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:

104 shares announce the annual performance forecast for 2021, and 72 shares are expected to increase by

As of December 30, 104 listed companies have announced the performance forecast for 2021. The performance forecast type shows that there are 72 companies with pre increase and 1 company with pre profit; 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, a total of 20 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%; Naipu Mining Machinery Co.Ltd(300818) , Eternal Asia Supply Chain Management Ltd(002183) it is estimated that the median year-on-year growth rate of annual net profit is 343.10% and 329.36% respectively, ranking the second and third.

for high growth stocks with annual performance, the net profit of 20 stocks doubled in advance

Statistics show that as of December 30, 104 companies have announced the performance forecast for 2021. The type of performance forecast shows that there are 72 companies with pre increase and 1 company with pre profit, and the total proportion of reporting companies is 70.19%; 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, a total of 20 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%; Naipu Mining Machinery Co.Ltd(300818) , Eternal Asia Supply Chain Management Ltd(002183) it is estimated that the median year-on-year growth rate of annual net profit is 343.10% and 329.36% respectively, ranking the second and third.

After twists and turns, Kraussmaffei Company Limited(600579) performance compensation commitment was finally fulfilled

On December 30, Kraussmaffei Company Limited(600579) announced that the controlling shareholder equipment universal had completed its performance compensation commitment for 2020. So far, Kraussmaffei Company Limited(600579) has fully fulfilled the performance compensation brought by the performance commitments in 2018, 2019 and 2020 in the performance commitment compensation agreement and the supplementary agreement to the performance commitment compensation agreement signed with equipment universal.

industry performance summary:

food and beverage industry: Baijiu whole cycle upward concern about the high-end national opportunity

In the short term, investment growth has increased significantly, liquidity has stimulated economic recovery, financial indicators have improved significantly, and performance growth is highly deterministic. In the long run, the trend of consumption upgrading will not change. The upward trend of Baijiu plate has a solid demand foundation, and the structural prosperity of the plate will continue. It is recommended to pay attention to the following subjects: Kweichow Moutai Co.Ltd(600519) , Wuliangye Yibin Co.Ltd(000858) , Luzhou Laojiao Co.Ltd(000568) , Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) , Jiugui Liquor Co.Ltd(000799) , Shede Spirits Co.Ltd(600702) , Anhui Gujing Distillery Company Limited(000596) , Jiangsu King’S Luck Brewery Joint-Stock Co.Ltd(603369) .

consumer electronics industry: folding screen mobile phones ushered in an intensive release period, and product shipments began to accelerate in 2021q3

Mobile phone manufacturers have entered the market, and 2022 may usher in the intensive release period of folding screen mobile phones. Since Ruoyu technology took the lead in releasing the world’s first folding screen mobile phone in 2018, several mobile phone manufacturers such as Samsung, Huawei, oppo, Xiaomi and Motorola have successively released folding screen mobile phones. Among them, Samsung is dominant, and 2021q3 has a market share of about 93% in the global folding screen mobile phone market. Among domestic brands, Huawei’s global market shipments account for about 6%, and it has a great advantage in China. China’s market share accounts for about 64%, while the shipments of Xiaomi and oppo are relatively limited. In addition, following the release of new folding screen mobile phones by Samsung, oppo and Huawei since August, the second-generation folding screens of vivo, glory and Xiaomi will also be released in 2022q1, and 2022 may usher in an intensive period of folding screen mobile phone release.

investment strategy of machinery industry in 2022: selection cycle upward, double carbon helps growth

Focus on oil and gas equipment, machine tools, engineering machinery and oil and gas equipment: economic recovery promotes demand growth, supports oil prices to remain high, and the capital expenditure of oil and gas companies is expected to stabilize and recover. At the same time, Petrochina Company Limited(601857) the external dependence on natural gas continues to rise, the problem of energy security is becoming increasingly prominent, and the capital expenditure of “three barrels of oil” is expected to rise. Machine tools: the sharp rise in profits of industrial enterprises is expected to accelerate the pace of machine tool renewal. The CNC rate and localization rate continue to improve, and the machine tool industry is expected to continue to recover. Construction machinery: with the weakening demand and the end of the renewal peak, China’s demand may be under pressure in the short term, but the rapid growth of exports has become an important support. In the future, internationalization and electrification will become the medium and long-term driving force to promote the growth of the industry.

Galaxy Securities: the coal industry is expected to obtain broader development space

Galaxy Securities pointed out that in the future, thermal coal will face the pattern of double increase in supply and demand to achieve a basic balance; Coking coal sector may have both supply and demand decline in the future; The coke plate may achieve a tight balance between supply and demand on the basis of further supply contraction. With the continuous promotion of the reform of the electricity price pricing mechanism, the coal industry is expected to obtain a broader development space. With the establishment of the coal power linkage mechanism, the adjustment of the benchmark price of the long-term association plays a key role in stabilizing the upstream and downstream. On the whole, under the background of carbon neutralization, the supply continues to shrink and the operation barriers of leading coal enterprises continue to rise, which is expected to improve both profitability and valuation.

dynamic report of petrochemical industry in December: the expected median oil price fluctuates and is optimistic about the leading performance of scale expansion

The OPEC + meeting on December 2 decided to continue the original plan of increasing production by 400000 barrels / day, but said that if the market changes, the output policy can be adjusted temporarily. At the same time, with the deepening of the market’s understanding of the mutated virus in South Africa, although the transmission is strong, the hospitalization rate and mortality rate are low, the panic in the market continues to subside, and the oil price fluctuates upward. With the significant improvement of performance, the industry valuation level gradually returned to a reasonable range. We are optimistic about the head enterprises that carry out business layout and implement scale expansion to bring incremental performance. Satellite chemistry, Xinfengming Group Co.Ltd(603225) , Rongsheng Petro Chemical Co.Ltd(002493) are recommended.