According to incomplete statistics, on March 27, 14 A-share companies disclosed the pre announcement of first quarter performance. Among them, the proportion of the lower limit of net profit growth exceeding one time exceeds 40%, and Tongwei Co.Ltd(600438) expects the upper limit of performance growth in the first quarter to reach 514%.
Further, the pre added companies are mainly concentrated in materials, biomedicine, new energy and other fields, reflecting the continued prosperity of these tracks.
According to incomplete statistics, on March 27, 14 A-share companies disclosed the performance forecast of the first quarterly report, all of which were increased in advance. Among them, the lower limit of the year-on-year growth of the predicted net profit (deducting non net profit) of six companies exceeded one time, accounting for more than 40%.
Tongwei Co.Ltd(600438) won the title of performance pre increase Tongwei Co.Ltd(600438) disclosed that the company expects the net profit attributable to shareholders of Listed Companies in the first quarter of this year to increase by 4.053 billion yuan to 4.353 billion yuan compared with the same period of last year, with a year-on-year increase of 478% to 514%; The net profit attributable to shareholders of listed companies after deducting non recurring profits and losses will increase by 4.004 billion yuan to 4.304 billion yuan, a year-on-year increase of 503% to 541%.
For the growth of performance, Tongwei Co.Ltd(600438) said that during the reporting period, the installed capacity of photovoltaic exceeded expectations, the demand for polysilicon products was strong, and the market price increased year-on-year; The company’s new production capacity was effectively released, the output increased year-on-year, and the volume and profit increased in the first quarter.
In addition to Tongwei Co.Ltd(600438) , Hubei Xingfa Chemicals Group Co.Ltd(600141) , Anhui Wanwei Updated High-Tech Material Industry Co.Ltd(600063) , Hunan Changyuan Lico Co.Ltd(688779) , Henan Liliang Diamond Co.Ltd(301071) , Suzhou Nanomicro Technology Co.Ltd(688690) and other companies, the lower limit of performance growth in the first quarter is more than doubled. For example, Hubei Xingfa Chemicals Group Co.Ltd(600141) expects the net profit in the first quarter of this year to be about 1.7 billion yuan, a year-on-year increase of 379.35%. For the performance growth, Hubei Xingfa Chemicals Group Co.Ltd(600141) said there were three reasons. First, the chemical industry continued to boom, and the prices of glyphosate, yellow phosphorus and phosphate fertilizer continued to run at a high level, giving full play to the advantages of the company’s industrial chain; Second, the two joint-stock companies were completed and put into operation, and the production and sales of phosphate fertilizer of the company increased significantly year-on-year; Third, benefiting from the rapid development of downstream carbon fiber and integrated circuit industries, the profitability of new chemical materials such as dimethyl sulfoxide and wet electronic chemicals has been significantly improved.
At the same time, 14 companies with pre increased performance also show distinctive characteristics in the industry – materials and equipment companies are the “big winners”. Specifically, among the 14 pre added companies, among the 14 pre added companies, the Hubei Xingfa Chemicals Group Co.Ltd(600141) electricalmaterials, semiconductors, photovoltaic and other fields are still in high momentum.
Hunan Changyuan Lico Co.Ltd(688779) disclosed that the net profit attributable to the owners of the parent company in the first quarter is expected to be 280 million yuan to 320 million yuan, with a year-on-year increase of 143.00% to 177.72%. The company said that the performance growth was mainly due to the completion and operation of the first phase of the production expansion project of automotive lithium battery cathode materials, the gradual release of new production capacity during the reporting period, the growth of product production and sales, the strong market demand, the rise of product prices and the substantial increase of the company’s operating revenue.
