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 65 companies is expected to increase

Statistics show that as of December 28, 96 companies have announced the performance forecast for 2021. The type of performance forecast shows that there are 65 companies with pre increase and 1 company with pre profit, and the total proportion of reporting companies is 68.75%; There are 13 and 5 companies with pre reduced performance and pre loss respectively. Among the performance prediction companies, according to the median increase of expected net profit, 16 companies have a net profit increase of more than 100%; There are 15 companies with net profit growth 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.

103 listed companies issued 2021 annual performance forecast, 83 predicted happiness and 6 predicted loss

2021 is coming to an end, and listed companies with good performance begin to “show their muscles” in advance. According to the data, as of December 27, 103 A-share listed companies had issued performance forecasts for 2021. Among them, 83 companies are expected to have good performance; In addition, the performance of 11 companies decreased slightly, the performance of 3 companies continued to suffer losses, the performance of 3 companies suffered the first loss, and the performance of 3 companies was uncertain.

According to the industry classification of CSRC, among the 83 listed companies with promising performance, 15 are technology related enterprises (including 8 computer, communication and other electronic equipment manufacturing enterprises and 7 software and information technology service enterprises); 9 are special equipment manufacturing enterprises; 7 are pharmaceutical manufacturing enterprises; Six are chemical raw materials and chemical products manufacturing enterprises.

Nanji E-Commerce Co.Ltd(002127) spent 510 million yuan to expand the brand, and the quality problems of the acquisition target occurred frequently. This year, it encountered “double killing” of performance and stock price

After encountering the dilemma of increasing income without increasing profit this year, Nanji E-Commerce Co.Ltd(002127) (002127. SZ) has strengthened the expansion of the brand matrix. According to the announcement on December 27, the company plans to spend a total of about 510 million yuan to acquire the equity of a number of Korean clothing brands and related companies, including basic house.

However, the cash position of Nanji E-Commerce Co.Ltd(002127) is not optimistic. In the first three quarters, the net cash flow from the company’s operating activities was -287 million yuan, a year-on-year decrease of 494.61%; As of September 30, the company’s cash balance was 373 million yuan. The financial Associated Press reporter noted that when acquiring some trademarks and baijiahao shares held by TBH, Nanji E-Commerce Co.Ltd(002127) uses its own funds, which also means that the above acquisition may empty Nanji E-Commerce Co.Ltd(002127) ‘s cash reserves.

industry performance summary:

2022 electronics industry strategy: Fengqi registration system Hualuo new energy electronics

The investment logic of the electronic sector in 2022 can be carried out along two ideas. (1) Look for investment opportunities from the outbreak of downstream industries, such as new energy electronics such as automotive electronics and Fengguang energy storage. (2) Look for investment opportunities from new concepts, new technologies and new trends, such as “meta universe” and mobile phone manufacturers’ self-developed chips, folding screens and upgrading of electric vehicle 800V voltage platform. In addition, according to the historical performance of the market, with the opening of the comprehensive registration system and the establishment of the Beijing stock exchange, the electronic sector is expected to benefit in depth.

weekly report of household appliance industry: clear the clouds and see the end of the day. Sometimes the willows are dark and the flowers are bright and the spring is coming

Sometimes, the willows are dark and the flowers are bright and the spring is coming. We are firmly optimistic about the investment opportunities in the household appliance sector in 2022. Under the expectation of relaxing the real estate policy, we first promote the kitchen electricity sector, followed by the white electricity sector, and finally the small household appliance sector. (1) Kitchen electricity: it is expected that the valuation of the real estate delivery sector is expected to be repaired with the recovery of real estate delivery. It is suggested to pay attention to the steady development of traditional business, the rapid development of dishwasher and integrated stove business Hangzhou Robam Appliances Co.Ltd(002508) and Marssenger Kitchenware Co.Ltd(300894) and Zhejiang Entive Smart Kitchen Appliance Co.Ltd(300911) benefiting from the high prosperity of integrated stove industry and accelerated channel expansion. (2) White power: China’s consumption upgrading has brought about an increase in the demand for medium and high-end products, channel changes have continued to release opportunities, and the brand going to sea has accelerated the improvement of the global competitiveness of Chinese enterprises. It is suggested to pay attention to Haier Smart Home Co.Ltd(600690) of Casati’s high-end leadership, “three winged bird” traffic front and globalization strategy to improve competitiveness and Midea Group Co.Ltd(000333) of diversified and globalized white power leaders. (3) Small household appliances: all-round competition in appearance, function and channel intensifies. (4) Lighting electrician and others: the subdivision leader is expected to continue to improve its concentration by virtue of the original strong channel force and to B business. It is suggested to pay attention to Gongniu Group Co.Ltd(603195) of intensive cultivation of channels and products and Opple Lighting Co.Ltd(603515) of rapid development of business license business.

depth of Automotive PCB industry: smart electric drive accelerates growth and ecological change breeds giants

The motorization and intellectualization of vehicles will enhance the value of single vehicle PCB, which will drive the rapid growth of industry scale. The new amount of electrification is mainly used in the field of electronic control. It changes the situation of scattered application of automobile PCB and small order amount in the past. In the future, large customers are large orders, that is, the significant scale effect of single product volume. In the changing situation, Chinese automobile PCB manufacturers have obvious competitive advantages. At present, some companies have entered the supply chain of global leading manufacturers. It is recommended to pay attention to PCB manufacturers with good automobile business layout and entering the supply chain of key customers: Olympic Circuit Technology Co.Ltd(603920) , Wus Printed Circuit (Kunshan) Co.Ltd(002463) , Shenzhen Kinwong Electronic Co.Ltd(603228) , Victory Giant Technology (Huizhou)Co.Ltd(300476) .

weekly report of agriculture, forestry, animal husbandry and fishery industry: the revised draft of seed law is passed, and the seed industry sector is firmly recommended

We believe that the seed industry, as the chip of agriculture, is an important basis for ensuring China’s food security. Under the background of covid-19 pneumonia, the state pays more attention to the seed industry, and the seed industry business environment is expected to be further optimized. In addition, the policy of seed industry is released in the Spring Festival, including the No. 1 central document, the central rural work conference and the seed industry revitalization action plan. In terms of target selection, we mainly recommend Beijing Dabeinong Technology Group Co.Ltd(002385) , Yuan Longping High-Tech Agriculture Co.Ltd(000998) with obvious first mover advantage and Shandong Denghai Seeds Co.Ltd(002041) with excellent performance of hybrid maize varieties.

weekly report of Nonferrous Metals Industry: freepoet2022, the processing fee of long-term single unit increases, and the supply of lithium carbonate continues to be tight

Recently, there are frequent plans to expand the production of battery cathode, the problem of supply shortage is difficult to solve in the short term, and the profits of upstream mines are expected to continue to rise. It is recommended to pay attention to Tianqi Lithium Corporation(002466) , Ganfeng Lithium Co.Ltd(002460) , Youngy Co.Ltd(002192) . Meanwhile, affected by the epidemic, South Africa announced the closure of all ports, which has a continuous impact on China’s Cobalt supply. Cobalt prices are easy to rise but difficult to fall. It is suggested to pay attention to: Zhejiang Huayou Cobalt Co.Ltd(603799) , Nanjing Hanrui Cobalt Co.Ltd(300618) .