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:
56 shares forecast first quarter performance 39 shares increase in advance
Statistics show that as of March 25, 56 listed companies have released quarterly performance forecasts. The type of performance forecast shows that there are 39 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.
441 the company released its annual report 99 the performance of companies doubled
Statistics show that, as of March 25, 441 companies have released their annual reports for 2021, of which 312 have increased their net profit year-on-year, 129 have decreased, 383 have increased their operating income year-on-year, 58 have decreased, 298 have increased their net profit and operating income at the same time, 44 have decreased their profit and income, and 99 have doubled their performance, of which Sichuan Hebang Biotechnology Co.Ltd(603077) has the largest increase, reaching 728428%.
20 GEM companies’ first quarter performance debut 55.00% pre increase
Statistics show that 20 GEM companies released the first quarter performance forecast. According to the type of performance forecast, there are 11 companies with performance increase in advance, 2 companies with profit in advance, 3 companies with decline in advance and 1 company with loss in advance.
scheduled disclosure schedule of the first quarterly report released layout of high performance growth stocks at the right time
On March 24, the Shanghai Stock Exchange took the lead in releasing the reservation schedule of the first quarterly report of Shanghai stock exchange companies in 2022. According to the data, Zhongnongfa Seed Industry Group Co.Ltd(600313) ( Zhongnongfa Seed Industry Group Co.Ltd(600313) ) will take the lead, and the company will disclose it on April 8 Shandong Jinjing Science And Technology Stock Co.Ltd(600586) ( Shandong Jinjing Science And Technology Stock Co.Ltd(600586) ), Jiangsu Kanion Pharmaceutical Co.Ltd(600557) ( Jiangsu Kanion Pharmaceutical Co.Ltd(600557) ), Zijin Mining Group Company Limited(601899) ( Zijin Mining Group Company Limited(601899) ), Shanghai Putailai New Energy Technology Co.Ltd(603659) ( Shanghai Putailai New Energy Technology Co.Ltd(603659) ), Zhuzhou Kibing Group Co.Ltd(601636) ( Zhuzhou Kibing Group Co.Ltd(601636) ) will be disclosed on April 12.
The reporter noted that the above six companies did not disclose the first quarter performance forecast, and some companies did not even disclose the 2021 annual report, and there was no annual performance forecast or express report. Among them, Zhongnongfa Seed Industry Group Co.Ltd(600313) 2021, the first to disclose the first quarterly report, realized an operating revenue of about 750 million yuan from January to September, a year-on-year decrease of 26.88%. The net profit was about – 1.27 million yuan, a year-on-year decrease of 133.64%.
more than 70% of the annual report is disclosed. Listed companies plan cash dividends the banking industry ranks first with 358 billion yuan in dividend scale 23456 billion yuan
With the disclosure of the annual report gradually entering a climax, the cash dividends of A-share listed companies continue to become the focus of the market. On March 23, 18 listed companies announced their cash dividend plans in their 2021 annual report. The amount of dividends to be paid by Maanshan Iron & Steel Company Limited(600808) and other three companies exceeded 1 billion yuan. According to the data, as of March 24, before the press release of the reporter, 452 A-share listed companies had disclosed the annual report of 2021, of which 335 planned cash dividends, accounting for 74%, and the total proposed cash dividends amounted to 178.3 billion yuan. In addition, the reporter noted that at present, the scale of cash dividends proposed by Listed Companies in the banking industry has reached 35.8 billion yuan, far ahead of other industries
industry performance summary:
special topic of medium and long-term development planning of hydrogen energy industry: promotion of hydrogen energy status application blueprint initially appeared
The medium and long-term plan defines the important position of hydrogen energy in the energy system, which is conducive to boosting the market’s confidence in the long-term development of the industry; It also outlines the prospect of future industrial development. Lithium and hydrogen batteries in the automotive field are expected to complement each other; In the fields of energy storage, distributed energy and industrial carbon reduction, hydrogen energy will play a greater role and become an indispensable energy in the “double carbon” process. We suggest that we focus on companies that meet the expectations of our industrial plan, actively lay out in relevant sectors and have a first mover advantage: fuel cell stacks, systems related 6883 Beijing Sinohytec Co.Ltd(688339) , Fujian Snowman Co.Ltd(002639) Moon Environment Technology Co.Ltd(000811) , Zhangjiagang Furui Special Equipment Co.Ltd(300228) , related to green hydrogen production and application Ningxia Baofeng Energy Group Co.Ltd(600989) .
digital exhibition industry report: Post epidemic era digital exhibition drives the rise of exhibition leaders
In the post epidemic era, digital exhibition drives the rise of exhibition leaders. According to the UFI survey, 58% of respondents (exhibition enterprises) said they had added digital services / products (such as applications, digital advertising and digital signage) to their existing exhibition products. According to the data of the 31st conference, the epidemic has had a far-reaching impact on the operation of convention and exhibition units and accelerated the digital transformation. More than 41% of institutions believe that no matter what type of convention and exhibition units are, the digital transformation is the general trend. It is suggested to pay attention to: under the epidemic situation, the “cloud Exhibition” platform has obvious advantages, advanced exhibition hall management experience and significant location advantages: Dlg Exhibitions & Events Corporation Limited(600826) .
automotive industry depth report: what do you think of the collective price rise of new energy vehicles
Industrial transformation α， The tide of the times β。 In February 2022, the penetration rate of new energy passenger vehicles increased to 21.6%, the automotive industry changed, the gross profit margin of Tesla and new forces continued to increase, and the performance of Tesla‘s domestic suppliers generally increased rapidly; Tesla wave brings vehicle valuation revaluation, NOA function redefines, smart cars trigger an arms race, hardware stacking, and there is a large space for domestic substitution.
pharmaceutical and biological industry: antigen detection is temporarily included in medical insurance focus on small molecule covid-19 drugs
We expect that covid-19 drug production capacity will continue for some time, especially in the context of the long-term epidemic, specific drugs will be an important means of prevention and treatment, so we can pay attention to the corresponding OEM or upstream enterprises. After the antigen detection is incorporated into the medical insurance, the payment burden of the people will be reduced, which will stimulate the growth of demand. We can pay appropriate attention to the upstream and downstream industrial chain.
