The performance forecast of 2021 annual report of A-Shares has entered an intensive disclosure period.

By 8:00 p.m. on January 5, 2022, 154 A-share listed companies had disclosed the performance forecast for the whole year of 2021, 130 of which were expected to be happy, with a prediction rate of 84.42%. Among them, 51 companies increased slightly, 5 companies reversed losses, 13 companies continued to make profits and 61 companies increased in advance. The listed companies that have disclosed the performance forecast have maintained a high performance growth rate as a whole.

“profit king” expects net profit to exceed 100 billion

In terms of net profit, of the 154 A-share listed companies mentioned above, 86 are expected to achieve a lower limit of net profit attributable to shareholders of listed companies of more than 100 million yuan in 2021, 30 are expected to exceed 500 million yuan, and 17 are expected to exceed 1 billion yuan. China Mobile, Kweichow Moutai Co.Ltd(600519) , Citic Securities Company Limited(600030) , Bank Of Chengdu Co.Ltd(601838) , Focus Media Information Technology Co.Ltd(002027) , Guanghui Energy Co.Ltd(600256) , Lb Group Co.Ltd(002601) , Goertek Inc(002241) and other companies are expected to achieve the highest net profit attributable to shareholders of Listed Companies in 2021.

China Mobile is temporarily listed as the “profit king” of A-Shares with a lower limit of net profit expected to exceed 110 billion yuan. in the prospectus, the company expects the operating revenue in 2021 to be about 844.877 billion yuan to 852.558 billion yuan, a year-on-year increase of 10% to 11%; The net profit attributable to the shareholders of the parent company was about 114.307 billion yuan to 116.464 billion yuan, a year-on-year increase of 6% to 8%; After deducting non recurring profits and losses, the net profit attributable to shareholders of the parent company was about 107.285 billion yuan to 109.328 billion yuan, with a year-on-year increase of about 5% to 7%.

In addition, Kweichow Moutai Co.Ltd(600519) which attracted much attention announced its production and operation in 2021 on December 31, 2021. After preliminary accounting, the company produced about 56500 tons of Maotai base liquor and about 28200 tons of series base liquor in 2021; It is expected to achieve a total operating revenue of about 109 billion yuan (including about 93.2 billion yuan for Maotai liquor and about 12.6 billion yuan for series liquor), an increase of about 11.2% year-on-year; The net profit attributable to the shareholders of the listed company is expected to be about 52 billion yuan, a year-on-year increase of about 11.3%.

In terms of net profit growth rate, among the 154 A-share listed companies mentioned above, 90 A-share listed companies are expected to realize the lower limit of the year-on-year growth range of net profit attributable to shareholders of Listed Companies in 2021, exceeding 10%; 28 are expected to exceed 100%. Listed companies such as Inner Mongoliayuan Xing Energy Company Limited(000683) , Tibet Summit Resources Co.Ltd(600338) , Dongxin shares, Ningbo Ronbay New Energy Technology Co.Ltd(688005) , Eternal Asia Supply Chain Management Ltd(002183) , Naipu Mining Machinery Co.Ltd(300818) are expected to achieve the lowest range of net profit growth attributable to shareholders of Listed Companies in 2021.

Inner Mongoliayuan Xing Energy Company Limited(000683) with an expected increase of more than 70 times of the net profit attributable to the parent company, it is temporarily listed as “pre Xi Wang” of a shares. the company expects to realize a net profit attributable to shareholders of listed companies of about RMB 4.85 billion to RMB 5.05 billion in 2021, with a year-on-year increase of 7022.3% to 7316%; During the reporting period, the company’s soda ash and urea production units operated efficiently, the average sales price of leading products increased significantly compared with the previous year, and the contribution of coal sector to the company’s profit increased significantly compared with the previous year.

