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:
first quarter performance surge list of GEM stocks
Statistics show that 19 GEM companies released the first quarter performance forecast. In terms of the type of performance forecast, there are 10 performance increase in advance, 2 profit in advance, 3 decline in advance and 1 loss in advance.
54 shares forecast first quarter performance 37 shares increase in advance
Statistics show that as of March 24, 54 listed companies have released quarterly performance forecasts. The type of performance forecast shows that there are 37 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, the net profit of 20 companies increased by more than 100%; There are 7 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.
381 the company released its annual report 87 the performance of companies doubled
Statistics show that as of March 24, 381 companies have released their annual reports for 2021, of which 271 have a year-on-year increase in net profit, 110 have a decrease, 335 have a year-on-year increase in operating income, 46 have a decrease, 261 have a simultaneous increase in net profit and operating income, 36 have a decrease in profit and income, and 87 have doubled their performance, of which Sichuan Hebang Biotechnology Co.Ltd(603077) has the largest increase of 728428%.
high performance growth stocks in the first quarter look ahead 20 stocks double the increase in net profit
Statistics show that as of March 24, 54 companies have released a quarterly performance forecast. The type of performance forecast shows that there are 37 companies with pre increase and 4 companies with pre profit, and the proportion of companies reporting good news in total is 75.93%; 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, the net profit of 20 companies increased by more than 100%; There are 7 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 Guangdong Tonze Electric Co.Ltd(002759) expect the median year-on-year growth rate of net profit to be 796.28% and 784.94% respectively, ranking the second and third.
Share increase and performance increase of these institutions
From January 25 to March 24, 409 individual stocks appeared in the dragon and tiger list, of which 147 stocks showed the status of net buying by institutions and 262 stocks were sold by institutions. There were 10 stocks with a net purchase of more than 100 million yuan by institutions, and the top three were Hoshine Silicon Industry Co.Ltd(603260) , Yonghui Superstores Co.Ltd(601933) , Jiangsu Zhongtian Technology Co.Ltd(600522) , and the net inflow of institutional funds was 694 million yuan, 381 million yuan and 355 million yuan respectively. Among the 1195 stocks with significant growth (an increase of 50% or more) in 2021, 49 were net purchased by institutions from January 25 to March 24
industry performance summary:
environmental protection engineering and service industry: clarify the important strategic position of hydrogen energy focus on strengthening hydrogen production from renewable energy and key core technologies
The first medium and long-term plan for the development of hydrogen energy industry was issued, indicating the development objectives and direction of hydrogen production, storage, transportation, filling and application, focusing on encouraging the research and large-scale application of hydrogen production from renewable energy, and accelerating the development of the whole industrial chain. Suggestions: hydrogen production [ Jiangxi Jovo Energy Co.Ltd(605090) ], [ Suzhou Jinhong Gas Co.Ltd(688106) ]; Filling equipment [ Moon Environment Technology Co.Ltd(000811) ], [ Houpu Clean Energy Co.Ltd(300471) ]; Hydrogen fuel cell and complete vehicle [ Beijing Sinohytec Co.Ltd(688339) ], [ Pan Asian Microvent Tech (Jiangsu) Corporation(688386) ], [ Changzhou Tenglong Auto Parts Co.Ltd(603158) ], [ Shanxi Meijin Energy Co.Ltd(000723) ], [ Yutong Bus Co.Ltd(600066) ].
biological products industry research: vaccine is more important than Mount Tai covid-19 vaccine industry chain investment opportunities
Suggestions and concerns: ① companies that have been approved for emergency use / conditional listing will immediately benefit from the continuous promotion of basic immunization and the vaccination of 100 million doses of booster needles, including: Chongqing Zhifei Biological Products Co.Ltd(300122) , Cansino Biologics Inc(688185) , Shenzhen Kangtai Biological Products Co.Ltd(300601) . ② Companies with rapid R & D progress and initial industrialization ability may benefit from the need to accelerate the listing of epidemic prevention and control. They can not only benefit from the sales revenue brought by vaccine promotion, but also benefit from the subsequent R & D of other vaccines once the innovative technology platform is verified. Relevant targets include: Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) , Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) , Shenzhen Kangtai Biological Products Co.Ltd(300601) , Walvax Biotechnology Co.Ltd(300142) , Livzon Pharmaceutical Group Inc(000513) , clover biology, etc.
2022 spring investment strategy of food and beverage industry: sector stabilization leader enters the layout range
We believe that high-end wine is still the track with stable growth and the strongest certainty. The growth elasticity of the secondary high-end is still greater than that of the high-end, maintaining a high prosperity. However, considering the high base and the rhythm of channel expansion, it is expected that the growth rate of the secondary high-end in 22 years will slow down compared with that in 21 years. From a regional perspective, Hui liquor and Su liquor showed strong performance in the Spring Festival of 22 years, and consumption capacity and consumption upgrading are still the core driving forces. At the current time point, at the current time point, when the external environment is subject to great uncertainty, we think certainty is the most important, we think certainty is the most important, we prefer the varieties with the strongest certainty, and in the case of high certainty, we prefer the varieties with short-term high growth, long-term high growth, clear long-term logic, clear long-term logic, big room for growth, big room for growth, when there is great uncertainty in the external environment, we think certainty is the most important, we prefer the varieties with the strongest certainty, in the case of high certainty, in the case of high uncertainty, we prefer the varieties with short-term high growth, clear long-term logic and big room for growth space, with key recommendations: Maanshan Iron & Steel Company Limited(600808) 080809 \ , Anhui Gujing Distillery Company Limited(000596) .
home appliance industry weekly report: policy supply side double promotion home appliance market demand is improving
Considering the current policy side, the implementation of a series of policies and measures such as reducing taxes and fees and promoting consumption of household appliances will promote the recovery of the demand of household appliances market; As for the supply side, under the active promotion of industrial structure upgrading by household appliance enterprises, the product quality and intelligent level are continuously improved, and the household appliance industry may gradually usher in the recovery stage. Therefore, it is suggested to continue to pay attention to Midea Group Co.Ltd(000333) ( Midea Group Co.Ltd(000333) . SZ), Haier Smart Home Co.Ltd(600690) ( Haier Smart Home Co.Ltd(600690) . SH), Hangzhou Robam Appliances Co.Ltd(002508) ( Hangzhou Robam Appliances Co.Ltd(002508) . SZ) with continuous optimization of product structure and steady increase of medium and high-end market share, as well as the related targets of high revenue and profit increase in the disclosure of recent performance express.
