On April 7, more than 20 listed companies intensively disclosed the performance forecast for the first quarter of 2022. Looking at the companies with large pre increase in performance, it can be seen that the prosperity of new energy and coal chemical industry is very high.
The leading offshore wind power company announced on the evening of Ming Yang Smart Energy Group Limited(601615) 7 that it is expected to realize a net profit of 1.3 billion yuan to 1.55 billion yuan in the first quarter of 2022, with a year-on-year increase of 408.02% to 505.72%; The net profit deducted from non profit was 1.29 billion yuan to 1.54 billion yuan, with a year-on-year increase of 440.93% to 545.76%. The reporter noted that the performance of Ming Yang Smart Energy Group Limited(601615) year 2020 was only 1.374 billion yuan.
Ming Yang Smart Energy Group Limited(601615) the surge in profits is inseparable from China’s overweight development of new energy such as scenery in the past two years. The company said that the significant increase in performance was mainly due to the steady development of the wind power industry as a whole. The increase in orders on hand and the increase in the delivery scale of the company’s wind turbines led to the increase in the company’s operating revenue year-on-year Ming Yang Smart Energy Group Limited(601615) in recent years, the performance has shown a high growth trend. From 2019 to 2021, the net profit was 713 million yuan, 1374 million yuan and 3319 million yuan respectively. From the perspective of policy support, there is still much room for the development of offshore wind power. The 14th five year plan for modern energy system released in March 2022 mentioned that coastal provinces should be encouraged to develop offshore wind power base construction and develop deep-water and far shore areas. It is predicted that the total newly installed capacity of offshore wind power in major coastal provinces during the 14th Five Year Plan period will reach 73.45gw, which is about 8 times that of the 13th Five Year Plan period.
The company Ningbo Ronbay New Energy Technology Co.Ltd(688005) benefited from the popularity of new energy vehicles. The company expects to achieve a net profit of RMB 283 million to RMB 303 million in the first quarter of 2022, with a year-on-year increase of 215% to 237%. According to the investigation, in 2021, Ningbo Ronbay New Energy Technology Co.Ltd(688005) high nickel shipments ranked second in the world, among which high nickel ternary cathode material shipments accounted for 90% of the company’s total shipments, and the market share has ranked first in China for many consecutive years. The strong pre increase in the first quarter of 2022 shows that its leading trend is still obvious.
Suzhou Anjie Technology Co.Ltd(002635) announced that the net profit in the first quarter of 2022 is expected to be 75 million yuan to 100 million yuan, with a year-on-year increase of 156711% to 212281% Suzhou Anjie Technology Co.Ltd(002635) said that the company has continuously improved its product competitiveness in the fields of new energy vehicles, smart phones, all-in-one computers, laptops, tablets, VR / AR, smart homes and other fields, actively developed new businesses, and continuously increased its business orders in the above fields, with the proportion of new energy vehicle business revenue increasing.
Suzhou Anjie Technology Co.Ltd(002635) said in the 2021 annual report that the company provides supporting precision functional devices, precision structural parts and module products for international customers of new energy vehicles. The production of new factories outside China will bring more opportunities to the company. The company will cooperate with customers to make proofing and delivery of new products more convenient and fast. As the company’s strategic development industry, new energy electric vehicles will increase automatic production lines according to the needs of customers’ business volume to prepare for the rapid growth of new energy vehicle business orders. There is still much room to improve the single machine value of new energy vehicle business products.
New energy is advancing rapidly, and traditional energy is not bad Shanxi Lanhua Sci-Tech Venture Co.Ltd(600123) it is estimated that the net profit attributable to shareholders of Listed Companies in the first quarter of 2022 will be 850 million yuan to 950 million yuan, an increase of 274.73% to 318.82%. The announcement said that the reason for the sharp increase in performance was that the company seized the favorable opportunity of strong market demand and high price operation of major products such as coal and urea.
Nanjing Red Sun Co.Ltd(000525) performance forecast shows that the company expects a profit of 286 million yuan to 318 million yuan in the first quarter of 2022, with a year-on-year increase of 119424% to 133905%. The company said that the main products continued the favorable situation of “simultaneous rise in volume and price” since the third quarter of 2021, and the company’s benefits continued to improve by relying on the advantages of the “three major” green pesticide industry chain.
On the other hand, many enterprises in industries such as new metal materials have also seized the “tuyere” Pangang Group Vanadium Titanium & Resources Co.Ltd(000629) performance forecast shows that the profit in the first quarter of 2022 is expected to be 450 million yuan to 500 million yuan, with a year-on-year increase of 111.26% to 134.73%. During the reporting period, the company grasped the market opportunity of vanadium products, and the price and sales volume of vanadium products increased significantly year-on-year. In addition, Ningxia Orient Tantalum Industry Co.Ltd(000962) it is estimated that the net profit deducted from non parent company will reach 22 million yuan to 30 million yuan in the first quarter of 2022, with a year-on-year increase of 52.87% to 108.47%. The rise in sales of core products is the main driving force for the performance growth of these companies.
Guangdonghectechnologyholdingco.Ltd(600673) said that the net profit attributable to shareholders of Listed Companies in the first quarter of 2022 is expected to increase by 250 million yuan to 280 million yuan compared with the same period of the previous year, with a year-on-year increase of 114899% to 128686%; The net profit attributable to shareholders of listed companies after deducting non recurring profits and losses will increase by 320 million yuan to 350 million yuan. During the reporting period, the sales volume of the company’s main products in the three sectors of new electronic materials, alloy materials and chemical products increased significantly, the volume and price of core products increased simultaneously, and the performance increased significantly compared with the same period of last year.
