With the gradual recovery of China's economy, listed companies also showed good performance expectations in 2021. Institutions generally believe that when the annual report results are released one after another, the market also enters the performance verification period, and the capital's attention to the annual customs declaration will be increased, which can focus on companies with high growth in their main business.
Hithink Royalflush Information Network Co.Ltd(300033) data show that as of the press time of March 17, 244 A-share companies have disclosed the annual performance of 2021, with a total net profit of 190734 billion yuan, a year-on-year increase of 53.24%. Among them, 179 companies achieved a year-on-year increase in net profit during the reporting period, accounting for more than 70%.
net profit of 13 companies in the first quarter of annual report is expected to double increase
Through further combing, we can find that 45 companies have reported that their net profits in the reporting period have doubled year-on-year over the same period in the reporting period, and there are 45 companies that have reported that their net profits in the reporting period of the reporting period of 45 companies that have achieved year-on-year year year-on-year net profits of three companies, namely, three companies, including the 603070077 Nyocor Co.Ltd(600821) During the reporting period, five companies including Zangger mining realized a year-on-year increase in net profit of more than 5 times.
Among the 179 companies whose net profit increased year-on-year last year, 13 companies have also disclosed the performance forecast for the first quarter of 2022, and all the results are expected. Therefore, the net profits of these 13 companies in 2021 and the first quarter of 2022 are expected to achieve double growth Nanjing Yunhai Special Metals Co.Ltd(002182) , Gaoling information, Kbc Corporation Ltd(688598) and other three companies expect the maximum year-on-year change in net profit in the first quarter of 2022 to reach more than 100%.
As we all know, performance is the "touchstone" of listed companies, and the stock price is ultimately determined by the company's performance. Statistics show that among the above 179 stocks with year-on-year growth in net profit, 85 stocks with year-on-year growth in net profit outperformed the Shanghai stock index in the same period, accounting for nearly 50%. Among them, Lihang technology, Shenzhen Senior Technology Material Co.Ltd(300568) , Shenyang Cuihua Gold And Silver Jewelry Co.Ltd(002731) , Tangshan Jidong Equipment And Engineering Co.Ltd(000856) , Beijing Compass Technology Development Co.Ltd(300803) , Cngr Advanced Material Co.Ltd(300919) and other six stocks increased by more than 10% during the period.
From the perspective of industry, the above 179 companies are mainly clustered in seven industries, including basic chemical industry, electronics, medicine and biology, mechanical equipment, power equipment, non-ferrous metals, national defense and military industry, involving 28, 19, 17, 14, 14, 12 and 10 companies.
Long Hao, chairman of Jinding assets, told reporters, "From the perspective of the industries in which companies achieved high growth in performance last year, they are mainly concentrated in seven industries, including basic chemical industry, electronics, medicine and biology, mechanical equipment, power equipment, non-ferrous metals and national defense and military industry. The logic of their growth has several factors: first, the repeated epidemic has increased the demand for related categories of medical and biological testing products; second, due to the impact of global inflation, the rising price tide of bulk commodities has driven non-ferrous metals and basic chemical industry The price rise of upstream industries has brought further improvement to the performance of listed leading enterprises; Third, accelerate the support of China's policies for "internal circulation" and "localization" enterprises, and accelerate the investment in electronics, chemical industry and mechanical equipment; Fourth, especially under the "big infrastructure" policy, power equipment, national defense and military industry, electronics and chemical industry, and non-ferrous metal industries have all experienced a rise in product prices due to downstream demand. Overall, this year, the internal and external factors of electronics, mechanical equipment and power equipment, non-ferrous metals, medicine and biology will not change much. The logic of achieving high performance growth still exists, and these industries will maintain a certain high-speed growth. "
Northeast Securities Co.Ltd(000686) chief strategist Deng Lijun told reporters, "Most industries with fast performance growth last year are expected to continue to maintain high-speed growth in 2022: first, upstream: new energy reserve projects introduced in 2021 are expected to be gradually implemented in 2022, providing strong support for demand. With the maturity of technology and the 14th five year plan." "With the introduction of relevant plans, the new energy industry is expected to enter a large-scale and large-scale stage, which will continue to benefit the basic chemical industry. The non-ferrous metal industry is expected to continue its high momentum thanks to the continuous improvement of the penetration rate of new energy vehicles and the increasing demand for energy storage. Secondly, in the middle reaches: the competition in the consumer electronics industry is intensifying, and the consumer electronics industry chain companies continue to look for new driving points such as automobiles, VR and e-cigarettes, which will continue in 2022 Continue the Growth Logic of automotive electronics. 