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 58 companies is expected to increase

Statistics show that as of December 23, 84 companies have announced the performance forecast for 2021. According to the type of performance forecast, there are 58 companies with pre increase and 1 company with pre profit, and the proportion of reporting companies in total is 70.24%; There are 9 and 4 companies with pre reduced performance and pre loss respectively. Among the performance prediction companies, according to the median increase of expected net profit, a total of 15 companies have a net profit increase of more than 100%; There are 14 companies with a net profit increase of 50% ~ 100%.

Specific to individual stocks, Dongxin shares 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 1090.29%; Eternal Asia Supply Chain Management Ltd(002183) , Baolingbao Biology Co.Ltd(002286) it is estimated that the median year-on-year growth rate of annual net profit is 329.36% and 301.11% respectively, ranking the second and third.

the maximum increase is more than 10 times! Nearly 100 A-share companies disclosed annual performance forecast

The data show that up to now, 94 A-share listed companies have disclosed the annual performance forecast of 2021, of which 77 are pre happy, with a proportion of 81.91%. Among the 94 listed companies, 32 increased slightly, 2 reversed losses, 10 continued profits and 33 increased in advance. The listed companies that have disclosed the performance forecast have maintained a high performance growth as a whole.

In terms of net profit growth, excluding the loss recovery companies, it is expected that 49 companies will realize the lower limit of return to parent net profit growth of more than 10% and 25 companies will achieve more than 50% in 2021. 11 listed companies, including Dongxin shares, Eternal Asia Supply Chain Management Ltd(002183) , Baolingbao Biology Co.Ltd(002286) , Jiahe Meikang, Henan Liliang Diamond Co.Ltd(301071) , Juxin technology-u, Jiangsu Hualan New Pharmaceutical Material Co.Ltd(301093) , DEA shares, Guangdong Hybribio Biotech Co.Ltd(300639) , Puya Semiconductor (Shanghai) Co.Ltd(688766) , Lb Group Co.Ltd(002601) , are expected to achieve a lower limit of return to parent net profit growth of more than 100% in 2021.

Changjiang Publishing & Media Co.Ltd(600757) 365 million yuan of accounts receivable overdue, accounting for more than half of the net profit of the third quarterly report, can they be recovered?

On December 22, Changjiang Publishing & Media Co.Ltd(600757) (600757. SH), which has always shown its stable image, disclosed a risk prompt announcement on the overdue of some accounts receivable. The material sales business of the wholly-owned subsidiary Hubei Changjiang publishing and printing materials Co., Ltd. (hereinafter referred to as “Changjiang materials”) has overdue accounts receivable. As of the date of this announcement, the overdue amount of accounts receivable from the company’s material sales business was 365.2803 million yuan, accounting for 4.63% of the audited net assets attributable to the shareholders of the listed company in the latest year.

Changjiang Publishing & Media Co.Ltd(600757) further pointed out in the announcement that the overdue amount of the above accounts receivable of Changjiang materials was 365.2803 million yuan, accounting for 4.63% of the net assets of the Listed Company attributable to the shareholders of the listed company in the latest year. The possible losses caused by the above matters will have an adverse impact on the company’s profits in the current period or after the period.

According to the financial data, the operating revenue and net profit attributable to the shareholders of the parent company in the first three quarters of 2021 were RMB 4.332 billion and RMB 682 million respectively. The above overdue accounts receivable accounted for more than 50% of the net profit attributable to the shareholders of the parent company in the first three quarters of Changjiang Publishing & Media Co.Ltd(600757) .

industry performance summary:

utility industry research weekly: why transform the old wind farm

Most of the early wind farms in China were backward, or the units were aging. At present, the transformation of old wind farms is urgent. According to this policy, the subsidized power will still maintain a high on grid power. In addition, the transformation can improve the utilization hours, reduce land costs and reduce operation and maintenance costs, which is expected to help improve the economy of old wind farms and drive the improvement of wind power operation business performance. We selected six companies such as Longyuan Power and Datang new energy for calculation. The thickening ratio of the wind farm transformation to the revenue of each company is about 0.8% – 32%. In terms of specific targets, the proportion of revenue thickening caused by the transformation of [Datang new energy] [ Cecep Wind-Power Corporation(601016) ] [Longyuan Power] wind farm is 32.1%, 28.8% and 17.0% respectively, which is expected to fully benefit from the wind farm transformation policy. It is recommended to pay attention.

