At present, a total of 785 companies have recorded a record high net profit in 2021. The number of companies from five major industries such as basic chemical industry, electronics, medicine and biology, mechanical equipment and power equipment accounts for nearly half.
In the morning trading on March 15, the Shanghai composite index jumped low and opened, falling directly below the 3200 point mark, hitting an 18 month low CSI 300 index had a similar trend. It opened low in the morning and once fell below 4100 points. Shale gas, oil and gas reform, gold concept, natural gas, carbon neutralization and other topics led the decline
electronic identity theme continues to be hot
faucet continuous limit
The electronic identity theme continued the hot situation on Monday. In the morning, the index of the sector rose by more than 6%, and the increase fell back to around 3% at the noon closing Hangzhou Everfine Photo-E-Info Co.Ltd(300306) recorded the second 20cm limit Linewell Software Co.Ltd(603636) , Routon Electronic Co.Ltd(600355) all increased the limit continuously.
According to the statistics of databao, there are 19 stocks involved in electronic identity. From the disclosed annual report, express report and forecast data, the overall performance is relatively flat. Among them, the net profit of Hengbao Co.Ltd(002104) , Wuhan Tianyu Information Industry Co.Ltd(300205) , Shenzhen Emperor Technology Company Limited(300546) and other three stocks doubled, and the profit amount was less than 100 million yuan.
With the rise of electronic identity themes, such topics are increasing on interactive platforms Gosuncn Technology Group Co.Ltd(300098) in response to investors' questions, the company pointed out that at present, the company is not engaged in business related to resident electronic ID card technology Bisen Smart Access Co.Ltd(301083) also responded that there was no such business for the time being.
Grg Banking Equipment Co.Ltd(002152) 3 said on March 14 that Zhongke Jiangnan, the holding subsidiary of the company, has technical reserves for electronic licenses and has not carried out electronic ID card business.
Shenzhen Minde Electronics Technology Ltd(300656) revealed on March 14 that in June 2021, China shield Anxin officially released the first shortlist of trusted digital identity ecological products recommendation list, and Shenzhen Minde Electronics Technology Ltd(300656) was successfully shortlisted as "trusted digital identity QR code module supplier".
five industry net profit
the highest proportion of companies
At present, it is in the disclosure period of the annual report. Under the pattern of weakening the overall shock of a shares, performance is still the primary consideration of institutional investors according to the statistics of securities times · data treasure, excluding the stocks listed after 2020, according to the lower limit of net profit of annual report, express report and advance notice, the net profit of 785 companies reached a record high in 202 7
In terms of industries, the number of companies from five major industries, including basic chemical industry, electronics, medicine and biology, mechanical equipment and power equipment, exceeds 50, accounting for 47.8% of the total. Due to the large difference in the number of companies between different industries, from the perspective of the proportion between the number of companies and the total number of industries, it will be found that the proportion of the new high net profit of the cycle industry is significantly higher than that of other industries.
According to the statistics of data treasure, coal, banking, non-ferrous metals, basic chemical industry, steel and other five industries have reached record high companies, accounting for more than 25% among them, more than half of the companies in the coal industry recorded a record high net profit in 2021, which ranked the highest.
Benefiting from the rise in coal prices, the whole coal industry achieved good results in 2021, and many listed companies achieved win-win results and share prices. For example, Yankuang energy, Shanxi Meijin Energy Co.Ltd(000723) , Shan Xi Hua Yang Group New Energy Co.Ltd(600348) , the net profit of these three companies doubled last year, and the share price also doubled in 2021. Industry leader China Shenhua Energy Company Limited(601088) last year, the estimated net profit was about 50.3 billion yuan, a year-on-year increase of 28%, and the company's share price rose 37.5% last year.
several industry leaders
net profit increased for more than five years
among the above-mentioned companies with record high net profit, 113 companies have maintained continuous growth in net profit in the past five years according to the statistics of data treasure, Kweichow Moutai Co.Ltd(600519) with a market value of trillion is among them, and the net profit has maintained growth for 19 consecutive years, making it the company with the longest continuous growth cycle at present China Merchants Bank Co.Ltd(600036) , Industrial Bank Co.Ltd(601166) , Ping An Bank Co.Ltd(000001) , Bank Of Ningbo Co.Ltd(002142) , China Citic Bank Corporation Limited(601998) and other banking stocks, as well as security Hangzhou Hikvision Digital Technology Co.Ltd(002415) , duty-free tap China Tourism Group Duty Free Corporation Limited(601888) , Baijiu leading Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) , Luzhou Laojiao Co.Ltd(000568) , colored faucet Zijin Mining Group Company Limited(601899) , photovoltaic head Tongwei Co.Ltd(600438) are also among the list.
According to the rough calculation of the average transaction price , 19 companies have increased their holdings by more than 100 million yuan since this year China Merchants Bank Co.Ltd(600036) , Zijin Mining Group Company Limited(601899) , Industrial Bank Co.Ltd(601166) , Wuxi Lead Intelligent Equipment Co.Ltd(300450) , Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) , Bank Of Ningbo Co.Ltd(002142) , etc. gained more than 1 billion yuan of capital holdings from BEIXIANG China Merchants Bank Co.Ltd(600036) received an increase of 6.8 billion yuan, ranking first. The company's net profit last year was 119922 billion yuan, a year-on-year increase of 23.25%, and the net profit increased for 11 consecutive years.
From the valuation level, as of the closing on March 14, the rolling P / E ratio of 18 companies was in single digits China Citic Bank Corporation Limited(601998) P / E ratio of 3.98 times ranked the lowest, followed by Huafa Industrial Co.Ltd.Zhuhai(600325) , China Everbright Bank Company Limited Co.Ltd(601818) , Industrial Bank Co.Ltd(601166) , etc.
Statement: all information contents of databao do not constitute investment suggestions. The stock market is risky and investment should be cautious.
