Since the opening of the quarterly curtain of 2021 annual report of A-share listed companies on January 18, about 100 listed companies have released annual reports, and the overall performance has made steady progress. Combined with the performance forecast data, the “basic market” of A-share listed companies is solid and stable. It is worth noting that dozens of listed companies, including leading enterprises such as Kweichow Moutai Co.Ltd(600519) , Semiconductor Manufacturing International Corporation(688981) , Wuxi Apptec Co.Ltd(603259) and others, recently intensively disclosed their business data in the first two months of this year, further releasing the signal of strong performance growth. Meanwhile, the repurchase enthusiasm of listed companies continued to rise this week, highlighting their firm confidence in the company’s future development prospects.
performance data releases positive signals
According to the statistics, the reporter found that by the time of publication on March 9, 99 A-share listed companies had disclosed the annual report of 2021, of which 76 companies had achieved positive growth in the net profit attributable to the parent company. The total operating revenue of 99 companies last year was 629112 billion yuan, an increase of 15.13% over 546427 billion yuan in 2020; Last year, the total net profit attributable to the parent company was 78.059 billion yuan, an increase of 45.48% over 53.658 billion yuan in 2020. In terms of performance growth, at present, Guangdong Tonze Electric Co.Ltd(002759) ranks first with a year-on-year increase of 701134%, followed by Xinjiang Zhongtai Chenical Co.Ltd(002092) with a year-on-year increase of 176996%. In addition, 24 companies including Shanghai Bright Power Semiconductor Co.Ltd(688368) , Weifang Yaxing Chemical Co.Ltd(600319) , Focus Lightings Tech Co.Ltd(300708) also have a year-on-year increase of more than 100%.
In addition, according to the performance forecast data, as of press time, 2588 companies have disclosed the performance forecast for 2021, and 1493 companies are expected to have good performance, accounting for 57.69%. Among them, 963 companies increased in advance, 211 increased slightly, 30 continued to make profits and 289 reversed losses. Among the 1493 companies whose performance is expected to be good, according to the statistics of the lower limit of the year-on-year growth of the predicted net profit, 743 companies are expected to increase their net profit by more than 100%, of which 38 companies are expected to increase their net profit by more than 10 times.
It is worth noting that listed companies intensively disclosed monthly operating data this week. On March 9, Wuxi Apptec Co.Ltd(603259) announced that the company’s business situation since the beginning of the year has been gratifying, and the company’s unique integrated crdmo (contract research, development and production) and ctdmo (contract testing, R & D and production) business models have continued to make efforts. From January to February 2022, the year-on-year growth rate of orders on hand and sales revenue exceeded 65%, reaching a record high. The company expects revenue to grow by 65% to 68% year-on-year in the first quarter of 2022. Looking forward to the whole year, the company’s revenue is expected to grow by 65% to 70% year-on-year Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) announced on the same day that after preliminary accounting, from January to February 2022, the company is expected to achieve a total operating revenue of more than 7.4 billion yuan, a year-on-year increase of more than 35%; The net profit attributable to shareholders of listed companies is expected to be more than 2.7 billion yuan, with a year-on-year growth rate of more than 50%.
According to the reporter’s statistics based on the announcement of listed companies, according to the reporter’s statistics from the announcement of listed companies, the reporter found that in the three hours after the closing of the 9th day, the only three hours after the closing on the 9th day, in addition to the two companies mentioned above, there are Hongda Xingye Co.Ltd(002002) 709 \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\, Gansu Guofang Industry & Trade Group Limited By Share Ltd(601086) , Proya Cosmetics Co.Ltd(603605) , Jiangsu Changshu Rural Commercial Bank Co.Ltd(601128) , Pangang Group Vanadium Titanium & Resources Co.Ltd(000629) China Jushi Co.Ltd(600176) and more than a dozen other listed companies disclosed their operating data for the first two months of this year. Two days earlier, Wangfujing Group Co.Ltd(600859) , Semiconductor Manufacturing International Corporation(688981) , Kweichow Moutai Co.Ltd(600519) and others also disclosed monthly operating data. Insiders said that the latest business data released by many leading enterprises released a clear signal of strong growth in the company’s performance and highlighted the high outlook of the industry.
listed companies buy back within a week
In the context of recent market shocks, based on confidence in the company’s development prospects, the repurchase enthusiasm of listed companies continued to heat up this week, and a number of leading enterprises disclosed repurchase plans.
Wangan Longtou disclosed on Qi An Xin Technology Group Inc(688561) 8 that the board of directors of the company deliberated and approved the proposal on repurchase of shares of the company by means of centralized competitive trading on the same day. Within six months from the date when the board of directors deliberated and approved the repurchase plan, it plans to use its own funds of 150 million yuan to 300 million yuan to complete the repurchase. According to the performance express disclosed by the company at the end of February, the growth rate of the company’s total operating revenue in 2021 was nearly 40%, and continued to maintain high growth. On the same day, the leader of Beidou concept Beijing Bdstar Navigation Co.Ltd(002151) announced that it planned to use its own funds of no less than 150 million yuan and no more than 200 million yuan to buy back some A-share shares issued by the company in China in the form of centralized bidding transaction for the implementation of the company’s equity incentive plan or employee stock ownership plan. The company’s performance express shows that in 2021, the company achieved a net profit attributable to shareholders of listed companies of 203 million yuan, a year-on-year increase of 38.54%; The net profit attributable to shareholders of listed companies after deducting non recurring profits and losses was 128 million yuan, a year-on-year increase of 101.56%. When disclosing the repurchase plan, several companies said that the repurchase of shares was based on firm confidence in the company’s future development prospects and high recognition of the company’s value.
Some companies have accelerated the share repurchase process. For example, 360 Security Technology Inc(601360) 8 disclosed that it plans to buy back the company’s shares by means of centralized bidding within the next three trading days (March 9, 2022 to March 11, 2022), with a total repurchase amount of no less than 90 million yuan and no more than 120 million yuan. According to the data, as of February 28, 2022, the company has repurchased 616893 million shares through centralized bidding, and paid a total of 737 million yuan (excluding stamp duty, transaction commission and other transaction expenses).
In addition, Touchstone International Medical Science Co.Ltd(688013) , Shanghai Milkground Food Tech Co.Ltd(600882) and other dozens of companies disclosed the progress of share repurchase within a week. Only three hours after the closing on the 9th, more than a dozen enterprises such as Beijing Sanlian Hope Shin-Gosentechnical Service Co.Ltd(300384) , Jinyuan Ep Co.Ltd(000546) , Shandong Bohui Paper Industry Co.Ltd(600966) , etc. released relevant information. The reporter noted that some companies made quick moves after disclosing the repurchase plan. For example, Xinfengming Group Co.Ltd(603225) announced on March 7 this year that it plans to use its own funds to buy back the company’s shares in the form of centralized bidding transaction, and the total amount of repurchase funds is no less than 150 million yuan and no more than 300 million yuan. On March 8, the company implemented the first repurchase, with the number of shares repurchased being 798100 shares and the total amount paid being 9788900 yuan.
