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:
34 shares forecast first quarter results 27 shares increase in advance
Statistics show that as of March 18, 34 listed companies have released quarterly performance forecasts. The type of performance forecast shows that there are 27 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 13 companies have a net profit increase of more than 100%; There are 6 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.
238 company announces annual report 56 double the performance of companies companies
Statistics show that as of March 18, 238 companies have released their annual reports for 2021, of which 172 have a year-on-year increase in net profit, 66 have a decrease, 212 have a year-on-year increase in operating income, 26 have a decrease, 165 have a simultaneous increase in net profit and operating income, 19 have a decrease in profit and income, and 56 have doubled their performance, of which Sichuan Hebang Biotechnology Co.Ltd(603077) has the largest increase of 728428%.
first quarter performance surge list: 13 share net profit doubled
Statistics show that as of March 18, 34 companies have released a quarterly performance forecast. The type of performance forecast shows that there are 27 companies with pre increase and 3 companies with pre profit, and the proportion of companies reporting good news in total is 88.24%; 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 13 companies have a net profit increase of more than 100%; There are 6 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.
“bull market flag bearer” first annual report is coming! Wealth management transformation thickening income another 24 business performance report of family bonds
The annual report of A-share “bull market flag bearer” was disclosed. On the evening of March 17, Sealand Securities Co.Ltd(000750) released the annual report of 2021, which is also the first annual report of 2021 released by A-share listed securities companies: the annual operating revenue of the company was 5.170 billion yuan, an increase of 15.36% year-on-year; The net profit attributable to the parent company was 765 million yuan, a year-on-year increase of 5.41%.
In addition to Sealand Securities Co.Ltd(000750) , as of March 17, 20 A-share listed securities companies have disclosed the 2021 performance express, another 4 have disclosed the performance forecast, and the net profit of 24 securities companies has increased over the same period of last year. In the view of institutions, the current valuation of securities companies still does not match their performance and asset quality. It is recommended to actively layout and grasp the main line of wealth management and industry leaders.
more than 200 2021 annual report performance of listed chemical companies temporarily leads other industries
Among the 246 performance reports that have been disclosed, 30 chemical enterprises have taken the lead in disclosing annual reports, and the performance growth rate leads other industries. Ranked by the growth rate of net profit attributable to the parent company, the net profit growth rate of 5 of the top 10 listed companies exceeded 1000%, including 3 chemical enterprises, namely Sichuan Hebang Biotechnology Co.Ltd(603077) , Jiangsu Yida Chemical Co.Ltd(300721) , Xinjiang Zhongtai Chenical Co.Ltd(002092) . Among them, Sichuan Hebang Biotechnology Co.Ltd(603077) ranks first temporarily with a net profit growth rate of 728428%. In addition, the net profit growth rate of most chemical enterprises ranks high
industry performance summary:
real estate industry: stronger signal more stable expectation unchanging logic
Under stronger signals and more stable expectations, short-term market risks will be repaired, and the substantive implementation progress and strength of policies (especially on the demand side) determine the sustainability; From the perspective of certainty, the pattern logic has always been better than the cycle logic, and the advanced competitive advantage of high credit real estate enterprises has been deducting, which is an endogenous rather than an external result. The targets such as Poly Developments And Holdings Group Co.Ltd(600048) and Gemdale Corporation(600383) are preferred; Stabilizing demand is the foundation for resolving risks. The cycle logic is still in progress, and the demand side policies will continue to be promoted. The time point of implementation should be early rather than late. Once the policies are accelerated, excellent private enterprises will have stronger and longer flexibility, focusing on the targets such as Seazen Holdings Co.Ltd(601155) , Xuhui holding, Jinke Property Group Co.Ltd(000656) ; In the second half of the year, we will pay more attention to the “out of danger” real estate enterprises with good assets. In addition, the large correction of property stocks in the early stage brought a better configuration window, focusing on excellent private leaders and property management of central enterprises.
lithium battery equipment industry comment report: lithium battery equipment demand remains high optimistic about Chinese equipment enterprises going to sea
China’s lithium battery industry has global competitiveness, and the global new energy vehicle industry is accelerating growth.
