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:

high performance growth stocks in the whole year saw 37 shares in advance, and the increase of net profit doubled

Statistics show that as of January 6, 145 companies have announced the performance forecast for 2021. According to the type of performance forecast, there are 106 pre increase companies and 4 pre profit companies, and the total proportion of reporting companies is 75.86%; There are 14 and 7 companies with pre reduced performance and pre loss respectively.

Among the performance prediction companies, according to the median increase of expected net profit, 37 companies have a net profit increase of more than 100%; There are 22 companies with a net profit increase of 50% ~ 100%. In terms of individual stocks, Inner Mongoliayuan Xing Energy Company Limited(000683) 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 7169.15%; Jiangsu Yida Chemical Co.Ltd(300721) , Tibet Summit Resources Co.Ltd(600338) it is estimated that the median year-on-year growth rate of annual net profit is 3577.68% and 2515.73% respectively, ranking the second and third.

the disclosure time of the annual report of listed banks is finalized, and the performance will continue to pick up

At present, the performance “submission” time of 41 A-share listed banks has been preliminarily determined. The first annual report of listed banks will appear in early March, and all annual reports of listed banks will be disclosed in March and April. In the third quarter of last year, the performance of listed banks recovered strongly. Whether the annual profit of 2021 can maintain growth and whether the asset quality can be continuously improved will also be answered in the annual report card of A-share listed banks.

the annual performance of chemical enterprises is intensive, the new energy is expected to increase in advance, and the high boom increases the demand for materials

Entering the annual report performance season, the annual performance of many chemical listed enterprises increased significantly in advance under the price rise tide last year. On the evening of January 5, Inner Mongoliayuan Xing Energy Company Limited(000683) predicted that last year’s performance increased by more than 70 times, and Jiangsu Yida Chemical Co.Ltd(300721) predicted that the annual performance increased by nearly 40 times. Ping An Securities pointed out that looking forward to 2022, with the peak of the price of cyclical products, the cost pressure of the downstream chemical industry will be relieved, and the prosperity of new energy and other industries is high. It is expected to continue to improve the market demand for relevant fine chemicals and new materials.

the annual results of these companies are greatly expected: Inner Mongoliayuan Xing Energy Company Limited(000683) net profit increased by more than 70 times Jiangsu Eastern Shenghong Co.Ltd(000301) earned up to 5 billion yuan

On January 5, 12 A-share listed companies including Inner Mongoliayuan Xing Energy Company Limited(000683) , Jiangsu Eastern Shenghong Co.Ltd(000301) , Telling Telecommunication Holding Co.Ltd(000829) , Nanjing Yunhai Special Metals Co.Ltd(002182) , Guangdong Zhongsheng Pharmaceutical Co.Ltd(002317) , Zhejiang Shuanghuan Driveline Co.Ltd(002472) , Tes Touch Embedded Solutions (Xiamen) Co.Ltd(003019) , Zhongjin Irradiation Incorporated Company(300962) , Shenyang Jinshan Energy Co.Ltd(600396) , Zhejiang Wazam New Materials Co.Ltd(603186) , Square Technology Group Co.Ltd(603339) , Suzhou Nanomicro Technology Co.Ltd(688690) gave advance notice of their annual performance in 2021. Among them, energy materials and chemical enterprises Inner Mongoliayuan Xing Energy Company Limited(000683) announced that the net profit attributable to shareholders of Listed Companies in 2021 is expected to be about 4.85 billion yuan – 5.05 billion yuan, an increase of 7022.30% – 7316.00% over 68.096 million yuan in the same period of last year; Meanwhile, the net profit attributable to shareholders of Listed Companies in the current period after deducting non recurring profits and losses was RMB 2.75 billion – 2.95 billion, with a year-on-year increase of 3575.49% – 3842.80%.

146 companies were the first to disclose the annual report forecast new shares, and the performance growth of new shares was bright

In 2022, the annual report market curtain opened, and the annual report performance forecast of listed companies began to be intensively disclosed. The data show that as of 7 p.m. on January 5, 146 A-share listed companies in Shanghai and Shenzhen have disclosed the performance forecast of the annual report of 2021. Among them, 31 companies have disclosed the performance forecast since January. Except for the first loss of Shenyang Jinshan Energy Co.Ltd(600396) , the other 30 companies are performance forecast, which can be called a competitive “show muscle”.

industry performance summary:

agriculture, forestry, animal husbandry and fishery industry: how to see the investment opportunities of pig breeding sector at the current time?

The loss of the pig industry as a whole has led to the obvious deregulation of production capacity, and the deregulation trend has been determined. This view is confirmed by official data, tripartite data and grass-roots research data of Tianfeng agriculture. 1) According to the data of the Ministry of agriculture and rural areas, as of November 2021, the number of fertile sows in China’s fixed-point monitoring continued to decline by 1.2% month on month. In December, the production capacity of fertile sows was still being decontaminated. Compared with the high point of fertile sows in May, it continued to decline for six months, with a cumulative decline of more than 7%. Moreover, in terms of the de commercialization range in November, even when the pig price rose so high from mid to late October to November, the de commercialization range can still reach 1.2%, which reflects that the de commercialization trend in the industry has been determined. According to the research data of Yongyi, Zhuo Chuang and Tianfeng agricultural grassroots, the capacity of the industry has been reduced by more than 10%.

depth of power exchange equipment industry: power exchange mode welcomes rapid development, and equipment suppliers give priority to benefit

Multiple positive factors, power exchange ushers in a development outlet: with the gradual improvement of China’s policy, many parties can benefit from the power exchange mode. For consumers, the purchase cost of power exchange is low and the supply efficiency is high, especially for operating models, the power exchange advantage is obvious; Power station operators can obtain a broader market and a better profit model; The battery factory centralizes the management of the battery, which is convenient for the echelon utilization and recycling of the battery, while obtaining more battery data and realizing positive research and development; Vehicle manufacturers launch various sales plans to open the market according to consumers’ demand for power replacement; For the society, the power exchange mode can reduce the risk of uneven power grid load and promote the realization of the social goal of carbon peak and carbon neutralization.

dynamic tracking of financial it in computer industry: Digital RMB catalyzes bank it to usher in new development opportunities

At present, the IT system in the banking sector has strong certainty and broad transformation needs. With the catalysis of the landing of digital RMB and policy guidance, we believe that the banking IT sector may accelerate the volume. At present, the overall valuation of this sector is at a low level. We believe that several head bank IT enterprises such as Shenzhen Sunline Tech Co.Ltd(300348) , Digital China Information Service Company Ltd(000555) , Yusys Technologies Co.Ltd(300674) , Tansun Technology Co.Ltd(300872) will benefit from the development of the industry, and several financial hardware manufacturers such as Grg Banking Equipment Co.Ltd(002152) , Beijing Infosec Technologies Co.Ltd(688201) may also benefit.

national defense industry weekly: build a strong army on a new journey and continue to pay attention to the reform process of military industry group

The three-year action of state-owned enterprise reform is coming to an end. We pay attention to the asset securitization process of the group. 2022 is the last year of the three-year action of state-owned enterprise reform. We are optimistic about the plate investment opportunities brought by CETC Asset Securitization: 1) its research institutes are relatively rich in resources; 2) The proportion of classified assets is small; 3) The profitability and growth of listed company clusters are good; 4) The strategic goal of “100 billion market value”.