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:

for the high growth stocks with annual performance, the net profit of 18 stocks doubled in advance

Statistics show that as of December 29, 99 companies have announced the performance forecast for 2021. The type of performance forecast shows that there are 68 companies with pre increase and 1 company with pre profit, and the total proportion of reporting companies is 69.70%; 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, 18 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.

Baijiu tide price announced that the price increases Agency forecast 18 Baijiu annual performance is expected to grow

Among the 18 Baijiu stocks, these Baijiu stocks have risen 20.33% this year, although they have won the market, but the share price performance is far less than that of 2020. So far, among the 18 stocks, only Shede Spirits Co.Ltd(600702) and Anhui Yingjia Distillery Co.Ltd(603198) have increased by more than 100%, and Sichuan Swellfun Co.Ltd(600779) and Jiugui Liquor Co.Ltd(000799) have the highest increases, but they are all about 50%. In 2020, the share prices of 11 shares doubled, and the annual increases of Jiugui Liquor Co.Ltd(000799) , Gansu Huangtai Wine-Marketing Industry Co.Ltd(000995) , Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) were more than 300%.

Baijiu plate Baijiu in the second half of this year showed a flat, Baijiu index since the beginning of June has been a slight decline, from the liquor stocks overtake situation, Anhui Golden Seed Winery Co.Ltd(600199) , Sichuan Swellfun Co.Ltd(600779) , Jinhui Liquor Co.Ltd(603919) , Qinghai Huzhu Barley Wine Co.Ltd(002646) , Wuliangye Yibin Co.Ltd(000858) , Jiangsu Yanghe Brewery Joint-Stock Co.Ltd(002304) , Beijing Shunxin Agriculture Co.Ltd(000860) 7 shares price fell over the year’s high point over 20%.

Agencies predict that the annual performance of the 18 Baijiu shares is expected to achieve a different range of growth, of which Qinghai Huzhu Barley Wine Co.Ltd(002646) and Shede Spirits Co.Ltd(600702) ‘s annual performance is expected to double growth, and Jiugui Liquor Co.Ltd(000799) , Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) , Hebei Hengshui Laobaigan Liquor Co.Ltd(600559) , Beijing Shunxin Agriculture Co.Ltd(000860) and Sichuan Swellfun Co.Ltd(600779) ‘s annual performance gains are expected to exceed 50%.

industry performance summary:

national defense industry: the inflection point of shipbuilding industry has come

The three-year action of state-owned enterprise reform is coming to an end, and the asset securitization level of the shipbuilding industry is expected to be further improved: 2022 is the last year of the three-year action plan for state-owned enterprise reform (2020-2022). One of the objectives of this action is to further expand the scope of mixed reform, further deepen the reform content, and change from mixed capital to mixed mechanism, And actively encourage the use of the capital market to help scientific and technological innovation and promote more high-quality assets to enter listed companies. The Cssc Science & Technology Co.Ltd(600072) issuance of shares and the acquisition of offshore wind power and other related assets of China shipbuilding group indicate that China Shipbuilding Group has begun to take action in the reform of state-owned enterprises and asset securitization, and the reform of related assets of China shipbuilding group is expected to be further accelerated in the future.

investment strategy of pharmaceutical industry in 2022: policy concerns and the year of resurgence of medicine after epidemic desensitization

Investment strategy of the pharmaceutical industry in 2022: centralized procurement, extensive generalization and normalization of industry differentiation. Next year, we are optimistic about the subdivided industries such as biological products, innovative drug industry chain, non pharmaceutical devices, pharmacies and upstream raw and auxiliary packaging materials. In terms of biological products, during the 14th Five Year Plan period, the plasma stations in various regions were planned, and the scale bottleneck of the blood products industry may be lifted, with the temple of heaven and Boya being the first; The vaccine industry is squeezed by covid-19 vaccination this year, and the traditional vaccination is affected. The probability will return to normal next year. At the same time, the epidemic situation has educated the importance of national vaccination. Relevant companies will have major products on the market next year, but we should pay attention to the impact of the decline in covid-19 vaccine performance.

For the innovative pharmaceutical industry chain (innovative pharmaceutical enterprises and CXO), there is no change in the policy to encourage pharmaceutical machinery innovation, there is a strong demand for drug R & D, and the investment and financing market continues to be hot; Chinese CXO enterprises demonstrate international competitiveness and continue to expand production. The general logic of the industry has not changed. It is suggested to weaken the valuation factors and strategically allocate the CXO industry for a long time.

in depth report on 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

We believe that the pressure of raw material price rise and the expected pressure of real estate sales faced by the household appliance industry show a marginal easing trend, and the sector is expected to usher in a double rise in profit and valuation. Combined with the current valuation, we first promote the kitchen electricity sector, followed by the white electricity sector and small household appliances sector. The leaders of the subdivided track are expected to accelerate the breakthrough, among which Hangzhou Robam Appliances Co.Ltd(002508) , Marssenger Kitchenware Co.Ltd(300894) , Zhejiang Entive Smart Kitchen Appliance Co.Ltd(300911) are recommended for the kitchen and electricity sector; Haier Smart Home Co.Ltd(600690) , Midea Group Co.Ltd(000333) are recommended for white power sector; Zhejiang Supor Co.Ltd(002032) , Joyoung Co.Ltd(002242) , Guangdong Xinbao Electrical Appliances Holdings Co.Ltd(002705) , Beijing Roborock Technology Co.Ltd(688169) , Kingclean Electric Co.Ltd(603355) , Chengdu Xgimi Technology Co.Ltd(688696) are recommended for small household appliances; In addition, actively pay attention to Gongniu Group Co.Ltd(603195) and Opple Lighting Co.Ltd(603515) of lighting electrical standards with deep channel cultivation barriers.

2022 annual strategy report of power equipment and new energy industry: carry on the growth to the end

We are optimistic that driven by the double carbon goal, the industry demand has high certainty, and some leading companies in subdivided fields can continuously improve their competitiveness and have higher investment value by virtue of technological progress, product upgrading and large-scale expansion. The rise in raw material prices caused by the imbalance between supply and demand in the industrial chain in 2021 has come to an end, and the recovery of profits in the middle reaches of 2022 will be the main trend. It is recommended to focus on the negative leading Shanghai Putailai New Energy Technology Co.Ltd(603659) due to the tight graphitization capacity, the diaphragm leading Yunnan Energy New Material Co.Ltd(002812) whose supply tends to be tight due to the supply of diaphragm equipment, and the battery leading Contemporary Amperex Technology Co.Limited(300750) , Eve Energy Co.Ltd(300014) whose pattern is good and whose profitability is expected to recover.

automotive electronics industry: DMS camera penetration rate is only 2%, and the vehicle lens space is broad

In the wave of intelligent driving, we are optimistic about investment opportunities in the vehicle lens industry with high growth, high barriers and good pattern. It is recommended to pay attention to sunny optical technology (vehicle lens leader, actively layout vehicle module, lidar, HUD and intelligent headlamp business), Dongguan Yutong Optical Technology Co.Ltd(300790) (security lens leader actively layout vehicle lens field, and now there are post installed products shipped), Lianchuang Electronic Technology Co.Ltd(002036) (vehicle lens has obvious first mover advantage, Tesla and velai vehicle lens suppliers), Zhejiang Lante Optics Co.Ltd(688127) (aspheric glass lens suppliers).