With the end of 2021, listed companies in the A-share market began to “spoiler” the performance of the whole year. At noon on December 28, Kunming Chuan Jin Nuo Chemical Co.Ltd(300505) (300505) disclosed the performance forecast for 2021. According to wind data, as of December 28, 96 stocks had taken the lead in disclosing the expected performance of the whole year of 2021. According to the lower limit of predicted net profit, the attributable net profit of 70 stocks increased year-on-year, accounting for more than 70%. Among them, the new shareholder core shares just listed on December 10 this year have become the stocks with the highest year-on-year increase in attributable net profit, which is expected to increase by more than 10 times year-on-year. Huasu Holdings Co.Ltd(000509) the attributable net profit decreased the most year-on-year, with a year-on-year decrease of about 152.91% – 179.37%. In addition, bull stocks San Yang Ma (Chongqing) Logistics Co.Ltd(001317) are also listed in the performance decline recently, and the annual attributable net profit is expected to decline by 16.7% – 22.99%.
the net profit of more than 70% of stocks increased by
With Kunming Chuan Jin Nuo Chemical Co.Ltd(300505) disclosing the 2021 annual performance forecast, there is another example of “spoilers” for individual stocks with 2021 performance. According to wind data statistics, as of December 28, 96 stocks had disclosed their expected performance in 2021. Screened according to the lower limit of predicted net profit, the net profit of more than 70% of stocks increased year-on-year, of which Dongxin was the “king of predicted increase”, and the expected net profit increased by more than 10 times.
Kunming Chuan Jin Nuo Chemical Co.Ltd(300505) is the stock of the latest “spoiler”. At noon on December 28, Kunming Chuan Jin Nuo Chemical Co.Ltd(300505) disclosed the performance forecast for 2021. It is estimated that the attributable net profit of the company during the reporting period will be about 146-166 million yuan, with a year-on-year increase of 252% – 300.22%; The corresponding net profit after deduction was about 140.8-160.8 million yuan, with a year-on-year increase of 371.35% – 438.3%.
According to wind data, according to the lower limit of forecast net profit, the performance of 70 stocks in 2021 increased year-on-year, accounting for more than 70%; The net profit of 14 stocks doubled. In terms of the amount of attributable net profit, among the 96 stocks, Focus Media Information Technology Co.Ltd(002027) is expected to achieve the highest attributable net profit in the whole year, about 6.02 billion-6.2 billion yuan; The lower limit of net profit attributable to 7 stocks such as Lb Group Co.Ltd(002601) , Goertek Inc(002241) , Jiangsu Shuangxing Color Plastic New Materials Co.Ltd(002585) is expected to be more than 1 billion yuan; Huasu Holdings Co.Ltd(000509) , Berry Genomics Co.Ltd(000710) , Dizhe medicine and Baiji Shenzhou are expected to have a full year performance loss.
Among the 96 stocks that took the lead in disclosing the expected performance of 2021, Dongxin increased the most, with an increase of more than 10 times.
Specifically, the attributable net profit of Dongxin Co., Ltd. is expected to be about 225-240 million yuan in 2021, with a year-on-year increase of 1051.89% – 1128.68%; It is estimated that the net profit range after deducting non-profit is 218 million yuan – 233 million yuan.
It is worth mentioning that Dongxin is a new share that just landed on the science and Innovation Board on December 10 this year. According to the prospectus, Dongxin shares focuses on the R & D, design and sales of small and medium-sized general-purpose memory chips, can provide complete solutions for NAND, nor, DRAM and other memory chips at the same time, and can provide customers with customized chip development services.
In addition, the performance of six stocks such as Eternal Asia Supply Chain Management Ltd(002183) , Jiahe Meikang also increased by more than twice. According to the wind data, Eternal Asia Supply Chain Management Ltd(002183) , Baolingbao Biology Co.Ltd(002286) , Kunming Chuan Jin Nuo Chemical Co.Ltd(300505) , Jiahe Meikang, Henan Liliang Diamond Co.Ltd(301071) , and Juxin technology expect the lower limits of performance growth in 2021 to be 313.16%, 281.05%, 252%, 233.88%, 217.14% and 203.05% respectively.
