More than 20 companies have disclosed their operations from January to February.
The disclosure of monthly operating data seems to be becoming a trend. According to the statistics of securities times · databao, nearly 20 companies disclosed their main business data from January to February last night. It is found that most companies are industry leaders, and they are mainly composed of “Mao nationality” and “Ning nationality”.
It is worth mentioning that the revenue and net profit growth of all listed companies that have disclosed monthly reports are positive, of which Tongwei Co.Ltd(600438) ranks first with 650% net profit growth and Guangzhou Tinci Materials Technology Co.Ltd(002709) ranks second with 470%.
for the first time in history, “Mao nationality” and “Ning nationality” were published in batches
On March 7, Kweichow Moutai Co.Ltd(600519) disclosed the monthly main business data for the first time. The announcement shows that from January to February 2022, the company achieved a total operating revenue of about 20.2 billion yuan, an increase of about 20% year-on-year; The net profit attributable to shareholders of listed companies was about 10.2 billion yuan, an increase of about 20% year-on-year.
More and more companies have joined the ranks. Yesterday, nearly 20 companies including Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) , Tongwei Co.Ltd(600438) , Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) , Wuxi Apptec Co.Ltd(603259) , Guangzhou Tinci Materials Technology Co.Ltd(002709) , National Silicon Industry Group Co.Ltd(688126) , Jiangsu King’S Luck Brewery Joint-Stock Co.Ltd(603369) , etc. disclosed their main operating data from January to February. In terms of classification, most of these companies are well-known “Maozu” and “ningzu” stocks in the market.
For example, Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) , Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) , Jiangsu King’S Luck Brewery Joint-Stock Co.Ltd(603369) , Bloomage Biotechnology Corporation Limited(688363) , Proya Cosmetics Co.Ltd(603605) , etc. belong to the constituent stocks of “Mao nationality”;
Guangzhou Tinci Materials Technology Co.Ltd(002709) , National Silicon Industry Group Co.Ltd(688126) , Beijing Easpring Material Technology Co.Ltd(300073) and other individual shares are equivalent to the constituent shares of “Ning nationality”;
There are also some stocks that are considered to be both Maozu and ningzu, such as Tongwei Co.Ltd(600438) , Wuxi Apptec Co.Ltd(603259) , etc.
The performance of these stocks is excellent. Among them, Tongwei Co.Ltd(600438) 1 to February, the net profit reached about 3.3 billion yuan, an increase of about 650% year-on-year Guangzhou Tinci Materials Technology Co.Ltd(002709) net profit was about 860 million yuan, an increase of about 470% year-on-year Beijing Easpring Material Technology Co.Ltd(300073) net profit was about 230 million yuan, with a year-on-year increase of about 113.91%.
The performance of large leading companies also soared Wuxi Apptec Co.Ltd(603259) it is estimated that the revenue in the first quarter of 2022 will increase by 65-68% year-on-year. Looking forward to the whole year, the company’s revenue is expected to increase by 65-70% year-on-year Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) it is estimated that the net profit from January to February 2022 will reach more than 2.7 billion yuan, with a year-on-year growth rate of more than 50%.
increased share repurchase also came
Good performance expectations contribute to market stability. For example, after Kweichow Moutai Co.Ltd(600519) disclosed the performance data, the stock price continued to rebound. The stocks that announced the relevant announcement last night rose sharply this morning, Malion New Materials Co.Ltd(300586) rose nearly 14%, and Guangzhou Tinci Materials Technology Co.Ltd(002709) , Jiangsu Yangnong Chemical Co.Ltd(600486) , Changzhou Xingyu Automotive Lighting Systems Co.Ltd(601799) and other stocks rose by more than 5%.
