Performance summary: 17 companies forecast the first quarter performance in advance! 63 performance shares were scrambled by institutions

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

stock performance summary:

17 companies give advance notice of first quarter results

Statistics show that a total of 17 companies have announced the first quarter performance forecast. According to the type of performance forecast, there are 15 companies with performance increase in advance and 1 company with performance loss in advance.

63 only performance stock increase was robbed by institutions

Statistics show that among the 1192 stocks with significant growth (an increase of 50% or more) in 2021, 63 were net purchased by institutions from January 12 to March 11. Among them, the net profit of Hoshine Silicon Industry Co.Ltd(603260) year increased by 512.4%, and the net purchase amount of institutions was 694 million yuan, with the largest net purchase amount; There are also Wuxi Shangji Automation Co.Ltd(603185) , Nanjing Yunhai Special Metals Co.Ltd(002182) , Ganfeng Lithium Co.Ltd(002460) and other stocks that have been bought by institutions.

117 the company released its annual report 27 the performance of companies doubled

As of March 11, 117 companies had released their annual reports for 2021, of which 88 had a year-on-year increase in net profit, 29 had a decrease, 101 had a year-on-year increase in operating income, 16 had a decrease, 83 had a simultaneous increase in net profit and operating income, 11 had a decrease in profit and income, and 27 had a double increase in performance, of which Guangdong Tonze Electric Co.Ltd(002759) had the largest increase, 701134%.

6 companies on GEM showed 66.67% of their first quarter performance pre increase

Statistics show that six GEM companies released the first quarter performance forecast. According to the type of performance forecast, there are 4 companies with performance increase in advance and 1 company with loss in advance.

good news spreads frequently! 47 a share listed companies made a “good start” in February before intensive disclosure

At a time when the A-share market is falling endlessly, listed companies are passing good news to the market and boosting confidence in an “unconventional” way. As of March 10, according to incomplete statistics by reporters, at least 47 enterprises in Shanghai and Shenzhen have released the main business data from January to February 2022. Among them, many enterprises also released the operation data from January to February for the first time. Such a large-scale performance report is the first time in history

industry performance summary:

investment strategy report of traditional Chinese medicine industry: the policy is sail track paddle new voyage of traditional Chinese Medicine

After ups and downs, it ushered in an upward period. At present, it is still a cost-effective track for the pharmaceutical sector. Looking back on the yield of the traditional Chinese medicine sector since 2010, 2014 is an important turning point. In 2014, the gradual strengthening of medical insurance fee control led to a heavy blow to the traditional Chinese medicine injection that had benefited the most before, and the capital market also responded quickly. The classic Davis double kill, which killed the valuation first and then the performance, created the situation that the P / E ratio of the traditional Chinese medicine sector was lower than that of the overall medicine sector. Under the favorable policy, the traditional Chinese medicine sector performed well in 2021, and the valuation was repaired to a certain extent. However, from the perspective of the forecast PE in the next three years, the valuation of the traditional Chinese medicine sector is still cost-effective.

in depth report of automobile industry: golden track of automobile software multidimensional analysis of manufacturer growth

Reshape the industrial chain pattern and analyze the growth of software manufacturers from multiple dimensions. OEMs began to participate in software development in depth, and software suppliers advanced to Tier1. The more software IP product portfolio they can provide, they may obtain higher value. Software development has evolved into layering and modularization. The modular industrial division of labor in the mobile phone field has brought great market opportunities to standard module suppliers. Twilio, a typical SDK manufacturer, has maintained a revenue growth rate of more than 50% all year round, and a number of specialized intermediate module suppliers will be born in the automotive software industry.

new materials industry weekly report: the photovoltaic sector has a strong performance lithium source and cathode material prices remain strong

It is suggested to continue to pay attention to the opportunities of rare earth permanent magnet sector, which is expected to be significantly improved by policy driven demand growth and whose valuation has entered a historically reasonable range, as well as the demand for carbon carbon matrix composites under the long-term growth prospect of photovoltaic installation after the risk of short-term overvalued value is released, and the market capacity brought about by the demand for lithium battery materials in the long-term development space of electric vehicles, And the localization progress and opportunities of semiconductor materials under the long-term trend of integrated circuit localization.

condiment industry in-depth report: industry prosperity still exists sub circuit Nuggets

Based on the rigid demand of condiments in catering and family, the industry has a long life cycle, the market scale and market concentration are expected to continue to improve, and the volume and price of each subdivided field are expected to rise. Product scale, differentiation, health, compound and high-end will be the future development trend. It’s recommended to focus on industry leading enterprises or the strong category in a subdivision category, as well as to focus on specific segments and bind categories to achieve regional brands that can overtakat corners by focusing on Foshan Haitian Flavouring And Food Company Ltd(603288) \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\ and Yihai Kerry Arawana Holdings Co.Ltd(300999) etc.

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