Huasu Holdings Co.Ltd(000509) performance declined the most
Compared with the above performance growth stocks, the performance of some stocks in 2021 is under pressure. According to wind data, according to the lower limit of net profit, 26 shares are expected to have a year-on-year decline in net profit in 2021, of which Huasu Holdings Co.Ltd(000509) is the stock with the most decline in performance.
Specifically, Huasu Holdings Co.Ltd(000509) it is expected to realize an operating revenue of 240-300 million yuan in 2021; The attributable net profit is expected to be about – 4 million to – 6 million yuan, a year-on-year decrease of 152.91% – 179.37%. Huasu Holdings Co.Ltd(000509) said that compared with the same period of the previous year, the attributable net profit of the company changed from profit to loss in the reporting period, which was mainly due to the increase in the loss of the company’s exhibition service sector due to the continuous impact of the epidemic.
It is worth noting that Huasu Holdings Co.Ltd(000509) performance has been under pressure. Financial data show that from 2012 to 2020, Huasu Holdings Co.Ltd(000509) net profit after deduction of non-profit has been in a state of loss. Recently, Huasu Holdings Co.Ltd(000509) replied to investors on the interactive platform that if the audited net profit of the company in 2021 is negative and the operating income is less than 100 million yuan, it will be delisted. In the first three quarters of this year, Huasu Holdings Co.Ltd(000509) achieved an operating revenue of 34.89 million yuan.
It is understood that Huasu Holdings Co.Ltd(000509) began planning to acquire 51% equity of Tianji Zhigu (Hubei) Information Technology Co., Ltd. (hereinafter referred to as “Tianji Zhigu”) in July this year, and completed the restructuring in October. Huasu Holdings Co.Ltd(000509) once said that Tianji Zhigu will be included in the company’s consolidated statements in the fourth quarter. At present, Tianji Zhigu is in good operation and its production and sales meet the expected objectives. It can be said that in terms of Huasu Holdings Co.Ltd(000509) performance, Tianji Zhigu or the “life-saving straw” seized by the company to avoid delisting.
In response to the company’s related problems, the reporter of Beijing Business Daily called the Huasu Holdings Co.Ltd(000509) Secretary Office for an interview. The staff of the other party said that the company’s annual expected operating revenue increased faster than that in the first three quarters, mainly because Tianji Zhigu contributed more revenue after it was included in the company’s consolidated statements. However, the staff of the other party said that the actual operation of the company should be subject to the audited financial data disclosed in the annual report.
It is worth mentioning that bull stocks San Yang Ma (Chongqing) Logistics Co.Ltd(001317) are also among the stocks expected to decline in net profit in 2021. According to wind data, San Yang Ma (Chongqing) Logistics Co.Ltd(001317) is expected to realize an annual attributable net profit of about 49-53 million yuan, a year-on-year decrease of 16.7% – 22.99%. It is understood that San Yang Ma (Chongqing) Logistics Co.Ltd(001317) was listed on November 30, with a daily limit of 16 consecutive trading days after listing. Due to abnormal fluctuations in stock trading, San Yang Ma (Chongqing) Logistics Co.Ltd(001317) was suspended for verification from December 22. On December 28, San Yang Ma (Chongqing) Logistics Co.Ltd(001317) announced that the suspension and verification of the company had been completed. Upon application, the company resumed trading from December 29.
Xu Xiaoheng, an investment and financing expert, said that the performance of listed companies is the lifeline of stocks and an important aspect of analyzing whether to invest in the future trend. For individual stocks with large performance fluctuation, investors should judge carefully and invest rationally from the perspective of value.
(Beijing business daily)
