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:
115 shares forecast first quarter performance 96 shares increase in advance
Statistics show that as of March 29, 115 listed companies have released quarterly performance forecasts. The type of performance forecast shows that there are 96 pre increase companies and 4 pre profit companies; There are 8 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, 36 companies have a net profit increase of more than 100%; There were 23 companies whose net profit increased by 50% ~ 100%. In terms of individual stocks, Sichuan Yahua Industrial Group Co.Ltd(002497) is expected to have the highest increase in net profit.
644 the company released its annual report 140 the performance of companies doubled
Statistics show that, as of March 29, 644 companies have released their annual reports for 2021, of which 468 have a year-on-year increase in net profit, 176 have a decrease, 563 have a year-on-year increase in operating income, 81 have a decrease, 450 have a simultaneous increase in net profit and operating income, 63 have a decrease in profit and income, and 140 have doubled their performance, of which Sichuan Hebang Biotechnology Co.Ltd(603077) has the largest increase of 728428%.
first quarter performance surge list: 36 share net profit doubled
Statistics show that as of March 29, 115 companies have released quarterly performance forecasts. The type of performance forecast shows that there are 96 pre increase companies and 4 pre profit companies, with a total proportion of 86.96% of reporting companies; There are 8 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, 36 companies have a net profit increase of more than 100%; There were 23 companies whose net profit increased by 50% ~ 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) , Chengxin Lithium Group Co.Ltd(002240) it is estimated that the median year-on-year growth rate of net profit is 909.29% and 861.38% respectively, ranking the second and third.
new energy vehicle boom pull multi company first quarter performance forecast
The continuous hot new energy vehicle market has significantly boosted the benefits of upstream and downstream enterprises in the industrial chain. After the substantial increase of profit in 2021, many companies made another performance prediction in the first quarter of 2022. After entering the new energy track from the garment industry, Ningbo Shanshan Co.Ltd(600884) ( Ningbo Shanshan Co.Ltd(600884) ) regained its performance rise. After the profit in 2021 was greatly predicted, on March 28, the company further disclosed the performance forecast for the first quarter of 2022, and the net profit increased again year-on-year.
30 GEM companies’ first quarter performance debut 66.67% pre increase
Statistics show that as of March 29, 30 GEM companies have released the first quarter performance forecast. According to the statistics of performance forecast type, there are 20 pre increase companies and 2 pre profit companies, and the total proportion of reporting companies is 73.33%; 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, a total of 10 companies have a net profit increase of more than 100%; There are two companies whose net profit increases between 50% and 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
industry performance summary:
weekly report of securities industry: securities companies enter the intensive period of performance disclosure wealth management dividends gradually highlight
Securities companies have entered the intensive period of performance disclosure, and wealth management dividends have gradually become prominent. At present, a number of listed securities companies have issued 2021 annual performance reports, and securities companies have entered the intensive period of performance disclosure. In addition, according to the performance express of 24 listed securities companies in the early stage, their revenue and net profit all achieved positive growth. Among them, the revenue and net profit of many securities companies have increased by more than 30%, and the main line of big wealth management has become the main handle. The early transformation has begun to take effect, which is expected to bring bonus performance increment to securities companies.
national defense industry weekly report: performance gradually verifies the prosperity military industry long-term logic determination
Since the beginning of the year, the marginal valuation of military industry has been close to the bottom, with an obvious decline since the beginning of the year. Recently, gradually disclose the performance of 2021 to verify the high outlook of the military industry; In recent years, the equity incentive of military enterprises has been continuously implemented, which has mobilized the enthusiasm of senior managers and employees of the company, further guaranteed the company’s performance and endogenous growth of military enterprises; Military enterprises continue to increase and expand production, which reflects the confidence of military enterprises in future order growth and highlights the strong certainty of the industry. Therefore, we firmly believe that the military industry sector has high prosperity and strong certainty, and has good investment value at present.
medical and health industry: focus on epidemic prevention and control continue to be optimistic about performance growth, oversold rebound
Continue to be optimistic about the upstream API sector of the industrial chain and the upstream pharmaceutical supply chain: ① the dual path growth of industrial upgrading + industrial extension of the API sector is expected to continue to improve the profitability of the API sector in 2022.
② Focus on the investment opportunities in the supply chain during the 14th Five Year Plan period (industrial upgrading + domestic substitution), including subdivided fields such as equipment and equipment, scientific instruments, upstream reagent consumables for scientific research, upstream consumables for pharmaceutical industry and raw and auxiliary material packaging materials.
automobile industry: National hydrogen energy medium and long term development plan define the strategic height of hydrogen energy
Due to the improvement of the strategic positioning of hydrogen energy, from the original transportation field to the energy level, there will be opportunities in hydrogen production, hydrogen storage, hydrogen transportation, hydrogenation and the use of hydrogen energy. Especially in the hydrogen production and storage and transportation links, especially in the hydrogen production and storage and transportation, which are suggested to focus on. The hydrogen storage and transportation links are suggested to focus on. The hydrogen storage and transportation links are suggested to focus on. The middle class is the most concentrated ones among the proposed attention, among which are the ones that focus on the parts of the fuel cell system, among which are the ones that are suggested to focus on the links of the fuel cell system. The fuel cell system links are suggested to focus on the links of the fuel cell system, and the fuel cell system links are suggested to focus on the links of the fuel cell system. The Weichai Power Co.Ltd(000338) 66 , Sinotruk Jinan Truck Co.Ltd(000951) .
