transformation and the advent of the era of building materials quality improvement are expected to maintain a huge volume of downstream demand. The listed leaders have taken the lead in opening channel sinking and transformation, and the leading advantage of capacity layout is more obvious. The relief of cost side pressure is expected to drive the industry to reverse its performance in 22 years. At the valuation end, some oversold varieties have reached historical lows.

automotive industry weekly: pay attention to the opportunity of the rise of independent parts

At present, the terminal demand of passenger cars is good, which is restrained by insufficient supply in the short term. With the improvement of chip supply, we believe that the demand will be released, and the sustainability of sales growth in the next year is more certain. Therefore, we believe that the current round of market in the automotive sector is expected to be a market in the dimension of half a year, especially pay attention to the investment opportunities brought by the industry reform and the rise of independent parts. At the same time, the US electric vehicle policy is overweight and continues to be optimistic about the new energy vehicle industry chain.

weekly report of chemical industry: the improvement of real estate financing environment continues to pay attention to the opportunity of chemical valuation repair

At present, the supply of hydrofluoric acid is tight, and some high prices have risen to 14500 yuan / ton. With the help of the rising downstream market, the fluorite market is strong and the price is further upward. On the whole, although the decline of hydrofluoric acid operation has reduced the demand for fluorite, the current fluorite inventory is low and the supply of goods is limited. In addition, the cooling in winter may further reduce the operation rate, and the cost and demand side support may drive the fluorite price to continue to strengthen.

 

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