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:
1 companies revise performance upward
Statistics show that compared with the median increase of net profit in the performance forecast, a total of 1 company revised its performance upward. Among them, Sino Wealth Electronic Ltd(300327) etc. increased the profit growth range without changing the type of performance forecast.
8 companies’ performance loss in the first quarter
Statistics show that as of April 7, a total of 202 companies have issued performance forecasts for the first quarter. The types of performance forecasts show that 167 companies are expected to increase, 6 companies are expected to gain, and the total proportion of good news is 85.64%. 16 companies are expected to reduce, and 8 companies are expected to lose. According to the statistics of the industry, the expected loss companies in the first quarter are mainly concentrated in the computer, pharmaceutical and biological industries, with 4 and 2 companies on the list respectively.
Among the pre loss companies, 8 have announced the specific loss range. According to the statistics of the expected maximum loss, Rongchang biology has the largest loss. The company expects a loss of 329 million yuan to 445 million yuan in the first quarter. The reason for performance change: after 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%.
46 only performance stock increase was robbed by institutions
Statistics show that among the 1195 stocks with significant growth (an increase of 50% or more) in 2021, 46 were net purchased by institutions from February 8 to April 7. Among them, the net profit of Hoshine Silicon Industry Co.Ltd(603260) year increased by 512.4%, and the net purchase amount of institutions was 694 million yuan, with the largest net purchase amount; There are also Wuxi Shangji Automation Co.Ltd(603185) , Tianqi Lithium Corporation(002466) , Shanxi Zhendong Pharmaceutical Co.Ltd(300158) and other stocks that have been bought by institutions.
202 companies forecast first quarter results 167 companies increase in advance
Statistics show that as of April 7, 202 companies have released quarterly performance forecasts. The type of performance forecast shows that there are 167 companies with pre increase and 6 companies with pre profit, and the total proportion of companies reporting good news is 85.64%; There are 16 and 7 companies with pre reduced performance and pre loss respectively. Among the performance prediction companies, according to the median increase of expected net profit, 65 companies have a net profit increase of more than 100%; There are 51 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% Zhejiang Narada Power Source Co.Ltd(300068) , Sichuan Yahua Industrial Group Co.Ltd(002497) estimated median year-on-year growth of net profit is 157295% and 124595% respectively, ranking the second and third in growth.
54 GEM stocks forecast first quarter results 39 shares increase in advance
Statistics show that as of April 7, 54 GEM companies have released performance forecasts for the first quarter. According to the statistics of performance forecast type, there are 39 pre increase companies and 3 pre profit companies; There are 6 companies with pre losses and 2 companies with pre losses. Among the performance prediction companies, according to the median increase of expected net profit, a total of 18 companies have a net profit increase of more than 100%; There are 10 companies whose net profit increases between 50% and 100%. Specifically, Zhejiang Narada Power Source Co.Ltd(300068) expects the highest increase in net profit.
1143 the company released its annual report 222 the performance of companies doubled
Statistics show that, as of April 7, 1143 companies have released their annual reports for 2021, of which 804 have a year-on-year increase in net profit, 339 have a decrease, 994 have a year-on-year increase in operating income, 149 have a decrease, 763 have a simultaneous increase in net profit and operating income, 108 have a decrease in profit and income, and 222 have doubled their performance, of which Sichuan Hebang Biotechnology Co.Ltd(603077) has the largest increase, reaching 728428%
industry performance summary:
gold industry depth report: Gold configuration is coming
Golden allocation opportunity is coming. Compared with gold, the value fluctuation of gold stocks is also affected by its fundamentals and other factors, resulting in the volatility of gold index greater than gold price. When analyzing the performance elasticity, we should focus on the proportion of mineral gold output, the comprehensive cost of controlling gold and the planning of increasing production and storage. As the trend fluctuation of the cost of mining gold relative to the gold price is negligible, the rise of gold price can directly lead to the rise of the profit of mineral gold business, and the performance with high proportion of mineral gold has greater flexibility to the performance of gold price.
