Today (March 31), the main contents of the daily of A-share listed companies are as follows: Yu Liang apologized to 520000 shareholders, and Vanke has cancelled all executive levels; 2 trillion “maowang” submitted the paper, with a net profit of 52.4 billion, and more than half of the proposed dividends; A shares welcome “Big Mac” again, and CNOOC’s issuance is approved; China’s two major wafer factories reported “dou” performance S.F.Holding Co.Ltd(002352) revenue increased by 30% and net profit decreased by more than 40%
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net profit drops by 45% ! One of the 52 23345567 the
On the evening of the 30th, Vanke released its 2021 annual report. In 2021, in the case of great challenges in the external environment, Vanke’s net profit rarely decreased by 45.7%, far lower than market expectations.
On the morning of 31st, Vanke held the performance meeting of 2021 annual report. Different from the traditional performance meeting in previous years, the opening of this meeting did not introduce the performance by the Secretary of the board of directors Zhu Xu, but the chairman Yu Liang took the initiative to analyze the reasons for the decline in profits in 2021 to 520000 shareholders before taking the stage. Yu Liang took the initiative to apologize that the poor performance in 21 years disappointed shareholders. But he also expressed the determination and confidence of Vanke to achieve stabilization and recovery.
Yu Liang also admitted that when he handed over such a report card, he felt pressure and felt a sense of urgency. And he voluntarily gave up all the bonuses in 2021. During the reporting period, the eight directors, supervisors and senior managers in the company received a total pre tax remuneration of RMB 34.096 million from the group, a year-on-year decrease of 50.0%. Among them, Yu Liang voluntarily gave up all his bonuses in 2021. According to the annual report, according to the resolution of the company’s first extraordinary general meeting in 2018 and confirmed by the ninth meeting of the remuneration and Nomination Committee of the 19th board of directors, Yu Liang’s total annual immediate cash remuneration in 2021 was 6.735 million yuan. As Yu Liang voluntarily gave up the annual bonus, his actual annual cash salary in 2021 was 1.547 million yuan, a year-on-year decrease of 87.6%.
2 trillion “maowang” hand in the paper! Revenue exceeded 100 billion net profit 524 billion for the first time, and more than half of the planned dividends this year’s target growth rate is 15%
The high-profile “king of a shares” 2021 annual report came late at night on March 30. According to the financial report, Kweichow Moutai Co.Ltd(600519) last year achieved an operating revenue of 106.19 billion yuan, a year-on-year increase of 11.88%, breaking the 100 billion mark for the first time, with a net profit of 52.46 billion yuan, a year-on-year increase of 12.34%, which is almost the same as the performance forecast at the beginning of the year. While the performance reached a new high, Maotai’s dividend scheme also made a history. It is planned to distribute a cash dividend of 216.75 yuan (including tax) for every 10 shares, with a total profit of 27.223 billion yuan, accounting for 52% of the net profit.
Maotai’s annual report also has several highlights. First, the reform of marketing channels has been promoted rapidly, and the direct sales revenue has increased by 81.49%, while the wholesale agent sales have hardly increased; Second, the revenue growth of other series of liquor reached 26.06%, much higher than the growth rate of Maotai liquor of 10.18%. The overseas business expansion effect of Maotai is general. Although the base is small, it is still lower than the growth rate of sales in China.
a shares welcome the “Big Mac” again? CNOOC issue approved! Daily earnings of nearly 2 billion issued no more than 2.99 billion shares
On March 30, the issuance of A-Shares of CNOOC (hereinafter referred to as CNOOC) was approved by the CSRC and is valid for 12 months from the date of approval. The CSRC issued a reply approving the company to publicly issue no more than 2.99 billion new shares (including new shares issued by exercising the over allotment option). In terms of performance, thanks to the rise of international oil prices and good cost control, CNOOC’s profit in 2021 reached the best level in history.
The company’s annual revenue was 246111 billion yuan, a year-on-year increase of 58.4%; The net profit attributable to shareholders was 70.32 billion yuan, a year-on-year increase of 181.8%. After conversion, CNOOC makes a net profit of nearly 200 million yuan per day.
CNOOC has previously disclosed that it plans to be listed on the main board of Shanghai Stock Exchange and is expected to raise 35 billion yuan. The raised funds are mainly used for a number of oil and gas field development projects outside China, including Guyana payara oilfield, Liuhua 11-1 / 4-1 oilfield and Lingshui 17-2 gas field.
According to the data, CNOOC ranked 21st in the history of A-Shares in terms of the number of new shares issued this time. According to the estimated fund-raising amount previously disclosed by the company, it ranks 12th in the history of a shares.
semiconductor continues to enjoy a high boom! Financial report “fight” performance of China’s two major wafer factories sing the theme of expanding production
The significance of the wind vane of leading companies is that their performance directly reflects the level of industrial development and industrial prosperity. On March 30, Semiconductor Manufacturing International Corporation(688981) released the financial report of 2021, and the net profit increased by 147.7% year-on-year. Just the day before (the 29th), Huahong semiconductor also disclosed its financial report for 2021, with a year-on-year increase in net profit of 593.3%.
The strong performance growth disclosed by China’s two leading wafer factories shows the development speed and strong growth of China’s semiconductor industry. Its accelerated “production expansion” also means that the semiconductor industry will continue to maintain a high boom and the structural capacity tension will continue.
