As the new year approaches, more and more listed companies disclose annual performance forecasts for 2021. According to the statistics of securities times · databao, as of December 30, a total of 117 A-share listed companies have announced the performance forecast of 2021. According to the type of performance forecast, the net profit of 40 companies increased in advance, 12 companies continued to make profits, and 41 companies increased slightly. 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 whose net profit increases between 50% and 100%.
In terms of specific 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 of net profit in 2021 will be 343.1% and 329.36% respectively, ranking the second and third.
By industry, the performance growth is expected to double, and the stocks are mainly concentrated in basic chemical, pharmaceutical, biological, electronic and other industries, with 6, 4 and 3 stocks on the list respectively.
According to the statistics of data treasure, the performance is expected to double, and the stock has risen by an average of 26.31% this year, stronger than the Shanghai index. In terms of individual stocks, the biggest increase since this year is Yanan Bicon Pharmaceutical Listed Company(002411) , with a cumulative increase of 138.85%; Cnnc Hua Yuan Titanium Dioxide Co.Ltd(002145) and Kunming Chuan Jin Nuo Chemical Co.Ltd(300505) have increased by 124.83% and 94.31% respectively this year, followed by. Among the stocks whose share prices fell, torch core technology-u fell the most, with a cumulative decline of 27.22%, and Puya Semiconductor (Shanghai) Co.Ltd(688766) , DEA shares, etc., with a cumulative decline of more than 20%.
Analysts pointed out that the stock prices of individual stocks that have disclosed the performance forecast may have been fully reflected. The high pre growth potential stocks in the annual report are more likely to obtain excess returns, which is relatively more worthy of attention.
Comprehensive ranking of multi-dimensional indicators such as data treasure comprehensive agency rating and agency prediction. The statistical standards include but are not limited to the following aspects: first, the number of rating agencies is more than 10; Second, the third quarterly report of this year has a year-on-year growth of more than 100%, and the institutions unanimously predict that the growth rate of net profit this year will exceed 100%; Third, the rolling P / E ratio is less than 50 times, and the decline has exceeded 20% since the peak of the year.
After comprehensive sorting, a total of 41 stocks were generated. According to the unanimous prediction of net profit growth rate this year, the growth rate of Chengtun Mining Group Co.Ltd(600711) , Ningbo Shanshan Co.Ltd(600884) , Shanghai Bright Power Semiconductor Co.Ltd(688368) and other stocks has exceeded 10 times, and that of Henan Shenhuo Coal&Power Co.Ltd(000933) , Cosco Shipping Holdings Co.Ltd(601919) , Xinjiang Daqo New Energy Co.Ltd(688303) and other stocks has exceeded 5 times. In terms of oversold range, Aoyuan Beauty Valley Technology Co.Ltd(000615) , Yunnan Aluminium Co.Ltd(000807) and other stocks have retreated by more than 50% since the year’s high point, and 11 stocks such as Hoshine Silicon Industry Co.Ltd(603260) , Henan Shenhuo Coal&Power Co.Ltd(000933) , Shandong Bohui Paper Industry Co.Ltd(600966) have adjusted by more than 40%.
From the perspective of market value, there are more than 10 stocks with a market value of 100 billion, such as Wanhua Chemical Group Co.Ltd(600309) , Cosco Shipping Holdings Co.Ltd(601919) , Zijin Mining Group Company Limited(601899) , and also Oke Precision Cutting Tools Co.Ltd(688308) , Jiangsu Changhai Composite Materials Co.Ltd(300196) , Aoyuan Beauty Valley Technology Co.Ltd(000615) with a market value of less than 10 billion. From the perspective of P / E ratio, Cosco Shipping Holdings Co.Ltd(601919) , Baoshan Iron & Steel Co.Ltd(600019) , Shandong Bohui Paper Industry Co.Ltd(600966) and other more than 10 stocks have a rolling P / E ratio of less than 10 times.
(Securities Times)
