On December 30, Beijing Zhong Ke San Huan High-Tech Co.Ltd(000970) , Naipu Mining Machinery Co.Ltd(300818) and other “annual report pre increased shares” were opened and closed, which triggered the reverie of the market on the annual report.
On the same day, the scheduled disclosure schedule of the annual report of the Shanghai Stock Exchange was released. Panda Financial Holding Corp.Ltd(600599) , Shanghai Kaikai Industry Company Limited(600272) took the lead and will take the lead in disclosing the annual report on January 28.
Market participants pointed out that at present, the A-share market is in the period of cross-year style transformation, and the difficulty of disk participation is increasing in recent days. The pre increased shares in the annual report have relatively certain investment opportunities and are easy to be concerned by funds.
strong stock price closure
On December 30, Beijing Zhong Ke San Huan High-Tech Co.Ltd(000970) shares rose by the limit of “one word board” at the opening and closed at 14.59 yuan / share, up 10.03%.
The performance forecast of 2021 disclosed by the company on the evening of December 29 shows that the net profit attributable to the shareholders of the listed company is expected to be about 330 million yuan to 490 million yuan in 2021, with a year-on-year increase of 155.18% to 278.9%. During the reporting period, the company further improved the management level and operation efficiency by strengthening market development and centralized procurement of raw materials, resulting in a significant increase in the company’s orders. The net profit attributable to the shareholders of the listed company in 2021 increased significantly compared with the same period of the previous year.
According to the investor relations record disclosed on November 29, the company has a capacity of 20000 tons of sintered Nd-Fe-B and 1500 tons of bonded Nd-Fe-B. At present, the company’s capacity utilization rate is 80% to 90%.
The share price trend of Naipu Mining Machinery Co.Ltd(300818) is similar to that of Beijing Zhong Ke San Huan High-Tech Co.Ltd(000970) . The opening is the “20cm” limit, and the strength continues to the closing.
Naipu Mining Machinery Co.Ltd(300818) it is estimated that the net profit attributable to shareholders of Listed Companies in 2021 will be about 165 million yuan to 195 million yuan, with a year-on-year increase of 306.17% to 380.02%. The net profit attributable to the shareholders of the listed company in 2021 increased significantly compared with that in 2020, mainly due to the increase of erdente project revenue. In 2021, the impact of non recurring profit and loss on net profit is expected to be about 23.85 million yuan, mainly government incentive funds.
According to the investor relations record disclosed on November 18, as a professional manufacturer of heavy mine beneficiation equipment and wear-resistant spare parts of new materials, the company’s products are mainly used in the beneficiation process of metal mines. Excluding erdente project, the company’s main business grew steadily. On the one hand, the company’s products are consumables. With the increase of mining volume, the consumption of the company’s products is also increasing; On the other hand, the substitution trend of metal spare parts is accelerating, and the company’s revenue can maintain stable growth in the future.
more than 80% of the company’s performance is expected
According to the data, as of the closing on December 30, a total of 117 A-share listed companies have disclosed the annual performance forecast of 2021, and 95 are expected to be happy, with a proportion of 81.2%. Among them, 41 companies increased slightly, 2 reversed losses, 12 continued profits and 40 increased in advance. The listed companies that have disclosed the performance forecast have maintained a high performance growth as a whole.
In terms of net profit, it is expected that in 2021, 56 listed companies will realize net profit attributable to shareholders of listed companies exceeding 100 million yuan, 16 over 500 million yuan, Focus Media Information Technology Co.Ltd(002027) , Lb Group Co.Ltd(002601) , Goertek Inc(002241) , Shenzhen Tagen Group Co.Ltd(000090) , Jiangsu Shuangxing Color Plastic New Materials Co.Ltd(002585) , DEA shares, Cnnc Hua Yuan Titanium Dioxide Co.Ltd(002145) , Yong’an futures, Haili wind power and other 9 listed companies are expected to realize net profit attributable to shareholders of listed companies exceeding 1 billion yuan in 2021.
In terms of net profit growth rate, after excluding the impact of turning losses, 62 companies are expected to increase their net profits attributable to shareholders of listed companies by more than 10% in 2021, and 16 companies are expected to increase their net profits by more than 100%. Among them, Dongxin shares, Eternal Asia Supply Chain Management Ltd(002183) , Naipu Mining Machinery Co.Ltd(300818) , Baolingbao Biology Co.Ltd(002286) , Kunming Chuan Jin Nuo Chemical Co.Ltd(300505) , Jiahe Meikang, Henan Liliang Diamond Co.Ltd(301071) , Juxin technology-u and other companies are expected to increase the net profit attributable to the shareholders of the listed company by more than 200% in 2021.
Since December, institutions have conducted intensive research on listed companies with large performance growth. Jiangsu Shuangxing Color Plastic New Materials Co.Ltd(002585) , Jiangxi Yuean Advanced Materials Co.Ltd(688786) and Baicheng medicine ranked first in the number of institutional research.
Among them, Jiangsu Shuangxing Color Plastic New Materials Co.Ltd(002585) has been investigated by institutions for 217 times in recent one month. The company expects that the net profit attributable to shareholders of listed companies will be about RMB 1.355 billion to RMB 1.405 billion in 2021, with a year-on-year increase of 88% to 95%.
(China Securities Journal)
