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:
high performance growth stocks in the first quarter look ahead 27 stocks double the increase in net profit
Statistics show that as of March 28, 74 companies have released a quarterly performance forecast. The type of performance forecast shows that there are 56 companies with pre increase and 4 companies with pre profit, and the proportion of companies reporting good news in total is 81.08%; There are 7 and 2 companies whose performance is expected to decline and loss in advance respectively. Among the performance prediction companies, according to the median increase of expected net profit, a total of 27 companies have a net profit increase of more than 100%; There are 13 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% Tibet Mineral Development Co.Ltd(000762) , slinger estimated that the median year-on-year growth rate of net profit was 909.29% and 796.28% respectively, ranking the second and third.
74 shares forecast first quarter performance 56 shares increase in advance
Statistics show that as of March 28, 74 listed companies have released a quarterly performance forecast. The type of performance forecast shows that there are 56 pre increase companies and 4 pre profit companies; There are 7 and 2 companies whose performance is expected to decline and loss in advance respectively. Among the performance prediction companies, according to the median increase of expected net profit, a total of 27 companies have a net profit increase of more than 100%; There are 13 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% Tibet Mineral Development Co.Ltd(000762) , slinger estimated that the median year-on-year increase in net profit was 909.29% and 796.28% respectively.
institutions, shareholders and executives scramble to buy these performance surge shares
From January 29 to March 28, among the dragon and tiger list, 392 individual stocks appeared in the figure of institutions, of which 131 stocks showed the state of net buying by institutions and 261 stocks were sold by institutions. There were 9 stocks with net purchases of more than 100 million yuan by institutions, and the top three were Hoshine Silicon Industry Co.Ltd(603260) , Yonghui Superstores Co.Ltd(601933) , Wuxi Shangji Automation Co.Ltd(603185) , with net institutional capital inflows of 694 million yuan, 381 million yuan and 353 million yuan respectively. Among the 1195 stocks with significant growth (an increase of 50% or more) in 2021, 40 were net purchased by institutions from January 29 to March 28.
23 companies on GEM showed 56.52% performance in the first quarter pre increase
Statistics show that as of March 28, 23 GEM companies have released the first quarter performance forecast. According to the statistics of performance forecast type, there are 13 pre increase companies and 2 pre profit companies, and the total proportion of reporting companies is 65.22%; There are 4 companies whose performance is expected to decline and 1 company whose performance is expected to suffer losses. Among the performance prediction companies, according to the median increase of expected net profit, the net profit of 8 companies increased by more than 100%; There was one company whose net profit increased by 50% ~ 100%. Specifically, Guanglian Aviation Industry Co.Ltd(300900) is expected to have the highest increase in net profit. The company expects the median increase in net profit in the first quarter to be 784.08% Baotou Dongbao Bio-Tech Co.Ltd(300239) , Porton Pharma Solutions Ltd(300363) the median year-on-year increase in net profit is 396.90% and 280.00% respectively, ranking the second and third.
536 the company released its annual report 115 the performance of companies doubled
Statistics show that, as of March 28, 536 companies have released their annual reports for 2021, of which 384 have a year-on-year increase in net profit, 152 have a decrease, 467 have a year-on-year increase in operating income, 69 have a decrease, 366 have a simultaneous increase in net profit and operating income, 51 have a decrease in profit and income, and 115 have doubled their performance, of which Sichuan Hebang Biotechnology Co.Ltd(603077) has the largest increase of 728428%
industry performance summary:
pharmaceutical industry weekly report: continue to pay attention to performance fulfillment + epidemic prevention and control dual main line
It is suggested to focus on the two main lines of high performance growth and epidemic prevention and control. Epidemic prevention and control mainly includes detection and killing, including detection and killing, vaccines and specific drugs and their R & D industrial chain, upstream supply chain, etc., with emphasis on vaccines, specific drugs (domestic and foreign) and their R & D industrial chain and the direction of traditional Chinese medicine anti epidemic. It is suggested to pay attention to: Wuxi Apptec Co.Ltd(603259) , Zhejiang Jiuzhou Pharmaceutical Co.Ltd(603456) , Yaoming biology, Zhejiang Hisun Pharmaceutical Co.Ltd(600267) , China Meheco Group Co.Ltd(600056) , etc.
weekly report of petrochemical industry: short-term crude oil change intensifies refining and chemical industry has strong certainty of long-term performance growth
In the future, private refining and chemical enterprises will have significant competitive advantages and guaranteed profits: there is still room for the upstream and downstream production capacity of refining and chemical leaders, and they have the ability and advantage to expand the scale compared with other enterprises in the industry. The industry concentration may continue to improve, the performance growth is uncertain, and the market of large refining and chemical sector is expected to continue. We suggest continuing to pay attention to the leading private refining enterprises Hengli Petrochemical Co.Ltd(600346) , Rongsheng Petro Chemical Co.Ltd(002493) , Jiangsu Eastern Shenghong Co.Ltd(000301) , Tongkun Group Co.Ltd(601233) , Hengyi Petrochemical Co.Ltd(000703) .
mass products industry 2022q1 performance Outlook: rigid demand for dairy mustard wait for the haze of the epidemic to dissipate
2022q1 popular products listed companies are still under pressure. On the one hand, although the demand side performed well from January to February, the epidemic since March has repeatedly led to the contraction of terminal demand; On the other hand, the prices of packaging materials and raw materials are still rising, and the external uncertain environment will continue to affect the subsequent costs.
In this context, we suggest paying attention to the target that the demand is less affected by the epidemic and even benefits to a certain extent, and the cost side increases less or even falls back. We suggest actively paying attention to Chongqing Fuling Zhacai Group Co.Ltd(002507) , Inner Mongolia Yili Industrial Group Co.Ltd(600887) , Chacha Food Company Limited(002557) , Zhongyin Babi Food Co.Ltd(605338) . At present, the market is waiting for the haze to dissipate. We believe that after the follow-up epidemic repair, the industry concentration will be accelerated. We pay attention to the leaders with core competitiveness. We suggest to choose the opportunity to lay out Foshan Haitian Flavouring And Food Company Ltd(603288) , Juewei Food Co.Ltd(603517) , Fu Jian Anjoy Foods Co.Ltd(603345) , Tsingtao Brewery Company Limited(600600) , etc.
national defense industry weekly report: bottom establishment performance and valuation will resonate
Optimistic about the high prosperity of the industry under the demand for equipment upgrading during the 14th Five Year Plan period; From the perspective of usage, with the increase of actual training times, the loss of trainer aircraft and the replenishment of missile inventory are increased. We are optimistic about the aviation industry chain and the missile industry chain with high consumables. On the other hand, we are optimistic about the transfer and transformation of aerospace technology achievements to economy and society, the development of Beidou industrial chain under aerospace industry services and the Internet of things, and the development of special chips under the new round of digital currency reform. Suggestions and concerns: the focus of the proposal is to focus on the following issues: the focus of the proposal for the proposal: the focus of the proposal for the proposal: the focus of the focus: Aerospace Ch Uav Co.Ltd(002389) \ ( Gaona Aero Material Co.Ltd(300034) ), etc.
