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
stock performance summary:
6 companies give advance notice of first quarter results
Statistics show that a total of six companies announced the first quarter performance forecast. According to the type of performance forecast, there are 5 companies with performance increase in advance and 1 company with performance loss in advance. These six companies include: Sichuan Yahua Industrial Group Co.Ltd(002497) , Nanjing Yunhai Special Metals Co.Ltd(002182) , Huaqin technology, Huashi technology, Jinhui shares and Hongying intelligence.
101 GEM stocks announce performance express 13 shares net profit exceeds RMB 1 billion
Statistics show that as of March 7, a total of 101 GEM companies have released 2021 performance express. In terms of profits, among the companies that published the performance express, 94 companies achieved profits last year, 13 of which had a net profit of more than 1 billion yuan. The highest net profit was Chongqing Zhifei Biological Products Co.Ltd(300122) , with a net profit of 10.197 billion yuan last year, a year-on-year increase of 208.88%; Followed by Yihai Kerry Arawana Holdings Co.Ltd(300999) , Shenzhen Inovance Technology Co.Ltd(300124) . In terms of growth, 73 companies increased their net profit year-on-year. The biggest increase was Shanxi Zhendong Pharmaceutical Co.Ltd(300158) . Last year, they realized a net profit of 2.629 billion yuan, an increase of 903.37% year-on-year, followed by Boai Nky Medical Holdings Ltd(300109) , Chongqing Zhifei Biological Products Co.Ltd(300122) .
institutions, shareholders and executives scramble to buy these performance surge shares
From January 8 to March 7, among the dragon and tiger list, 430 stocks appeared in the figure of institutions, of which 168 stocks showed the state of net buying by institutions and 262 stocks were sold by institutions. There were 25 stocks with net purchases of more than 100 million yuan by institutions, and the top three were Hoshine Silicon Industry Co.Ltd(603260) , Jiangsu Zhongtian Technology Co.Ltd(600522) , Wuxi Shangji Automation Co.Ltd(603185) , with net institutional capital inflows of 694 million yuan, 355 million yuan and 353 million yuan respectively. Among the 1191 stocks with significant growth (an increase of 50% or more) in 2021, 63 were net purchased by institutions from January 8 to March 7.
22 listed banks’ performance forecast international capital pays attention to a bank shares
According to the data, as of the press release of March 6, 22 listed banks have announced the performance express of 2021, all of which have achieved the desired results. Among them, the growth rate of parent net profit of 19 banks reached double digits, accounting for more than 80%. International capital also paid more attention to A-share bank stocks. Two bank stocks with a market value of 100 billion were newly included in the FTSE China A50 Index
industry performance summary:
light industry textile and clothing industry research weekly: gold jewelry market consumption picks up
Optimistic about the gold jewelry listed companies with channel advantages. With the recovery of consumption after the epidemic and the re wedding ceremony of married couples during the epidemic, the demand for gold jewelry has accelerated. The sense of design of brand gold jewelry is constantly improving, and the channels of leading enterprises are optimized. It is recommended to pay attention to: Chow Tai Seng Jewellery Company Limited(002867) ( Chow Tai Seng Jewellery Company Limited(002867) . SZ), Guangdong Chj Industry Co.Ltd(002345) ( Guangdong Chj Industry Co.Ltd(002345) . SZ), Lao Feng Xiang Co.Ltd(600612) ( Lao Feng Xiang Co.Ltd(600612) . SH), China National Gold Group Gold Jewellery Co.Ltd(600916) ( China National Gold Group Gold Jewellery Co.Ltd(600916) . SH), Chow Tai Fook (1929. HK).
media industry in-depth report: 21q4 continued low distribution trend overall profit of the industry rebounded significantly
Comply with the strict regulatory environment of policies, promote industrial reform, and grasp the innovation needs brought by the post epidemic era and Z era. 1) Game: the epidemic dividend has faded. It is suggested to pay attention to the individual stocks in the product line that are developed for the new generation of users, have well-known IP, have high expectations and good test feedback; At the same time, driven by the concept of “meta universe”, it is expected that the ecological construction of VR content will become the focus of the market in 2022; 2) Film and television cinemas: focus on leading cinemas and individual stocks; 3) Film and television series: diversified theatres and mini dramas will be the focus of the development of the video industry. It is suggested to pay attention to individual stocks with strong content IP commercialization ability; 4) Advertising marketing: the prosperity of ladder media remains unchanged, focusing on relevant stocks of ladder media.
real estate industry week view: private real estate enterprises get the first M & a loan demand side improvement policy continues
Under the macro background of “steady growth”, the fundamentals of the real estate industry continue to stay at the bottom, and the marginal improvement policy continues. It is expected that there are still many favorable policies to be expected in the follow-up, and continue to be optimistic about the market performance of the real estate sector. It is suggested to pay attention to (1) property management companies with good fundamental performance; (2) High quality real estate enterprises with financial stability and background of central enterprises / state-owned enterprises; (3) Real estate enterprises with high-quality holding properties or transformation enterprises, or effectively form a virtuous capital cycle of “development +”.
basic materials industry weekly view: clear answer to infrastructure development real estate recovery is worth looking forward to
We believe that the peak of completed area has delayed but not disappeared, the supervision of commercial housing pre-sale funds is also conducive to the completion, and the new production capacity of the supply side industry is expected to be limited. The supply and demand pattern of the completed side is not pessimistic this year, and float glass enterprises have advantages in photovoltaic business, and their photovoltaic, electronic and medicinal glass are expected to contribute to the increment. We recommend Csg Holding Co.Ltd(000012) , Zhuzhou Kibing Group Co.Ltd(601636) Lutheran glass; The cement price is expected to remain high and fluctuate. The enterprises still have growth through extending the upstream and downstream of the industrial chain. The valuation of major enterprises has a good attraction. With the steady growth expectation gradually heating up, there is room for valuation repair. It is suggested to focus on the spring market and recommend China building materials, Anhui Conch Cement Company Limited(600585) , Huaxin Cement Co.Ltd(600801) . The sub industry of consumer building materials is in the period of accelerated concentration and product structure optimization. It is recommended that Guangdong Kinlong Hardware Products Co.Ltd(002791) , Monalisa Group Co.Ltd(002918) , Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) , Beijing New Building Materials Public Limited Company(000786) , Zhejiang Weixing New Building Materials Co.Ltd(002372) , Guangdong Dongpeng Holdings Co.Ltd(003012) , Keshun Waterproof Technologies Co.Ltd(300737) , China Building Material Test & Certification Group Co.Ltd(603060) . Other non real estate industry chain companies recommend Shandong Yuma Sun-Shading Technology Corp.Ltd(300993) , Zhejiang Walrus New Material Co.Ltd(003011) , China Jushi Co.Ltd(600176) , Jiangsu Changhai Composite Materials Co.Ltd(300196) , Sinoma Science & Technology Co.Ltd(002080) , Jiangsu Pacific Quartz Co.Ltd(603688) , and suggest paying attention to Triumph Science & Technology Co.Ltd(600552) , Beijing Lier High-Temperature Materials Co.Ltd(002392) .
