2021 is coming to an end. Judging from the performance forecast of the annual report disclosed at present, the prediction rate is high, and even the performance of individual stocks has increased by more than 10 times. In the industry, the performance of chemical industry, medicine, biology, electronics and other industries is outstanding. When the annual report is officially disclosed, combined with the brokerage’s outlook for 2022, it will be lively at that time.
01
performance prediction of more than 80 stocks
According to the data of East Money Information Co.Ltd(300059) choice, as of the closing on December 23, a total of 92 shares disclosed the advance notice of the 2021 annual report, of which 77 shares were expected to be pleased with the performance (slight increase, loss reversal, continued profit and advance increase), accounting for 83.7%.
Specifically, among the 92 listed companies that have disclosed the performance forecast of 2021 annual report, 35 have the most performance forecast. The performance increased slightly, followed by 30. In addition, there are 10 companies with continued earnings and slight decrease in performance.
02
15 the company earned more than 500 million in 2021
According to the absolute value of net profit attributable to the parent company in 2021, 82 shares are at least profitable, accounting for 89.1%. According to the upper limit of predicted net profit, 57 shares can make a profit of more than 100 million yuan, 32 shares can exceed 200 million yuan, and 15 shares can exceed 500 million yuan.
Focus Media Information Technology Co.Ltd(002027) at present, most of them are profitable, and they can earn up to 6.2 billion yuan in 2021; Lb Group Co.Ltd(002601) ranks second, and can earn up to RMB 5.722 billion in 2021. Goertek Inc(002241) , Yong’an futures, Yanan Bicon Pharmaceutical Listed Company(002411) and others can also earn more than 1 billion yuan in 2021.
03
Baiji China may lose more than 10 billion
On the contrary, among the few stocks that predicted to lose money in 2021, Baiji Shenzhou, which was listed on the science and Innovation Board soon, undoubtedly attracted the most attention.
According to the data, following the loss of RMB 11.384 billion in 2020, Baiji Shenzhou is expected to lose RMB 8.542 billion to RMB 11.012 billion in 2021, becoming the current “loss king”.
In terms of share price, Baiji Shenzhou announced its break on the first day of listing on the science and innovation board, with a decline of 16.42% on the first day. So far, the share price is still falling. The latest closing price is 153.97 yuan, which has exceeded 20% compared with the issue price of 192.6 yuan. The latest market value is 205.5 billion yuan.
04
Double the performance of 19 shares
If you look at the year-on-year performance, the year-on-year performance ceiling of 73 shares is positive, and the year-on-year growth ceiling of 19 shares exceeds 100%. Dongxin shares listed this month ranked first, with a year-on-year performance ceiling of 1128.68%.
From the perspective of industry distribution, among the 19 performance doubled stocks, basic chemical industry and pharmaceutical biology are in the majority, both of which are 5. Electronics followed, with four.
It can be seen from the above that the performance of chemical, pharmaceutical, biological and electronic stocks is more prominent. For the coming 2022, how should we layout it?
At present, it is the peak period for major securities companies in China to disclose their outlook for 2022. From the disclosed outlook for 2022, most believe that the market will face greater inflationary pressure next year, the pace of interest rate increase by the Federal Reserve is close, and the marginal tightening of overseas liquidity may suppress the risk preference of a shares, and there will not be too much systematic market at the index level. However, with the support of China’s steady growth policy, monetary policy and financial support are more positive, so there are still investment opportunities, and the structural market is still the main theme.
From the industry sector, technology and consumption are intensively raised by securities companies. Science and technology are mainly concentrated in the new energy / new energy vehicle industry chain, photovoltaic, semiconductor, military industry, wind and solar power, energy storage and other subdivided industries. The optimistic logic is mainly “double carbon” goal + domestic substitution + high prosperity. In consumption, leisure services and airports are mentioned more. The more popular cycle plate in 2020 shows signs of “disappearing”.
