Near the end of the year, the A-share market continued to fluctuate, and listed companies can’t wait to start publishing the annual performance forecast, 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? Summary of
individual stock performance:
annual report transcripts have been released one after another, and the net profit of 20 companies has increased by more than 100%
As the new year approaches, more and more listed companies disclose annual performance forecasts for 2021. Statistics show that as of December 30, a total of 117 A-share listed companies have announced the performance forecast for 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.
the appointment schedule of Shanghai Stock Exchange annual report is released, and the two companies take the lead before the Spring Festival of the year of the tiger
On December 30, the appointment schedule of Shanghai Stock Exchange’s 2021 annual report was released. Panda Financial Holding Corp.Ltd(600599) , Shanghai Kaikai Industry Company Limited(600272) will take the lead in the battle. It is planned to submit the 2021 report card on January 28, 2022, which is also the first batch of annual reports issued by Shanghai stock exchange company before the lunar new year. After the Spring Festival of the year of the tiger, Guangzhou Fangbang Electronics Co.Ltd(688020) , Lanzhou Ls Heavy Equipment Co.Ltd(603169) , Shanghai Bright Power Semiconductor Co.Ltd(688368) will release the annual report of 2021 on February 17, 19 and 24. Among them, Guangzhou Fangbang Electronics Co.Ltd(688020) will open the prelude to the disclosure of the 2021 annual report of the science and innovation board.
On February 26, 2022, the 2021 annual report of Shanghai Stock Exchange Company will enter the centralized disclosure period. Ten companies including Kbc Corporation Ltd(688598) , Liuzhou Chemical Industry Co.Ltd(600423) will publish their 2021 transcripts at the same time. Since then, Shanghai stock exchange companies will successively publish the annual report of 2021, and the deadline is April 30, 2022.
the opening organization of lithium salt price rise predicts high performance growth of 10 concept stocks
Recently, lithium mining enterprises in Western Sichuan and other places came the news of price increase. Lithium salt exceeded 200000 yuan / ton and directly hit 250000 yuan / ton. In addition, driven by downstream demand, lithium salt supply is insufficient. Citic Securities Company Limited(600030) it is expected that the lithium price will remain high in 2022, and the price inflection point will not appear in the short term. The lithium salt price center in 2022 will be significantly higher than that in 2021, which will drive the company’s performance of the lithium sector to increase significantly. The valuation advantage and configuration value of the lithium sector in 2022 are high.
Among the 21 lithium salt concept stocks, as of December 30, the average price of 21 stocks rose 154.23% during the year, and the share prices of 15 stocks doubled during the year. Among them, the share prices of Zangger mining, Shenzhen Sunrise New Energy Co.Ltd(002256) , Tibet Urban Development And Investment Co.Ltd(600773) , Shandong Shida Shenghua Chemical Group Company Limite(603026) , Tibet Mineral Development Co.Ltd(000762) , Tibet Summit Resources Co.Ltd(600338) , Keda Industrial Group Co.Ltd(600499) , Youngy Co.Ltd(002192) all rose more than twice, and Zangger mining took the lead in the cumulative increase of 372.41%.
In terms of performance, the performance of relevant listed companies was brilliant. In the first three quarters of this year, only two companies lost money, the rest achieved profits, and the performance of 14 listed companies doubled. The performance of Zanger mining and Shandong Shida Shenghua Chemical Group Company Limite(603026) increased by more than 10 times in the first three quarters of this year. From the perspective of future performance expectations, the agency predicts that the annual performance of 10 listed companies is expected to double, of which the performance of Tibet Summit Resources Co.Ltd(600338) and Chengxin Lithium Group Co.Ltd(002240) is expected to increase nearly 30 times.
industry performance summary:
weekly report of pharmaceutical and health industry: Chinese medicine policies have been implemented one after another, and the industry has ushered in healthy development
We expect that the industry will achieve sustained, healthy and high-quality development thanks to the successive implementation of policies in the traditional Chinese medicine sector. The industrial policy encourages the superposition of price increase expectations, and it is recommended to pay attention to investment opportunities in eight segments of traditional Chinese medicine, such as innovative traditional Chinese medicine, formula granules, OTC, brand traditional Chinese medicine, traditional Chinese medicine, proprietary Chinese medicine, traditional Chinese medicine services and relevant supporting supply chains. It is recommended to pay attention to Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) , Beijing Tongrentang Co.Ltd(600085) , Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) , GUSHENG hall, etc.
hydrogen energy industry: favorable industrial policies continue to usher in opportunities for hydrogen energy industry
The hydrogen energy industry is about to usher in a 10 fold growth, and the trillion track is opening. According to the 2020 report on the development of China’s hydrogen energy industry, it is estimated that China’s hydrogen fuel cell vehicles will be close to 100000 by 2025. At present, the cumulative sales of fuel cells in China is 8313, and there is expected to be 10 times more room for growth during the 14th five year plan period. The accelerated development of hydrogen fuel cell vehicle industry is expected to drive the multi link application expansion of upstream hydrogen production and storage, midstream hydrogen fuel cell and downstream vehicle, and the industry market space is expected to exceed trillion. From the perspective of investment suggestions, we should pay attention to relevant enterprises that actively layout the hydrogen energy industry chain. 1) Fuel cell stack and proton exchange membrane manufacturers with independent technology; 2) Enterprises that realize hydrogen energy layout through equity participation.
