With the beginning of 2022, A-share listed companies can’t wait to publish 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? Summary of

individual stock performance:

pre increase 4 times! Ningbo Ronbay New Energy Technology Co.Ltd(688005) open the door to the new year’s performance

On the evening of January 3, before the first trading day of 2022, a number of enterprises released the performance forecast of 2021, and some companies with rapid performance growth quickly swiped the screen in the circle of friends. Take Ningbo Ronbay New Energy Technology Co.Ltd(688005) as an example, Ningbo Ronbay New Energy Technology Co.Ltd(688005) is expected to make a profit of 890 million yuan to 920 million yuan, a year-on-year increase of 318% to 332%. After deducting non recurring profits and losses, the profit is expected to be RMB 800 million to RMB 830 million, with a year-on-year increase of 399.58% to 418%.

high performance growth stocks in the whole year saw 22 stocks in advance, and the increase of net profit doubled

Statistics show that as of January 4, 112 companies have announced the performance forecast for 2021. The type of performance forecast shows that there are 78 companies with pre increase and 1 company with pre profit, and the total proportion of reporting companies is 70.54%; There are 13 and 6 companies with pre reduced performance and pre loss respectively.

Among the performance prediction companies, according to the median increase of expected net profit, a total of 22 companies have a net profit increase of more than 100%; There are 17 companies with net profit growth of 50% ~ 100%. Specific to individual 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 rate of annual net profit is 343.10% and 329.36% respectively, ranking the second and third.

The performance of 7 shares increased continuously month on month in recent three quarters

Statistics show that among the listed companies whose annual performance forecast has been published so far in 2021, the data show that there are 7 companies whose performance has increased continuously month on month in recent three quarters. Among them, the net profit of Beijing Zhong Ke San Huan High-Tech Co.Ltd(000970) , Naipu Mining Machinery Co.Ltd(300818) , Dianguang Explosion-Proof Technology Co.Ltd(002730) and other companies increased significantly in the fourth quarter.

It is noteworthy that some companies have not only achieved continuous and stable growth in performance in recent three quarters, but also achieved year-on-year growth in annual net profit. There are seven such companies. Among them, there are three companies whose performance has increased by more than 100% year-on-year, Naipu Mining Machinery Co.Ltd(300818) , Beijing Zhong Ke San Huan High-Tech Co.Ltd(000970) , Yanan Bicon Pharmaceutical Listed Company(002411) .

the curtain of the annual report will open! Four companies disclosed the first batch of performance forecasts before the Spring Festival, and 12 companies increased by more than 200% (list)

2021 ends and 2022 sets sail. For listed companies, the results of the year-end examination will be announced. According to the scheduled disclosure schedule of 2021 annual report published by the exchange, Huasu Holdings Co.Ltd(000509) (000509. SZ), Shandong Wohua Pharmaceutical Co.Ltd(002107) (002107. SZ), Panda Financial Holding Corp.Ltd(600599) (600599. SH), Shanghai Kaikai Industry Company Limited(600272) (600272. SH) became the first companies in Shanghai and Shenzhen to disclose 2021 annual report before the lunar new year.

In addition, it is found that as of new year’s day, 125 listed companies have predicted the performance of 2021. According to the type of advance notice, 102 companies are “pre happy”: 45 of them are “pre increased”, 42 are “slightly increased”, 13 are “continued profit” and 2 are “turnaround”.

industry performance summary:

looking back on the past, we can look forward to the future, optimistic about the sustainable opportunities of the traditional Chinese medicine sector, and pay attention to the “3 + 3” investment clue

The policy drive in the second half of 2021 may only be the first step and has not completely ended. 2022 is the key year for real performance and logical realization. Standing at the time node at the beginning of 2022, there are two clear directions that can lead to performance realization.

The price rise is the result of upstream and downstream resonance, and the release of performance is only a matter of time. The continuous rise of raw materials leads to the increase of cost + strong downstream demand, and the double superposition leads to the increase of price, so as to further thicken the profit.

