The scheduled disclosure time of the first quarter quarterly report of listed companies on the Shanghai Stock Exchange was released, and Zhongnongfa Seed Industry Group Co.Ltd(600313) took the lead and will be disclosed on April 8 Shandong Jinjing Science And Technology Stock Co.Ltd(600586) , Jiangsu Kanion Pharmaceutical Co.Ltd(600557) , Zijin Mining Group Company Limited(601899) , Shanghai Putailai New Energy Technology Co.Ltd(603659) , Zhuzhou Kibing Group Co.Ltd(601636) will be disclosed on April 12.
56 companies took the lead in issuing the first quarterly forecast, and the performance of 4 lithium companies is expected to increase by more than 400%
With the disclosure of the annual report of Listed Companies in 2021 and the approach of the second quarter of 2022, the performance forecast of the first quarter of 2022 also gradually surfaced. The industry believes that the current market uncertainty still exists, the stock price is affected by risk appetite in the short term, and is determined by profit in the long term, and the performance may become the core variable driving the market.
According to the data, as of March 23, 56 A-share companies took the lead in disclosing the performance forecast for the first quarter of 2022. Among them, 45 companies had good performance, accounting for 80.36%. Including 20 in advance, 16 in slight increase, 5 in deficit recovery and 4 in profit continuation.
From the perspective of the upper limit of the change range of the predicted net profit, Sichuan Yahua Industrial Group Co.Ltd(002497) net profit attributable to the parent company is expected to achieve a year-on-year increase of 143822%, ranking first. The company said that during the reporting period, the demand of the lithium industry continued to rise, the price of lithium salt products continued to rise, the company seized the opportunity to release production capacity and increase sales, the sales volume of lithium salt products gradually increased, and the profit of lithium business increased significantly.
In addition, 18 companies, including silinger, Guanglian Aviation Industry Co.Ltd(300900) , Guangdong Tonze Electric Co.Ltd(002759) , Do-Fluoride New Materials Co.Ltd(002407) , Zhejiang Yongtai Technology Co .Ltd(002326) etc., are expected to double the net profit attributable to the parent company in the first quarter.
According to the reporter’s combing, 45 performance pre hi stocks show three characteristics. First of all, the head is dominated by lithium resources companies. As the “lithium” choice of the new energy economy track, it occupies an important position in the performance forecast of the first quarter. Among the six companies whose net profit attributable to the parent company is expected to increase by more than 400% year-on-year, lithium concept related companies occupy four seats. They are Sichuan Yahua Industrial Group Co.Ltd(002497) , Guangdong Tonze Electric Co.Ltd(002759) , Do-Fluoride New Materials Co.Ltd(002407) , Zhejiang Yongtai Technology Co .Ltd(002326) .
Fu Honghao, an analyst at Huaxin securities, believes that benefiting from the explosive growth of the new energy lithium battery industry chain, the annualized compound growth rate of global lithium demand will reach 34.53% by 2025, while the annualized compound growth rate of lithium resource supply will only be 28.65%. Lithium resources may be in short supply for a long time, and the prices of lithium carbonate and lithium hydroxide will continue to be high.
Second, small and medium-sized market capitalization companies have become the mainstream of pre hi. As of March 23, the circulating market value of 34 companies was 14.149 billion yuan lower than the average value of a shares, accounting for 75.56%. Among them, some companies have small market value but outstanding pre profit ability. The market value of Pony Testing International Group Co.Ltd(300887) circulation reaches 4.55 billion yuan, and the net profit attributable to the parent company is expected to double year-on-year.
Third, the mechanical equipment industry. The number of mechanical equipment pre hi shares reached 6. Zheng Lei, chief economist of Baoxin finance, believes that the relevant national steady growth policies and moderately advanced infrastructure investment will have a direct or indirect impact on the mechanical equipment manufacturing industry, thus forming the centralized emergence of pre hi companies in the first quarter of this year.
According to Zheng Lei, the performance forecast can help market references find the anchor of individual stock pricing. Similarly, performance anticipation can also push up the target price of institutions for the company’s shares. Data show that in the past 30 days, 10 pre hi companies and institutions have given the target price, of which the latest closing price of 9 pre hi shares is lower than the maximum target price of the institution. Among them, Luxshare Precision Industry Co.Ltd(002475) was highly valued by the institution at 77 yuan / share, and the share price has more than 115% room for rise. The rest of the rest rest rest is made of 8 stocks, including 8 stocks, namely, 8 stocks, namely, 8 stocks, namely, Fujian Rongji Software Co.Ltd(002474) 7 yes.
Meanwhile, the reporter further combed the stock price and found that 30 pre happy stocks fell to varying degrees within the month, accounting for 66.67%. Among them, the shares of China automobile, Salem biology and Zhejiang HENGWEI fell by more than 25%. It is worth mentioning that the market performance of individual stocks such as Lihang technology, Chengdu Jafaantai Education Technology Co.Ltd(300559) , Guanghui Energy Co.Ltd(600256) and so on was relatively strong, with a cumulative increase of more than 13% in the month.
In addition, some pre hi stocks attracted the purchase of financing, indicating that the financing amount is optimistic about its future performance. The net purchase amount of Huaqin technology and Luxshare Precision Industry Co.Ltd(002475) month financing exceeded 250 million yuan, and the net purchase amount of Shede Spirits Co.Ltd(600702) , salen biology, China Automobile Corporation, aomu Co., Ltd. in Shede Spirits Co.Ltd(600702) , etc. month financing exceeded 50 million yuan.
For the investment of pre hi stocks, Yang Delong, chief economist of Qianhai open source fund, said that industries and individual stocks with relatively good growth are undoubtedly sought after by funds in the future. (source: Securities Daily)
