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 Summary of performance
12 companies give advance notice of first quarter results
Statistics show that a total of 12 companies have announced the first quarter performance forecast. According to the type of performance forecast, there are 11 companies with performance increase in advance and 1 company with performance loss in advance.
Summary of performance forecast for the first quarter table border = "0" cellspacing = "1" cellpadding = "5" align = "center"
___ Code___ Abbreviation___ Performance forecast date___ Performance forecast type___ Median increase in expected net profit (%)___ Rise and fall this year (%)___ industry
___ Sichuan Yahua Industrial Group Co.Ltd(002497) ______ Sichuan Yahua Industrial Group Co.Ltd(002497) ______ 202202.22______ Pre increase______ 124595______ 10.85______ Basic chemical industry___
___ Nanjing Yunhai Special Metals Co.Ltd(002182) ______ Nanjing Yunhai Special Metals Co.Ltd(002182) ______ 202202.14______ Pre increase______ 324.23______- 8.20______ Nonferrous Metals___
___ Zhenjiang Dongfang Electric Heating Technology Co.Ltd(300217) ______ Zhenjiang Dongfang Electric Heating Technology Co.Ltd(300217) ______ 202203.09______ Pre increase______ 129.31______- 14.16______ Household appliances___
___ Zhejiang Shuanghuan Driveline Co.Ltd(002472) ______ Zhejiang Shuanghuan Driveline Co.Ltd(002472) ______ 202203.08______ Pre increase______ 117.07______- 24.15______ Car___
___ 688281______ Huaqin Technology______ 202202.16______ Pre increase______ 76.50______ 12.12______ National defense industry___
___ Zhejiang Jolly Pharmaceutical Co.Ltd(300181) ______ Zhejiang Jolly Pharmaceutical Co.Ltd(300181) ______ 202203.09______ Pre increase______ 57.55______- 24.53______ Medical Biology___
___ 301218______ C Hua is______ 202202.21______ Advance loss______ 37.29______ 2.34______ Computer___
___ 603132______ Jinhui Co., Ltd______ 202201.27______ Pre increase______ 20.00______ 27.27______ Nonferrous Metals___
___ 301222______ C HENGWEI______ 202202.18______ Pre increase______ 15.61______
______ Power equipment___
___ 001266______ Hongying intelligence______ 202202.09______ Pre increase______ 12.33______- 10.40______ Mechanical equipment___
___ 301215______ C Zhongqi______ 202202.16______ Pre increase______ 10.51______- 13.07______ Car___
___ 603070______ N Wankong______ 202202.21______ Pre increase______ 10.00______
______ Power equipment___
99 the company released its annual report 25 the performance of companies doubled
Statistics show that as of March 10, 99 companies have released their annual reports for 2021, of which 77 have a year-on-year increase in net profit, 22 have a decrease, 85 have a year-on-year increase in operating income, 14 have a decrease, 72 have a simultaneous increase in net profit and operating income, 9 have a decrease in profit income, and 25 have doubled their performance, Among them, Guangdong Tonze Electric Co.Ltd(002759) increased the most, reaching 701134%.
111 GEM stocks announce results express 16 shares net profit exceeds RMB 1 billion
Statistics show that as of March 10, a total of 111 GEM companies have released 2021 performance express. Yihai Kerry Arawana Holdings Co.Ltd(300999) , with the highest total operating revenue, achieved 226225 billion yuan last year, a year-on-year increase of 16.1%; Followed by Wens Foodstuff Group Co.Ltd(300498) , Lens Technology Co.Ltd(300433) . In terms of growth rate, among the companies that issued the performance express, 102 companies' operating revenue increased year-on-year, and the highest growth rate was Beijing Easpring Material Technology Co.Ltd(300073) , with an operating revenue of 8.375 billion yuan last year, an increase of 163.07% year-on-year; Followed by Shenzhen Capchem Technology.Ltd(300037) , Chongqing Zhifei Biological Products Co.Ltd(300122) .