Key companies: we recommend the Chifeng Jilong Gold Mining Co.Ltd(600988) \ international.
automobile industry tracking report: how does the rise of vehicle prices and oil prices affect automobile consumption
Maintain the expectation of 9% growth in passenger car wholesale in the whole year, including 5.32 million new energy passenger vehicles / + 61%. After the release of sector pressure, it will bring opportunities for re layout; After the disturbance factors are flattened, it will bring opportunities for upward movement of the sector. Reiterate that they are optimistic about the continued boom at both ends of the supply and demand of new energy vehicles and the opportunity for Chinese car enterprises to overtake on the curve.
Complete vehicle: it is suggested that Byd Company Limited(002594) , SAIC and Hong Kong stock Great Wall Geely step into the cost performance range; Parts and components: the rise in the price of raw materials has brought down the expectation of profit growth of the sector. Therefore, it is recommended to select stocks from bottom to top, including Lizhong Sitong Light Alloys Group Co.Ltd(300428) , Jiangsu Changshu Automotive Trim Group Co.Ltd(603035) , Ningbo Tuopu Group Co.Ltd(601689) , Chengdu Haoneng Technology Co.Ltd(603809) . It is recommended to pay attention to Suzhou Sonavox Electronics Co.Ltd(688533) , etc.
national defense industry weekly report: the annual report and the first quarterly report are successively disclosed continue to pay attention to the four high prosperity directions
In 2022, the whole industrial chain will continue to focus on the profit-making double growth logic brought by the release of production capacity. On the whole, the prosperity of the military industry in the first year of the 14th five year plan has been basically fulfilled, and the whole industrial chain will mainly focus on the logic of the successive landing of large orders; We believe that in 2022, the whole industrial chain will continue to focus on the profit-making double growth logic brought by capacity release: focus on downstream main engine plants and subsystems with strong actual demand, deep ladder level of product models and arrival of batch production nodes; Supporting and manufacturing in the middle reaches with deep moat, strong comprehensive supporting capacity and obvious scale effect; High end weapon cornerstone, large industrial space, strong core competitiveness, and domestic replacement of accelerated military materials and military electronics, ship propulsion system and new ship equipment are the four major directions of military new technology under the new trend of development.
media industry 2022 April month investment strategy: focus on the game sector and NFT theme opportunities
Continue to be optimistic about the direction of the game and metauniverse. 1) policy bottom up, continuous optimistic about the overfall industry leader and some beneficial policies to improve the breakdown industry to upgrade possible, recommend subdivision sector leader Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) , Mango Excellent Media Co.Ltd(300413) , Focus Media Information Technology Co.Ltd(002027) , Hong Kong stock recommended fast, beep, Kwai mart and other targets and overall low estimate of the game board (recommended Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) , G-Bits Network Technology(Xiamen)Co.Ltd(603444) , Shanghai Yaoji Technology Co.Ltd(002605) , heartbeat company and other targets); 2) The theme of yuancosmos has been fully adjusted. In the medium and long term, it is still expected to run through the whole year, and the segmentation continues to be optimistic: a) NFT of digital assets is expected to derive more application fields, focusing on Visual China Group Co.Ltd(000681) , Zhewen Interactive Group Co.Ltd(600986) , Three’S Company Media Group Co.Ltd(605168) , Zhejiang Huamei Holding Co.Ltd(000607) , Duzhe Publishing&Media Co.Ltd(603999) , Zhejiang Huace Film And Tv Co.Ltd(300133) , Fubo group, etc; d) Virtual digital people usher in the application outlet, bottom marketing companies and film and television content companies usher in the possibility of upward valuation, and pay attention to Bluefocus Intelligent Communications Group Co.Ltd(300058) , Shanghai Fengyuzhu Culture Technology Co.Ltd(603466) , Saturday Co.Ltd(002291) , etc.
