Quarterly report of 177 “spoilers”: net profit of more than 80% of stocks increased in advance Zhejiang Damon Technology Co.Ltd(688360) performance increased by more than 30 times in advance

With the end of the first quarter, the performance of Listed Companies in the first quarter will be released one after another. According to the data, at present, 177 A shares have disclosed the expected performance of the first quarter. According to the lower limit of the predicted net profit, a total of 153 shares are expected to achieve a year-on-year increase in the net profit in the first quarter, accounting for about 86.44% Zhejiang Damon Technology Co.Ltd(688360) ( Zhejiang Damon Technology Co.Ltd(688360) ) is the “king of performance pre increase” among these 177 shares, and the net profit in the first quarter is expected to increase by 342605% – 483645%. Under the overall forecast, Rongchang biology, China Transinfo Technology Co.Ltd(002373) and other stocks experienced performance decline and losses. Among them, Rongchang biology is also facing the embarrassment of breaking the share price.

the net profit of more than half of the individual shares increased by more than 50%

The data show that as of April 5, 177 stocks have predicted the performance of the first quarter of 2022.

According to the statistics of the lower limit of the predicted net profit, 153 of the above 177 stocks are expected to have a year-on-year increase in the net profit in the first quarter of 2022, accounting for 86.44% of the stocks in the specific situation of the current spoiler performance. Among them, 94 shares increased by more than 50%, accounting for 53.11% of the number of individual shares in the notice, and the performance of 45 shares doubled, accounting for more than 25%.

Specifically, Zhejiang Damon Technology Co.Ltd(688360) is the “king of performance pre increase” among the above 177 stocks. According to the data, the attributable net profit of Zhejiang Damon Technology Co.Ltd(688360) 2022 in the first quarter is expected to be 103419 million-144786 million yuan, an increase of 100486 million-141853 million yuan compared with the same period of last year, a year-on-year increase of 342605% – 483645% Zhejiang Damon Technology Co.Ltd(688360) said that during the reporting period, the company actively explored the market, and the revenue was recognized after the completion of overseas projects, resulting in the steady increase of the company’s net profit.

Sichuan Yahua Industrial Group Co.Ltd(002497) is also a stock with a pre increase of more than 10 times in net profit in the first quarter. According to the data, the net profit attributable to Sichuan Yahua Industrial Group Co.Ltd(002497) during the reporting period is expected to be about 900-1.2 billion yuan, an increase of 105367% – 143822% year-on-year.

In addition, according to the lower limit of the predicted net profit, the net profit of 43 shares, including Chengxin Lithium Group Co.Ltd(002240) , Guangdong Tonze Electric Co.Ltd(002759) , Si Linjie, Do-Fluoride New Materials Co.Ltd(002407) etc., increased by 100% – 1000% The net profit of 49 shares, including China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) , Chongqing Zhifei Biological Products Co.Ltd(300122) , Guangdong Jiayuan Technology Co.Ltd(688388) , Shanghai Milkground Food Tech Co.Ltd(600882) , increased by 50% – 100%.

From the realization of attributable net profit, according to the lower limit of predicted net profit, among the 177 stocks, Cosco Shipping Holdings Co.Ltd(601919) the attributable net profit expected to be realized in the first quarter of this year is the most, about 27.6 billion yuan, and it is also the only stock expected to exceed 10 billion yuan; In addition, the net profit attributable to 16 individual stocks including Yankuang energy, Shanghai International Port (Group) Co.Ltd(600018) , Tongwei Co.Ltd(600438) , China National Nuclear Power Co.Ltd(601985) is expected to exceed 1 billion yuan in the first quarter; A total of 83 stocks are expected to achieve more than 100 million in the first quarter.

From the perspective of Shenwan industry, the boom of mechanical equipment, basic chemical industry, non-ferrous metals, medicine and biology, power equipment and other industries was high in the first quarter. Among the top 20 stocks, 18 only came from the above industries.

Rongchang biology and other advanced losses of more than 100 million

With the overall performance improving, among the above 177 stocks, according to the lower limit of predicted net profit, 23 stocks are expected to decline in net profit in the first quarter of this year, and 7 stocks are expected to lose performance in the reporting period, among which Rongchang biology and China Transinfo Technology Co.Ltd(002373) are expected to lose more than 100 million.

According to the data, according to the statistics of the lower limit of the predicted net profit, 23 listed companies expect the net profit to decline year-on-year in the first quarter of this year. Among them, China Transinfo Technology Co.Ltd(002373) pre decline is the largest, with the highest pre decline of 307.14%; In addition, Shandong New Beiyang Information Technology Co.Ltd(002376) , Montnets Cloud Technology Group Co.Ltd(002123) , Rongchang biological maximum pre drop exceeded 100%.

Due to the impact of the company’s delay in the delivery of the project the fair value of the project 35.

Among the 177 stocks, 7 stocks including Rongchang biology and China Transinfo Technology Co.Ltd(002373) are expected to suffer losses in net profit in the first quarter. Among them, China Transinfo Technology Co.Ltd(002373) , Shandong New Beiyang Information Technology Co.Ltd(002376) , Montnets Cloud Technology Group Co.Ltd(002123) , Rongchang biology, Shouyao holding, Geling Shentong and Huashi technology are expected to suffer losses in the first quarter, and the four stocks are expected to suffer losses in the second quarter. In terms of loss amount, Rongchang biology has the highest loss amount, with a loss of about 329 million-445 million yuan, a year-on-year decrease of 79.17% – 142.41%.

It is worth noting that Rongchang biology is a “newborn” of A-Shares and officially landed on the science and Innovation Board on March 31. According to the data, Rongchang biology focuses on the discovery, development and commercialization of therapeutic antibody drugs such as antibody drug coupling (ADC) drugs, antibody fusion proteins, monoclonal antibodies and bispecific antibodies.

Rongchang biology also experienced the fate of breaking on the first day of listing. The trading market showed that on March 31, the first day of listing of Rongchang biology, Rongchang biology opened 4.17% lower and the opening price was 46 yuan / share. After the opening, the share price continued to decline. The lowest price in the session was 40.11 yuan / share, and finally closed at 40.84 yuan / share, down 14.92%. It is understood that the initial price of Rongchang biology is 48 yuan / share. After calculation, the largest loss among investors is about 3945 yuan.

As of the closing on April 1, Rongchang biology reported 41.24 yuan / share, with a total market value of 22.45 billion yuan. Although it closed up slightly by 0.98% on April 1, the closing price is still lower than the initial price of the company.

For company related issues, the reporter of Beijing Business Daily called the Secretary Office of Rongchang biology for an interview, but no one answered the other phone.

Xu Xiaoheng, an investment and financing expert, said that the performance of the company is an important indicator for investors to measure the investment value of the company’s stock. Generally speaking, the change of the company’s performance will affect the trend of the company’s stock price in the short term.

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