2022 is the first year of large-scale replacement of power stations. The profit expectation continues to improve, and the favorable policies occur frequently, ”+New energy "The strength of logical support has increased unabated. Third, the independent track: the 2022 government work report proposed that this year's national defense budget expenditure was 1.45 trillion yuan, an increase of 7.1% year-on-year, which revealed the government's determination to strengthen national defense construction, superimposed the impact of the geographical conflict between Russia and Ukraine, and expected that the construction of the Chinese army will accelerate, which is good for the military industry. Affected by the recent rebound of the Chinese epidemic, the demand for covid-19 in vitro testing and covid-19 drugs in China is rising, superimposing the country There is a broad market at home and abroad, and covid-19 related industrial chains are rising, which is good for the pharmaceutical and biological sector. "
34 companies won positions in Social Security Fund
It is noteworthy that with the disclosure of the annual report performance of listed companies, institutional positions have also surfaced. Statistics have found that among the 244companies that have disclosed their 2021 annual performance for the year 2021, among the 244companies that have disclosed their annual performance for 2021, as of the end of the fourth quarter of last year, among the 244companies that have disclosed their annual performance for 2021, by the end of the fourth quarter of last year, 34 companies had social security fund positions at the end of the fourth quarter of last year, among the 244companies that have revealed their annual performance for 2021. Among the 244companies that have disclosed their annual performance for 2021, by the end of the fourth quarter of last year, 34 companies had social security fund positions at 34 companies that had social security fund positions at the end of the last quarter of last year, among the 244companies that have social security fund positions at the end of last quarter last year. Eight companies, including Hongda Xingye Co.Ltd(002002) 002 Zhejiang Nhu Company Ltd(002001) 013013013013013 inthe fourth quarter, it became a new holding variety of social security funds, and at the same time, it paid attention to Citic Pacific Special Steel Group Co.Ltd(000708) , Lier Chemical Co.Ltd(002258) , Zhejiang Windey Co.Ltd(300772) , Wanhua Chemical Group Co.Ltd(600309) Changchun Bcht Biotechnology Co(688276) , Guangdong Create Century Intelligent Equipment Group Corporation Limited(300083) , Anhui Xinbo Aluminum Co.Ltd(003038) , Anhui Wanwei Updated High-Tech Material Industry Co.Ltd(600063) , Thunder Software Technology Co.Ltd(300496) and other 9 companies continued to increase their positions in the current social security fund, which is worthy of attention.
Li Chunyu, founder of private placement network, interviewed by the reporter of Securities Daily, said, "As an important 'long-term fund' in the A-share market, the social security fund has a pragmatic and stable stock selection and investment style, a relatively long holding cycle, and can usually obtain long-term excess returns. Therefore, from the perspective of the position style and stock selection logic of the social security fund, the probability of new holdings in the fourth quarter of last year will be stronger than the general trend.
In addition, the social security fund has a large scale. It is an important pricing institution in the A-share market, and has great influence and appeal. Therefore, it is easier to obtain the recognition of market funds to a certain extent if it can obtain the newly increased holdings of social security fund, which is conducive to the subsequent strength. "
For future investment opportunities, Huaxi Securities Co.Ltd(002926) chief strategist Li Lifeng said that China's "policy bottom" has been basically proved, and A-Shares are expected to start a round of "oversold" rebound under the protection of policies.
Sinolink Securities Co.Ltd(600109) said that the bottom signal of the policy was significant and that it could be more optimistic about the follow-up market. Layout around the general direction of high-quality development and manufacturing upgrading. Among the industrial directions emphasized in the government work report of the two sessions, the focus is on low-carbon, intelligent and digital industries. At the same time, we still need to pay attention to the impact of the Fed's first interest rate hike and the progress of geopolitical risks in the short term.
China Industrial Securities Co.Ltd(601377) said that the internal and external risks are gradually easing, and the most panic time is over. It is expected that the A-share market will usher in a phased repair window in the next month. Operation strategy: on the one hand, the growth of science and technology has reached the bottom area, and the emotional repair window can find the target with uncertain performance to make a deep rebound; On the other hand, the "steady growth" continued to exert its power, and the allocation benefited from the financial, real estate and other sectors with strengthened policy expectations. In addition, the market repair window focuses on securities companies with stronger flexibility.
Table: the annual performance of 2021 and the performance forecast of the first quarter of 2022 have been disclosed, and the net profit is expected to grow double. Company p align = "center" prepared by: Ren Shibi