China’s large-scale bidding for lithium battery equipment is imminent, and continues to be optimistic about the lithium battery equipment sector. Three main investment lines are recommended for lithium battery equipment: 1) Contemporary Amperex Technology Co.Limited(300750) industrial chain The Contemporary Amperex Technology Co.Limited(300750) rate started to expand production in 2020, which fully benefited relevant equipment companies. It is recommended that Wuxi Lead Intelligent Equipment Co.Ltd(300450) , Shanghai Sk Automation Technology Co.Ltd(688155) , Shenzhen United Winners Laser Co.Ltd(688518) . According to the supplementary announcement, Wuxi Lead Intelligent Equipment Co.Ltd(300450) is expected to obtain 50% share of Contemporary Amperex Technology Co.Limited(300750) core cell production equipment. In addition, pay attention to Ningbo Zhenyu Technology Co.Ltd(300953) , Suzhou Slac Precision Equipment Co.Ltd(300382) , Shenzhen Yinghe Technology Co.Ltd(300457) , etc.
2) overseas leading lithium battery industry chain. In the next few years, the growth rate of overseas lithium batteries will be higher than that of China, and the leading lithium battery equipment with the ability to go to sea will benefit. Focus on recommending Wuxi Lead Intelligent Equipment Co.Ltd(300450) (supporting Volkswagen and northvolt), continue to recommend Zhejiang Hangke Technology Incorporated Company(688006) , and the company has a share of more than 50% in LG and other Japanese and Korean power battery leaders.
3) be optimistic about the application of new technologies and new fields. Large cylindrical lithium battery equipment, laminating machine and power exchange equipment are expected to become a new trend, and relevant equipment companies will benefit. Recommend Shenzhen United Winners Laser Co.Ltd(688518) (increase in the welding quantity of the beneficiary lug) and Vt Industrial Technology Co.Ltd(300707) (large cylinder kneading machine) Wuxi Lead Intelligent Equipment Co.Ltd(300450) (laminating machine), Shenzhen Hymson Laser Intelligent Equipments Co.Ltd(688559) (laminating machine, photovoltaic equipment), Guangdong Lyric Robot Automation Co.Ltd(688499) (laminating machine), etc; Look forward to Suzhou Slac Precision Equipment Co.Ltd(300382) (large cylindrical battery shell), Bozhon Precision Industry Technology Co.Ltd(688097) (power exchange equipment), Suzhou Harmontronics Automation Technology Co.Ltd(688022) (power exchange equipment), Shenzhen Colibri Technologies Co.Ltd(002957) (lamination machine), etc.
Chinese medicine industry weekly: covid-19 pneumonia new diagnosis and treatment plan release Chinese medicine continues to play an important role
With policy support, we believe that traditional Chinese medicine still has great investment opportunities. From the demand side, the rigid demand characteristics of the pharmaceutical industry and the upgrading of pharmaceutical consumption jointly support the steady growth of the demand of the traditional Chinese medicine industry. From the perspective of policy, a series of favorable policies have been formed to promote the innovation of traditional Chinese medicine, the development of formula particles, the support of medical insurance and payment policies, and the continuous addition of traditional Chinese medicine decoction pieces can not exceed 25%, bringing policy dividends and new demand to the traditional Chinese medicine industry.
The unique advantage of “preventing disease” brings development opportunities to the traditional Chinese medicine industry. From the perspective of performance, the traditional Chinese medicine industry has walked out of the low point and showed a marginal improvement trend. From the valuation side, the traditional Chinese medicine industry still has relatively obvious valuation advantages. “Policy + pharmaceutical consumption upgrading + performance improvement + valuation advantages” jointly build investment opportunities for the traditional Chinese medicine industry. Cost promotion constitutes a short-term driving factor. It is suggested to pay attention to the areas of policy encouragement and policy haven.
power and energy industry tracking report: energy storage Dongfeng has reached short term high cost without reducing market heat
The energy storage industry chain is a wide-ranging industry chain in the whole power system, and its upstream mainly includes suppliers of battery raw materials and production equipment; The midstream is mainly the supplier of battery, battery management system, energy management system and energy storage converter; Downstream are mainly energy storage system integrators, installers and end users. Among them, energy storage battery is the core link of the whole energy storage industry. Leading enterprises with obvious advantages in battery technology reserve are expected to increase their capacity in advance. We are optimistic about energy storage battery leader Contemporary Amperex Technology Co.Limited(300750) , energy storage converter and energy storage system integration leader Sungrow Power Supply Co.Ltd(300274) , etc.