The reform of state-owned enterprises has become the main theme, and equity incentive reflects the confidence of enterprises. In 2021, 15 listed companies of traditional Chinese medicine implemented or announced equity incentive schemes, and the future compound growth rate required by the profit side or income side in terms of unlocking conditions was basically increased compared with the compound growth rate in the past three years.

nonferrous metals industry weekly: pay attention to the sustainability of high lithium prices and the opportunity of rare earth valuation reconstruction

Optimistic about the sustainability of the high outlook of the lithium industry. In terms of demand, the new energy vehicle industry chain has entered the era of endogenous growth, and the demand rigidity has increased; In terms of supply, high-quality new mines are scarce, the future increment of resources is limited, and the supply order of the industry is better than that of the previous cycle. They are taking the lead in enjoying the price dividend or being cautious.

In the next three years, the contradiction between supply and demand in the industry will be prominent, which will support the long-term high lithium price, and highlight the allocation value of lithium resource targets with high performance release certainty and significant marginal improvement. Related subjects: Keda Industrial Group Co.Ltd(600499) , Chengxin Lithium Group Co.Ltd(002240) , Youngy Co.Ltd(002192) , Tianqi Lithium Corporation(002466) , Sichuan Yahua Industrial Group Co.Ltd(002497) , Jiangxi Special Electric Motor Co.Ltd(002176) , Ganfeng Lithium Co.Ltd(002460) , Yongxing Special Materials Technology Co.Ltd(002756) , Zangge Holding Company Limited(000408) , Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) , Sinomine Resource Group Co.Ltd(002738) , Tibet Mineral Development Co.Ltd(000762) , Tibet Urban Development And Investment Co.Ltd(600773) etc.

weekly report of coal mining industry: Indonesia’s export ban short-term boost coal market energy transformation is still the main line

In the next few years, the supply and demand of coal may still be in tight balance, and the coal price will continue to be supported. The coal industry will gradually enter a high-profit era. The next 5-10 years will be a strategic opportunity period for the layout and transformation of coal enterprises. Abundant cash flow is enough to support the layout and transformation of new energy, new materials and other new tracks of coal enterprises. In line with the direction of double carbon policy, we are optimistic about the transformation and growth potential of traditional energy enterprises. Targets with stable performance and high dividends: Yankuang energy, China Shenhua Energy Company Limited(601088) , Shaanxi Coal Industry Company Limited(601225) , Pingdingshan Tianan Coal Mining Co.Ltd(601666) ; Objects with expected growth benefits: Shanxi Coking Coal Energy Group Co.Ltd(000983) , Jinneng Holding Shanxi Coal Industry Co.Ltd(601001) , Guizhou Panjiang Refined Coal Co.Ltd(600395) , Huaibei Mining Holdings Co.Ltd(600985) ; Shenzhen New Industries Biomedical Engineering Co.Ltd(300832) transformation target beneficiaries: Shan Xi Hua Yang Group New Energy Co.Ltd(600348) , Shanxi Coal International Energy Group Co.Ltd(600546) , power investment energy, Jinneng Science&Technology Co.Ltd(603113) , China Xuyang group (H shares); Object of benefit from debt restructuring: Wintime Energy Co.Ltd(600157) .

national defense industry weekly: the industry continues its high boom under the resonance of domestic and foreign demand

In the long run, geopolitical events are becoming more and more complicated, and the number of global military exercises is becoming more and more frequent. Only by improving our military strength can we better deal with the increasingly complex world situation; The new variant virus has increased global uncertainty. As a key counter cyclical plate, the military industry plate is less affected by global economic events, and the industry as a whole is better and more certain. Optimistic about the high prosperity of the industry under the demand for equipment upgrading during the 14th Five Year Plan period; From the perspective of usage, with the increase of actual training times, the loss of trainer aircraft and the replenishment of missile inventory are increased, and we are optimistic about the aviation industry chain and the missile industry chain with high consumables; On the other hand, we are optimistic about the development of Beidou industrial chain under the Internet of things and the development of special chips under the new round of digital currency reform.