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. Who will perform better than expected? How to tap the investment opportunities
stock performance summary:
6 companies’ performance loss in the first quarter
Statistics show that as of March 31, a total of 152 companies have issued performance forecasts for the first quarter. The types of performance forecasts show that 127 companies are expected to increase, 5 are expected to gain, and the total proportion of good news is 86.84%. 10 companies are expected to reduce, and 6 are expected to lose. Among the pre loss companies, six have announced specific loss ranges. According to the statistics of the expected maximum loss amount, n Rongchang has the largest loss amount. The company expects a loss of 329 million yuan to 445 million yuan in the first quarter. The reason for performance change: according to preliminary calculation, the company expects the operating revenue from January to March 2022 to be about 128 million yuan to 173 million yuan, with a year-on-year increase of about 287821% to 392934%; It is estimated that the net profit attributable to the shareholders of the parent company will be 445 million yuan to – 329 million yuan, with a year-on-year increase of – 142.41% to – 79.17%; It is estimated that the net profit attributable to the shareholders of the parent company after deducting non recurring profits and losses will be -446 million yuan to -330 million yuan, with a year-on-year increase of – 132.89% to – 72.14%. China Transinfo Technology Co.Ltd(002373) , Shouyao holdings, etc. also have large losses. China Transinfo Technology Co.Ltd(002373) is expected to lose 240 million to 290 million yuan; Shouyao holdings is expected to lose 30 million yuan to 50 million yuan.
152 shares forecast first quarter performance 127 shares increase in advance
Statistics show that as of March 31, 152 listed companies have released quarterly performance forecasts. The type of performance forecast shows that 127 companies are expected to increase in advance and 5 companies are expected to gain in advance; There are 10 and 5 companies with pre reduced performance and pre loss respectively. Among the performance prediction companies, according to the median increase of expected net profit, 47 companies have a net profit increase of more than 100%; There are 38 companies whose net profit increases between 50% and 100%. Specific to individual stocks, Zhejiang Damon Technology Co.Ltd(688360) expects the highest increase in net profit.
1066 the company released its annual report 211 the performance of companies doubled
Statistics show that as of March 31, 1066 companies have released their annual reports for 2021, of which 762 have increased their net profit year-on-year, 304 have decreased, 929 have increased their operating income year-on-year, 137 have decreased, 723 have increased their net profit and operating income at the same time, 98 have decreased their profit income, and 211 have doubled their performance, of which Sichuan Hebang Biotechnology Co.Ltd(603077) has the largest increase of 728428%.
lithium salt prices soared and lithium battery giants broke out Ganfeng Lithium Co.Ltd(002460) 2021 annual net profit of exceeded 4 times 23456
The soaring price of lithium salt makes upstream manufacturers earn a lot. On March 30, Ganfeng Lithium Co.Ltd(002460) disclosed in the annual report that the company achieved a revenue of 11.162 billion yuan in 2021, an increase of 102.07% year-on-year; The net profit was 5.228 billion yuan, with a year-on-year increase of 410.26%. It is planned to distribute a cash dividend of 3.00 yuan for every 10 shares to all shareholders and increase 4 shares.
In recent years, due to the rapid development of new energy vehicles and energy storage system industries and the rising demand for power batteries, the demand for lithium iron phosphate materials and ternary materials has expanded rapidly. The demand for electric vehicles and power batteries will be released and converted into actual output, further stimulating the demand for lithium.
Among them, lithium hydroxide has become the main growth power of lithium compounds due to the rapid development of high nickel ternary batteries. According to the Research Report of Minmetals securities, the global demand for lithium hydroxide monohydrate in 2021 is about 200000 tons, including about 175000 tons in the field of lithium-ion batteries. It is estimated that the total global demand for lithium hydroxide will increase significantly to 704000 tons in 2025, with a compound average annual growth rate of about 37% from 2021 to 2025
industry performance summary:
five listed insurance companies submit papers: most maintain positive performance growth and optimize business structure
With yesterday’s New China Life Insurance Company Ltd(601336) 2021 performance conference, the performance disclosure and management interpretation of the five major A-share listed insurance companies in 2021 were released. Under the influence of adverse factors such as the epidemic, most of the five listed insurance companies maintained positive performance growth in 2021. Among them, China Life Insurance Company Limited(601628) , The People’S Insurance Company (Group) Of China Limited(601319) , China Pacific Insurance (Group) Co.Ltd(601601) , New China Life Insurance Company Ltd(601336) respectively realized net profit attributable to parent company of 50.921 billion yuan, 21.638 billion yuan, 26.834 billion yuan and 14.9 billion yuan, with year-on-year growth rates of 1.3%, 7.8%, 9.2% and 4.6% respectively. Among the five listed insurance companies, the highest net profit attributable to the parent company was Ping An Insurance (Group) Company Of China Ltd(601318) , reaching 101618 billion yuan, but the growth rate decreased by 29.0% year-on-year.
5 Airlines 2021 annual performance released! Air China, China Eastern Airlines and China Southern Airlines lost more than 10 billion
On March 30, Air China Limited(601111) , China Eastern Airlines Corporation Limited(600115) , China Southern Airlines Company Limited(600029) , China Express Airlines Co.Ltd(002928) , Shandong Airlines (Shandong Airlines b) and other five airlines announced their annual reports for 2021, with negative net profits. Among them, Air China, China Eastern Airlines and China Southern Airlines all lost more than 10 billion yuan. In addition, China Express Airlines Co.Ltd(002928) revenue was 3.967 billion yuan, a year-on-year decrease of 16.08%, and net profit loss was 987096 million yuan; Shandong Airlines had a revenue of 12.515 billion yuan, a year-on-year increase of 18.80%, and a net profit loss of 1.814 billion yuan.
the performance of the six state-owned banks increased steadily last year capital adequacy ratio increased comprehensively
On March 30, with Industrial And Commercial Bank Of China Limited(601398) , Agricultural Bank Of China Limited(601288) and Postal Savings Bank Of China Co.Ltd(601658) disclosing the annual performance report of 2021, the annual reports of the six major state-owned banks were fully disclosed. As the leader of listed banks and even A-share listed companies, the six major state-owned banks, while adhering to the origin of financial services to the real economy, handed over a performance answer sheet with overall profit growth and collective stable asset quality. According to the reporter’s statistics, in 2021, the six major state-owned banks realized a year-on-year increase of 11.85% in the net profit (Group caliber, the same below) attributable to the shareholders of the parent company. In addition, by the end of last year, the non-performing loan ratios of the six banks had decreased by varying degrees compared with the end of 2020.
industry competition intensifies auto enterprises 2021 annual performance is mixed
Recently, Byd Company Limited(002594) , Great Wall Motor Company Limited(601633) and other auto companies have successively announced their annual reports for 2021. On the whole, in 2021, China’s automobile market recovered steadily, while the industry competition further intensified. The performance of automobile enterprises that have issued annual reports is mixed. On March 29, Byd Company Limited(002594) released the annual performance report for 2021. According to the annual report, the company achieved an operating revenue of 216142 billion yuan in 2021, a year-on-year increase of 38.02%; The net profit attributable to shareholders of listed companies was 3.045 billion yuan, a year-on-year decrease of 28.08%. In terms of product revenue, the company’s “rechargeable batteries and photovoltaic”, “mobile phone parts, assembly and other products” and “automobile, automobile related products and other products” accounted for 7.62%, 40.00% and 52.04% of revenue respectively during the reporting period, and the revenue increased by 36.27%, 43.99% and 33.93% respectively. However, the gross profit margin of mobile phone and automobile related products decreased by 3.62% and 7.81% respectively year-on-year.
