As of the evening of March 31, a total of 1194 A-share listed companies had disclosed their 2021 annual reports. Among them, 1043 achieved year-on-year growth in operating revenue in 2021, accounting for 87.35%; The net profit attributable to shareholders of 862 listed companies in 2021 increased year-on-year, accounting for 72.19%.
In terms of performance forecast in the first quarter, 176 listed companies have disclosed the performance forecast in the first quarter of 2022, and 155 are expected to be happy, with a pre happy rate of 88.07%. Among them, 49 companies increased slightly, 5 companies reversed losses, 4 companies continued to make profits and 97 companies increased in advance. The listed companies that have disclosed the performance forecast have maintained a high performance increase as a whole.
On March 31, the scheduled disclosure schedule of the first quarterly report of listed companies on Shenzhen Stock Exchange was released. Anhui Zhonghuan Environmental Protection Technology Co.Ltd(300692) will be first disclosed on April 2, and Hisense Home Appliances Group Co.Ltd(000921) , Guangdong Haid Group Co.Limited(002311) , Changying Xinzhi Technology Co.Ltd(002664) and other information will be disclosed on April 12.
chemical industry and other industries with outstanding performance
From the perspective of industry, the net profit growth of chemical industry, medical treatment, semiconductor, coal, nonferrous metals, auto parts and other industries ranked first in 2021.
In the semiconductor industry, the net profit attributable to shareholders of listed companies such as Hangzhou Silan Microelectronics Co.Ltd(600460) , Nations Technologies Inc(300077) , Dongxin, Ingenic Semiconductor Co.Ltd(300223) and others in 2021 increased by more than 1000% year-on-year.
according to the annual report of 2021 disclosed on March 31, 2007 3, the total operating income in 2021 was 1.018 billion yuan, a year-on-year increase of 168%; The net profit attributable to the shareholders of the listed company was about 219 million yuan, a year-on-year increase of 184909%.
In the chemical industry, the performance of listed companies related to chemical raw materials such as Inner Mongoliayuan Xing Energy Company Limited(000683) , Qinghai Jinrui Mineral Development Co.Ltd(600714) etc. is outstanding.
Inner Mongoliayuan Xing Energy Company Limited(000683) annual report shows that in 2021, the annual operating revenue reached 12.149 billion yuan, a year-on-year increase of 57.81%; The net profit attributable to the shareholders of the listed company was about 4.951 billion yuan, a year-on-year increase of 717111%. During the reporting period, the company adjusted its industrial structure and strategically withdrew from coal, natural gas to methanol and downstream industries. At present, the company is mainly engaged in the production and sales of soda, baking soda, coal to urea and other products.
It is worth noting that during the reporting period, the operating revenue and order volume of some infrastructure “big” companies hit a record high.
On the evening of March 30, China Railway Group Limited(601390) released the annual report of 2021, and achieved a new contract amount of 272932 billion yuan, an increase of 4.7% year-on-year; Operating revenue exceeded the trillion yuan mark for the first time; The net profit attributable to shareholders of listed companies after deduction of non profits was 26.06 billion yuan, a year-on-year increase of 19.35%.
the Metallurgical Corporation Of China Ltd(601618) annual report shows that in 2021, the operating revenue reached 500572 billion yuan, an increase of 25.11% year-on-year; The net profit attributable to the parent company was 8.375 billion yuan, a year-on-year increase of 6.52%. In 2021, the newly signed metallurgical engineering contract amount was 157.8 billion yuan, an increase of 10% year-on-year, reaching a new record.
several companies exceeded institutional expectations
The reporter of China Securities Journal observed that the annual net profit of many listed companies exceeded the early expectations of institutions. This is particularly prominent in automobile, property, semiconductor, new energy and other industries.
In terms of automobile industry, the annual report of Guangzhou Automobile Group Co.Ltd(601238) 2021 shows that the total operating revenue in 2021 is 75.11 billion yuan, with a year-on-year increase of 19.76%; The net profit attributable to shareholders of listed companies was 7.335 billion yuan, a year-on-year increase of 22.95%.
Anxin Securities believes that the performance of Guangzhou Automobile Group Co.Ltd(601238) 2021 exceeded expectations. During the reporting period, the product structure of the company was improved, and the sales proportion of high-priced models such as leiling, Camry, willanda, Highlander and Saina increased from 77.02% in 2020 to 81.91%. The performance in 2022 is high and the growth can be expected.
Some listed companies “cross-border” new energy, and the overall performance in 2021 exceeded expectations.
in Sichuan Road & Bridge Co.Ltd(600039) 2021, the total operating income was RMB 85.049 billion, with a year-on-year increase of 31.73%, and the net profit attributable to shareholders of listed companies was RMB 5.582 billion, with a year-on-year increase of 85.43%.
Huaxin Securities believes that the company’s overall performance in 2021 exceeded expectations. Among them, the infrastructure business benefited from the acceleration of infrastructure construction in Chengdu Chongqing urban agglomeration and the improvement of the market share of controlling shareholders, and the sufficient orders in hand laid the foundation for performance growth. In addition, the industrial chain of new energy business has been continuously improved, becoming a new performance growth point of the company. Sichuan xinlixiang Co., Ltd., the holding subsidiary of the company, has an annual output of 50000 tons of ternary cathode material, phase I 10000 tons has been put into operation, and the preliminary preparations for the precursor project with an annual output of 20000 tons have been completed.
