good signal
As of the evening of March 25, 62 listed companies in Shanghai and Shenzhen have disclosed the performance forecast of the first quarterly report of 2022, of which 24 companies have increased in advance, accounting for 38.71%; There were 4 losses and a slight increase of 19. The number of companies with pre increase, loss reduction and slight increase reached 75.81%.
According to the data, 24 pre increase companies are mainly distributed in basic chemical industry, national defense and military industry, medicine and biology and other industries. By combing the reasons for the company’s pre increase, it is found that lithium battery materials continues to maintain a high momentum.
It should be mentioned that in order to further reduce the disclosure burden of market subjects, Shanghai and Shenzhen stock markets no longer require listed companies to disclose quarterly performance forecasts, so the number of companies that disclose quarterly performance forecasts is relatively small. The above companies that choose to voluntarily disclose the first quarterly report show a good awareness of information disclosure and an attitude of releasing positive signals to investors.
lithium battery materials company continues the high boom of last year
Statistics show that among the 62 companies that disclosed the notice, five companies are engaged in the production of raw materials upstream of lithium batteries such as lithium hydroxide and lithium hexafluorophosphate. They all pointed out that benefiting from the continued boom of the new energy industry last year, the market demand for lithium battery materials products is strong, and the price rises sharply year-on-year. Therefore, the performance of the first quarter of this year continues to increase significantly year-on-year.
“Pre increase king” Sichuan Yahua Industrial Group Co.Ltd(002497) said that the demand of lithium industry was rising, and 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.
Guangdong Tonze Electric Co.Ltd(002759) it is estimated that the net profit in the first quarter will change by 742.8% – 827.08% compared with the same period of the previous year. The main reason for the significant increase in performance is that the company’s lithium hexafluorophosphate production unit continues to maintain full capacity production, the production and sales volume of lithium hexafluorophosphate has increased significantly compared with the first quarter of 2021, and the sales price has also increased significantly year-on-year.
Zhejiang Yongtai Technology Co .Ltd(002326) it is estimated that the net profit in the first quarter of 2022 will increase by 410% – 480% compared with the same period of the previous year, mainly due to the large year-on-year growth of the company’s lithium battery materials business. Affected by the overall development trend of the new energy industry, the market demand for lithium battery material products is strong, and the price rises sharply year-on-year; At the same time, the company’s lithium battery material products increased VC, FEC and other products year-on-year. The new capacity of lithium hexafluorophosphate was put into operation at the end of last year, and the production and sales scale increased more than the same period last year. Under the condition of booming production and sales, the operating revenue and profitability of the company’s lithium battery material products increased significantly year-on-year.
Anhui Annada Titanium Industry Co.Ltd(002136) ‘s iron phosphate business accounts for only 20% of the company’s main business. However, thanks to the continuous improvement of the outlook of the lithium battery industry chain, the demand of downstream customers for lithium battery material products has increased strongly, the capacity of the new iron phosphate plant of the subsidiary has been released, and the operating performance has increased significantly year-on-year. The operating performance of titanium dioxide remained stable in the same period.
in addition to the new energy industry, there are also sub industries such as glyphosate, silicone and film and television copyright operation
Zhejiang Xinan Chemical Indusyrial Group Co.Ltd(600596) it is expected that the performance of the company in the first quarter of this year will increase by 313% – 349% year-on-year, mainly because the company’s main products including glyphosate, silicone, industrial silicon and so on are affected by the relationship between supply and demand, continuing the state of continuous prosperity since 2021. Last year, the company achieved a year-on-year increase in net profit of 354.56%.
Beijing Jetsen Technology Co.Ltd(300182) 2021 achieved revenue of 3.772 billion yuan, with a year-on-year increase of 18.49%; The net profit was 461 million yuan, a year-on-year increase of 137.21%. At the same time, it is expected to achieve a net profit of 230260 million yuan in the first quarter of 2022, with a year-on-year increase of 136.21% – 167.02%.
The company said that the reason for the significant increase in performance is that since 2022, with the further enhancement of national copyright protection and the recovery of theater business, the company has focused on film and television copyright operation business, strengthened content integration and further consolidated the dominant position of China’s new media copyright operation dragon. At the same time, the company continues to dig deep into the needs and cooperation of existing customers, increase the distribution of film library and enhance the liquidity of film library.
Huaxi Securities Co.Ltd(002926) believes that the performance growth of Beijing Jetsen Technology Co.Ltd(300182) in the first quarter exceeded the expectation, and the operation inflection point was logically confirmed.
12 companies expect net profit to increase by more than 100%
According to the statistics of the reporter of Shanghai Securities News, according to the lower limit of the year-on-year growth of predicted net profit, a total of 12 companies expect the year-on-year growth of net profit to exceed 100% (excluding turning losses).
Among them, Sichuan Yahua Industrial Group Co.Ltd(002497) , Guangdong Tonze Electric Co.Ltd(002759) and Do-Fluoride New Materials Co.Ltd(002407) performance increased by 105367%, 742.8% and 650.55% respectively. According to the data, companies including Zhejiang Yongtai Technology Co .Ltd(002326) , Miracle Automation Engineering Co.Ltd(002009) and others said that their performance increased significantly due to the prosperity of the new energy industry.
The new energy industry chain continued the high boom of last year in the first quarter of this year, and the performance of relevant listed companies showed a good trend of continuous growth.
In addition to this, there are three other companies, namely, the three companies, namely, the three companies, namely, the three companies, such as the Baotou Dongbao Bio-Tech Co.Ltd(300239) itis expected that the lower limit of year-on-year net profit in the first quarter will exceed 100%.
8 companies achieved profits in the first quarter of this year, exceeding 50% of last year
At present, the disclosed performance forecast for the first quarter not only has a high proportion of anticipation and joy, but also a number of companies have had “explosive” performance.
Statistics show that at present, eight companies have predicted the first quarter net profit (the average of the upper and lower limits of the predicted net profit) to more than 50% of that of last year. Among them, Zhejiang Yongtai Technology Co .Ltd(002326) , Sichuan Yahua Industrial Group Co.Ltd(002497) two companies even exceeded the annual performance of last year by 139.82% and 113.57% respectively.
Moreover, the two companies continued to soar on the basis of high performance growth last year. Their operating revenue increased by 31.65% and 60.99% year-on-year in 2021, and their net profit increased by 136.8% and 185.5% respectively. The data highlights the high growth of the two companies.
In addition, there are six companies including Jun Pu intelligence, Nanjing Yunhai Special Metals Co.Ltd(002182) , Baotou Dongbao Bio-Tech Co.Ltd(300239) , Miracle Automation Engineering Co.Ltd(002009) , Do-Fluoride New Materials Co.Ltd(002407) and Guangdong Tonze Electric Co.Ltd(002759) , which accounted for more than 50% of the net profit in the first quarter of last year.
If nothing happens, these listed companies have locked in the high growth performance of this year in advance.