In addition to the above listed companies that issued performance forecasts, the Shanghai and Shenzhen stock exchanges have disclosed the scheduled disclosure schedule of the 2021 annual report of a shares. Among them, Huasu Holdings Co.Ltd(000509) , Shandong Wohua Pharmaceutical Co.Ltd(002107) , Panda Financial Holding Corp.Ltd(600599) , Shanghai Kaikai Industry Company Limited(600272) 4 listed companies are expected to disclose the annual report of 2021 in January 2022.

Huasu Holdings Co.Ltd(000509) it is expected to disclose the official annual report on January 18, 2022, ranking first in Shanghai and Shenzhen. According to the performance forecast previously released by the company, the net profit attributable to the shareholders of the listed company is expected to be about – 4 million yuan to – 6 million yuan in 2021, with a profit of 7.5599 million yuan in the same period of last year. The main reason for the change in performance is that the loss of the company’s exhibition service sector increased due to the continuous impact of the epidemic.

chemical and other industries are greatly expected

From the perspective of pre hi industry, the number of pre hi listed companies in chemical industry, medicine, computer, communication and other electronic equipment manufacturing industry and semiconductor industry ranks first.

In the chemical industry, titanium dioxide powder industry is particularly prominent. At present, Anhui Annada Titanium Industry Co.Ltd(002136) , Cnnc Hua Yuan Titanium Dioxide Co.Ltd(002145) , Lb Group Co.Ltd(002601) and other listed companies in titanium dioxide industry have disclosed the performance forecast for the whole year of 2021. These companies expect that the lower limit of the year-on-year growth range of net profit attributable to shareholders of Listed Companies in 2021 exceeds 100%. The titanium dioxide market is in a business cycle, the product price has increased significantly year-on-year, and the performance of relevant listed companies has increased significantly.

In the pharmaceutical industry, Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) , Guangdong Hybribio Biotech Co.Ltd(300639) and other listed companies involved in nucleic acid detection business still have good performance.

Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) it is estimated that the net profit attributable to the shareholders of the listed company will be RMB 1.3 billion to RMB 1.5 billion in 2021, with a year-on-year increase of 177.23% to 219.88%. During the reporting period, the company’s foreign trade orders and related revenue of overseas covid-19 testing reagents increased significantly.

In terms of computer, communication and other electronic equipment manufacturing industry, relevant listed companies actively strengthened market development, and orders increased significantly, which made the performance greatly expected.

stock price changes of companies with large pre increase in performance

From the share price performance of the companies that have disclosed the performance forecast, the secondary market performance of many listed companies with large performance forecast is eye-catching.

Taking Shenzhen Absen Optoelectronic Co.Ltd(300389) as an example, the annual performance forecast of 2021 disclosed by the company on January 4, 2022 shows that the company expects to achieve a net profit attributable to shareholders of listed companies of about 23 million yuan to 31 million yuan in 2021, with a year-on-year increase of 132.3% to 143.6%.

On January 5, Shenzhen Absen Optoelectronic Co.Ltd(300389) shares rose sharply to close at 12.58 yuan / share, closing up 20.04%.

Yang Delong, chief economist of Qianhai open source fund, told China Securities Journal that since the beginning of 2022, the share prices of banks, real estate, household appliances and other sectors have rebounded to some extent. There is a certain switch in the style of the market in the short term, from speculation growth to allocation value. Undervalued blue chips ushered in a rebound opportunity. The market in 2022 is dominated by performance. Good companies with excellent performance are expected to perform better, and investors will pay more attention to the profit growth of listed companies. High quality leading stocks are expected to get the opportunity to recover.

annual report nuggets

Is the annual report coming? More than 80% of 140 companies released performance forecasts for 2021, and these growth stocks were “swept” by northward funds!

The annual performance of 33 shares has increased by more than 100% in advance, and the latest pre happy list has been released

The first annual report of listed securities companies is expected to deepen the degree of institutionalization and help improve the prosperity of the industry

(China Securities Journal)