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 price of Maotai flavor base liquor has increased by 20% the performance growth of 16 concept stocks is expected to exceed 20% (attached shares)

According to industry media reports, although many sauce and wine products have been sluggish in the market, their base wine has still come out of an independent rising market. With the time entering December and approaching the peak of liquor consumption such as new year’s day and Spring Festival, the supply of base liquor market is in short supply. It is a common phenomenon that the prices of base liquor such as super grade Maoxiang, excellent grade Maoxiang and first grade Maoxiang rise by 15% – 20%.

Statistics show that the Baijiu II (Shen Wan) index has a rolling price earnings ratio of 48.38 times in December 21st, and a total of 7 constituent stocks are lower than the latest valuation. Including Wuliangye Yibin Co.Ltd(000858) and Jiangsu Yanghe Brewery Joint-Stock Co.Ltd(002304) two 100 billion market capitalization stocks, the rolling P / E ratios were 39.55 times and 34.98 times respectively. In addition, the agency predicts that the annual net profit growth rate of 16 shares is higher than 20%, Qinghai Huzhu Barley Wine Co.Ltd(002646) and Shede Spirits Co.Ltd(600702) are expected to double, and the net profit growth of Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) , Hebei Hengshui Laobaigan Liquor Co.Ltd(600559) , Beijing Shunxin Agriculture Co.Ltd(000860) , Sichuan Swellfun Co.Ltd(600779) is also expected to exceed 50%.

performance decline “stock speculation” to gather the leader Anhui Conch Cement Company Limited(600585) it is proposed to be China West Construction Group Co.Ltd(002302) the second largest shareholder

Anhui Conch Cement Company Limited(600585) (600585. SH) plans to invest heavily in China West Construction Group Co.Ltd(002302) (002302. SZ) to become its second largest shareholder. After hours on December 21, Anhui Conch Cement Company Limited(600585) announced that it planned to participate in the subscription of China West Construction Group Co.Ltd(002302) non-public issued A-Shares with its own capital of 1.76 billion yuan, with a subscription amount of 251 million shares. After the completion of this subscription, the company will hold China West Construction Group Co.Ltd(002302) 16.3% of the shares and become its second largest shareholder.

In fact, in the first half of 2021, affected by the sharp rise in coal prices, Anhui Conch Cement Company Limited(600585) operating revenue increased by 8.68% year-on-year, while the net profit attributable to the parent decreased by 6.96% year-on-year. In the third quarter, the decline of the company’s performance expanded. The operating revenue and net profit attributable to the parent company in the current period were 41.278 billion yuan and 7.439 billion yuan respectively, down 17.41% and 14.00% respectively compared with the same period last year.

the top-level design of the retrograde “stable share price scheme” for the net breaking and performance recovery of listed banks

Mingming’s performance increased steadily, but the stock price was depressed and even “broke the net”. This scene is being staged in the A-share banking sector in 2021. Since the second quarter of this year, bank shares have been in a volatile downward trend, and the share price has fallen to the “cabbage price”, which directly touched the red line of stabilizing the share price of many banks. In this case, the main shareholders and directors and supervisors of the bank frequently increased their holdings of their own shares.

In this regard, many experts said that due to the concerns about the quality of bank assets and the “blood pumping” effect caused by the rise of the new energy sector, the valuation of listed banks this year is under serious pressure, but the shareholding increase measures of major shareholders and directors, supervisors and senior executives reflect their confidence in the sector. The recent central economic work conference has set the overall tone of steady growth for the economy next year. Under this background, the valuation pressure of listed banks will be significantly relieved and is expected to get out of the trough next year.

industry performance summary:

institutions: the game industry still has good growth. It is recommended to pay attention to these stocks

In the long run, the game industry still has good growth. It is recommended to focus on those with excellent R & D capabilities: Tencent Holdings (0700. HK), netease-s (9999. HK), Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) (002555), ZuLong Entertainment (9990. HK) and heart company (2400. HK); China’s outbound social platform is developing well overseas, with increasing influence and leading role. It is suggested to pay attention to chizicheng Technology (9911. HK) and happy gathering (YY. O); In addition, policy dividends are continuously released to promote the high-quality development of cross-border e-commerce. It is suggested to pay attention to Alibaba SW (9988. HK) and sheen (unlisted); At present, some Chinese manufacturers have reached the international leading level in the short video area, and China’s Kwai Fu -W (1024.HK) is recommended.

annual report on the research of the real estate industry: integration and acceleration