Citic Securities Company Limited(600030) : in 2022, the food and beverage industry should follow four main investment lines
In 2022, the food and beverage industry should follow the following main investment lines: first, the industry logic is expected to continue to be fulfilled, optimistic about the continuous high-end of the beer industry, and recommend China Resources beer, Tsingtao Brewery Company Limited(600600) , Chongqing Brewery Co.Ltd(600132) , Beijing Yanjing Brewery Co.Ltd(000729) ; We are optimistic that the turning point of profitability of dairy industry has come. We recommend Inner Mongolia Yili Industrial Group Co.Ltd(600887) and Mengniu Dairy industry. Main line 2: driven by the logic of price increase, pay attention to the unexpected elastic opportunities such as the decline of raw material cost and price transmission, and recommend Angel Yeast Co.Ltd(600298) , Chacha Food Company Limited(002557) , Chongqing Fuling Zhacai Group Co.Ltd(002507) . The third main line is driven by channel expansion, focusing on the logical realization of growth stocks and the possibility of exceeding expectations. It is recommended to Eastroc Beverage (Group) Co.Ltd(605499) , and pay attention to Shanghai Milkground Food Tech Co.Ltd(600882) , Ligao Foods Co.Ltd(300973) , Ganyuan Foods Co.Ltd(002991) , Yanker Shop Food Co.Ltd(002847) , Yihai international. Main line 4: focus on the improvement of the epidemic situation in 2022, which is expected to bring investment opportunities relying on catering channels and independent store companies. Focus on Fu Jian Anjoy Foods Co.Ltd(603345) , Foshan Haitian Flavouring And Food Company Ltd(603288) , Juewei Food Co.Ltd(603517) , Zhongyin Babi Food Co.Ltd(605338) , Zhengzhou Qianweiyangchu Food Co.Ltd(001215) , Qingdao Richen Food Co.Ltd(603755) , Toly Bread Co.Ltd(603866) .
annual investment strategy of the retail industry in 2022: new consumption, accelerating the upgrading of digital transformation platform, enabling industries to improve quality and efficiency
With the further enrichment of new formats, new models and new scenes in the retail industry, domestic brands in the new consumption field will continue to promote the digital transformation, realize the omni-channel coverage of online touch and offline experience, and constantly upgrade the brand core to tap the medium and high-end market while meeting the needs of mass consumption. It mainly focuses on three main lines: the rise of domestic products, consumption upgrading and channel integration: 1) misplaced competition of domestic beauty brands, accelerated sinking penetration and innovative content marketing to help the continuous improvement of brand market share. It is suggested to pay attention to domestic skin care brands Proya Cosmetics Co.Ltd(603605) , Yunnan Botanee Bio-Technology Group Co.Ltd(300957) , Shanghai Jahwa United Co.Ltd(600315) and Guangdong Marubi Biotechnology Co.Ltd(603983) ; 2) Consumption upgrading + online channels, jewelry consumption tends to be daily, and there is a wide space for new diamond track cultivation. It is suggested to pay attention to gold jewelry brands Chow Tai Seng Jewellery Company Limited(002867) , Guangdong Chj Industry Co.Ltd(002345) , Shanghai Yuyuan Tourist Mart (Group) Co.Ltd(600655) , and Mclon Jewellery Co.Ltd(300945) ; 3) The penetration of online live broadcast e-commerce is accelerated, the brand self broadcast is normalized, and there is enough room to improve the digital penetration of offline stores. It is recommended to pay attention to omni-channel retailers Wangfujing Group Co.Ltd(600859) , omni-channel e-commerce service providers Hangzhou Onechance Tech Corp(300792) , beauty brand e-commerce service providers Shanghai Lily&Beauty Cosmetics Co.Ltd(605136) , etc.
2022 strategy of household appliance industry: focus on the asset allocation opportunities of household appliance sector in 2022
Pay attention to the inflection point and grasp the white electricity faucet. 1) Affected by adverse factors such as rising prices of raw materials and sea freight, the white power sector weakened as a whole throughout the year. Since October, the prices of raw materials and sea freight have begun to fall. We believe that the market pessimism has bottomed out. At present, the relative valuation of white power is at a low level. With the decline of raw material prices, the valuation of white power sector is expected to be repaired. 2) The white power leader is expected to grasp the new trend of leading consumption flow, systematic sales and high-end demand, and the Matthew effect in the white power industry continues. Haier Smart Home Co.Ltd(600690) , Hisense Home Appliances Group Co.Ltd(000921) are recommended.
