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:
169 shares forecast first quarter results 143 shares increase in advance
Statistics show that as of April 1, 169 listed companies have released quarterly performance forecasts. The type of performance forecast shows that there are 143 companies with pre increase and 5 with pre profit; There are 10 and 6 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, 52 companies have a net profit increase of more than 100%; There are 46 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.
30 only Kechuang board shares forecast first quarter performance 24 shares increase in advance
Statistics show that as of April 1, 30 Sci-tech Innovation Board companies have released the first quarter performance forecast. The type of performance forecast shows that there are 24 companies with pre increase and 1 company with pre profit; There are one company whose performance is expected to decline and two companies whose performance is expected to suffer losses. According to the median value of the expected net profit growth, the net profit growth of 9 companies exceeded 100%; There are 9 companies whose net profit increases between 50% and 100%.
first quarter performance surge list: 52 share net profit doubled
Statistics show that as of April 1, 169 companies have released quarterly performance forecasts. The type of performance forecast shows that there are 143 companies with pre increase and 5 companies with pre profit, and the total proportion of companies reporting good news is 87.57%; There are 10 and 6 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, 52 companies have a net profit increase of more than 100%; There are 46 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. The company expects the median increase of net profit in the first quarter to be 413125% Sichuan Yahua Industrial Group Co.Ltd(002497) , Tibet Mineral Development Co.Ltd(000762) it is estimated that the median year-on-year growth rate of net profit is 124595% and 909.29% respectively, ranking the second and third.
institutions, shareholders and executives scramble to buy these performance surge shares
From February 2 to April 1, among the dragon and tiger list, 430 stocks appeared in the figure of institutions, of which 147 stocks showed the state of net buying by institutions and 283 stocks were sold by institutions. There were 13 stocks with a net purchase of more than 100 million yuan by institutions, and the top three were Hoshine Silicon Industry Co.Ltd(603260) , Yonghui Superstores Co.Ltd(601933) , Tech-Bank Food Co.Ltd(002124) , and the net inflow of institutional funds was 694 million yuan, 381 million yuan and 370 million yuan respectively. Among the 1196 stocks with significant growth (an increase of 50% or more) in 2021, 45 were net purchased by institutions from February 2 to April 1.
1089 the company released its annual report 214 the performance of companies doubled
Statistics show that, as of April 1, 1089 companies have released their annual reports for 2021, of which 775 have a year-on-year increase in net profit, 314 have a decrease, 947 have a year-on-year increase in operating income, 142 have a decrease, 736 have a simultaneous increase in net profit and operating income, 103 have a decrease in profit and income, and 214 have doubled their performance, of which Sichuan Hebang Biotechnology Co.Ltd(603077) has the largest increase of 728428%
industry performance summary:
real estate industry comment report: there are still high expectations for improvement in real estate policies
In the short term, in the process of promoting the reform of housing supply side structure, increasing the supply of affordable rental housing is the main theme of China in 2022. In the medium and long term, with the contraction of some risk real estate enterprises, the industry pattern will be optimized, and the market share of leading real estate enterprises with financing, operation advantages and abundant liquidity is expected to increase. It is suggested to pay attention to the leading enterprises with high credit in the field of rental housing: Poly Developments And Holdings Group Co.Ltd(600048) , China Vanke Co.Ltd(000002) , China Merchants Shekou Industrial Zone Holdings Co.Ltd(001979) , China overseas development, 5I5J Holding Group Co.Ltd(000560) .
banking monthly report: sound fundamentals focus on investment opportunities
At present, the extremely low valuation level of the banking sector fully reflects the pessimistic expectations of the market on the credit risk exposure and macroeconomic downturn of the real estate industry. Considering the good performance growth of banks, the continuously improved asset quality and the warming of real estate policies, it is considered that the current sector has high allocation value and maintains the investment rating of “stronger than the big market” of the industry. It is suggested to focus on the head state-owned banks and joint-stock banks with solid asset quality, as well as the head urban commercial banks and rural commercial banks in regional economically developed areas.
consumer electronics industry review report: record growth rate of high-end mobile phones global mobile phone manufacturers impact on high-end
In the current context of the overall downturn of the mobile phone industry, it is imperative for mobile phone manufacturers to march into high-end mobile phones. The high-end road of oppo and vivo has achieved preliminary results. Xiaomi is also constantly testing new technologies to expand the high-end machine market. Samsung and Huawei took the lead in launching folding screen mobile phones to expand the high-end machine market. At present, Samsung’s folding screen mobile phones have become the most successful folding screen mobile phones in the world, with a market share of more than 88%. Other mobile phone manufacturers in China have followed suit. Xiaomi, glory and oppo have released folding screen mobile phones, Vivo folding screen mobile phone will be released on April 11. Due to its high technical content, large upgrade range, high price, and is expected to become the mainstream model of high-end mobile phones, the folding screen mobile phone carries the hope of Android manufacturers to compete with apple mobile phones.
basic chemical industry 4 monthly investment strategy: optimistic about the investment direction of trichlorosilane, potassium fertilizer, sweetener and phosphorus chemical industry
We are firmly optimistic that, benefiting from the major transformation and upgrading of China’s energy structure, China’s chemical industry is in an important period of strategic opportunities, and the upstream material field of new energy has ushered in major development opportunities. We are still optimistic about the sustained high outlook of EVA, iron phosphate lithium iron phosphate, industrial silicon trichlorosilane polycrystalline silicon, PVDF and other new energy chemical products this year. We suggest paying attention to the rebound opportunities of relevant new energy chemical material targets. Recently, the downstream of the potash fertilizer market just needs to pick up. After the signing of the large contract, the State Reserve reopened the auction, and the supply shortage has eased. It is expected that the price of potassium chloride will rise steadily in the short term. At the same time, due to the continuous improvement of the concept of sugar substitutes, the penetration rate of sweeteners represented by sucralose in the field of food and beverage will continue to increase in the future. We are optimistic about the medium and long-term business cycle of sweeteners. The upstream and downstream of the phosphorus chemical industry chain continue to resonate strongly, the short-term spring ploughing will be fully opened, and the demand will develop well. The explosion of demand for lithium iron phosphate will drive the prosperity of “phosphate rock yellow phosphorus phosphate iron phosphate”. Looking forward to April 2022, we focus on the investment direction of trichlorosilane, potassium fertilizer, sweetener and phosphorus chemical industry.
