At the end of the year and the beginning of the year, the season to review the "harvest" of listed companies is gradually coming. On December 30, the Shanghai Stock Exchange released the scheduled disclosure schedule of the annual report of Shanghai stock market.
According to the schedule, Panda Financial Holding Corp.Ltd(600599) , Shanghai Kaikai Industry Company Limited(600272) won the top, and the annual report performance of 2021 will be disclosed on January 28, 2022. After the Spring Festival, 19 companies including Guangzhou Fangbang Electronics Co.Ltd(688020) , Lanzhou Ls Heavy Equipment Co.Ltd(603169) will disclose in February.
"Beautiful women marry first" is a major feature of the capital market. From the market performance, Panda Financial Holding Corp.Ltd(600599) and Shanghai Kaikai Industry Company Limited(600272) opened today as a "one-stop" trading limit.
Li, who has eight years of stock speculation experience, told the Securities Daily that according to many years of stock speculation experience and combined with market performance, there may be four situations in which listed companies disclose their annual report performance earlier. First, the disclosure of performance in advance is expected to boost the stock price; Second, the performance significantly exceeded expectations and turned losses; Third, high transmission possibility; Fourth, attract financial attention.
The industry believes that after the announcement of the annual report appointment schedule, the companies that publish the performance forecast are expected to accelerate. At the time of frequent switching of market hotspots, market funds will focus on the main line of annual report performance, layout the annual report market or make a sound choice.
According to the reporter, as of December 31, a total of 120 A-share companies had disclosed the performance forecast of the annual report of 2021, and 96 companies had good performance, accounting for 80%. Among them, the net profit of Dongxin is expected to increase by 1128.68% year-on-year, including 23 companies such as Naipu Mining Machinery Co.Ltd(300818) , Eternal Asia Supply Chain Management Ltd(002183) , Jiahe Meikang, Baolingbao Biology Co.Ltd(002286) , Kunming Chuan Jin Nuo Chemical Co.Ltd(300505) , Juxin technology, Beijing Zhong Ke San Huan High-Tech Co.Ltd(000970) , Henan Liliang Diamond Co.Ltd(301071) which are expected to double year-on-year.
In terms of industry concentration, 96 companies are mainly distributed in pharmaceutical, biological and basic chemical industries. The number of companies involved is 14 and 12 respectively.
According to pan Zidong, an analyst at Wanhe securities, the pharmaceutical industry belongs to "Changpo thick snow". The acceleration of population aging, the acceleration of urbanization and the improvement of population education have significantly increased per capita disposable income and consumption willingness. Policies have been implemented frequently to promote supply side structural reform, and measures such as volume procurement and medical insurance negotiation encourage domestic substitution of medicine in an all-round way.
Yang Delong, chief economist of Qianhai open source fund, also expressed a similar view. He believes that the accelerated aging of China's population is good for consumer sectors such as medicine and health. The overall adjustment in the early stage is significant, and the pharmaceutical high-quality leading stocks have taken the lead in launching recently. It is expected that the large consumer sector will rise restoratively next year, which will bring performance opportunities to the consumer stock market.
According to the reporter's review, in the 2022 industry strategy research report, the pharmaceutical and biological industry was recommended by securities companies for a total of 389 times, ranking in the forefront of Shenwan industry, second only to power equipment.
As for the main investment line, pan Zidong said that at present, the valuations of all sub sectors of the pharmaceutical and biological industry are lower than the historical average. With the performance restoration of sectors related to hospital diagnosis and treatment activities, combined with factors such as centralized procurement policy and epidemic development, it is suggested to pay attention to the high-quality track with growth and certainty: first, the industry of centralized procurement and immunization + innovation and upgrading; Secondly, medical service chain institutions with upgraded consumption and centralized immunization; Finally, the medical and aesthetic field with increasing penetration.
Some 2021 annual reports predict the market performance of individual stocks
Prepared by: Xu Yiming
(Securities Daily)
