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.
Yuxi company's manufacturing industry
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.
The largest number of pre hi enterprises are technology related industries. In this regard, the executive director of the Digital Economy Research Institute of Central South University of economics and law In an interview with the Securities Daily, Professor Pan Helin said: "in 2021, China's economy advocates getting rid of the virtual to the real, strengthening the technology investment of real enterprises, enhancing the competitiveness of real enterprises, and building high-tech barriers, which has led to the rapid development of China's high-end manufacturing industry and software emerging technology service industry, and the development of science and technology enterprises, especially high-end manufacturing science and technology enterprises, has entered a fast lane."
For the popularity of the pharmaceutical manufacturing industry and chemical manufacturing industry, pan Helin believes that it is closely related to the correct way of anti epidemic in China. He said that China took the lead in resuming manufacturing production in the world, while other countries and regions still did not get rid of the problem of the epidemic, formed dependence on China's APIs and raw materials, promoted the export of China's raw materials and became the stabilizer and ballast of the global supply chain.
Among the 83 enterprises with promising performance, 17 companies are expected to have a year-on-year increase of more than 100% in 2021, and the performance increase of Dongxin shares ranks first temporarily. The revenue range of Dongxin Co., Ltd. is expected to be RMB 1.1 billion to RMB 1.15 billion in 2021, with a year-on-year increase of 40.25% to 46.63%; The net profit attributable to the shareholders of the parent company ranged from 225 million yuan to 240 million yuan, with a year-on-year increase of more than 1000%. It is worth noting that the net profit attributable to the parent company in 2018 and 2019 was a loss, but since 2020, with the recovery of the market, the company's key customer sales have gradually increased, and the profitability has improved significantly.
Up to now, among the 83 listed companies with promising performance, Focus Media Information Technology Co.Ltd(002027) the expected net profit in 2021 ranks first temporarily. The company expects the net profit attributable to shareholders of listed companies to reach RMB 6.02 billion to RMB 6.2 billion in 2021, with a year-on-year increase of 50.36% to 54.85%.
Shanghai Huaming Intelligent Terminal Equipment Co.Ltd(300462) first advance loss
Among the 103 listed companies that have issued the performance forecast for 2021, the operation of some enterprises is still not optimistic. Among them, three enterprises predict the performance loss in 2021 for the first time.
Shanghai Huaming Intelligent Terminal Equipment Co.Ltd(300462) is one of the companies that made losses in advance for the first time. The company is mainly engaged in the independent R & D, manufacturing and sales of terminal equipment of automatic fare collection system (hereinafter referred to as "AFC system") in various fields such as rail transit and BRT. Since 2019, the company's main business has changed to AFC system integration, equipment manufacturing and etc product related business. The main body of etc business of the company is poly technology acquired in 2019, which has become the main source of income of the company.
In 2019, affected by the demand for etc equipment by the National Expressway provincial boundary toll station policy, the net profit of poly technology in that year was "blowout". Then, affected by the policy, the share of etc afterloading market was seriously compressed, and the contribution of etc business decreased significantly in 2020, resulting in a sharp decline in the performance of Shanghai Huaming Intelligent Terminal Equipment Co.Ltd(300462) 2020 and the first three quarters of 2021. In 2020, the revenue of listed companies reached 1.25 billion yuan, a year-on-year decrease of 13.22%; The net profit after deducting non-profit was 107 million yuan, a year-on-year decrease of 58.91%. In the first three quarters of this year, the decline rate of revenue and net profit after deduction increased, among which, the net profit loss after deduction was 12.5747 million yuan, a year-on-year decline of more than 100%.
"Before 2020, the etc industry will benefit from the policy dividend and make a lot of money in terms of orders and performance. After 2020, affected by the policy, new models will support etc front loading chip devices from January 2021, resulting in the opening of etc front loading market space, the reduction of etc rear loading market scale and the slowdown of demand. The original business of poly technology focuses on the etc rear loading market. If If we fail to transform in time, we will still be greatly affected in the future. " An industry analyst said.
Shanghai Huaming Intelligent Terminal Equipment Co.Ltd(300462) previously, when accepting institutional research, he said that the company's etc afterloading business suffered a large loss in the first half of this year, and it is expected that the market demand will not improve significantly in the second half of this year, but the front loading market business has begun to place orders one after another. The company will make every effort to develop etc front loading business in the future and will become one of the important business sources of the company in the future.
(Securities Daily)
