On Monday, big wave heavyweights will disclose the 2021 annual report. According to the plan, 250 companies plan to disclose the annual report of 2021 this week, and 149 companies have disclosed the performance forecast in advance, including 99 companies that have increased in advance, 7 companies that have reversed their losses, 21 companies that have decreased in advance and 22 companies that have lost in advance.
As many as 17 companies with a market value of 100 billion yuan will disclose the annual report, mainly focusing on banking, insurance, medicine and biology, building materials and other sectors. Foxconn Industrial Internet Co.Ltd(601138) ( Foxconn Industrial Internet Co.Ltd(601138) . SH), etc.
From the 100 billion market value companies that have disclosed performance forecasts or express reports, the “elephants” are more differentiated. The performance of most companies increased in 2021, with an increase range of 5% – 75%; There are also a few enterprises whose performance fell last year and even suffered the first loss.
Drawing: interface news data source: wind
The performance of Wuxi Apptec Co.Ltd(603259) last year’s revenue and net profit of China’s cro leader Wuxi Apptec Co.Ltd(603259) exceeded the upper edge of the forecast value, with a profit of 5.097 billion yuan in 2021, an increase of 72.19% year-on-year. Among the company’s many sectors, the revenue of chemical business increased the most. This sector includes small molecule drug discovery business and process R & D and production business. Last year, the revenue was 14.087 billion yuan, a year-on-year increase of 43.24%; Affected by policies, funds and other factors, the growth rate of China’s new drug R & D service business was lower than the overall performance. Last year, the business revenue was 1.251 billion yuan, a year-on-year increase of 17.47%.
It is worth noting that the instability of Wuxi Apptec Co.Ltd(603259) non recurring gains and losses began to appear. Last year, the income from changes in fair value and investment income of non current financial assets with the largest non recurring profit and loss of the company was 1.643 billion yuan, a decrease of 349 million yuan compared with 2020. Among them, the non current financial assets correspond to the equity of listed companies and other non listed target interests held by Wuxi Apptec Co.Ltd(603259) and are affected by market fluctuations.
China Shenhua Energy Company Limited(601088) ( China Shenhua Energy Company Limited(601088) . SH) the performance rise accounted for two positive factors: the volume and price rise in the coal and shipping industries. The coal business accounted for about 75% of the company’s revenue in the first half of 2021. Last year, the overall supply of coal market was tight, and the high coal price fluctuated, which promoted the performance of the company. In 2021, the net profit was about 50.3 billion yuan, a year-on-year increase of about 28%. Last year, the company deducted non net profit of about 50 billion yuan.
The performance of Foxconn Industrial Internet Co.Ltd(601138) last year, the leader of industrial Internet, reached a new high. In 2021, the company achieved a profit of 20.01 billion yuan, a year-on-year increase of 14.80%. This is the first time that the company’s net profit has exceeded 20 billion yuan, and the growth rate has exceeded 20% for the first time in recent six years. The increase in performance is large. On the one hand, it is affected by the low base in the early stage. On the other hand, the company has great advantages in products, technology and global market share.
The banking sector is still “making money every day”, and the net profit growth is stable Bank Of Communications Co.Ltd(601328) has not disclosed the performance forecast or express report Industrial Bank Co.Ltd(601166) performance express shows that last year, the net profit was 82.68 billion yuan, a year-on-year increase of 24.1% China Everbright Bank Company Limited Co.Ltd(601818) ( China Everbright Bank Company Limited Co.Ltd(601818) . SH) achieved a net profit of 43.407 billion yuan last year, a year-on-year increase of 14.73% China Citic Bank Corporation Limited(601998) ( China Citic Bank Corporation Limited(601998) . SH) achieved a net profit of 55.641 billion yuan last year, a year-on-year increase of 13.6%.
There are also some “elephants” whose performance is stagnant. Affected by the downturn of the real estate market and other factors, China Merchants Shekou Industrial Zone Holdings Co.Ltd(001979) ( China Merchants Shekou Industrial Zone Holdings Co.Ltd(001979) . SZ) achieved a net profit of 10.372 billion yuan last year, a year-on-year decrease of 15.35% and a decrease of 23.58% compared with the net profit in 2020; Grain and oil giant Yihai Kerry Arawana Holdings Co.Ltd(300999) ( Yihai Kerry Arawana Holdings Co.Ltd(300999) . SZ) earned more than 4 billion last year, and its net profit fell by 30% year-on-year. The decline in performance was mainly affected by the rise in raw material costs Xinjiang Tianshan Cement Co.Ltd(000877) ( Xinjiang Tianshan Cement Co.Ltd(000877) . SZ) completed a major asset restructuring last year. The “snake swallowing elephant” M & A has greatly increased the company’s asset scale, but its profitability has not been significantly improved. The net profit attributable to the parent company last year is expected to change by – 7.61% ~ 6.25% compared with the retroactive adjustment after the restructuring in the same period last year.
Thermal power leader Huaneng Power International Inc(600011) ( Huaneng Power International Inc(600011) . SH) suffered its first loss last year. It is expected to realize a net profit loss of 9.8 billion yuan to 11.7 billion yuan in 2021. Affected by the sharp year-on-year rise in coal purchase prices, the A-share power sector suffered a large setback. Among the 48 performance forecasts disclosed by the sector, 28 companies are expected to lose, of which 24 are the first to lose.
Excluding the companies that make up losses, 24 companies are expected to double their net profit among the companies that will disclose their annual reports this week Do-Fluoride New Materials Co.Ltd(002407) ( Do-Fluoride New Materials Co.Ltd(002407) . SZ), Chimin Health Management Co.Ltd(603222) ( Chimin Health Management Co.Ltd(603222) . SH), Tianjin Lisheng Pharmaceutical Co.Ltd(002393) ( Tianjin Lisheng Pharmaceutical Co.Ltd(002393) . SZ) the net profit of three companies is expected to increase by more than 10 times. In terms of sectors, the growth of chemical, electronic, pharmaceutical and biological sectors is leading, with 6, 5 and 4 companies appearing in the list respectively.
Data source: wind
