The annual performance report of A-share listed companies is in full swing. Some companies can't wait to release the performance forecast of the first quarter report of 2022, 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:
25 shares forecast first quarter performance 20 shares increase in advance
Statistics show that as of March 15, 25 listed companies have released a quarterly performance forecast. The type of performance forecast shows that there are 20 pre increase companies and 2 pre profit companies; There are one company whose performance is expected to decline and one company whose loss is expected. Among the performance prediction companies, according to the median increase of expected net profit, a total of 10 companies have a net profit increase of more than 100%; There are two companies whose net profit increases between 50% and 100%. In terms of individual stocks, Sichuan Yahua Industrial Group Co.Ltd(002497) is expected to have the highest increase in net profit.
163 the company released its annual report 41 the performance of companies doubled
Statistics show that as of March 15, 163 companies have released their annual reports for 2021, of which 123 have increased net profit year-on-year, 40 have decreased, 146 have increased operating revenue year-on-year, 17 have decreased, 117 have increased net profit and operating revenue at the same time, 11 have decreased profit and revenue, and 41 have doubled their performance, Among them, Sichuan Hebang Biotechnology Co.Ltd(603077) increased the most, reaching 728428%.
drying performance! "Lithium king" profits soared by 10 times fruit chain leader "made a good start"
In the context of the continuous decline of the market, on the evening of March 14, another group of leading companies in the A-share segment reported their "family background" to stabilize market expectations. Among them, a group of "three good students" performed well. For example, the lithium giant Ganfeng Lithium Co.Ltd(002460) is expected to realize the deduction of non net profit of about 1.8 billion yuan from January to February, with a year-on-year increase of about 1000%. In addition, the closely watched fruit chain leader Luxshare Precision Industry Co.Ltd(002475) is expected to make a profit of 1.687 billion yuan to 1.754 billion yuan in the first quarter, with a year-on-year increase of 25% - 30%.
7 Semiconductor Leaders' performance in the first two months it is uncertain whether to disclose monthly performance regularly in the future
Since chip leader Semiconductor Manufacturing International Corporation(688981) ( Semiconductor Manufacturing International Corporation(688981) . SH) disclosed monthly operating data separately for the first time on March 8, a week later, a number of A-share semiconductor companies joined the ranks of voluntary disclosure in the "previous February report". According to the reporter's statistics, as of March 14, at least seven semiconductor industry companies have disclosed the business data for the first two months of 2022.
performance record list comes several industry giants are listed BEIXIANG capital advance clearing bank Baima
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.
Among the companies with record high net profit, 113 companies have maintained continuous growth in net profit in the past five years. According to data treasure statistics, Kweichow Moutai Co.Ltd(600519) ranked among the companies with a market value of trillion, and its 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 bank shares, 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 listed in the list.
industry performance summary:
pharmaceutical and biological industry: covid-19 antigen detection or become an important tool for anti epidemic market space is expected
Covid-19 antigen kit is mainly based on colloidal gold and fluorescence methodology. It is a rapid detection product of chromatography. It has accumulated technology for many years, mature industrial chain and relatively transparent cost. It has been fully verified in fields other than covid-19 outside China. At present, 10 companies in China have obtained nmpa registration certificates, which can not fully meet the needs after China's liberalization. More than 30 enterprises in China have obtained access in Europe and North America and carried out a large number of promotion and sales. The sensitivity and specificity have been verified to a considerable extent, and the feedback is good. We expect to become a potential approved manufacturer.
building materials industry weekly view: when the national development and Reform Commission deploys to maintain the stability of coal prices clinker and cement prices
Recently, the national development and Reform Commission has successively issued documents on the coal industry, aiming to deal with the complex market situation, ensure production capacity and stabilize prices; China's coal production remains at a high level, and the release of production capacity is expected to bring opportunities for price decline. The national development and Reform Commission pointed out that since 2022, international energy has been affected by many factors, the situation has become more complex, energy prices have been rising and reached new highs, and China's demand for coal is increasing, forming a new challenge to maintaining supply and price of coal. The national development and Reform Commission recently held several special meetings to study relevant measures such as extending the supply guarantee policy and explore new measures to increase production and ensure supply. Since the middle and late February, the national daily coal output has remained above 12 million tons, with a year-on-year increase of more than 10%. On the basis of continuously improving the policy of stabilizing production and ensuring supply, it is expected that the high-quality and advanced coal production capacity will be further released, and the coal price will usher in the opportunity of falling.
new energy vehicle industry chain industry: ignore short-term contradictions focus on long-term certainty
Firmly believe that the light is far away, ignore short-term contradictions and pay attention to long-term certainty. The car sales data in February was in line with expectations, the new forces made a significant adjustment month on month, the sales of traditional car enterprises kept up, and the sales of new energy vehicles of many enterprises exceeded 10000 in February, showing a good trend. However, the market continues to adjust under the short-term contradiction between supply and demand. It is worried that the cost will rise too fast, and the price of the whole vehicle will rise again, which will affect the demand of all links.
We believe that the short-term problems are relatively clear and there is no effective solution. The continuous price rise of lithium and other core metal materials is bound to cause the secondary price rise of automobile enterprises, which will affect the overall sales volume. However, in the case of strong demand for new energy vehicles, the concentration of scarce resources to leading enterprises is conducive to the continuous optimization of the industry pattern, the leading enterprises in all links have stronger pressure resistance, and the gap is likely to be further widened.
deep report on food and beverage industry: re opening and Prospect of Baijiu sector
Deduce the future development of the industry. First, how do you think the valuation end may be difficult to improve significantly in 2022? We believe that we should adhere to the performance certainty of high-end wine + actively embrace the performance elasticity of secondary high-end wine throughout the year, and pay attention to the dividends brought by the promotion of national reform. Second, from a long-term perspective, driven by consumption upgrading, we are more optimistic about the simultaneous rise of volume and price in the high-end and sub high-end price bands in the future.