in depth report on traditional Chinese medicine industry: optimistic about stable track investment opportunities with policy support, determined performance and high valuation cost performance

The traditional Chinese medicine industry has the ability to determine the performance growth and valuation cost performance, cover it for the first time, and give “optimistic” rating policies. As a kind of drugs with Chinese characteristics, traditional Chinese medicine has always been supported by national policies; From the perspective of the volume procurement of Chinese patent medicine that has been implemented, the centralized purchase price is not expected to decline like a cliff, but to ensure that traditional Chinese medicine enterprises have a certain profit space based on its cost, and the main sales channel of brand traditional Chinese medicine OTC is at the retail end rather than public medical institutions, which has a high price maintenance ability. In terms of fundamentals, most brand OTC enterprises of traditional Chinese medicine have maintained a stable growth of revenue of 10% – 20% in the past few years, and are expected to usher in the second growth curve through category expansion and marketing channel reform.

electronic industry review report: the industrial chain is becoming more and more mature, and wearable products can be expected in the future

Benefiting from the virtual home economy, the VR industry has witnessed explosive growth in the past 20 years. In 2020, the global VR shipment was 6.7 million units, a year-on-year increase of 72%. The global shipment volume is expected to reach about 8 million units in 21 years and 14.8 million units in 22 years, crossing the most important threshold. VR will be an important home entertainment terminal in the future. The market space of immersive VR with main game function in the future can be similar to the game console market. In addition to immersive VR in the main game market, viewing VR and various b-end application landing scenarios are gradually mature, especially viewing VR, with a potential target population of about 600 million. At present, the industry is growing rapidly.

investment strategy of media Internet industry in 2022: building the bottom of fundamentals and opening up the upward space (with shares)

Grasp the opportunity to repair the oversold leader and continue to be optimistic about the possibility of Yuan universe catalysis. 1) the fundamentals are bottoming up and the policy expectations are stabilizing. The leading industry is expected to face the valuation and performance recovery. It is recommended that the leading Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) , Perfect World Co.Ltd(002624) , Mango Excellent Media Co.Ltd(300413) , Focus Media Information Technology Co.Ltd(002027) , G-Bits Network Technology(Xiamen)Co.Ltd(603444) , Beijing Enlight Media Co.Ltd(300251) , Wanda Film Holding Co.Ltd(002739) and other sub sectors should be listed. The Hong Kong stock concern about Tencent holdings, beep Kwai miles, bubble Matt, Fubo group, fast tech and other targets. 2) Metauniverse continues to catalyze the performance of the sector, and the segments are expected to continue to benefit: a) as the first landing scene of metauniverse, the game is expected to continue to improve its valuation and performance. It is recommended to recommend Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) , Perfect World Co.Ltd(002624) , G-Bits Network Technology(Xiamen)Co.Ltd(603444) , and pay attention to ZuLong entertainment, middle hand travel, Zhejiang Century Huatong Group Co.Ltd(002602) ; b) As an important carrier of the meta universe, VR is expected to accelerate its ground application and pay attention to Hangzhou Shunwang Technology Co.Ltd(300113) and other targets; c) NFT of digital assets is expected to generate more application fields, focusing on the leading targets with content and IP copyright advantages, such as Visual China Group Co.Ltd(000681) , Zhejiang Huace Film And Tv Co.Ltd(300133) , Fubo group, etc; d) The virtual digital human ushered in the application outlet, the bottom marketing company ushered in the possibility of upward valuation, and paid attention to Bluefocus Intelligent Communications Group Co.Ltd(300058) and other marketing industry chain targets.

social service industry weekly: Hainan’s passenger flow has improved month on month and is optimistic about the future recovery trend

For the duty-free industry, we are optimistic about the relatively clear recovery trend of the duty-free industry under the support of passenger flow recovery. Focus on the expected revenue and profit recovery of leading enterprises China Tourism Group Duty Free Corporation Limited(601888) after the recovery of passenger flow.

For the hotel industry, the industry structure upgrading and chain trend is obvious, the leading hotel group has obvious brand, scale and management advantages, and there is good growth space in the future. Focus on leading enterprises Shanghai Jin Jiang International Hotels Co.Ltd(600754) , Btg Hotels (Group) Co.Ltd(600258) , Huazhu group.

For the catering and tourism industry, the industry recovery under the epidemic is under short-term pressure, and the industry chain trend is obvious. Pay attention to the store expansion and business performance of leading catering enterprises. Focus on bottom fishing, sipping and sipping.