With the beginning of 2022, A-share listed companies can’t wait to release the annual performance forecast of 2021, 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 Performance summary of
individual stocks:
4 companies give advance notice of first quarter results
Statistics show that a total of four companies announced the first quarter performance forecast. In terms of the type of performance forecast, there are 4 companies whose performance is increased in advance. These four companies include: Sichuan Yahua Industrial Group Co.Ltd(002497) , Nanjing Yunhai Special Metals Co.Ltd(002182) , Jinhui shares and N Hongying.
really broke out! The performance of the industry’s “pre increase king” soared nearly 19 times. Foreign trade orders are too hot
Under the background of the continuous rebound of the global covid-19 epidemic, covid-19 detected the intensive release of the performance of listed companies, and a number of listed companies released the latest performance express to further clarify the growth situation. Among them, foreign trade orders have generally increased significantly into common characteristics, but the industry competition has intensified, and the relevant listed companies are expanding the testing track.
On February 27, Beijing Hotgen Biotech Co.Ltd(688068) released a performance express, which showed that the company achieved an operating revenue of 5.372 billion yuan in 2021, an increase of 946.14% compared with the same period last year; The net profit attributable to the owners of the parent company was 2.193 billion yuan, an increase of 185681% compared with the same period last year; The basic earnings per share is 35.26 yuan / share.
institutions, shareholders and executives scramble to buy these performance surge shares
During the period from December 29, 2021 to February 28, 2022, there were 440 individual stocks with institutions, of which 188 stocks were in the state of net buying by institutions and 252 stocks were sold by institutions. There were 35 stocks with a net purchase of more than 100 million yuan by institutions, and the top three were Hoshine Silicon Industry Co.Ltd(603260) , Changjiang & Jinggong Steel Building(Group)Co.Ltd(600496) , Jiangsu Zhongtian Technology Co.Ltd(600522) , and the net inflow of institutional funds was 694 million yuan, 365 million yuan and 355 million yuan respectively. Among the 1192 stocks with significant growth (an increase of 50% or more) in 2021, 67 were net purchased by institutions from December 29, 2021 to February 28, 2022.
annual performance high growth stocks saw 679 stocks double their net profit in advance
Statistics show that as of February 28, 2217 companies have announced the performance forecast of 2021. The type of performance forecast shows that there are 915 companies with pre increase and 271 companies with pre profit, and the proportion of companies reporting good news in total is 53.50%; There are 482 companies with pre loss and 352 companies with pre reduction of performance respectively. Among the performance prediction companies, according to the median increase of expected net profit, a total of 679 companies have a net profit increase of more than 100%; There are 399 companies whose net profit increases between 50% and 100%.
In terms of individual stocks, Sichuan Hebang Biotechnology Co.Ltd(603077) expects the highest increase in net profit. The company expects the median increase in net profit for the whole year to be 759373% Nuode Investment Co.Ltd(600110) , Inner Mongoliayuan Xing Energy Company Limited(000683) it is estimated that the median year-on-year growth rate of annual net profit is 742050% and 716915% respectively, ranking the second and third.
325 shares performance express released 20 shares revealed high growth for the first time (attached shares)
The annual performance express of A-Shares has entered an intensive disclosure period. Statistics show that as many as 325 shares issued performance letters successively over the weekend, of which 33 doubled their net profit Beijing Hotgen Biotech Co.Ltd(688068) , Tianjin Lisheng Pharmaceutical Co.Ltd(002393) , and Dongxin were firmly in the top three positions of growth, and the net profit increased by more than 12 times year-on-year. Since then, the growth rate of No. 9 company – WD, Xinjiang Daqo New Energy Co.Ltd(688303) , Eternal Asia Supply Chain Management Ltd(002183) net profit fell in the range of 300% – 500%.
The data showed that there were 20 shares in which no performance forecast was issued and the net profit increased by more than 30%. Among them, Hangzhou Weiguang Electronic Co.Ltd(002801) and Chengdu Easton Bio Pharmaceuticals Co.Ltd(688513) have increased by more than 10% since then, while Shenzhen United Winners Laser Co.Ltd(688518) has fallen by more than 10%. Anhui Honglu Steel Construction(Group) Co.Ltd(002541) , Shenzhen United Winners Laser Co.Ltd(688518) , shengmei Shanghai institutions with high market value also rank among the top, with more than 10 rating agencies.
