Performance summary: Do-Fluoride New Materials Co.Ltd(002407) , Zhejiang Yongtai Technology Co .Ltd(002326) and other new energy companies’ first quarter performance is expected! Is the industry sector warming?

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:

51 shares forecast first quarter performance 34 shares increase in advance

Statistics show that as of March 23, 51 listed companies have released a quarterly performance forecast. The type of performance forecast shows that there are 34 pre increase companies and 4 pre profit companies; There are 6 and 2 companies with pre reduced performance and pre loss respectively. Among the performance prediction companies, according to the median increase of expected net profit, a total of 18 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.

362 the company released its annual report 82 the performance of companies doubled

Statistics show that as of March 23, 362 companies have released their annual reports for 2021, of which 257 have increased net profit year-on-year, 105 have decreased, 319 have increased operating revenue year-on-year, 43 have decreased, 247 have increased net profit and operating revenue at the same time, 33 have decreased profit and revenue, and 82 have doubled their performance, of which Sichuan Hebang Biotechnology Co.Ltd(603077) has the largest increase, reaching 728428%.

1122 performance letters enhance certainty 180 double growth companies circle three industries

Historical data show that the “performance wave” market generally focuses on the targets with large performance growth and low valuation. According to the reporter’s statistics, as of March 22, among the 1122 companies that have disclosed the annual performance express of 2021, 180 companies have double growth in net profit and operating income and the valuation is lower than the average value of a shares. From the perspective of industry proportion, coal (100%), banking (91.67%) and steel (58.33%) rank first.

several new energy companies’ first quarter performance forecast

According to the data, as of the press release on March 22, a number of companies related to the new energy industry chain, including Guangdong Tonze Electric Co.Ltd(002759) , Miracle Automation Engineering Co.Ltd(002009) , Do-Fluoride New Materials Co.Ltd(002407) , Zhejiang Yongtai Technology Co .Ltd(002326) , Zhejiang Shuanghuan Driveline Co.Ltd(002472) and others, have issued performance forecasts for the first quarter of 2022. Based on the upper limit of net profit growth, these companies expect the year-on-year growth of net profit in the first quarter to exceed 100%

industry performance summary:

new energy vehicle industry weekly report: it’s dark warm gradually focus on lithium battery opportunities

Under the general trend of global “double carbon” strong driving and supply resonance driving the continuous growth of demand, the outlook of the industrial chain will continue to rise. We maintain the “overweight” rating of the new energy vehicle industry. At the same time, it is suggested to pay attention to the medium and long-term investment opportunities in the direction of energy storage and fuel cell for industrial extension. Suggested layout main line: 1) core assets: Contemporary Amperex Technology Co.Limited(300750) , Byd Company Limited(002594) , Yunnan Energy New Material Co.Ltd(002812) , etc. 2) Elastic varieties: Shenzhen Senior Technology Material Co.Ltd(300568) , Beijing Easpring Material Technology Co.Ltd(300073) , Ningbo Ronbay New Energy Technology Co.Ltd(688005) , Hunan Zhongke Electric Co.Ltd(300035) , Shenzhen Kedali Industry Co.Ltd(002850) etc. 3) Other suggestions are to focus on the leading points of the various sub industry segments: the 30 Huangshan Novel Co.Ltd(002014) \ , Gotion High-Tech Co.Ltd(002074) , Sunwoda Electronic Co.Ltd(300207) , Farasis Energy (Gan Zhou) Co.Ltd(688567) , etc. 4) Key recommendations in the field of energy storage: Shenzhen Dynanonic Co.Ltd(300769) and Guangzhou Great Power Energy&Technology Co.Ltd(300438) etc. it is recommended to pay attention to Hengdian Group Dmegc Magnetics Co.Ltd(002056) , Jade Bird Fire Co.Ltd(002960) . Suggestions for attention in the field of fuel cells: Shanxi Meijin Energy Co.Ltd(000723) , Beijing Sinohytec Co.Ltd(688339) -u, Weichai Power Co.Ltd(000338) , etc.

comments on major issues in public environmental protection industry: Launch preferential tax policies solve the pain point of new energy development funds

The new energy industry with prominent asset value attribute is in the stage of rapid expansion and has a huge capital demand. Therefore, the introduction of the retention tax rebate policy is of great significance to alleviate the pain points of industry development and help achieve the goal of high growth. The investment proposal follows three main investment lines: high growth + cost reduction, leading new energy operators promoting roe improvement and some thermal power transformation targets; Benefiting from the increase of electricity price and the expansion of roe and performance flexibility of nuclear power, large hydropower has been put into operation one after another, driving a new round of high-quality hydropower with growth cycle. Recommend China Three Gorges Renewables (Group) Co.Ltd(600905) , Longyuan Power (A & H), China National Nuclear Power Co.Ltd(601985) , Huaneng Power International Inc(600011) (A & H), China Resources Power (H), Huaneng Lancang River Hydropower Inc(600025) , Sichuan Chuantou Energy Co.Ltd(600674) , Fujian Funeng Co.Ltd(600483) , China Power (H), Jilin Electric Power Co.Ltd(000875) , etc.

petroleum and petrochemical industry review report: collective repurchase of private refining enterprises demonstrates long-term confidence in the industry

Affected by the rise in oil prices, the recent stock price adjustment of private refining and chemical enterprises has been relatively large. However, high oil prices only affect the short-term profits of enterprises, and do not affect the investment value of private refining enterprises. In the future, private refining and chemical enterprises will have significant competitive advantages and overall profits will be guaranteed. It is suggested to actively pay attention to the investment opportunities of private refining enterprises.

electric energy industry tracking report: the cost of lithium battery raw materials is transmitted downstream new energy vehicle enterprises are under pressure to start the price rise

China is the world’s largest lithium consumer, accounting for 54% of the world’s lithium consumption, while 70% of the upstream raw materials of lithium salt depend on imports, and the supply gap of the industry exists for a long time. In the case of shortage of lithium ore supply and mainly relying on imported ore from Australia, the utilization rate of lithium carbonate capacity in China is low, only about 50%. The high demand for lithium battery materials from downstream power batteries has led to the supply of power batteries temporarily or unable to match the rhythm of enterprise scale expansion. The newly built capacity in 2021 cannot be released quickly due to long construction cycle, technical constraints and other factors. It is expected that the capacity climbing will be completed by 2023, and the supply shortage will be alleviated until 2024 or 2025.

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