In addition to disclosing the performance of the “February report” to support the market, there has also been a significant growth trend in repurchase and increase of holdings. According to the statistics of data treasure, there have been more than 170 announcements on repurchase since this year, compared with less than 70 in the same period last year. Among them, some big white horses started repurchase. For example, yesterday, Hengli Petrochemical Co.Ltd(600346) announced that it would buy back the company’s shares through centralized bidding with its own and self raised funds of no more than 1.5 billion yuan and no less than 1 billion yuan at a price of no more than 30.00 yuan / share. In terms of announcements on increasing holdings and promising not to reduce holdings, there have been 250 relevant announcements this year, compared with only more than 140 in the same period last year.
CSI 300 index valuation is lower than 1664 points, A-Shares rebounded
It is meaningful for many excellent leaders to make good performance at the same time. From the perspective of the whole market, the current index has strong support. Compared with several large bottoms in history, the current market valuation is attractive.
According to the statistics of data treasure, the latest rolling P / E ratio of Shanghai and Shenzhen 300 index is less than 13 times, which is lower than the level of Shanghai stock index at 1664 points; In addition, the latest valuation levels of Shanghai stock index, Shanghai Stock 50 index and China stock 500 index are also lower than the level of 1664 points.
The latest P / E ratio of Shanghai stock index is 12.45 times, and the predicted P / E ratio this year is 10.75 times, lower than the level of 1664 points. The predicted P / E ratio of gem index and science and innovation board index this year is about 30 times, of which the predicted P / E ratio of gem index is about 31 times, approaching the period level of 2440 points of Shanghai stock index.
On the whole, the valuation of most indexes in the market is below 50% in recent 20 years, and the CSI 1000 index and CSI 500 index are below 10%.
A shares rebounded sharply in early trading. As of the morning closing, the Shanghai Composite Index rose 1.91%, recovering 3300 points, the Shenzhen Composite Index rose 2.85%, and the gem index rose more than 3%, recovering 2600 points. In terms of industry, shenwanyi industry rose across the board, and power equipment, medicine and biology, building materials, national defense and military industry and other sectors rose by more than 3%.
Huaxin Securities believes that the current A-share price has priced the possible irrational rise in international energy products. Once the conflict between Russia and Ukraine eases and the rise in international crude oil and commodity prices is expected to peak, it means that the market will begin to pay attention to the basic market. The continuous implementation of the steady growth policy and the recovery of PMI data in February have meant that the hedging effect of the policy has appeared. At the same time, the government work report has been released. The expected target of GDP growth is set at 5.5%, and the target setting of partial upper limit has conveyed a great determination to stabilize growth. Investment is expected to play a major role, and the GDP growth rate is likely to reach the bottom in the first quarter. For investors, Under the risk event, the wide range shock of A-Shares provides a rare opportunity for low absorption.
China Industrial Securities Co.Ltd(601377) believes that the short-term impact on A-Shares and Hong Kong shares may basically end in early March, or may have bottomed out on March 9, at least the end of the next few months. First, based on the revaluation, we should do a good job in defense and risk avoidance, especially focusing on the revaluation market of state-owned enterprises and central enterprises, and operating the risk avoidance assets related to the Russian Ukrainian war – energy, gold, agriculture, etc; In the medium term, focus on undervalued stocks of bonds such as new energy operators, finance, real estate of central enterprises and state-owned enterprises, and resources priced overseas.
Secondly, based on the deep rebound, the phased attack is to select blue chip growth stocks and pay attention to the cost performance and expectation difference between valuation and performance. Select semiconductors, photovoltaic, computers related to digital economy and other growth stocks with high vision. Social service industry (express logistics, catering tourism, etc.), agricultural breeding, property management and other industries with improved scenery compared with 2021. Pay attention to the market of new energy vehicles, military industry, medicine and the Internet, which will show significant differentiation. Based on the medium-term value and performance, high cost performance, we can bargain hunting layout and make bands; However, based on the deep rebound caused by short-term mood fluctuations, it is not recommended to catch up. (data treasure Chen Jiannan)
Statement: all information contents of databao do not constitute investment suggestions. The stock market is risky and investment should be cautious.