According to incomplete statistics of Guojin real estate, the total cash expenditure of listed property management companies in M & A in 2021 exceeded 30 billion yuan, more than double that in 2020. Country garden service is the largest buyer in the M & a market this year. Its consideration for the three M & as of Blu ray Garbo service, R & F property and core assets of color life is billions or even 10 billion yuan. These three mergers and acquisitions alone will bring at least 250 million square meters of under management area to country garden services, equivalent to 66% of its under management area by the end of 2020. We believe that the management scale and density (behind which is the owner’s volume and consumption potential) are the basis for property companies to do a good job in owner value-added services. The acceleration of industry integration is conducive to the head company to expand the scale and deepen the density faster, so as to open up a feasible community value-added service business line faster and accelerate the realization of the second growth curve.

brief review report on national defense and military industry: “yuanuniverse” helps military industry pay attention to equipment informatization

Grasp the main line of aviation equipment investment, and the independent and controllable growth of military electronics is high: 1) the contract liabilities of the main engine factory + verification of advance receipts, and the growth of the aviation industry chain will continue to be realized. The performance transmission is effective. From the main engine plant and engine system, to the engine body system and parts, and then to the upstream raw material plate, the whole industry chain has strong momentum and certainty. The OEM pays attention to Avic Shenyang Aircraft Company Limited(600760) , Avic Xi’An Aircraft Industry Group Company Ltd(000768) , Jiangxi Hongdu Aviation Industry Co.Ltd(600316) , Avicopter Plc(600038) , Aecc Aviation Power Co Ltd(600893) ; Body system concerns Avic Electromechanical Systems Co.Ltd(002013) , China Avionics Systems Co.Ltd(600372) , Aecc Aero-Engine Control Co.Ltd(000738) , Beijing Beimo High-Tech Frictional Material Co.Ltd(002985) ; Aviation parts focus on Avic Heavy Machinery Co.Ltd(600765) , Wuxi Paike New Materials Technology Co.Ltd(605123) , Chengdu Ald Aviation Manufacturing Corporation(300696) ; Metal materials focus on Baoji Titanium Industry Co.Ltd(600456) , Gaona Aero Material Co.Ltd(300034) , Jiangsu Toland Alloy Co.Ltd(300855) . 2) The certainty of missile weapons and equipment benefits from practical military training. The independent control of military electronics in the field of high-end equipment brings high growth. We pay attention to Chengdu Tianjian Technology Co.Ltd(002977) , Beijing Relpow Technology Co.Ltd(300593) , Avic Jonhon Optronic Technology Co.Ltd(002179) , Guizhou Space Appliance Co.Ltd(002025) , Beijing Yuanliu Hongyuan Electronic Technology Co.Ltd(603267) , Chengdu Corpro Technology Co.Ltd(300101) , Beijing Fjr Optoelectronic Technology Co.Ltd(688272) .

investment strategy of automobile industry in 2022: the industry is expected to continue to recover and new energy vehicles enter the era of quality competition

China’s macroeconomic stability has recovered. China’s automobile market is in the transition stage from the initial stage of popularization to the later stage of popularization. New car sales have gradually shifted from the incremental market to the stock market, and automobile exports have exceeded expectations. At present, the technology of new energy vehicles is gradually mature, and intelligence gives new energy vehicles more premium space. Compared with fuel vehicles, the price of new energy vehicles has a certain cost performance, and the industry space has been greatly improved. There are no lack of structural investment opportunities in the industrial chain, maintaining the industry rating as “optimistic”. Stock selection suggestions for the automotive industry: 1. Focus on the vehicle leader with continuous leading market share and perfect product matrix; 2. Focus on new energy vehicles and vehicle intelligence, start with the high-quality industrial chain, look for high-quality targets from top to bottom, and pay attention to Tesla industrial chain and lithium battery industrial chain. It is suggested to pay attention to: Saic Motor Corporation Limited(600104) , Guangzhou Automobile Group Co.Ltd(601238) , Wuxi Lead Intelligent Equipment Co.Ltd(300450) , Byd Company Limited(002594) , Xiamen Faratronic Co.Ltd(600563) .

pharmaceutical and biological industry: Innovation + globalization opens the second curve of pharmaceutical and medical growth

There is a strong demand for medical infrastructure in the post epidemic era, and the global basic public health construction is generally insufficient. The medical infrastructure planning in the post epidemic era is put on the agenda. Since 2020, the issuance of medical related bonds in some provinces of China has accelerated the layout of China’s medical infrastructure. In addition, overseas countries represented by Spain, France and Italy have also launched corresponding new medical infrastructure schemes, which is expected to stimulate the demand of the medical device industry.