22 securities firms released 2021 annual performance express
Statistics show that as of March 10, a total of 22 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.
1051 companies increased their performance by more than 70% last year more companies increased their holdings of repo
In terms of the performance of listed companies, according to statistics, as of March 9, 1051 listed companies released their performance in 2021, of which 777 had a year-on-year increase in net profit, accounting for 73.93%. Overall, 1051 listed companies achieved a total net profit of 1245704 billion yuan, a year-on-year increase of 28.76%.
Among them, 97, 12, 6, 26 and 119 companies in the chemical, mining, textile and garment, nonferrous metals and pharmaceutical and biological industries led the increase in net profit, with net profit increasing by 130.71%, 116.81%, 78.45%, 75.90% and 71.03% year-on-year respectively
industry performance summary:
real estate industry view: investment opportunities of land industry under the background of steady growth
We expect that March 2022 will still be a key period of relatively loose policies. We are optimistic about the real estate development sector and recommend Poly Developments And Holdings Group Co.Ltd(600048) , Gemdale Corporation(600383) , China Vanke Co.Ltd(000002) , China Resources Land, Longhu group, China Merchants Shekou Industrial Zone Holdings Co.Ltd(001979) , Midea real estate, Greentown China, Hangzhou Binjiang Real Estate Group Co.Ltd(002244) .
power equipment and new energy industry: green power operators welcome to China
The new infrastructure represented by green power is the main investment direction in 2022. The growth attribute is highlighted. The two sessions clearly proposed to promote the construction of large-scale scenery base. Under the background of steady growth, social finance increased significantly in January, and new energy, as an important direction of new infrastructure, received financial support. The financing cost of new energy decreased: the central bank launched the carbon emission reduction support tool in November 2021, which is supported by 60% of the loan principal and 1.75% of the one-year interest rate. At present, it has been implemented. Continuous optimization of the cost side of supply release promotion: the silicon production capacity is released one after another, the large-scale wind power continues to be promoted, the superposition of various links actively expand production, the supply tension is alleviated, the profits of the industrial chain will be transmitted to the downstream, the costs of photovoltaic and wind power will be reduced, and the cost side of operators will be continuously optimized.
automotive lightweight industry depth: clear trend of automotive lightweight integrated die casting of structural parts promotes manufacturing revolution
Automobile lightweight is an important technical path for energy conservation and emission reduction. The integrated die casting of chassis and body structure has a wide space. The purpose of lightweight is to reduce the servicing weight without sacrificing the performance indexes such as reliability. It is a systematic engineering with comprehensive safety, mechanical properties and economy. Energy saving and new energy vehicle technology roadmap 2.0 sets the goal of reducing the lightweight coefficient of fuel / pure electric passenger vehicles by 25% / 35% in 2035. Lightweight improves the fuel consumption performance of fuel vehicles, increases the range of electric vehicles, and effectively alleviates the bottleneck problem of the range of pure electric vehicles. As an important part of vehicle lightweight, the body + chassis structure has a clear lightweight trend and broad space.
insurance industry 3 monthly investment strategy: property insurance premium growth continues to pick up leading companies' allocation value increases
The growth rate of property insurance premiums continues to pick up, the allocation value of leading companies improves, and the trend of asset side and the growth rate of new orders on liability side improve, which will drive the valuation to stabilize. On the asset side, considering the real estate risk mitigation, steady growth policy and the expectation of the Fed's interest rate increase, the long-term interest rate may rise, and the investment is expected to improve. Considering the switching operation of new serious diseases in the same period, the base of liability side life insurance is high, and the growth of new orders is still under pressure; However, the stabilization of the team size in the second quarter, the addition of health insurance and the "fixed income +" of wealth management undertaken by savings insurance will become the support for the recovery of premium growth. In the post comprehensive era, the premium growth of property insurance continued to rise, the cost and pricing advantages of leading companies became prominent, and the allocation value increased under the optimization of the pattern. At present, the market volatility has increased significantly, and the insurance sector with low valuation and position ratio has high security.
