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:
9 companies give advance notice of first quarter results
Statistics show that a total of 9 companies have released the first quarter performance forecast. According to the type of performance forecast, there are 8 companies with performance increase in advance and 1 company with performance loss in advance.
78 the company released its annual report 21 the performance of companies doubled
Statistics show that as of March 9, 78 companies have released their annual reports for 2021, of which 60 have a year-on-year increase in net profit, 18 have a decrease, 67 have a year-on-year increase in operating revenue, 11 have a decrease, 55 have a simultaneous increase in net profit and operating revenue, 6 have a decrease in profit revenue, and 21 have doubled their performance, Among them, Guangdong Tonze Electric Co.Ltd(002759) increased the most, reaching 701134%.
institutions, shareholders and executives scramble to buy these performance surge shares
From January 10 to March 9, 438 stocks appeared in the dragon and tiger list, of which 165 stocks were in the state of net buying by institutions and 273 stocks were sold by institutions. There were 22 stocks with net purchases of more than 100 million yuan by institutions, and the top three were Hoshine Silicon Industry Co.Ltd(603260) , Jiangsu Zhongtian Technology Co.Ltd(600522) , Wuxi Shangji Automation Co.Ltd(603185) , with net institutional capital inflows of 694 million yuan, 355 million yuan and 353 million yuan respectively. Among the 1191 stocks with significant growth (an increase of 50% or more) in 2021, 64 were net purchased by institutions from January 10 to March 9.
19 securities companies released 2021 annual performance express
Statistics show that as of March 9, a total of 19 securities companies issued performance letters Citic Securities Company Limited(600030) operating income was the highest, with an operating income of 76.57 billion yuan last year, followed by Guotai Junan Securities Co.Ltd(601211) with an operating income of 42.669 billion yuan. In terms of net profit, Citic Securities Company Limited(600030) last year’s net profit was 22.979 billion yuan, ranking first, followed by Guotai Junan Securities Co.Ltd(601211) , with a net profit of 15.013 billion yuan. In terms of growth, among the listed securities companies that published the performance express, 19 had a year-on-year increase in net profit, the highest increase was Central China Securities Co.Ltd(601375) , and the net profit increased by 385.57% year-on-year.
high industrial prosperity superimposed with new energy transformation performance forecast of phosphorus chemical enterprises
With the advent of spring ploughing, the phosphorus chemical industry chain is strong and upward. At the same time, the transformation trend of new energy also opens up growth space for the phosphorus chemical industry. Under the tight market pattern of supply and demand, the performance of many phosphorus chemical enterprises was expected last year. On March 8, the leader of phosphorus chemical industry Yunnan Yuntianhua Co.Ltd(600096) ( Yunnan Yuntianhua Co.Ltd(600096) . SH) released a performance express. In 2021, the operating revenue was 64.067 billion yuan, an increase of 22.94% year-on-year; The net profit was 3.637 billion yuan, a year-on-year increase of 123679%; The basic earnings per share is 1.98 yuan.
Not long ago, Hubei Xingfa Chemicals Group Co.Ltd(600141) ( Hubei Xingfa Chemicals Group Co.Ltd(600141) . SH) released the performance express, which showed that the operating revenue in 2021 was 23.608 billion yuan, an increase of 28.88% over the same period of the previous year. After restatement, the net profit attributable to the shareholders of the listed company was 4.238 billion yuan, an increase of 581.95% over the same period of the previous year; After deducting non profits, the company’s net profit was 4.477 billion yuan, a year-on-year increase of about 6 times.
In addition, Hubei Yihua Chemical Industry Co.Ltd(000422) 2021 has a pre profit of 1.5-1.7 billion yuan, with a year-on-year increase of 119539% – 136811% Guizhou Chanhen Chemical Corporation(002895) it is estimated that the net profit in 2021 will be 314371 million yuan, with a year-on-year increase of 120% – 160%
industry performance summary:
semiconductor industry comments: the demand side shows structural growth OEM business performance growth differentiation continues
The imbalance between supply and demand in the semiconductor industry may continue until the middle of 2022, and the simultaneous rise of volume and price will continue to boost the leading performance in the industry; The medium and long-term growth of emerging demand such as the Internet of things, new energy vehicles and data centers has driven the upward demand of the chip market. The superposition of policy side localization and substitution has continued to promote, and the development of China’s semiconductor industry has been good for a long time. It is suggested to focus on the leaders of sub industries such as wafer foundry, power semiconductor and IOT.
building decoration industry dynamic report: coal chemical engineering ushers in development opportunities under high oil prices
The price of crude oil is closely related to the coal chemical industry, and the cost advantage of coal chemical industry is prominent. In terms of crude oil, China is highly dependent on imports, while coal is basically self-sufficient. Most chemical products are oil head / coal head routes. There are some coal head routes in PE, PP, ethylene glycol, nylon and other industrial chains. Coal chemical work is an alternative route for petrochemical industry. In the face of sharp fluctuations in crude oil prices, in contrast to coal, the national development and Reform Commission announced the signing of the coal long-term association for comments in December 2021. The adjustment range of 5500 kcal thermal coal is 550850 yuan, of which the benchmark price of underground coal long-term association is 700 yuan / ton, and relevant statements such as maintaining the stable operation of coal price have been issued for many times since then. Coal prices have stable operation expectations. Compared with the oil head route, the coal head route has significant cost advantages.
real estate and property industry weekly report: under the thinking of real estate underpinning policy force boundary widening
Broad credit background + policy deregulation, alpha beta In the context of steady growth, we believe that the release of policies will be strengthened step by step, non hot cities will break the shackles of excessive regulation in the past, and the subsequent industry fundamentals are expected to usher in recovery with the gradual improvement of policies.
For real estate enterprises, with the reconstruction of the industry pattern and development model in the future, the operation and management efficiency and credit acquisition ability of real estate enterprises will be the key factors to be paid attention to in the medium and long term. Accelerating the liquidation within the industry means the emergence of opportunities to improve the concentration. We suggest paying attention to real estate enterprises with relatively stable operation and finance, and continue to recommend China Vanke Co.Ltd(000002) , Poly Developments And Holdings Group Co.Ltd(600048) , Gemdale Corporation(600383) China Merchants Shekou Industrial Zone Holdings Co.Ltd(001979) . China’s overseas development.
new energy vehicle industry weekly report: 2 European electric vehicle sales increased steadily in January China seasonal correction
With the boom and the increasing penetration of automobile enterprises in the global market, a new round of acceleration is being ushered in. It is suggested to pay attention to the main line of new forces represented by Tesla and the catch-up process of new models such as Volkswagen, and recommend leading and second-line elastic targets. For the whole vehicle, Great Wall Motor Company Limited(601633) (2333. HK), Geely Automobile (0175. HK) and Xiaopeng automobile (9868. HK) are highly recommended; In terms of battery materials, it is recommended that Contemporary Amperex Technology Co.Limited(300750) , Beijing Easpring Material Technology Co.Ltd(300073) , Ningbo Shanshan Co.Ltd(600884) ; In terms of motor electric control, it is recommended to pay attention to Wolong Electric Group Co.Ltd(600580) , Shenzhen Inovance Technology Co.Ltd(300124) ; For lithium battery equipment, it is recommended to pay attention to Wuxi Lead Intelligent Equipment Co.Ltd(300450) and Zhejiang Hangke Technology Incorporated Company(688006) ; For lithium and cobalt, it is suggested to pay attention to Zhejiang Huayou Cobalt Co.Ltd(603799) , Chengxin Lithium Group Co.Ltd(002240) .
