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 22 companies is expected to increase

Statistics show that as of November 19, 33 companies have announced the performance forecast for 2021. The type of performance forecast shows that there are 22 companies with pre increase and 1 company with pre profit, and the proportion of reporting companies in total is 69.70%; 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.

the revenue of runbaiyan and kuadi increased by 160% year-on-year Bloomage Biotechnology Corporation Limited(688363) the skin care business continued to grow high in the first three quarters

Recently, Bloomage Biotechnology Corporation Limited(688363) released the record of investor relations activities, which showed that “in the first three quarters of this year, the business of functional skin care products continued to grow at a high speed, of which the revenue of runbaiyan was about 780 million yuan, a year-on-year increase of about 160%.”

According to the financial report, Bloomage Biotechnology Corporation Limited(688363) 2021 in the first three quarters, the R & D investment was 192 million yuan, a year-on-year increase of 101%, of which 85 million yuan was invested in the third quarter, a year-on-year increase of 138%. In addition, Bloomage Biotechnology Corporation Limited(688363) there were 212 projects under research in the first three quarters of this year, an increase of 89 year-on-year; There were 537 R & D personnel, a year-on-year increase of 182.

the prosperity of the textile industry decreased slightly in the third quarter, and the order profits of enterprises both fell

According to the data released by China Textile Industry Federation, the profitability of China’s textile industry decreased in the third quarter of 2021 compared with the second quarter. According to the survey, 38.9% of textile enterprises said that the profit in the third quarter was higher than that in the second quarter, which was 11.1 percentage points lower than that in the second quarter; 29.2% of textile enterprises said that their profits were lower than those in the second quarter, which was 13.4 percentage points higher than the survey results in the second quarter.

industry performance summary:

in depth report of the medical and health industry: the demand for sleep assistance is increasing, and the sleep economy market is broad

The fast-paced and stressful modern social life will give birth to a wider group of sleep disorders. With the growing group of sleep disorders, companies related to sleep drugs and health products are expected to usher in market dividends. Attention should be paid to the investment opportunities of drug and health products companies in the field of sleep. On the one hand, attention should be paid to drug manufacturers in the field of sleep, focusing on common sleeping drugs with less adverse reactions, such as non BZDs. On the other hand, we should pay attention to the pharmaceutical enterprises that cut into sleep health products, especially the layout of melatonin and GABA, which are relatively hot at present. Relevant listed companies include Jiangsu Nhwa Pharmaceutical Co.Ltd(002262) , Bloomage Biotechnology Corporation Limited(688363) , etc.

Everbright Securities Company Limited(601788) : policy support is an important driving force for the development of the communication industry. Continue to be optimistic about the rebound opportunity of the sector

Everbright Securities Company Limited(601788) the research report pointed out that on November 16, the Ministry of industry and information technology held a press conference on the development plan of the information and communication industry in the 14th five year plan, and officially released the development plan of the information and communication industry in the 14th five year plan. The plan sets 20 quantitative indicators to plan 5g construction, broadband network, IPv6, Internet of things, satellite application, international sea and land cable, data center, industrial Internet, 6G, big data, 5g application, emergency communication, network security, etc. We believe that policy support is an important driving force for the development of the communication industry and continue to be optimistic about the rebound opportunity of the communication sector.

summary of the third quarterly report of banking industry in 2021: selected small and medium-sized banks with low growth in the industry

The industry grew at a low speed as a whole and selected high-quality small and medium-sized banks. We believe that the subsequent net interest margin will replace the asset quality and become an important driving force for net profit growth. At present, the valuation of the banking sector is still at a historical low, and we maintain the “over allocation” rating of the industry. When the overall growth of the industry is slow, it is recommended to pay attention to high-quality small and medium-sized banks such as Bank Of Ningbo Co.Ltd(002142) , Jiangsu Suzhou Rural Commercial Bank Co.Ltd(603323) , Jiangsu Changshu Rural Commercial Bank Co.Ltd(601128) , Jiangsu Zhangjiagang Rural Commercial Bank Co.Ltd(002839) , Bank Of Chengdu Co.Ltd(601838) , China Merchants Bank Co.Ltd(600036) .

automotive industry investment strategy in November: dealer inventory is low, and core shortage is expected to ease

In the short term, the lack of core in the automotive industry is expected to be alleviated. In the long run, China’s auto industry is still in the transition stage from growth to maturity, and positive growth is expected to be the main theme in the later stage. Plate recovery, electric intelligence, import substitution and product upgrading China’s automobile industry has experienced adjustment for more than two years, the bottom has been gradually established, production and sales have stabilized and gradually recovered, and the large space growth track Changzhou Xingyu Automotive Lighting Systems Co.Ltd(601799) , Fuyao Glass Industry Group Co.Ltd(600660) , Keboda Technology Co.Ltd(603786) , Saic Motor Corporation Limited(600104) , Contemporary Amperex Technology Co.Limited(300750) , Byd Company Limited(002594) is recommended.

Siasun Robot&Automation Co.Ltd(300024) industry: the year-on-year growth rate of service Siasun Robot&Automation Co.Ltd(300024) in October was negative, and the industry accelerated downward

Driven by the maturity of core technologies such as navigation and positioning, motion control and artificial intelligence, the development of service Siasun Robot&Automation Co.Ltd(300024) has entered a rapid development channel in recent years. However, because the service Siasun Robot&Automation Co.Ltd(300024) has TOC attribute and faces end customers directly, the commodity has strong practicability and is more significantly affected by the consumer market. Under the background of China’s shift to China and international double circulation and efforts to promote the development of China’s consumer market, service Siasun Robot&Automation Co.Ltd(300024) is expected to maintain a momentum of rapid development.