S.F.Holding Co.Ltd(002352) revenue increased by 30% net profit decreased by more than 40%
S.F.Holding Co.Ltd(002352) ( S.F.Holding Co.Ltd(002352) ), which suffered a huge loss of nearly 1 billion yuan in the first quarter of last year, disclosed the annual performance on March 30. On the whole, it showed the characteristics of revenue growth but net profit decline.
According to the financial report, S.F.Holding Co.Ltd(002352) 2021 achieved a revenue of 207187 billion yuan, a year-on-year increase of 34.55%; The net profit attributable to the shareholders of the listed company was 4.270 billion yuan; A year-on-year decrease of 41.73%. After deducting non recurring profits and losses, SF recorded a net profit of RMB 1.834 billion in 2021, a year-on-year decrease of 70.09%. The company achieved earnings per share of 0.93 yuan / share
Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) and other 32 shares were net purchased by institutions in the past five days
Statistics show that among the dragon and tiger lists in the past five trading days, 99 stocks have appeared in the figure of institutions, of which 32 stock presentation institutions have net purchases and 67 stock presentation institutions have net sales. The top three institutions in net purchases in the past five days are Tech-Bank Food Co.Ltd(002124) , Guangdong No.2 Hydropower Engineering Company Ltd(002060) , Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) . At the same time, among the dragon and tiger list stocks that have landed on the Shanghai and Shenzhen stock markets in the past five trading days, the sales department has net bought larger stocks Andon Health Co.Ltd(002432) , Beijing Jingcheng Machinery Electric Company Limited(600860) , China Minsheng Banking Corp.Ltd(600016) . Specifically, Andon Health Co.Ltd(002432) is the most favored stock of funds, with the net purchase amount of the business department reaching 251 million yuan, ranking first in the list.
160 shares received the institutional buy in rating Goertek Inc(002241) shares received the highest attention
Statistics show that on March 30, 160 stocks received institutional buy rating. Among them, Goertek Inc(002241) has the highest attention and has won 10 institutional buy in rating records Shandong Hualu-Hengsheng Chemical Co.Ltd(600426) , Fibocom Wireless Inc(300638) , Joyoung Co.Ltd(002242) , Great Wall Motor Company Limited(601633) , New China Life Insurance Company Ltd(601336) and other stocks won 9, 8, 8, 8 and 6 institutional buy rating records respectively.
top flow fund manager’s hidden heavy positions exposed! Zhang Kun, Liu Yanchun, Feng Mingyuan and Liu Gesong bought these shares
The reporter found that among the active equity funds with a scale of more than 5 billion yuan, more than 30% of the individual stocks entered the invisible heavy positions of fund products for the first time. With the continuous allocation and position adjustment of fund managers, it is not excluded that these stocks will enter the top ten heavy positions of fund products in the subsequent financial disclosure. To be more specific, the hidden heavy warehouse stocks are dominated by the hidden heavy warehouse stocks, which include Wuxi Apptec Co.Ltd(603259) 1 etc., most of which are also the top ten heavy positions of public funds.
Wuxi Apptec Co.Ltd(603259) is the top ten heavy position stocks of many fund products and the largest invisible heavy position stock of star fund managers. Specifically, Wuxi Apptec Co.Ltd(603259) is the 11th heavy position stock of harvest competitiveness optimization a, BOCOM new growth, e-fund new income a, BOCOM selection, Jingshun great wall core Zhongjing held in one year and Jingshun great wall core bidding.
It is worth noting that Qinghai Salt Lake Industry Co.Ltd(000792) has less than 300 holding funds, and the number of heavily held funds is not outstanding, but it is the invisible holding stocks of many star funds. For example, Qinghai Salt Lake Industry Co.Ltd(000792) appears in Zheng Zehong’s Huaxia energy innovation a, Shi Yuxin and Lu Ben’s Hua’an Ankang a, Li Xiaoxing and Zhang Ping’s Yinhua Xinxiang holding for one year, Yang Ruiwen’s Jingshun Great Wall new energy industry a, Lu Bin’s HSBC Jinxin dynamic strategy a, and Shi Cheng’s SDIC UBS industry trend a.
institution 4 month investment strategy optimism focus on undervalued growth
For the focus of the organization in the second quarter, the strategy report recently released by the organization shows that with the disclosure of the annual report of Listed Companies in April and the results of the first quarter, the prosperity of various industries will be confirmed. We can pay attention to the high prosperity sectors such as coal and nonferrous metals with rapid profit growth, as well as infrastructure and banks with steady growth.
The Milky Way Securities believes that with the gradual disclosure of earnings reports, the prosperity of various industries will be further confirmed. The current A valuation bubble has been squeezed, and the importance of value investing has been uplifted. It can be used to assess the value of stocks and make high-quality stocks with high profitability. The steady transmission of growth policies and the continuous upward movement of upstream resources prices need more time to determine the profitability of Listed Companies in the downstream.
Everbright Securities Company Limited(601788) also said that industries with good performance in the first quarter report may have better performance. On the one hand, according to the industry distribution of companies that previously disclosed the operating data from January to February, consumer industries such as food and beverage and medicine, as well as industries with steady growth direction such as construction and building materials, may have a good performance; On the other hand, from the comparison between the consistent market expectation and the profit growth rate of industrial enterprises from January to February, the expectation of most industries is high, while the expected growth rate of consumer goods industries such as food and beverage is more similar to that of industrial enterprises.
