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:
57 only performance stock increase was robbed by institutions
Statistics show that among the 1190 stocks with significant growth (an increase of 50% or more) in 2021, 57 were net purchased by institutions from January 18 to March 17. Among them, the net profit of Hoshine Silicon Industry Co.Ltd(603260) year increased by 512.4%, and the net purchase amount of institutions was 694 million yuan, with the largest net purchase amount; There are also Wuxi Shangji Automation Co.Ltd(603185) , Tianqi Lithium Corporation(002466) , Ganfeng Lithium Co.Ltd(002460) and other stocks that have been bought by institutions.
high performance growth stocks in the first quarter look ahead 12 stocks double the increase in net profit
Statistics show that as of March 17, 31 companies have released a quarterly performance forecast. According to the type of performance forecast, there are 24 companies with pre increase and 3 companies with pre profit, and the proportion of companies reporting good news in total is 87.10%; 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 12 companies have a net profit increase of more than 100%; There are 5 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) expect the median year-on-year increase in net profit to be 796.28% and 666.64% respectively, ranking the second and third.
31 shares forecast first quarter performance 24 shares increase in advance
Statistics show that as of March 17, 31 listed companies have released quarterly performance forecasts. The type of performance forecast shows that there are 24 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, a total of 12 companies have a net profit increase of more than 100%; There are 5 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.
institutions, shareholders and executives scramble to buy these performance surge shares
From January 18 to March 17, 411 stocks appeared in the dragon and tiger list, of which 147 stocks were in the state of net buying by institutions and 264 stocks were sold by institutions. There were 18 stocks with a net purchase of more than 100 million yuan by institutions, and the top three were Hoshine Silicon Industry Co.Ltd(603260) , Yonghui Superstores Co.Ltd(601933) , Jiangsu Zhongtian Technology Co.Ltd(600522) , and the net inflow of institutional funds was 694 million yuan, 381 million yuan and 355 million yuan respectively. Among the 1190 stocks with significant growth (an increase of 50% or more) in 2021, 57 were net purchased by institutions from January 18 to March 17.
198 the company released its annual report 46 the performance of companies doubled
There were 141 companies with the largest increase in their net profit as of July 2027, with a year-on-year increase of 141 companies, showing a year-on-year decrease of 141 companies, with a year-on-year increase of and net profit of as of July 2027.
10 GEM companies’ first quarter performance forecast (with shares)
Statistics show that 10 GEM companies released the first quarter performance forecast. In terms of the type of performance forecast, there are 6 performance forecasts, 1 performance forecast, 1 performance forecast and 1 performance forecast
industry performance summary:
real estate industry: intensive statements by multiple ministries market confidence gradually restored
The intensive voice of many ministries and commissions on the real estate industry, stabilizing expectations and boosting market confidence will have a positive impact on the business development of real estate enterprises and the sales of commercial housing market. In the short term, the credit environment still needs to be improved, the Matthew effect on capital is prominent, and enterprises with low financing cost and land acquisition advantage may benefit; In the medium and long term, brand real estate enterprises with the advantages of financing and land acquisition will have obvious advantages in the future competition. Related targets: (1) leading real estate enterprises with low financing cost and sustainable land acquisition in first and second tier cities, such as Poly Developments And Holdings Group Co.Ltd(600048) ( Poly Developments And Holdings Group Co.Ltd(600048) . SH), Greentown China (3900. HK), Longhu group (0960. HK), etc; (2) Real estate enterprises that are less affected by the “two concentration” land policy and have diversified land acquisition methods, such as Seazen Holdings Co.Ltd(601155) ( Seazen Holdings Co.Ltd(601155) . SH), Baolong real estate (1238. HK), etc; (3) The construction of indemnificatory rental housing has gradually opened the demand for agent construction, and deeply cultivated the green city management holding (9979. HK) built by the government for many years.
pharmaceutical and biological industry: release antigen detection pay attention to upstream and downstream investment opportunities
The main line of anti epidemic investment is gradually clear. One is the small molecule covid-19 oral drug industry chain, mainly including upstream intermediate enterprises, API enterprises and cdmo OEM enterprises; The other is the antigen detection industry under the change of anti epidemic policy, focusing on upstream raw materials such as antibodies, enzymes and NC membranes, and downstream such as pharmacies.
electronic information industry monthly report: Industry Supply and demand is still tight semiconductor boom continues to improve
Infineon issued a notice to inform the contradiction between supply and demand caused by the rapid development of demand in downstream industries and its inability to bear the rising cost burden. At the same time, Infineon expanded capital investment again Semiconductor Manufacturing International Corporation(688981) , China Resources Microelectronics Limited(688396) released the main business data from January to February 2022, and the performance growth rate is still high, indicating that the prosperity of the industry is still continuing. We continue to be optimistic about the domestic substitution opportunities brought by the imbalance between supply and demand in the semiconductor industry, and recommend Starpower Semiconductor Ltd(603290) , Zhuzhou Crrc Times Electric Co.Ltd(688187) .
new energy vehicle industry monthly report: seasonal decline in sales lithium mining enterprise profit is expected to increase significantly
We believe that the international situation has caused the new energy vehicle industry to be disturbed by the supply chain. The complete vehicle enterprises that have achieved large-scale mass production are the high-quality customers of the core equipment manufacturers, and the impact may be relatively small Byd Company Limited(002594) by the end of this year, the total production capacity may reach 3 million units, and Tesla Berlin has been put into operation. They have a high probability of achieving the established sales target this year, and they can partially hedge the rising pressure of production costs through large-scale mass production. According to the current price trend of lithium carbonate, the profitability of lithium mining enterprises is expected to remain high in the coming months.