381 sci tech Innovation Board shares released 18 performance express shares, with a net profit of more than 1 billion yuan
Statistics show that as of February 28, a total of 381 Sci-tech Innovation Board companies have released the performance express of 2021. The highest total operating income was Shenzhen Transsion Holdings Co.Ltd(688036) , with an operating income of 49.254 billion yuan last year, a year-on-year increase of 30.33%; Followed by Trina Solar Co.Ltd(688599) , Jingke energy. In terms of growth rate, the operating revenue of 334 companies that issued the performance express increased year-on-year. The highest growth rate was Shanghai Allist Pharmaceuticals Co.Ltd(688578) . Last year, the operating revenue was 530 million yuan, a year-on-year increase of 9440779%; Followed by Sinocelltech Group Limited(688520) , Cansino Biologics Inc(688185)
industry performance summary:
comments on major issues in public environmental protection industry: the reasonable price range of coal price is set, and the profit certainty of power enterprises is increased
At present, when the downstream electricity price has increased a lot, coal power still has a small loss. Policies need to guide the coal price to be in a reasonable range to ensure the safety of power supply and coordinated development; According to the calculation of 770 yuan / ton of the upper limit of the range, if the market transaction price increases by 20%, it is expected that coal-fired power enterprises can still realize low profits, and the policy is clear, strengthen supervision to ensure contract performance, and the profit certainty of coal-fired power enterprises increases; Driven by the rising pressure of fossil fuel costs in the early stage of energy transformation and the rising system cost of new energy access, China’s medium and long-term electricity prices are entering a rising cycle. Recommend China National Nuclear Power Co.Ltd(601985) , China Three Gorges Renewables (Group) Co.Ltd(600905) , Longyuan Power (H), Huaneng Power International Inc(600011) (A & H), China Resources Power (H), Huaneng Lancang River Hydropower Inc(600025) , Sdic Power Holdings Co.Ltd(600886) , Sichuan Chuantou Energy Co.Ltd(600674) , Fujian Funeng Co.Ltd(600483) , China Power (h), Jilin Electric Power Co.Ltd(000875) .
electrical equipment industry weekly report: the performance of upstream lithium enterprises broke out, and the supply and demand supported the continuous high price of lithium
Three main lines: first, release of production capacity, relief of cost pressure and recovery of gross profit: battery plants: Contemporary Amperex Technology Co.Limited(300750) , Eve Energy Co.Ltd(300014) , Gotion High-Tech Co.Ltd(002074) , Farasis Energy (Gan Zhou) Co.Ltd(688567) , etc; 2. Lithium resource companies with high lithium price supported by supply and demand and expected to realize excess profits: Keda Industrial Group Co.Ltd(600499) , Youngy Co.Ltd(002192) , Chengxin Lithium Group Co.Ltd(002240) , Tianqi Lithium Corporation(002466) , etc; Three mid stream material link companies that have clear patterns, clear advantages, and a clear, dominant, and still tight supply and demand: the mid stream material link companies that have a clear pattern, clear advantage, and obvious middle stream material link companies that have a clear pattern, clear advantage, and clear middle stream material link companies: the ‘ Hongda Xingye Co.Ltd(002002) Yunnan Energy New Material Co.Ltd(002812) \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\, Zhejiang Huayou Cobalt Co.Ltd(603799) , etc.
monthly report on food and beverage industry: Baijiu reserves long-term efforts, public product reversal can be expected to
In the short term, we will accumulate strength for the long term, and the trend of structural upgrading will not change. Around the Spring Festival, the epidemic control and control were relatively relaxed compared with 2021, and the terminal consumption scenarios were restored. The liquor industry’s overall sales performance was stable and the channel refunds were good, but the regional differentiation characteristics (mainly caused by the epidemic in some areas) were repeated, and the performance of the Baijiu liquor was relatively better. From 2 to March, the Baijiu industry will enter the “shrinkage stage”. But the good performance of the Spring Festival has laid a good foundation for the first quarter. We think that Baijiu 22Q1 can start a good start.
The Baijiu sector, from the perspective of the long-term competitive advantage of brand value, suggests paying attention to Kweichow Moutai Co.Ltd(600519) , Wuliangye Yibin Co.Ltd(000858) , Luzhou Laojiao Co.Ltd(000568) and Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) . For the popular products sector, it is suggested to pay attention to Inner Mongolia Yili Industrial Group Co.Ltd(600887) , which benefited from the decline of raw milk price and the expansion of gross sales difference, and Foshan Haitian Flavouring And Food Company Ltd(603288) , Jonjee Hi-Tech Industrial And Commercial Holding Co.Ltd(600872) , Sichuan Teway Food Group Co.Ltd(603317) , which benefited from the recovery of demand and had strong transmission ability of price increase.
steel industry in-depth report: steady growth and overweight infrastructure steel supply and demand pattern is expected to improve
We believe that the steel output in 2022 may be the same as that in 2021, which has a weak pulling effect on the demand for iron ore and coke, and their prices may remain relatively stable. China’s demand for iron and steel may grow at a low speed, which supports the annual steel price and makes the profits of steel enterprises better. In terms of individual stocks, it is suggested to pay attention to Baoshan Iron & Steel Co.Ltd(600019) , the leading enterprise in the industry, Hunan Valin Steel Co.Ltd(000932) , the leading company of special steel Citic Pacific Special Steel Group Co.Ltd(000708) .
