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:
28 shares forecast first quarter performance 22 shares increase in advance
Statistics show that as of March 16, 28 listed companies have released a quarterly performance forecast. The type of performance forecast shows that there are 22 pre increase companies and 3 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, the net profit of 11 companies increased by more than 100%; There are three 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. The company expects the median increase of net profit in the first quarter to be 124595%; Si Linjie and Do-Fluoride New Materials Co.Ltd(002407) followed.
183 the company released its annual report 46 the performance of companies doubled
Statistics show that as of March 16, 183 companies have released their annual reports for 2021, of which 136 have increased net profit year-on-year, 47 have decreased, 163 have increased operating revenue year-on-year, 20 have decreased, 130 have increased net profit and operating revenue at the same time, 14 have decreased profit and revenue, and 46 have doubled their performance, Among them, Sichuan Hebang Biotechnology Co.Ltd(603077) increased the most, reaching 728428%.
9 GEM companies’ first quarter performance forecast (with shares)
Statistics show that nine GEM companies released the first quarter performance forecast. In terms of the type of performance forecast, there are 5 performance forecasts, 1 performance forecast, 1 performance forecast and 1 performance forecast.
many companies of the scientific innovation board lock in the “good news” of the first quarter performance in advance
On March 15, two more companies on the science and Innovation Board disclosed the annual report of 2021, and the performance of Xinjiang Daqo New Energy Co.Ltd(688303) , Guizhou Aviation Technical Development Co.Ltd(688239) and Guizhou Aviation Technical Development Co.Ltd(688239) in 2021 achieved high growth. According to the previously released performance express, 90% of the scientific innovation board companies achieved revenue growth in 2021, of which the net profit of 55 companies doubled, which can be described as “another level” of the overall performance.
earned a lot! 24 listed securities companies’ performance released “big four” made a big profit of 60 billion time to get on the bus
As of March 15, a total of 24 listed securities companies have issued 2021 annual performance express, performance forecast or voluntary announcement of operating performance. It is reported that the revenue and net profit of these 24 listed securities companies have all achieved positive growth. Last year, the net profit of Citic Securities Company Limited(600030) , Guotai Junan Securities Co.Ltd(601211) , China Merchants Securities Co.Ltd(600999) , China Galaxy Securities Co.Ltd(601881) exceeded 10 billion yuan, with a total net profit of about 60 billion yuan. In addition, the upper limit of Guosen Securities Co.Ltd(002736) estimated net profit also exceeds 10 billion yuan, which is expected to join the “army of 10 billion yuan”
industry performance summary:
dental implant industry in-depth report: 100 billion dental implant market is sailing optimistic about the localization opportunities of industrial chain
Under the background of accelerated aging process, the potential demand of China’s dental implant industry is strong, and the two core constraints of payment capacity and doctor supply are improving. The penetration rate of dental implants in China is expected to increase rapidly. We are optimistic about the opportunities for localization of the industrial chain under the outbreak of dental implant demand. It is suggested to focus on the relevant targets of the industrial chain: Yantai Zhenghai Bio-Tech Co.Ltd(300653) , Allgens Medical Technology Co.Ltd(688613) , Xianlin 3D, Kontour(Xi’An) Medical Technology Co.Ltd(688314) , Shandong Sinocera Functional Material Co.Ltd(300285) , Topchoice Medical Co.Inc(600763) .
banking monthly report: credit recovery is still weak pay attention to the effect of measures to stabilize growth
At present, the valuation level is at the bottom of history. With the gradual repair of credit demand, banks will benefit from asset quality and credit supply. With the superposition of fundamental catalysis, they are optimistic about the valuation repair of the banking sector. However, the differentiation of individual stocks will continue. It is suggested to pay attention to some urban commercial banks with low valuation, stable and upward profitability and excellent asset quality, as well as investment opportunities brought by the improvement of the performance of some joint-stock industries.
comments on the real estate industry: weak sales of commercial housing initial investment toughness
Following the “three red lines”, the introduction of policies such as “real estate loan concentration management” and “two concentration of land supply” will restrict supply and demand in both directions. The regulation of wind direction has not changed, and “stability first” is still the main tone, and the space for large-scale expansion is narrow. At present, the valuation and position of the sector have been at an all-time low. The restriction of supply and demand at both ends of the industry has exacerbated the disharmony between land acquisition, sales and leverage reduction. Suggestions: (1) steady development type: Poly Developments And Holdings Group Co.Ltd(600048) , China Vanke Co.Ltd(000002) , Gemdale Corporation(600383) ; (2) Growth benefit type: Jinke Property Group Co.Ltd(000656) , Seazen Holdings Co.Ltd(601155) ; (3) Quality objects of property management: Country Garden service, China Resources Vientiane life, Jinke service, Baolong business, etc.
comments on key events in the pharmaceutical industry: covid-19 diagnosis and treatment plan update optimistic about covid-19 industrial chain investment opportunities
We believe that, on the one hand, the adjustment of covid-19 diagnosis and treatment plan reflects China’s phased achievements in covid-19 detection, covid-19 specific drug R & D and approval, and the application of traditional Chinese medicine and other characteristic medical treatment. On the other hand, it also adapts to the changes of epidemic characteristics caused by mutant strains. At present, there are abundant R & D pipelines for covid-19 oral drugs and covid-19 vaccines in China. With the readout of clinical data of products under research and approval for listing, we will have a more perfect covid-19 prevention and treatment system. Based on the accessibility and convenience of oral drug use, we hope that Pfizer’s Paxlovid dose in China ( China Meheco Group Co.Ltd(600056) is responsible for the commercial operation in Chinese mainland market). We hope that the follow-up Pfizer’s COVID-19 MPP will bring the performance elasticity to the head of API/CDMO board.
