The annual reports of more than 700 listed companies were intensively disclosed, and Foshan Haitian Flavouring And Food Company Ltd(603288) became the most concerned individual stock in the past week.
A-Shares enter the intensive disclosure period of the annual report
performance becomes the main line of market rating
In the last week of March, A-Shares entered the intensive disclosure period of the annual report. According to the statistics of securities times · databao, from March 25 to 31, as many as 747 listed companies published their annual reports for 2021. Affected by this, the number of securities companies’ ratings has increased greatly, 65 institutions have conducted a total of 1873 ratings, and 540 listed companies have received “buy in” ratings.
According to the statistics of data treasure, in the past week, there were 22 stocks rated by institutions 15 times or more, and the leading white horse stocks in many industries were listed. Among them, the number of ratings of “Maomao sauce” Foshan Haitian Flavouring And Food Company Ltd(603288) institutions ranks first, with a total of 36 times . The company released its annual report on March 25. In 2021, the company realized a net profit attributable to the parent company of 6.671 billion yuan, a year-on-year increase of 4.18%. A number of securities companies said that the company’s performance in the fourth quarter exceeded market expectations Citic Securities Company Limited(600030) believes that the company has leading channel / scale / management advantages, and new growth curves such as cooking wine and vinegar are also beginning to take shape. After the negative factors subside, it is expected to continuously improve the market share and maintain sustained growth.
Beijing Kingsoft Office Software Inc(688111) , Glodon Company Limited(002410) , Tsingtao Brewery Company Limited(600600) and Industrial Bank Co.Ltd(601166) are rated 25 times or more, and the first two belong to the application software industry Beijing Kingsoft Office Software Inc(688111) 2021, the net profit attributable to the parent company was 1.041 billion yuan, with a year-on-year increase of 18.57% Western Securities Co.Ltd(002673) said the increase was in line with expectations. The company’s b-end information innovation drive is strong, and the cloud and collaborative office mode is advancing steadily; The C-end user base has been steadily expanded, ARPU has been significantly improved, and the growth potential of subscription business is considerable.
Zhongtai Securities Co.Ltd(600918) said that after restoration, Glodon Company Limited(002410) realized a net profit attributable to the parent company of 1.144 billion yuan, with a year-on-year increase of 29.19%. The cost business of the company exceeded the expectation again, the cost cloud transformation was further deepened, the construction business achieved a major breakthrough, and the volume of business collection and release in the future can be expected. However, the large volume of construction business may put pressure on the profitability of the company in the short term.
Of the above 22 shares, except Proya Cosmetics Co.Ltd(603605) all have issued annual reports. Of which, the net profits of Shandong Hualu-Hengsheng Chemical Co.Ltd(600426) and Henan Liliang Diamond Co.Ltd(301071) doubled Wuxi Apptec Co.Ltd(603259) , Porton Pharma Solutions Ltd(300363) , Citic Securities Company Limited(600030) net profit increased by more than 50% year-on-year. The net profit of the three shares fell year-on-year to Anhui Conch Cement Company Limited(600585) , Shanghai Jin Jiang International Hotels Co.Ltd(600754) and Changzhou Xingyu Automotive Lighting Systems Co.Ltd(601799) , and the net profit of Changzhou Xingyu Automotive Lighting Systems Co.Ltd(601799) decreased by 18.12% year-on-year.
performance boosts the list price of individual stocks of securities companies
Among the 540 institutional rating stocks, divided by Shenwan industry, the number of individual stocks on the list of medicine, biology, chemical industry, mechanical equipment and electronics ranks first, with more than 40 shares.
From March 25 to 31, the market was mixed, and the Shanghai Composite Index rose slightly by 0.06%. Since the recommendation date, the average decline of agency rating stocks has been 0.02%, 15 stocks have risen by more than 10%, and China Merchants Energy Shipping Co.Ltd(601872) , Grinm Advanced Materials Co.Ltd(600206) and China Resources Double-Crane Pharmaceutical Co.Ltd(600062) have the best performance, with an increase of more than 20% ; Heyuan biology callback range of more than 20%.
A number of securities companies have raised the price of individual stocks one after another. According to the statistics of data treasure, compared with the target price of the agency, 20 of the 22 stocks rated by the agency for more than 15 times have a rising potential of more than 20% Glodon Company Limited(002410) with the highest rising space, up to 88% China Pacific Insurance (Group) Co.Ltd(601601) , Wuxi Apptec Co.Ltd(603259) , Industrial Bank Co.Ltd(601166) , Chenguang shares the rising space exceeds 50%; Foshan Haitian Flavouring And Food Company Ltd(603288) and Kweichow Moutai Co.Ltd(600519) with high institutional attention have 24.53% and 39.62% room for rise respectively.
In terms of rating trends, 14 stocks were upgraded by the agency. Except for Asymchem Laboratories (Tianjin) Co.Ltd(002821) and Zhongbai Holdings Group Co.Ltd(000759) , the latest rating of other stocks was “buy”. In terms of annual performance, Beijing Zhong Ke San Huan High-Tech Co.Ltd(000970) , Guangdong Jiayuan Technology Co.Ltd(688388) , Qingdao Haier Biomedical Co.Ltd(688139) net profit doubled, and the year-on-year growth of Asymchem Laboratories (Tianjin) Co.Ltd(002821) , Shanghai Baosight Software Co.Ltd(600845) and Shanghai Baosight Software Co.Ltd(600845) also exceeded 35%. It is worth noting that the net profits of Angel Yeast Co.Ltd(600298) , Toly Bread Co.Ltd(603866) , Yantai China Pet Foods Co.Ltd(002891) , Zhongbai Holdings Group Co.Ltd(000759) and other food stocks fell year-on-year. In addition, the brokerage agencies lowered the latest ratings of 17 shares in total, and China Vanke Co.Ltd(000002) , Guangdong No.2 Hydropower Engineering Company Ltd(002060) and other strong stocks with recent trends were listed.
