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, the times found that as of new year’s day, 125 listed companies had 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”.
4 the company will take the lead in disclosing the annual report
At present, Shanghai and Shenzhen stock markets have announced the pre disclosure schedule of annual reports of Listed Companies in 2021. In addition, the Beijing stock exchange will open the annual report reservation system from 9:00 on January 4, 2022, and relevant enterprises need to make an appointment for the disclosure time of the annual report before January 14.
According to the disclosed schedule, the four listed companies are expected to complete the annual report disclosure of 2021 before the lunar new year, namely Huasu Holdings Co.Ltd(000509) , Shandong Wohua Pharmaceutical Co.Ltd(002107) , Panda Financial Holding Corp.Ltd(600599) , Shanghai Kaikai Industry Company Limited(600272) .
According to previous managers, A-Shares often showed the law of “beautiful women marry first”, that is, generally companies with good performance in that year will release annual reports first. This year, however, this “routine” was broken.
The reporter found that among the four listed companies mentioned above, Huasu Holdings Co.Ltd(000509) has released performance forecast in advance. The company expects to achieve a revenue of 240 million yuan to 300 million yuan in 2021, and the operating income after deduction is 223 million yuan to 283 million yuan; The net profit is expected to lose 4 million yuan to 6 million yuan. The net profit after deducting non recurring profits and losses is expected to lose 25 million yuan to 27 million yuan. The company’s annual net profit attributable to the parent company in 2020 is 7.5599 million yuan. The company said that due to the continuous impact of the epidemic, the loss of the company’s exhibition service sector increased, which dragged down the company’s annual net profit from profit to loss.
Of course, the above four companies also have something to look forward to, such as Panda Financial Holding Corp.Ltd(600599) and Shanghai Kaikai Industry Company Limited(600272) .
Panda Financial Holding Corp.Ltd(600599) its main business is firecracker and fireworks export and microfinance. In the first three quarters of 2021, the company achieved a revenue of 223 million yuan, a year-on-year increase of 75.04%; The net profit attributable to the shareholders of the listed company was 62.6651 million yuan, a year-on-year increase of 135.48%.
Panda Financial Holding Corp.Ltd(600599) said that in terms of fireworks business, affected by the epidemic, international travel is limited, and the company’s market development is still carried out by means of new product development and online marketing. In the first half of 2021, the company developed and released more than 50 new products, and also developed a new line for consumer recruitment and a 1.4g product line for discharge. The total number of new products reached more than 200, which was recognized by the market. The successful development of the two new product lines will lay the foundation for the growth of the company’s business.
Shanghai Kaikai Industry Company Limited(600272) mainly engaged in the production, wholesale and retail of shirts and sweaters, as well as the wholesale and retail of Chinese and Western patent medicines. Statistics show that in order to further promote the strategic transformation, Shanghai Kaikai Industry Company Limited(600272) 2021 will optimize the business of the pharmaceutical sector, actively adjust the sales structure, reduce the sales proportion of low-yield products and improve the economic benefits of the company. Changes in the company’s sales structure have led to an increase in sales profits. In the first three quarters, the company achieved a revenue of 487 million yuan and a net profit attributable to shareholders of listed companies of 7.1487 million yuan, with a year-on-year increase of – 17.13% and 30.29% respectively.
125 companies disclose annual report notice
The times found that by the end of new year’s day, 125 listed companies had 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”; 20 companies “worry ahead”: 13 of them “slightly reduced”, 4 “continued losses” and 3 “first losses”. There are three more uncertain.
In terms of industries, the 102 pre hi companies are mainly concentrated in the two major industries of medicine, biology and chemical industry, and the number of listed companies involved is 12.
For the performance of the pharmaceutical and biological industry, the pharmaceutical team of Guosheng Securities believes that the long-term growth of the pharmaceutical industry benefits from the long-term pull of rigid demand and health consumption upgrading. At the same time, the current demand satisfaction and penetration are very low, which is also the most long-term logic of medicine. At present, the economic structure continues to adjust, while the China Meheco Group Co.Ltd(600056) industry is in the early stage of growth, there is a reverse scissors difference, and the comparative advantage is strengthened. With the release of the population data of Qipu, China’s population structure is undergoing great changes. In the future, the development logic of many industries driven by the huge demographic dividend will face great changes. The market will pay more and more attention to and look for industries with comparative advantages of incremental attributes. It is medicine that has a long logical cycle and strong certainty, In the future, the allocation funds of consumer medicine will strengthen the allocation of medicine from the medium and long-term dimension, resulting in the improvement of the overall water level of medicine, which is optimistic in the long term.
For the chemical industry, Soochow Securities Co.Ltd(601555) basic chemical team believes that raw materials continue to rise due to the superposition of multiple factors in 2021. Under this background, the profitability of the chemical sector has generally increased significantly and the stock price has ranked first. With the upward inflationary pressure, the orderly decline expectation of stimulus policies, and the mismatch between supply and demand moving towards balance, the chemical investment strategy has shifted from price driven performance fluctuation to the core competitiveness of enterprises.
In terms of individual stocks, among the 102 pre pleased companies mentioned above, 27 companies are expected to increase their maximum net profit by 100% or more. Among them, 12 companies such as Dongxin shares, Naipu Mining Machinery Co.Ltd(300818) , Eternal Asia Supply Chain Management Ltd(002183) , Ningbo Ronbay New Energy Technology Co.Ltd(688005) increased by 200% or more.
Dongxin Co., Ltd., which is mainly engaged in the R & D, design and sales of small and medium-sized general-purpose memory chips, is expected to achieve a revenue of RMB 1.1 billion ~ 1.15 billion in 2021, with a year-on-year increase of 40.25% ~ 46.63%; The net profit attributable to the shareholders of the parent company was RMB 225 million ~ 240 million, with a year-on-year increase of 10.51 ~ 11.29 times, which is the pre increase king so far.
Among the loss recovery enterprises, Yanan Bicon Pharmaceutical Listed Company(002411) whose main business is the R & D, production and sales of pharmaceutical intermediates, pesticide intermediates and new energy and new materials products is expected to achieve an operating revenue of more than 9.1 billion yuan in 2021, with a year-on-year increase of more than 11.49%; It is expected to realize a net profit of 950 million yuan to 1 billion yuan. According to the company, during the reporting period, the operating revenue of environmental protection intelligent coke oven machinery products and calcium carbide oven products increased significantly year-on-year, driving the overall profit of the company.
(Securities Times)
