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:
8 companies give advance notice of first quarter results
Statistics show that a total of 8 companies have announced the first quarter performance forecast. According to the type of performance forecast, there are 7 companies with performance increase in advance and 1 company with performance loss in advance. These eight companies include: Sichuan Yahua Industrial Group Co.Ltd(002497) , Nanjing Yunhai Special Metals Co.Ltd(002182) , Zhejiang Shuanghuan Driveline Co.Ltd(002472) , Huaqin technology, Jinhui Co., Ltd., Hongying intelligent, Zhongqi Co., Ltd. and Huashi technology.
73 company publishes annual report 21 performance growth of companies doubled
Statistics show that as of March 8, 73 companies have released their annual reports for 2021, of which 56 have a year-on-year increase in net profit, 17 have a decrease, 64 have a year-on-year increase in operating income, 9 have a decrease, 52 have a simultaneous increase in net profit and operating income, 5 have a decrease in profit income, and 21 have doubled their performance, Among them, Guangdong Tonze Electric Co.Ltd(002759) increased the most, reaching 701134%.
gem performance express: 74 shares revenue and profit double growth
Statistics show that Yihai Kerry Arawana Holdings Co.Ltd(300999) , among the GEM companies that published the performance express in 2021, had the highest total operating revenue, with an operating revenue of 226225 billion yuan last year, a year-on-year increase of 16.10%; Followed by Wens Foodstuff Group Co.Ltd(300498) , Lens Technology Co.Ltd(300433) , with operating revenue of 64.963 billion yuan and 45.286 billion yuan respectively. In terms of growth rate, among the companies that issued the performance express, 95 companies’ operating revenue increased year-on-year, and the highest growth rate was Shenzhen Capchem Technology.Ltd(300037) . Last year, the operating revenue was 6.951 billion yuan, a year-on-year increase of 134.76%; Followed by Chongqing Zhifei Biological Products Co.Ltd(300122) , Hnac Technology Co.Ltd(300490) , the operating revenue increased by 101.68% and 99.07% respectively year-on-year. There are 9 companies whose operating income has decreased, with Anhui Chaoyue Environmental Protection Technology Co.Ltd(301049) , Beijing Forever Technology Co.Ltd(300365) , Bgi Genomics Co.Ltd(300676) .
phosphorus chemical industry has made a lot of money Yunnan Yuntianhua Co.Ltd(600096) last year’s net profit soared by 12 times the company’s performance also “burst”
6 Huadong Medicine Co.Ltd(000963) released the performance express on March 7, and the operating revenue in 2021 was 64.067 billion yuan, with a year-on-year increase of 22.94%; The net profit was 3.637 billion yuan, a year-on-year increase of 123679%; The basic earnings per share is 1.98 yuan. The Hubei Xingfa Chemicals Group Co.Ltd(600141) performance of another phosphorus chemical enterprise also “burst”. In 2021, the company achieved a net profit of about 4.2 billion yuan, a year-on-year increase of nearly 6 times, which has set the highest profit record in the company’s history
industry performance summary:
weekly report of securities industry: significant positive landing of the new third board optimistic about the long-term profit increment of the securities industry
In the long run, we believe that the supporting logic of the performance growth of the securities industry lies in: (1) the performance increment brought by the transformation of brokerage business to wealth management mode is mainly due to the gradual change of resident deposits from banks that bring lower returns and liquidity to the stock market that can bring higher returns and high liquidity, and the superposition of the pilot expansion of fund investment advisers of securities companies Residents’ demand for active management business increases, and the fund holding scale is expected to be steadily improved to provide a steady stream of performance support for securities companies.
(2) the performance increment contributed by the new market places bred by innovative business, such as the expansion of securities lending scale, the strong demand for derivatives business inside and outside the market, the exploration of securities settlement fund model and the popularization of “investment bank + investment” two wheel driven business model, will raise the performance level of securities companies. From the perspective of the whole securities industry, the above growth support logic will provide new revenue growth points; For large-scale securities companies, it will further develop in the strategic direction of building aircraft carrier level securities companies in the country; For small and medium-sized securities companies, their exhibition direction and ability will benefit from the new blue ocean market and earn differentiated income.
rare earth industry comments: the fundamentals of rare earth are stable and improving the whole industrial chain welcomes the good opportunity of layout
The competition pattern of rare earth industry may continue to be optimized. As the field with the largest proportion of consumption value in the middle and lower reaches of the industrial chain, rare earth permanent magnet materials may continue to increase the downstream demand in the future under the continuous pull of new energy vehicles, industrial motors, wind power generation and other fields. It is suggested to focus on rare earth permanent magnet sectors: Ningbo Yunsheng Co.Ltd(600366) , Jl Mag Rare-Earth Co.Ltd(300748) , Yantai Zhenghai Magnetic Material Co.Ltd(300224) , Beijing Zhong Ke San Huan High-Tech Co.Ltd(000970) , Innuovo Technology Co.Ltd(000795) , Earth-Panda Advanced Magnetic Material Co.Ltd(688077) , Chengdu Galaxy Magnets Co.Ltd(300127) , Ningbo Jintian Copper (Group) Co.Ltd(601609) ; At the same time, it is suggested to continue to pay attention to the upstream companies of rare earth sector: China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) , Xiamen Tungsten Co.Ltd(600549) , Shenghe Resources Holding Co.Ltd(600392) , Rising Nonferrous Metals Share Co.Ltd(600259) .
weekly report of business and trade industry: the goddess Festival is coming, and the off-season is not light cosmetics leaders perform well
The platform traffic supports the promotion of superimposed preheating activities. This year’s March 8th goddess Festival has performed brilliantly. Under multiple factors such as the improvement of efficiency and new regulations, the increase of inspection threshold + the increase of super head anchor’s bargaining power + the increase of traffic cost, it is expected that the leader will always be strong. It is recommended to recommend Yunnan Botanee Bio-Technology Group Co.Ltd(300957) , Proya Cosmetics Co.Ltd(603605) , and focus on Lushang Health Industry Development Co.Ltd(600223) , Shanghai Jahwa United Co.Ltd(600315) .
banking weekly report: clear direction of steady growth steady credit without extra consideration
At present, monetary policy, fiscal policy and real estate related industrial policies have released clear signals. Under the marginal loose environment of real estate due to urban policies, many cities have reduced the down payment ratio and mortgage interest rate, reflecting their strong determination to stabilize growth. We are optimistic about the coordinated development of follow-up monetary policy, fiscal policy and industrial policy. With the development of infrastructure and the correction of real estate deviation, credit will be substantially extended. The bank is optimistic about the performance of credit, and the price is supplemented by the amount of credit; In terms of asset quality, wide credit will optimize asset quality and reverse market concerns about bank asset quality. Superimposed on the current valuation level of the historical bottom of the banking sector and the catalysis of the good performance of many banks, we are optimistic about the valuation repair of the banking sector.
