According to the plan, 166 A-share listed companies including China Merchants Bank Co.Ltd(600036) ( China Merchants Bank Co.Ltd(600036) . SH), Ping An Insurance (Group) Company Of China Ltd(601318) ( Ping An Insurance (Group) Company Of China Ltd(601318) . SH), China Telecom Corporation Limited(601728) ( China Telecom Corporation Limited(601728) . SH), Zijin Mining Group Company Limited(601899) ( Zijin Mining Group Company Limited(601899) . SH) will disclose the annual report of 2021 this week.
96 companies have disclosed performance forecasts in advance, of which 63 companies have increased in advance, 7 have reversed losses, 16 have reduced in advance and 10 have lost in advance.
11 companies with a market value of 100 billion yuan will disclose their annual reports this week, of which 7 have disclosed their performance forecast or express report in advance.
The China Merchants Bank Co.Ltd(600036) performance of China’s leading retail bank continued to accelerate. Last year, the net profit exceeded 100 billion yuan for the first time, and the growth rate of net profit exceeded 20% for the first time in recent nine years. In 2021, China Merchants Bank Co.Ltd(600036) achieved a net profit of 119922 billion yuan, an increase of 23.20% year-on-year, making an additional 22.58 billion yuan over the previous year. At present, among the 23 listed banks that have disclosed the performance forecast and express report, China Merchants Bank Co.Ltd(600036) has the highest profitability.
Benefiting from the rise of non-ferrous metal prices, Zijin Mining Group Company Limited(601899) last year’s profit increased significantly. It is expected to achieve a net profit of 15.6 billion yuan in 2021, a year-on-year increase of 139.67%, a record high. The increase in performance was mainly due to the increase in the output of the company’s main mineral products and the rise in the prices of various products. The company said that in 2021, in addition to the year-on-year decline in the sales price of mineral gold, the sales price of mineral copper, mineral zinc, mineral silver and iron concentrate increased year-on-year, thickening the performance.
The net profit of Wanhua Chemical Group Co.Ltd(600309) ( Wanhua Chemical Group Co.Ltd(600309) . SH), a chemical giant, exceeded 20 billion for the first time last year, hitting a record high. In 2021, it is expected to achieve an operating revenue of 145538 billion yuan, a year-on-year increase of 98.19%; The net profit was 24.649 billion yuan, a year-on-year increase of 145.47% Wanhua Chemical Group Co.Ltd(600309) main products include polyurethane series products, petrochemical series products, fine chemicals and new materials. Over the past five years, the company’s net profit has always maintained a scale of 10 billion yuan, of which polyurethane business accounts for more than 40% of its total revenue. With good performance, the company’s share price once reached a historical high of 148.88 yuan / share in 2021, but so far the share price has fallen by 40%.
Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) ( Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) . SH) increased its profitability greatly last year, realizing an operating revenue of 5.75 billion yuan, a year-on-year increase of 144.25%; The net profit was 2.016 billion yuan, with a year-on-year increase of 197.83%. The profit exceeded 2 billion yuan for the first time, exceeding the sum of accumulated net profits in the past eight years Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) engaged in the R & D, production and sales of in vitro diagnostic reagents, instruments and vaccines. The significant increase in performance is mainly due to the promotion of cervical cancer vaccine and covid-19 testing business. However, as the price of HPV vaccine is about to be approved in the field of cervical cancer whether it will be listed in the near future is expected to be affected by the second by the price of HPV vaccine 142 to be listed in the field of second to be paid attention to in the near future.
Benefiting from the high outlook of the photovoltaic industry, Xinjiang Daqo New Energy Co.Ltd(688303) ( Xinjiang Daqo New Energy Co.Ltd(688303) . SH) achieved a record high performance last year. In 2021, the company realized a net profit attributable to the parent company of 5.724 billion yuan, a year-on-year increase of 449%. The company was listed on July 22, 2021, mainly engaged in the R & D, manufacturing and sales of high-purity polycrystalline silicon. After the sharp rise in performance, the company recently threw out a fixed increase plan of up to 11 billion yuan, which was inquired by the Shenzhen Stock Exchange. It is worth noting that the IPO Financing of the company is 6.447 billion yuan, while there is up to 2.6 billion yuan of idle funds to buy financial management in the first three quarters of 2021.
The prosperity of non-ferrous metal sector is rising, and the performance of China Molybdenum Co.Ltd(603993) ( China Molybdenum Co.Ltd(603993) . SH), the leader of cobalt ore in lithium battery sector, rose sharply last year. It is estimated that the net profit in 2021 will be about RMB 4.704 billion to RMB 5.123 billion, with a year-on-year increase of at least double. The company’s main business is the mining, beneficiation and smelting of rare and precious metals such as molybdenum, tungsten and gold. The increase is due to the increase in the output of the company’s main mineral products and the rise in the prices of metal products such as copper, cobalt, ferromolybdenum and phosphorus products.
Excluding the companies that turn losses, there are 10 companies that are expected to double their net profit in the annual report to be disclosed this week Sichuan Hebang Biotechnology Co.Ltd(603077) ( Sichuan Hebang Biotechnology Co.Ltd(603077) . SH) and Chang Jiang Shipping Group Phoenix Co.Ltd(000520) ( Chang Jiang Shipping Group Phoenix Co.Ltd(000520) . SZ) are expected to increase their net profit by more than 10 times. The total market value of the two companies is about 33 billion yuan and 3.8 billion yuan respectively.
After driving into the fast lane of price increase, Sichuan Hebang Biotechnology Co.Ltd(603077) the past year has ushered in a high performance moment. Last year, the company achieved an operating revenue of 9.867 billion yuan, a year-on-year increase of 87.56%; The net profit was 3.023 billion yuan, a year-on-year increase of 72.84 times. The main reason for the significant increase in performance is the rise in the sales price of chemical products. However, it is worth paying attention to whether the prosperity of the chemical industry is sustainable. The data show that after entering 2022, the price of relevant chemical products of the company has dropped compared with the fourth quarter of 2021.
Chang Jiang Shipping Group Phoenix Co.Ltd(000520) it is estimated that the net profit last year was about 80 million yuan to 120 million yuan, an increase of 6 to 10 times year-on-year. The company is mainly engaged in dry bulk shipping and port and shipping logistics services. Since the second half of 2020, shipping prices have remained high, and the shipping industry has entered an unprecedented high boom state. In the first half of 2021, the international dry bulk cargo transportation market once hit the best market in nearly 11 years. Under this background, the company’s performance rose sharply. However, the company has many hidden dangers. The company has recently received court summons and civil complaint for being involved in the maritime dispute case of Wuchang ship. Previously, the company was successively exposed to restructuring failures, and the actual controller Li Jianming was appointed to residential surveillance for suspected criminal cases within one year.
