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:
20 companies give advance notice of first quarter results
Statistics show that a total of 20 companies have announced the first quarter performance forecast. In terms of the type of performance forecast, there are 16 companies whose performance is expected to increase, 1 company whose performance is expected to decrease, 1 company whose performance is expected to lose and 1 company whose performance is expected to gain.
131 the company released its annual report 32 the performance of companies doubled
Statistics show that as of March 14, 131 companies have released their annual reports for 2021, of which 99 have increased net profit year-on-year, 32 have decreased, 114 have increased operating revenue year-on-year, 17 have decreased, 93 have increased net profit and operating revenue at the same time, 11 have decreased profit and revenue, and 32 have doubled their performance, Among them, Guangdong Tonze Electric Co.Ltd(002759) increased the most, reaching 701134%.
institutions, shareholders and executives scramble to buy these performance surge shares
From January 15 to March 14, among the dragon and tiger list, 410 stocks appeared in the figure of institutions, of which 159 stocks showed the state of net buying by institutions and 251 stocks were sold by institutions. There were 19 stocks with net purchases of more than 100 million yuan by institutions, and the top three were Hoshine Silicon Industry Co.Ltd(603260) , Jiangsu Zhongtian Technology Co.Ltd(600522) , Wuxi Shangji Automation Co.Ltd(603185) , with net institutional capital inflows of 694 million yuan, 355 million yuan and 353 million yuan respectively. Among the 1192 stocks with significant growth (an increase of 50% or more) in 2021, 65 were net purchased by institutions from January 15 to March 14.
20 Yujiaquan business performance express 10 billion profit or up to 5 companies
According to the data, as of the press release on March 13, a total of 21 listed securities companies in the A-share market issued performance letters, 14 issued performance forecasts, and more than 20 achieved year-on-year growth in operating revenue and net profit. In addition, among the listed securities companies that released their performance in 2021, four securities business performance express reports showed that the annual net profit in 2021 exceeded 10 billion yuan, and the upper limit of one performance forecast net profit exceeded 10 billion yuan
industry performance summary:
computer industry weekly: the electronic ID card will be realized this year the concept of counting East and West continues to be popular
It is expected that with the release of system risk, the computer sector is expected to usher in a rebound. It is suggested to pay attention to the subdivided industries and targets with favorable policies. We are mainly optimistic about the concept of Eastern digital computing and Western computing and the concept of electronic ID card, maintain the shareholding increase rating of Unisplendour Corporation Limited(000938) ( Unisplendour Corporation Limited(000938) ), Digital China Information Service Company Ltd(000555) ( Digital China Information Service Company Ltd(000555) ) and Beijing Vastdata Technology Co.Ltd(603138) ( Beijing Vastdata Technology Co.Ltd(603138) ), and give the shareholding increase rating of Shenzhen Emperor Technology Company Limited(300546) ( Shenzhen Emperor Technology Company Limited(300546) ).
weekly report on food and beverage industry: liquidity and emotional face damage cause sector to fall concern Baijiu repair opportunity
We believe that in the short term, the Baijiu sector is affected by the outflow of foreign capital and the overall callback of the whole market, which leads to the obvious callback of the whole sector and the adjustment of the overall elastic space. It is optimistic about the opportunities for the restoration of high-end products such as the leading enterprises in fenkou / Guxi real estate and the leading enterprises in fenzi / Guxi real estate in the future. From a long-term perspective, we believe that 2022 is still a good opportunity for the expansion of high-end stocks, and we believe that 2022 is still a great opportunity for structural differentiation. Continue to recommend Kweichow Moutai Co.Ltd(600519) and sub high-end regional leaders from the perspectives of fundamentals, valuation, performance certainty and market expectations, such as Anhui Kouzi Distillery Co.Ltd(603589) , Jiangsu King’S Luck Brewery Joint-Stock Co.Ltd(603369) , Jiangsu Yanghe Brewery Joint-Stock Co.Ltd(002304) , and pay attention to the catalysis of changes in Xinjiang on Xinjiang Yilite Industry Co.Ltd(600197) .
weekly report of pharmaceutical and biological industry: theme of antigen detection consolidate the root causes and give consideration to multiple directions at the same time
The theme of antigen detection is popular, the root causes are fixed, and multi-directional consideration is given. This week, the main body of medicine is still “small market value + covid-19 drugs and detection reagents”, which brings fluctuations in the market. Especially on Friday, the application scheme for covid-19 virus antigen detection (Trial) was issued, and the antigen detection sector rose one after another. Hospitals, biological products, medical consumables, offline pharmacies and CXO callback this week. We judge the pharmaceutical sector as the bottom, but we should select subdivided industries and individual stocks. Hong Kong stocks continue to adjust significantly. Minimally invasive medical, Beikang medical, Geli pharmaceutical, Kaifa pharmaceutical, Aikang medical, Hualing medicine, Qiming medical Jiahe biology and other callback are relatively large. The current mood of the biomedical sector of Hong Kong stocks is still unstable.
building decoration industry: the position of steady growth is more prominent policy release still has room
Under the medium and long-term growth dimension of “construction +” leader, enterprises with “new energy” and “chemical” industries have gradually entered the performance cashing period, and their performance is expected to grow high. Under the dimension of valuation restoration of value varieties, the leaders of local state-owned enterprises are expected to enjoy the high boom of regional infrastructure. The profit elasticity brought by the improvement of operating efficiency has initially appeared. There are both opportunities for steady growth and report quality improvement in the medium and long term. The increase of market share of central enterprises supports the continuous growth of revenue. After the completion of leverage reduction, roe still has obvious upward elasticity, With the continuous strengthening of the profit release ability and willingness of central enterprises, they also have strong elasticity of valuation repair.
